> It’s going to move us from the big iron era of AI to small portable brains. Nature has already proved it’s possible with 20 watts and very little heat generation.

Agree. I know enough about the vagaries of scientific progress to not put any money on any timeline but directionally, that's where we are headed.

> And I think the data center buildout will end in carnage.

Disagree. And this is quite the leap from the previous statement, btw. The carnage happens if the demand for general purpose GPU compute disappears and even then there are so many ways to salvage the asset.