Taalas is going to have a tough time putting a trillion-parameter model on one conventional die. Their HC1 die is already near the maximum size that conventional lithography can expose. They claim they could partition the model across many chips, but I'm not sure if they have tested this process or what it means for compute. The basic storage arithmetic is unforgiving: for a one trillion parameters model at four bits it will take 50–100 chips. To service a sizable customer base will take thousands of 100-chip fabs.
That all said, I'm bullish on this technology, and look forward to seeing it evolve.
Eventually someone will have to solve compute in memory at scale.
If the LLM response only takes a few milliseconds, the chip can process hundreds of other requests until the first conversation becomes active again.
Yes, a cheap and fast Opus4.6 can drive a lot of value in current context. But if we continue to craft bigger-and-bigger balls of mud, Opus 4.6 may end up hitting its conceptual ceiling and unable to contribute.
Winding the clock back on your statement gives:
> I'd gladly pay for a Claude Sonnet 3.5 in silicon and use it for 1-2 years.
Man, I dunno.
You did not compute that as the cost for a speculative card from Taalas, right?