We’re at the very beginning of a huge overhaul of the EDA space. Cadence and Synopsys are gonna have to change their business model for sure, but there’s also a lot of AI-heavy startup teams trying to optimize single slices of the chip design process (e.g. RTL gen or verification). My prediction is Cadence and Synopsys will buy a few of these to try to keep up, but there’s room for a few companies who focus on the end to end design flow to fully disrupt the industry