Dylan went on @tbpn and said TPUs v8 (the first ramped TPU for commercial use) is going to flounder from a TCO basis compared to Vera Rubin bcuz Jensen is “paranoid” (huh, different word choice this time - noted), and that Jensen can simply give allocation to all the ~10 players sophisticated enough to use TPUs therefore splashing water on the whole idea of effectively commercializing the TPU program WOW quite the 180 from the blog post huh 😃