Just discovered about Etched few days ago as they released their first prototype. It blew my mind when I came to know that they have burned the transformer into silicon itself. Your post gave me a very good perspective on this. Your emphasis on the observations that the delta obtained by these by specialisation is overpowered by the optimisation of Nvidia though the chips are general. You only beat the incumbent when you follow along the lines of "your margin is my opportunity"
Just discovered about Etched few days ago as they released their first prototype. It blew my mind when I came to know that they have burned the transformer into silicon itself. Your post gave me a very good perspective on this. Your emphasis on the observations that the delta obtained by these by specialisation is overpowered by the optimisation of Nvidia though the chips are general. You only beat the incumbent when you follow along the lines of "your margin is my opportunity"