Predictions 2025

2094.113 - 2110.478 Bryan Cantrill

But they've got these thermal issues that are kicking around. They had this thermal issue that they said was a design issue that they fixed with a mask, which doesn't make any sense to me. I'm not an ASIC designer, but that would be very surprising. I think they're going to have yield issues. I think they're going to have reliability issues. I think they're going to have price point issues.