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317 points laserduck | 1 comments | | HN request time: 0.346s | source
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aubanel ◴[] No.42158417[source]
I know nothing about chip design. But saying "Applying AI to field X won't work, because X is complex, and LLMs currently have subhuman performance at this" always sounds dubious.

VCs are not investing in the current LLM-based systems to improve X, they're investing in a future where LLM based systems will be 100x more performant.

Writing is complex, LLMs once had subhuman performance, and yet. Digital art. Music (see suno.AI) There is a pattern here.

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1. epolanski ◴[] No.42169569[source]
Okay but I still see no startup here.

If LLMs will do well in the space for some use case it's the established chip designers that will benefit from it, not a small startup.