In the short-term the ASICs won't come from startups. Think companies that already have custom silicon + deep pockets + a need to squeeze every watt at scale.

In the short-term the ASICs won't come from startups. Think companies that already have custom silicon + deep pockets + a need to squeeze every watt at scale. Eg, Google (TPU), Apple (NPU), Amazon, Telsa (Dojo), Microsoft/OpenAI, etc.