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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