TinyGrad is GeoHot's system/compiler to map neural networks onto hardware. He consistently points out this one point: Because the exact number of cycles is know in advance, it can be scheduled, there's no need for branch prediction, or that type of thing in a CPU.
Essentially, he wants to be able to express programs, and even an operating system, as a directed acyclic graph of logical binary operations, so that you can have consistent and deterministic runtime behavior.
The bit about LLMs is a distraction, in my opinion.