[throwawayadvsec]

there are already dozens of use cases that would become (more) profitable/interesting if we had chips optimized for LLMs

they were asic for BTC at a way earlier stage

+they can always pivot in a year if the market changes too much

[DoingIsLearning]

> they can always pivot in a year

I think you are downplaying a bit the timescale of going from ideation to tape-out in ASIC design.