Forgive me if I'm missing your existing realization (I did a quick check of your HN, reddit, twitter, LW), but I think the big deal with Sohu (wrt Etched) is that they have pivoted from the "all model parameters hard etched onto the chip" to "only transformer(matmul etc) ops etched onto the chip".
Soho does not have the LLaMA 70b weights directly lithographed onto the silicon, as you seem? to be implying with attachment to that 6month old post.
Seems like a sensible pivot; I'd imagine they're rather up to date on the pulse of dynamically updated nets potentially being a major feature in upcoming frontier models, as you've recently been commentating on. However, I'm not deep enough in it to be sure how much this removes their differentiation vs other AI accelerator startups.
Soho does not have the LLaMA 70b weights directly lithographed onto the silicon, as you seem? to be implying with attachment to that 6month old post.
Seems like a sensible pivot; I'd imagine they're rather up to date on the pulse of dynamically updated nets potentially being a major feature in upcoming frontier models, as you've recently been commentating on. However, I'm not deep enough in it to be sure how much this removes their differentiation vs other AI accelerator startups.