Swyx highlights how recent industry developments are swiftly challenging tech theses posted by @waterloo_intern.

// 46d agoNEWS

Swyx highlights how recent industry developments are swiftly challenging tech theses posted by @waterloo_intern.

Swyx points out recent market moves disproving pessimistic tech predictions from @waterloo_intern. Cursor released its high-performance "Kitty" megakernel, challenging the claim that megakernels are dead, while custom AI chipmakers saw strong validation through AMD's acquisition of Taalas and Etched receiving a $10B valuation from SK Hynix and TSMC.

// ANALYSIS

The fast-paced AI infrastructure ecosystem continues to defy tech consensus and broad generalizations.

–Cursor's release of the Kitty kernel proves that bespoke megakernel optimizations remain critical for software performance.
–AMD buying Taalas alongside mega-valuations for Etched demonstrates massive strategic appetite for custom AI ASICs.

// TAGS

aihardwarecustom-kernelsmixture-of-kittensetchedtaalascursorasicsemiconductors

DISCOVERED

46d ago

2026-08-06

PUBLISHED

46d ago

2026-08-06

RELEVANCE

7/ 10

AUTHOR

swyx

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