To be fair, having seen his software evolve, and having seen ROCm evolve, I'm more optimistic for his software in a year than yours.
He picked his problem better. The whole reason that tinygrad is, well, tiny, is that it limits the amount of overhead to onboard people and perform maintenance and rewrites. My strong impression is that the ROCm codebase is simply much too large for AMD's dev resources. You're trying to race NVidia on their turf with less resources. It's brave, but foolish.
I can see how Tinygrad could succeed. The story makes sense. AMD's doesn't, neither logically nor empirically. NVidia would have to seriously fumble.
>NVidia would have to seriously fumble.
Worked for AMD in the CPU market.
That said I'm deeply worried about anyone whose based their company on amd gpus. The only reason why they do well in hpc is because there's an army of dreadfully underpaid and over performing grand students to pick up the slack from AMD. Trying to do that in a corporate environment is company suicide.