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> The absolute worst market time to etch a model to a chip is right now

Slightly disagree. It really depends on the price-point at which they can do that etching. ~1k usd / ~30B model in a hdd-sized case that fits on your desk? I'd buy one right now, even knowing that I'm "stuck" with whatever model of the day is.

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Time to market also matters a ton. If they can start shipping chips <1 month after the weights drop that's much more compelling than if it's a 6+ month development pipeline.

In the case of Taalas, the pipeline was said to be 2 months:

> From the moment a previously unseen model is received, it can be realized in hardware in only two months ( https://taalas.com/the-path-to-ubiquitous-ai/ )

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