We're in the timeline that took the wrong path. The other world has isolinear memory, which can be used for compute, or as memory, down to the LUT level. Everything runs at a consistent speed, and hardware faults LUTs can be routed around easily.
Better architectures without the yearly investment train will no longer be better quite quickly.
You would need to be 100x to 1000x better in order to pull the investment train onto your tracks.
Don’t has been impossible for decades.
Even so, I think we will see such a change in my lifetime.
AI could be that use case that has a strong enough demand pull to make it happen.
We will see.
I don't think it's necessarily demand or any particular calculation that makes things happen. I think people including investors are just herd animals. They aren't enthusiastic until they see the herd moving and then they want in.
But if you do pay attention to the programming model, they're unusable. You'll see that dozens of these approaches have come and gone, because it's impossible to write software for them.