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ASIC programs

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Oct 30, 2025 by Gavin Baker · across every show →

Everything said about ASIC programs, oldest first

Oct 30, 2025 bearish
Prediction Open · timeframe Oct 2028
Baker: Major custom AI ASIC programs will be canceled within three years
“In the next three years, I think you'll see a bunch of high-profile ASIC programs canceled, especially if Google starts selling TPUs externally, which has been all over X.”
Gavin Baker Oct 30, 2025 ▶ 25:10 "Is there an AI bubble?” Gavin Baker and David George
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