c.f. https://news.ycombinator.com/item?id=49403836, then from there, you'd need to see a couple of orders of magnitude before it's tractable for LLMs.

Bottom of page linked from HN (currently https://www.mythic.ai/) indicates they're hoping to demonstrate something that could that in 2028 or later, and both Nvidia and Cerebra are looking at 10x'ing models to 10T+ plus in 2027.

So they may never catch up on LLMs.

They're a good fit for the companies they're working with and have taken investment from, ex. Toyota, that aren't doing LLMs.