AI EDAs: Is It Real? - YouTube

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Links: - Patreon (Support the channel directly!): https://www.patreon.com/Asianometry - X: https://twitter.com/asianometry - Newsletter & Podcast (available through Stratechery Plus): https://asianometry.passport.online/ - LinkedIn (feel free to connect): www.linkedin.com/in/jon-y-asianometry In July 2026, the Chinese AI firm Kimi released their K3 model and it rattled the markets. One of the sub-rattles was a blurb saying how K3 designed a chip in a single autonomous 48-hour run. Stocks of Synopsys and Cadence fell 9% on this news, though that happened as the rest of the AI market trade…

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