The author expresses a bearish sentiment on Electronic Design Automation (EDA) companies, characterizing the sector as a "short" due to increasing automation from the Google TPU team and OpenAI models. OpenAI and Broadcom successfully co-developed the "Jalapeño" custom AI accelerator, achieving a record nine-month tape-out cycle by using AI to accelerate chip design and optimization. This shift suggests that AI-driven infrastructure could lower compute costs and disrupt traditional EDA workflows.