Comment by btown
11 hours ago
Something that I think is fascinating, though, is that labs are no longer beholden to the limitations of commercial design software. Want to replace your simulator and optimizer with a fully custom verifiable stack of Lean proofs of optimality and correctness? Just throw your unlimited token budget at it.
I don't work in the business, but my understanding was that even with these companies' budgets, it's still too expensive to do any kind of verified performance optimality.
And I think correctness for anything near the size of a CPU is off the table.