The pace of change in the silicon world is crazy rn A year ago 3 of the 15 inference asic programs we looked at had shipped silicon in volume. Now that number's 9. Each of them have their special sauce or angle. Some compete with Nvidia - some compliment like the memory focussed folks Mini-Cambrian explosion happening and i'm quite sure most of them will be roaring successes Shipping in volume with failure testing, rack scale solutions is where our lenders, not just a VC, can underwrite the growth at scale This year is going to be huge. Next year even huge-er