While the hyperbolic marketing slides about SMT are very much from that blue company, I guess the somewhat tangent "SMT is doomed for anyone competing for the ST crown" thinking could be something for Zen6 or Zen7.
Thing is, those proclaiming the latest marketing slides are possibly the same ones who for years were flaunting AVX-512 and similar talking points.
And IMO the main thing which doomed the blue company's AVX-512 über alles strategy was their move to heterogeneity cores.
And heterogeneity cores is probably why they want to drop HT too.
I think it would be madness of AMD to copy either of those ideas.
In fact, that AMD came up with a better implementation of SMT and an implementation of AVX-512 without the huge drawback is rather embarrassing for a certain other company, so let them talk about process leadership really-soon-now™. Being to big to fail, they are getting enough governmental largesse anyhow!