171–180 of 952 posts
Earlier quoted context omitted.
Didn’t we just witness it? Become a critical ecosystem player then get acquired based on the value of that position.
I’m asking more to work out what is the basis of this valuation. Why would Nvidia spend $13B for what seems to be a services that gives things away for free.
Potentially horrible for monopoly reasons, but if other big acquisitions in the AI era teach us anything, developers are about to get a whole lot of free and discounted trial credits. That’s at least a plus. I will happily burn through as much VC money as they will give me to tinker with my projects.
Yeah this is the "early netflix" era. Take advantage while you can and plan for the future.
I have never seen an acquisition be good for the users. I struggle to believe this one will be different
I have never seen an acquisition be good for the users. I struggle to believe this one will be different
This is the world we live in now. 3-4 megacorps owning everything in every major product category - eyewear, cosmetic, consumer goods, media, tech; you name it.
This feels like a similar leap of faith. One that is hard to believe in. Thankfully, I think Nvidia can keep the lights on here & keep this going. I don't think they have to do much, per se. But it felt implausible then to image an Nvidia that gave a shit about anyone else, an Nvidia that actually gave a flying fuck about drivers or upstream Linux or ecosystems that weren't entirely within their own control.
Similarly the upper quartile of succes here feels mostly like benevolent neglect. I think we can hope for Nvidia to just not mess up a good thing, for them to understand that this open model open ai universe hinges upon Hugging Face, and for them to pretty please keep caring about the existential risk of the hyper-ai'ers all building their own properietary models on proprietary hardware and leaving Nvidia behind some day, and HF being the hedge against being left behind.
The open weights AI ecosystem is way too concentrated with HF. That said, it was clear they were going to either get bought or aggressively monetized at some point, Nvidia seems like it could be one of the more aligned acquirers. I do worry about any sort of crowding out or downplaying non Nvidia-relevant quants, and about changing rules to crack down on models or datasets that for one reason or another “don’t align…
We also have modelscope.cn, I'm sure that one won't get acquired
I remember when people realized gaming cards could be used for general compute (GPGPU) on certain types of parallel numeric work. It was a very cool thing for many types of hackers and science and engineering students and NVIDIA went far out of their way to ensure we could never buy it. The optimal market strategy there (as in a lot of places) wasn't "sell as much as you can". There's often a superior strategy, when…
True about Intel and ECC, but AMD now does similar things, even with their consumer CPUs and chipsets.
These three companies now make very sure that consumer products can never canibalize those juicy data center profits - so they make sure to limit what the consumer segment can do.
HF is the default platform to find models. Not just ones published by big labs but also a lot of the distilled or fine-tuned versions, etc. If Nvidia buying HF makes it tough for all the diverse models on HF, then what are some alternatives? It seems models are the best things to be available on a Torrent platform? Of course HF is much more than just the files but perhaps the metadata can be separate and hosted on mu…