"They are not able learn on chip - that is a non-starter and not particularly useful anyway. Customers dont want self-driving cars that need to learn how to drive, they want self-driving cars that already know how to drive."

That's a good point to not overlook. Plus, you mentioning this just gave me an idea for a Triad Semiconductor-style, via/metal-programmable, CNN chip tied to a specific FPGA architecture for easy prototyping and conversion. Could be some promise in there. Brain hasn't gotten further than that sentence so don't ask for details haha.

Not clear to me how you will do analog and reprogrammable at the same time unless your reprogramming is building things around the analog components that still perform pretty much the same function(s). I could see the weights, connections, location on chip, etc being configured while connected to analog, signal processing blocks scattered throughout chip kind of like FPGA's do with MAC's. My guess as a non-HW guy with a little research into these things. Am I anywhere close?