This is a great article but the main principle at YC is to assume that technology will continue progressing at an exponential rate and then thinking about what it would enable. Their proposals are always assuming the startups will ride some kind of Moore's Law for AI and hardware synthesis is an obvious use case. So the assumption is that in 2 years there will be a successful AI hardware synthesis company and all they're trying to do is get ahead of the curve.

I agree they're probably wrong but this article doesn't actually explain why they're wrong to bet on exponential progress in AI capabilities.