I saw that, his comment was more around what the future could look like in 20-30 years. I don't think he was talking about their next product. Think Sturgeon and PKD vantage points and timelines.
And now I have fallen back down the Epiphany [1] rabbit hole. The main thing that graph processors get you is being able to avoid the von Neumann Bottleneck [2]
On the "intellectual bottleneck", perhaps we will see exponential improvement in the next 10 years now that aesthetes in the political realm see the value in a TSMC.
The EU has a draft paper out for 2030.