But the BTC mining algorithm has not and will not change. That’s the only reason ASICs atleast make a bit of sense for crypto.
AI being static weights is already challenged with the frequent model updates we already see - but may even be a relic once we find a new architecture.
Sounds to me like there’s potential to use these for established models to provide cost/scale advantage while frontier models will run in the existing setup.
We can expect the model landscape to consolidate some day. Progress will become slower, innovations will become smaller. Not tomorrow, not next year, but the time will come.
And then it'll increasingly make sense to build such a chip into laptops, smartphones, wearables. Not for high-end tasks, but to drive the everyday bread-and-butter tasks.