I would not bet on atomicsemi, I think it's just a tool for prototyping in quick iterations. And Tenstorrent I still see as a risky bet, but in my mind it's ve

I would not bet on atomicsemi, I think it's just a tool for prototyping in quick iterations. And Tenstorrent I still see as a risky bet, but in my mind it's very +EV. Everything is ML nowadays and we still use very naive approach driven by what hardware was available at hand.