> My theory is that they raised too much money too soon.

That's also my feeling. And that's the curse of many VC funded companies. And they are not even in the classical state of enshitification yet.

> Rust is not going to win this market.

Agree. Rust will never win this market. Nor Zig, which has the same genetical flaws as C++ for accelerators (excessive usage of pointer semantics among others).

> Julia, although beautiful attempt, couldn't gather enough support outside academia.

I will look mean, but for me, Julia is a language that never went to the design board. It sticked to a "Let's put Python on top of LLVM and add a proper GC" with one single objective: "let's make a clone of Python but fast".

My feeling is also that it is an academia niche and will remain one.

> In fact, if Nvidia cuTile, Triton, Jax keep delivering, Python seems unmatched at the moment.

It is, and it is honestly pretty depressing.

Triton solves most of the performance issues of Python for accelerators but also introduces one (several on fact) more DSL, one more tooling ecosystem and solves none of the (long list of) issues related to Python/Numpy programming model.