Lemurian Labs CEO drops a brutal reality check: you'd need ~106 billion custom kernels to properly cover today's hardware landscape and workload diversity. Meanwhile, there are only ~2,000 performance engineers globally who can actually write high-quality kernels—and 90% of them are locked inside a single vendor ecosystem.

This is the kernel bottleneck nobody talks about. Hardware is scaling exponentially, but the expertise to optimize for it is insanely concentrated. If you're building infra or ML systems outside that one ecosystem, you're basically flying blind on performance.