A lab that commits fully to proprietary silicon could lose out if a rival discovers a more computationally efficient method at the same intelligence level that only runs on the rival’s chip, because the first lab may not deploy enough of its own chip in time.

“Suppose I'm, you know, I'm lab one,”

“and I've gone all in on some proprietary silicon, and then lab two discovers some new computational breakthrough that delivers far better computational efficiencies for the same level of intelligence,”

“but it only works on the chip that they've decided to deploy.”

“I could die in the nine months before I get to deploy enough of that chip that I've also now gained that kind of 5x in computational efficiency. And so there is a really”