The thing that's special about transformers is these attention layers where every token is looking at every other token. That operation, when you implement it on a GPU, is really inefficient because you have to load the weights of the model for every single token that you're generating, even though the weights don't change between token generations. And that's really the core insight behind why ASICs make sense for transformers — you can etch the weights directly into the chip.

Invest Like the Best with Patrick O'Shaughnessy
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@underscoredpodcasts·July 20, 2026