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YC is wrong about LLMs for chip design

zach.be

21–30 of 283 posts

Re: YC is wrong about LLMs for chip design

#21
LLMs have a long way to go in the world of EDA.

A few months ago I saw a post on LinkedIn where someone fed the leading LLMs a counter-intuitively drawn circuit with 3 capacitors in parallel and asked what the total capacitance was. Not a single one got it correct - not only did they say the caps were in series (they were not) it even got the series capacitance calculations wrong. I couldn’t believe they whiffed it and had to check myself and sure enough I got the same results as the author and tried all types of prompt magic to get the right answer… no dice.

I also saw an ad for an AI tool that’s designed to help you understand schematics. In its pitch to you, it’s showing what looks like a fairly generic guitar distortion pedal circuit and does manage to correctly identify a capacitor as blocking DC but failed to mention it also functions as a component in an RC high-pass filter. I chuckled when the voice over proudly claims “they didn’t even teach me this in 4 years of Electrical Engineering!” (Really? They don’t teach how capacitors block DC and how RC filters work????)

If you’re in this space you probably need to compile your own carefully curated codex and train something more specialized. The general purpose ones struggle too much.

Re: YC is wrong about LLMs for chip design

#23

The article seems to be be based on the current limitations of LLMs. I don't think YC and other VCs are betting on what LLMs can do today, I think they are betting on what they might be able to do in the future. As we've seen in the recent past, it's difficult to predict what the possibilities are for LLMS and what limitations will hold. Currently it seems pure scaling won't be enough, but I don't think we've reached…

> I think they are betting on what they might be able to do in the future.

Yeah, blind hope and a bit of smoke and lighting.

> but I don't think we've reached the limits with synthetic data

Synthetic data, at least for visual stuff can, in some cases provide the majority of training data. For $work, we can have say 100k video sequences to train a model, they can then be fine tuned on say 2k real videos. That gets it to be slightly under the same quality as if it was train on pure real video.

So I'm not that hopeful that synthetic data will provide a breakthrough.

I think the current architecture of LLMs are the limitation. They are fundamentally a sequence machine and are not capable of short, or medium term learning. context windows kinda makes up for that, but it doesn't alter the starting state of the model.

Re: YC is wrong about LLMs for chip design

#24
post #10

I don’t mind LLMs in the ideation and learning phases, which aren’t reproducible anyway. But I still find it hard to believe engineers of all people are eager to put a slow, expensive, non-deterministic black box right at the core of extremely complex systems that need to be reliable, inspectable, understandable…

You find it hard to believe that non-deterministic black boxes at the core of complex systems are eager to put non-deterministic black boxes at the core of complex systems?

Re: YC is wrong about LLMs for chip design

#25

One of the consistent problems I'm seeing over and over again with LLMs is people forgetting that they're limited by the training data. Software engineers get hyped when they see the progress in AI coding and immediately begin to extrapolate to other fields—if Copilot can reduce the burden of coding so much, think of all the money we can make selling a similar product to XYZ industries! The problem with this extrapol…

>The problem with this extrapolation is that the software industry is pretty much unique in the amount of information about its inner workings that is publicly available for training on... millions of lines of code that we published on the internet...

> Nearly every other industry (with the possible exception of Law) produces publicly-visible output at a tiny fraction of the rate that we do.

You are correct! There's lots of information available publicly about certain things like code, and writing SQL queries. But other specialized domains don't have the same kind of information trained into the heart of the model.

But importantly, this doesn't mean the LLM can't provide significant value in these other more niche domains. They still can, and I provide this every day in my day job. But it's a lot of work. We (as AI engineers) have to deeply understand the special domain knowledge. The basic process is this:

1. Learn how the subject matter experts do the work.

2. Teach the LLM to do this, using examples, giving it procedures, walking it through the various steps and giving it the guidance and time and space to think. (Multiple prompts, recipes if you will, loops, external memory...)

3. Evaluation, iteration, improvement

4. Scale up to production

In many domains I work in, it can be very challenging to get past step 1. If I don't know how to do it effectively, I can't guide the LLM through the steps. Consider an example question like "what are the top 5 ways to improve my business" -- the subject matter experts often have difficulty teaching me how to do that. If they don't know how to do it, they can't teach it to me, and I can't teach it to the agent. Another example that will resonate with nerds here is being an effective Dungeons and Dragons DM. But if I actually learn how to do it, and boil it down into repeatable steps, and use GraphRAG, then it becomes another thing entirely. I know this is possible, and expect to see great things in that space, but I estimate it'll take another year or so of development to get it done.

But in many domains, I get access to subject matter experts that can tell me pretty specifically how to succeed in an area. These are the top 5 situations you will see, how you can identify which situation type it is, and what you should do when you see that you are in that kind of situation. In domains like this I can in fact make the agent do awesome work and provide value, even when the information is not in the publicly available training data for the LLM.

There's this thing about knowing a domain area well enough to do the job, but not having enough mastery to teach others how to do the job. You need domain experts that understand the job well enough to teach you how to do it, and you as the AI engineer need enough mastery over the agent to teach it how to do the job as well. Then the magic happens.

When we get AGI we can proceed past this limitation of needing to know how to do the job ourselves. Until we get AGI, then this is how we provide impact using agents.

This is why I say that even if LLM technology does not improve any more beyond where it was a year ago, we still have many years worth of untapped potential for AI. It just takes a lot of work, and most engineers today don't understand how to do that work-- principally because they're too busy saying today's technology can't do that work rather than trying to learn how to do it.

Re: YC is wrong about LLMs for chip design

#26
post #9

They want to throw LLMs at everything even if it does not make sense. Same is true for all the AI agent craze: https://medium.com/thoughts-on-machine-learning/langchains-s...

Isn't that the case with every new tech. There was a time in which people tried to cook everything in a microwave

Re: YC is wrong about LLMs for chip design

#27
post #10

I don’t mind LLMs in the ideation and learning phases, which aren’t reproducible anyway. But I still find it hard to believe engineers of all people are eager to put a slow, expensive, non-deterministic black box right at the core of extremely complex systems that need to be reliable, inspectable, understandable…

You mean, like humans have been for many decades now. Edit: I believe that LLM's are eminently useful to replace experts (of all people) 90% of the time.

Change "replace" to "supplement" and I agree. The level of non-determinism is just too great at this stage, imo.

Re: YC is wrong about LLMs for chip design

#28

The article seems to be be based on the current limitations of LLMs. I don't think YC and other VCs are betting on what LLMs can do today, I think they are betting on what they might be able to do in the future. As we've seen in the recent past, it's difficult to predict what the possibilities are for LLMS and what limitations will hold. Currently it seems pure scaling won't be enough, but I don't think we've reached…

>The article seems to be be based on the current limitations of LLMs. I don't think YC and other VCs are betting on what LLMs can do today, I think they are betting on what they might be able to do in the future. Do we know what LLMs will be able to do in the future? And even if we know, the startups have to work with what they have now, until that future comes. The article states that there's not much to work with.

Show me a successful startup that was predicated on the tech they’re working with not advancing?

Re: YC is wrong about LLMs for chip design

#29
post #10

I don’t mind LLMs in the ideation and learning phases, which aren’t reproducible anyway. But I still find it hard to believe engineers of all people are eager to put a slow, expensive, non-deterministic black box right at the core of extremely complex systems that need to be reliable, inspectable, understandable…

You mean, like humans have been for many decades now. Edit: I believe that LLM's are eminently useful to replace experts (of all people) 90% of the time.

I don't know if they "eminently" anything at the moment, thats why you feel the need to make the comment, right?
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