I think you were having that discussion with me.
So, I went and read the whole lkml threads you linked and if I understood correctly, regarding spectre v1, the kernel is only expected vulnerable to bpf based attacks or similar. As far as I understand, the speculation barriers are used to protect arrays directly accessible by bpf programs.
There is a mention of out of process attacks to other userspace programs, but no details.
By carefully crafting inputs, I'm ready to admit that it might be theoretical ly possible to attack some exploitable branches, but the big deal with spectre is the high bandwidth that can be attained by directly running code in process.
Do you have any pointer to any description of an even remotely practical out of process spectre v1 attack that doesn't involve executing code in process? Repurposing an interface that is not meant to be used to run code (I e. Build your own VM) is fair game.