The Lyric web site says that they "model relationships between probabilities natively in the device physics", where D. E. Shaw's Anton chip sounds like it uses traditional logic gates the same way a GPU does.
P.S. Sorry, I downvoted you by accident -- I meant to upvote you.
The fundamental problem as I see it is that any domain-specific chip will receive a tiny fraction of R&D and economies of scale and amortization that a general purpose one will, and so its advantage is only temporary. As long as Moore's law is operating, this will be true.
> In practice replacing digital computers with an alternative computing paradigm is a risky proposition. Alternative computing architectures, such as parallel digital computers have not tended to be commercially viable, because Moore’s Law has consistently enabled conventional von Neumann architectures to render alternatives unnecessary. Besides Moore’s Law, digital computing also benefits from mature tools and expertise for optimizing performance at all levels of the system: process technology, fundamental circuits, layout and algorithms. Many engineers are simultaneously working to improve every aspect of digital technology, while alternative technologies like analog computing do not have the same kind of industry juggernaut pushing them forward.
While Lyric may incorporate classic gates in their design, it also sounds like the heart of their technology uses something different from classic gates.