Yes, this reminds me of the story of transistors at IBM, when they had to pick between MOSFETs vs BJTs. MOSFETs were theoretically more scalable and what Intel

Yes, this reminds me of the story of transistors at IBM, when they had to pick between MOSFETs vs BJTs. MOSFETs were theoretically more scalable and what Intel eventually commercialized to great success. IBM had a lot of the best electrical engineers at the time, but chose to focus on BJTs because they supported their core product, mainframes. MOSFETs could theoretically scale better but without a clear line of sight to a product line or enhancement, they chose not to aggressively pursue MOSFET r&d. It makes sense, even in retrospect, because IBM didnt want to be a chip manufacturer. Google doesn’t want to be an LLM manufacturer. But the benefits of having the industry center on your technical underpinnings are huge, s IBM found out eventually and as Google will, one way or the other. Meta understands this, at least