YC is wrong about LLMs for chip design

YC is just spraying & praying AI, like most investors

And liable to make money at it, on a "greater fool" basis - a successful sale (exit) is not necessarily a successful, profitable company ...

design automation tooling startups have it incredibly hard - first, customers wont buy from startups, and second, the space of possibly exits via acquisitions is tiny.

In the case of YC, their stake is so low that they don't really get any upside unless it's a successful, profitable company.