ASIC Programs

topic on 1 show · 1 statements across 1 episodes

the a16z Podcast

1 statements about ASIC Programs, every show

a16z 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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