So they create a new chip for every model they want to support, is that right? Looking at that from 2026, when new large models are coming out every week, that seems troubling, but that's also a surface take. As many people here know better than I that a lot of the new models the big guys release are just incremental changes with little optimization going into how they're used, maybe there's plenty of room for a model-as-hardware model.

Which brings me to my second thing. We mostly pitch the AI wars as OpenAI vs Meta vs Claude vs Google vs etc. But another take is the war between open, locally run models and SaaS models, which really is about the war for general computing. Maybe a business model like this is a great tool to help keep general computing in the fight.