A bit of background. This is directed towards Spectral Compute (Michael) and https://scale-lang.com/. I know both of these guys personally and consider them both good friends, so you have to understand a bit of the background in order to really dive into this.

My take on it is fairly well summed up at the bottom of Elio's post. In essence, Elio is taking the view of "we would never use scale-lang for llms because we have a product that is native AMD" and Michael is taking the view of "there is a ton of CUDA code out there that isn't just AI and we can help move those people over to AMD... oh and by the way, we actually do know what we are doing, and we think we have a good chance at making this perform."

At the end of the day, both companies (my friends) are trying to make AMD a viable solution in a world dominated by an ever growing monopoly. Stepping back a bit and looking at the larger picture, I feel this is fantastic and want to support both of them in their efforts.