

I think a lot of it was frog and hot plate situation. If they had done all this stuff all at once people would have dumped them immediately, but they did it slowly always seeming reasonable and considered at each step.
And a lot of people still adopt their product because for better or worse, it is the best known and relatively easy to use.
This is absolutely right. We are getting to the point where the circuit pathway is hundreds or even dozens of electrons wide. The fact that we can even make circuits that small in quantity is fucking amazing. But we are rapidly approaching laws-of-physics type limits in how much smaller we can go.
Plus let’s not forget an awful lot of the super high-end production is being gobbled up by AI training farms and GPU clusters. Companies that will buy 10,000 chips at a time are absolutely the preferred customers.