Earlier quoted context omitted.
How is it free equity? Spending money to invest it somewhere involves risks. You might recover some of it if the investment is valued by others, but there is no guarantee.
You do not need cash in hands to invest. Instead, you print your own money (AWS credit) and use that to drive up the valuation, because this money costs you nothing today. It might cost tomorrow though, when the company starts to use your services. However depending the deal structure they might not use all the credit, go belly up before credit is used or bought up by someone with real cash.
Building Meta's GenAI infrastructure
181–190 of 314 posts
Re: Building Meta's GenAI infrastructure
#182Earlier quoted context omitted.
FB does not have the flywheel of running data centres - all three of those mentioned run hyper scale datacentres that they can then juice by “investing” billions in AI companies who then turn around and put those billions as revenue in the investors OpenAI takes money from MSFT and buys Azure services Anthropic takes Amazon money and buys AWS services (as do many robotics etc) I am fairly sure it’s not illegal but it…
Facebook has more datacenter space and power than Amazon, Google, and Microsoft -- possibly more than Amazon and Microsoft combined...
Last I updated my spreadsheet in 2019, Google had $17bn in investments across their datacenters, totaling 13,260,000 sq ft of datacenter space. Additional buildings have been built since then, but not to the scale of an additional 30mil sq ft.
Amazon operates ~80 datacenter buildings in Northern Virginia, each ~200,000 sq ft -- about 16,000,000sq ft total in that region, the other regions are much much smaller, perhaps another 4 mil sq ft. When I'm bored I'll go update all my maps and spreadsheets.
Re: Building Meta's GenAI infrastructure
#183Earlier quoted context omitted.
because meta sucks at software, documentation and making sure end user products work in a supported way. Offering reliable IaaS is super hard and capital intensive. Its also not profitable if you are perceived as shit.
>because meta sucks at software Google started a cloud and their user-facing software is atrocious. Compared e.g. Angular to React, Tensorflow to Pytorch.
Re: Building Meta's GenAI infrastructure
#184Earlier quoted context omitted.
In pretty much every interview, Yann has talked about how important that AI infrastructure is open and distributed for the good of humanity, and how he wouldn't work for a company that wasn't open. Since Mark doesn't have an AI product to cannibalize, it's in his interest to devalue the AI products of others ("salting the earth").
is "salting the earth", in the biblical sense of destroying your enemy and their land to the point where not even plants grow again, a SV term used for companies that promote open source?
Re: Building Meta's GenAI infrastructure
#185Re: Building Meta's GenAI infrastructure
#186Earlier quoted context omitted.
Do you mean, sell TPU hardware to other companies that would run it in their data centers? I can't imagine that would ever really work. The only reason TPUs work at Google is because they have huge teams across many different areas to keep them running (SRE, hardware repair, SWE, hardware infra) and it's coupled to the design of the data centers. To vend and externalize the software would require google to setup simi…
> Google used to sell a search appliance-in-a-box and eventually lost interest because hardware is so high-touch. We had a GSA for intranet search and other than the paint this was a standard Dell server. I remember not being impressed by what the GSA could do. We also had Google Urchin for web analytics, it wasn't a hardware appliance but the product wasn't very impressive either. They then killed that and tried to…
We had one at my company and it was widely loved- far better intranet search and domain-specific search for biotech.
Re: Building Meta's GenAI infrastructure
#187So, I'd love to work on optimizing pipelines like this. How does one "get into" it? It seems a ML scientist with some C/C++ and infra knowledge just dips down into the system when required? Or is it CUDA/SIMD experts who move "up" into ML?
A lot of the optimisation at this level is getting data into the right place at the right time, without killing the network. Its also a group effort to provide simple to use primitives that "normal" ML people can use, even if they've never used hyper scale clusters before. So you need a good scheduler, that understand dependencies (no, the k8s scheduler(s) are shit for this, plus it wont scale past 1k nodes without e…
Re: Building Meta's GenAI infrastructure
#188I know we won't get it this from FB, but I'd be really interested to see how the relationship of compute power to engineering hours scales. They mention custom building as much as they can. If FB magically has the option to 10x the compute power, would they need to re-engineer the whole stack? What about 100x? Is each of these re-writes just a re-write, or is it a whole order of magnitude more complex? My technical u…
Re: Building Meta's GenAI infrastructure
#189I know we won't get it this from FB, but I'd be really interested to see how the relationship of compute power to engineering hours scales. They mention custom building as much as they can. If FB magically has the option to 10x the compute power, would they need to re-engineer the whole stack? What about 100x? Is each of these re-writes just a re-write, or is it a whole order of magnitude more complex? My technical u…
The cost of training quickly outpaces the cost of development as context length increases. So hardware is cheap until it isn't anymore, by orders of magnitude.
Re: Building Meta's GenAI infrastructure
#190Earlier quoted context omitted.
Facebook has more datacenter space and power than Amazon, Google, and Microsoft -- possibly more than Amazon and Microsoft combined...
To date, facebook has built, or is building, 47,100,000 sq ft of space, totaling nearly $24bn in investment. Based on available/disclosed power numbers and extrapolating per sqft, I get something like 4770MW. Last I updated my spreadsheet in 2019, Google had $17bn in investments across their datacenters, totaling 13,260,000 sq ft of datacenter space. Additional buildings have been built since then, but not to the sca…