swyx@swyx@waterloo_intern 在 swyx 播客上提出的四大论点——megakernels 已死、ASIC 已死、GPU 内核开发已死、NVIDIA 不惧 AMD——近期均获验证。他道歉称“每个判断都正确”，并指出数据中心 Transformer 推理 ASIC 公司押注架构收敛失败。主推文追问：剩余两大论点（GPU 内核开发、NVIDIA 与 AMD）将由谁继续验证？
man @waterloo_intern theses keep getting challenged*
megakernels are dead cursor drops monster kitty kernel
etched asics are dead amd buys taalas, and etched is valued at $10b by SK Hynix and TSMC lol
whos gonna take on the remaining two theses?
*note that he was making long term calls, these are short term datapoints
来源：swyx · x.com
@waterloo_intern 在 swyx 播客上提出的四大论点——megakernels 已死、ASIC 已死、GPU 内核开发已死、NVIDIA 不惧 AMD——近期均获验证。他道歉称“每个判断都正确”，并指出数据中心 Transformer 推理 ASIC 公司押注架构收敛失败。主推文追问：剩余两大论点（GPU 内核开发、NVIDIA 与 AMD）将由谁继续验证？
man @waterloo_intern theses keep getting challenged*
megakernels are dead cursor drops monster kitty kernel
etched asics are dead amd buys taalas, and etched is valued at $10b by SK Hynix and TSMC lol
whos gonna take on the remaining two theses?
*note that he was making long term calls, these are short term datapoints
来源：swyx· x.com