I wrote about this when llama-3 came out, and this launch confirms it: Meta's goal from the start was to target OpenAI and the other proprietary model players with a "scorched earth" approach by releasing powerful open models to disrupt the competitive landscape. Meta can likely outspend any other AI lab on compute and talent: - OpenAI makes an estimated revenue of $2B and is likely unprofitable. Meta generated a rev…
Llama 3.1
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Re: Llama 3.1
#22I wrote about this when llama-3 came out, and this launch confirms it: Meta's goal from the start was to target OpenAI and the other proprietary model players with a "scorched earth" approach by releasing powerful open models to disrupt the competitive landscape. Meta can likely outspend any other AI lab on compute and talent: - OpenAI makes an estimated revenue of $2B and is likely unprofitable. Meta generated a rev…
There is no defensible moat unless a player truly develops some secret sauce on training. As of now seems that the most meaningful techniques are already widely known and understood.
The money will be made on compute and on applications of the base model (that are sufficiently novel/differentiated).
Investors will lose big on OpenAI and competitors (outside of greater fool approach)
Re: Llama 3.1
#23Re: Llama 3.1
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#26Seems like the biggest GPU node they have is the p5.48xlarge @ 640GB (8xH100s). Routing between multiple nodes would be too slow unless there's an InfiniBand fabric you can leverage. Interested to know if anyone else is exploring this.
Re: Llama 3.1
#27I wrote about this when llama-3 came out, and this launch confirms it: Meta's goal from the start was to target OpenAI and the other proprietary model players with a "scorched earth" approach by releasing powerful open models to disrupt the competitive landscape. Meta can likely outspend any other AI lab on compute and talent: - OpenAI makes an estimated revenue of $2B and is likely unprofitable. Meta generated a rev…
I work at OpenAI and used to work at meta. Almost every person from meta that I know has asked me for a referral to OpenAI. I don’t know anyone who left OpenAI to go to meta.
Re: Llama 3.1
#28Open Source AI Is the Path Forward - Mark Zuckerberg https://about.fb.com/news/2024/07/open-source-ai-is-the-path...
Re: Llama 3.1
#29Re: Llama 3.1
#30Earlier quoted context omitted.
Your going to need a lot more than a few, 800G VRAM needed
Quantized to 4 bits you'll only need ~200GB! 5 4090s should cover it.