alt Hacker News> The absolute worst market time to etch a model to a chip is right now
Slightly disagree. It really depends on the price-point at which they can do that etching. ~1k usd / ~30B model in a hdd-sized case that fits on your desk? I'd buy one right now, even knowing that I'm "stuck" with whatever model of the day is.
Time to market also matters a ton. If they can start shipping chips <1 month after the weights drop that's much more compelling than if it's a 6+ month development pipeline.