>If Gary Tan and YC believe that LLMs will be able to design chips 100x better than humans currently can, they’re significantly underestimating the difficulty of chip design, and the expertise of chip designers.
I don't think he's arguing that. More that ASICs can be 100x better than CPUs for say crypto mining and that using LLM type stuff it may be possible to make them for other applications where there is less money available to hire engineers.
(the YC request https://www.ycombinator.com/rfs-build#llms-for-chip-design)