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Nvidia and Salesforce double down on AI startup Cohere in $450M round

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Re: Nvidia and Salesforce double down on AI startup Cohere in $450M round

#31

Post by prng2021 »

ralph84 wrote: post #30
talldayo wrote: post #20

Earlier quoted context omitted.

Well therein lies my confusion; why did their competitors get 10 years into making a competing API, and then give up? If the reason that OpenCL died is because Apple decided that they'd rather draw blood than work with the community, then yeah, this is a well-deserved failure on their part. Even Nvidia was willing to contribute to OpenCL; the only thing stopping us from living in a CUDA-agnostic world is the pointles…

Because Nvidia is run by a founder who has been playing the long game for the entire history of the company. Its competitors are run by non-founders who aren’t interested in the long game they’re interested in next quarter’s earnings.

Nvidia’s founder isn’t a fortune teller. He didn’t create his company to become the world leader in running AI workloads. CUDA has been around for a long time and it didn’t give them any significant advantage over AMD. If generative AI hadn’t exploded very recently, NVIDIA and AMD would just be battling it out with their GPUs for gaming as before.

Re: Nvidia and Salesforce double down on AI startup Cohere in $450M round

#32

Post by betaby »

debbiedowner wrote: post #27
betaby wrote: post #10

Earlier quoted context omitted.

Our company can buy NVIDIA gear. Google TPU, well, is google's property I have no control over. This site is overrepresented by clod folks. In reality ~90% of the workloads are NOT cloud based. Unless one can buy Google/Amazon/Meta T/N/AI/PUs that unique optimizations are irrelevant for the most of the workloads.

Why 90%? Why don't you go on the cloud for training at least if it's not healthcare data? Is it because you don't need to buy many gpus to do your workload?

Reasons why people don't go on the cloud were outlined many times, i.e. https://world.hey.com/dhh/we-have-left-the-cloud-251760fb was discussed on HN many times.

I could have written almost the same reasons for GPU workloads.

Re: Nvidia and Salesforce double down on AI startup Cohere in $450M round

#34

Post by hi-v-rocknroll »

behnamoh wrote: post #2

Man I hate Nvidia and their monopolistic behavior. Making 800% margins on H100s is just absolute greed imo. They make good GPUs but they don't deserve to be an almost $3T company...

Monetize while the iron is hot.

It's because Microsoft/OpenAI and Meta are throwing multiple $10B's at NVIDIA. This is unsustainable and NVIDIA's stock will contract over 3-6 years unless Microsoft and Meta can translate hype into essential, profitable products which isn't a sure thing™.

Re: Nvidia and Salesforce double down on AI startup Cohere in $450M round

#36

Post by djmips »

hi-v-rocknroll wrote: post #33
tuttyboy wrote: post #24

There are so many LLMs that they’re starting to feel cheap.

The shark will be completely jumped once McDonald's offers a Happy Meal prize that's a virtual pet powered by an LLM.

That sounds cool.

Re: Nvidia and Salesforce double down on AI startup Cohere in $450M round

#37

Post by powerbroker »

djmips wrote: post #36
hi-v-rocknroll wrote: post #33

Earlier quoted context omitted.

The shark will be completely jumped once McDonald's offers a Happy Meal prize that's a virtual pet powered by an LLM.

That sounds cool.

Its even cooler if the pet has fleas that are organized as a cellular automata that plays the game of 'life' on the body of the pet.

Re: Nvidia and Salesforce double down on AI startup Cohere in $450M round

#38

Post by djmips »

powerbroker wrote: post #37
djmips wrote: post #36

Earlier quoted context omitted.

That sounds cool.

Its even cooler if the pet has fleas that are organized as a cellular automata that plays the game of 'life' on the body of the pet.

another great idea!

Re: Nvidia and Salesforce double down on AI startup Cohere in $450M round

#39

Post by itkovian_ »

mrweasel wrote: post #11

Best description ever of what AI companies produce: "software systems that are trained on large amounts of data and can generate text". No further explanation of what Cohere might provide to it's customer of value, just the ability to generate text.

I think there's a reasonable argument that cohere might not capture the value and it might all go to the big players. But I can't understand how anyone still has the view llms themselves are not valuable.
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