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Replicate is joining Cloudflare

replicate.com

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Re: Replicate is joining Cloudflare

#4

Post by echelon »

Acquisition or acquihire? I don't see a price tag, which seems to imply the latter?

How many players are there in this space? Replicate, RunPod, Modal, Northflank, FAL, ... Who are the big ones? It's pretty crowded, right?

FAL was smart. They ditched the "run any model" to focus on just image and video, and now they dominate that space. They raised a pretty substantial round recently. Though I don't think there's any moat and they'll soon face competition too.

What about these vs. the routers like "Open"Router?

Re: Replicate is joining Cloudflare

#7

Post by resiros »

echelon wrote: post #4

Acquisition or acquihire? I don't see a price tag, which seems to imply the latter? How many players are there in this space? Replicate, RunPod, Modal, Northflank, FAL, ... Who are the big ones? It's pretty crowded, right? FAL was smart. They ditched the "run any model" to focus on just image and video, and now they dominate that space. They raised a pretty substantial round recently. Though I don't think there's any…

Looks more of an aquisition for me. They are integrating the 50000 models into worker AI.

Re: Replicate is joining Cloudflare

#8

Post by echelon »

simonw wrote: post #3

Congrats Ben and team! I think this is Cloudflare's most notable acquisition yet? From Wikipedia it looks like they've previously mainly acquired smaller cybersecurity firms like https://en.wikipedia.org/wiki/Area_1_Security

I don't know that this was an acquisition in the sense that the Replicate investors and team made bank. I don't see a price tag, and the market for these "run model" infra companies is pretty crowded.
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