# 水卢实习生四大AI论点获验证，谁接棒成悬念

- 来源：swyx (@swyx)
- 发布时间：2026-08-07 07:14
- AIHOT 分数：43
- AIHOT 链接：https://aihot.virxact.com/items/cmsi5ttx811fdronklaxw51sv
- 原文链接：https://x.com/swyx/status/2085504717829058569

## AI 摘要

@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？

## 正文

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

### 引用推文

> ali：two weeks ago i went on @swyx's pod and said some things that i... should not have said. a lot has happened since then, i owe you all an apology. i'm sorry that...