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Qualcomm to Acquire Modular

reuters.com

61–70 of 134 posts

Re: Qualcomm to Acquire Modular

#61
post #13

Earlier quoted context omitted.

[flagged]

No, this was pure speculation based on what seems like a popular view on where Mojo ended up, where the initial Python-focus don't seem to help it that much anymore.

Which is interesting given the Mojo blogs where they shit on the other pythonic eDSLs like Triton saying that it's a dead end

Re: Qualcomm to Acquire Modular

#62

Modular now joins SYCL, OpenCL, and One API on the list of cross platform languages which never really became cross platform. After so long and so much investment in AI, the best cross-platorm API we've got for high performance Kernels is vulcan, a graphics API. That is sad. Still, this is pretty good for Modular's employees, probably good for Qualcomm. It's just terribly disappointing for anyone who invested time le…

The best cross-platform API is CUDA, because we have ROCm.

Re: Qualcomm to Acquire Modular

#63
post #41
post #30

I don't get it. Qualcomm has almost no products in the high-end inference/training market. The industry standard is the NVIDIA Hopper H100/H200. What could they possibly get from acquiring Modular?

> Qualcomm has almost no products in the high-end inference/training market. There's actually a lot of ML deployed on phones. Both Google's and Apple's photo software uses it heavily for example. > The industry standard is the NVIDIA Hopper H100/H200. B200/B300/GB300 actually...

Nah, the vast majority of popular deployed models are still on Hopper.

Re: Qualcomm to Acquire Modular

#64
post #51
post #26

Earlier quoted context omitted.

He already did that, Swift for Tensorflow, the project hardly survived one year after the public announcement.

I think that was the motivation to make Mojo a superset of python.

Yes, but apparently even that ended up being a pivot, with just enough Python, and now lets see what Qualcom makes out of it.

Re: Qualcomm to Acquire Modular

#65
post #58

Earlier quoted context omitted.

> sorry for rambling. You're right to ramble. I also believe that the world need a high level language fitting for accelerators that is not Python. However developing something like that is by all means not a trivial task and many failed there.

Though, Modular should have been the team to do it. My theory is that they raised too much money too soon. With that kind of money, you get anxious investors waiting to see some magic on quarterly timelines. So Modular was forced to be compatible with Python as there's no other way to win quick developer mindshare. (Though I don't think they managed to do that either). A closest counter path I would have expected Mod…

> My theory is that they raised too much money too soon.

That's also my feeling. And that's the curse of many VC funded companies. And they are not even in the classical state of enshitification yet.

> Rust is not going to win this market.

Agree. Rust will never win this market. Nor Zig, which has the same genetical flaws as C++ for accelerators (excessive usage of pointer semantics among others).

> Julia, although beautiful attempt, couldn't gather enough support outside academia.

I will look mean, but for me, Julia is a language that never went to the design board. It sticked to a "Let's put Python on top of LLVM and add a proper GC" with one single objective: "let's make a clone of Python but fast".

My feeling is also that it is an academia niche and will remain one.

> In fact, if Nvidia cuTile, Triton, Jax keep delivering, Python seems unmatched at the moment.

It is, and it is honestly pretty depressing.

Triton solves most of the performance issues of Python for accelerators but also introduces one (several on fact) more DSL, one more tooling ecosystem and solves none of the (long list of) issues related to Python/Numpy programming model.

Re: Qualcomm to Acquire Modular

#66
post #65

Earlier quoted context omitted.

Though, Modular should have been the team to do it. My theory is that they raised too much money too soon. With that kind of money, you get anxious investors waiting to see some magic on quarterly timelines. So Modular was forced to be compatible with Python as there's no other way to win quick developer mindshare. (Though I don't think they managed to do that either). A closest counter path I would have expected Mod…

> My theory is that they raised too much money too soon. That's also my feeling. And that's the curse of many VC funded companies. And they are not even in the classical state of enshitification yet . > Rust is not going to win this market. Agree. Rust will never win this market. Nor Zig, which has the same genetical flaws as C++ for accelerators (excessive usage of pointer semantics among others). > Julia, although…

I think this is unfair to Julia. It has a strong lisp lineage, the just ahead of time compilation model is interesting and I think they were the first to make it work.

I agree that it's lacking in many ways, but it's not just Python on LLVM.

Re: Qualcomm to Acquire Modular

#67

Earlier quoted context omitted.

I don't think $4B is reasonable for an acquihire. They must see value in the technology.

It's an all stock deal. No cash. With undoubtedly a very healthy earn out. > They must see value in the technology. What value? Mojo doesn't currently support any of Qualcomm's GPUs.

Exactly. If they can buy this talent to make their GPUs more valuable, then this deal makes sense.

I'm actually a little happier about this deal than expected as it means the language may actually become open source.

Re: Qualcomm to Acquire Modular

#68
post #29

Has anyone used mojo/modular extensively in their work? I installed it as soon as it was available but never went past the toy examples.

I have a friend who is doing stuff with it, and he's incredibly excited about it, which is definitely a good sign.

I was really excited about it at launch, but its proprietary nature put me off.

Re: Qualcomm to Acquire Modular

#70
Wtf? What a joke, but I mean the best way to become a billionaire is convince someone with a billion dollars to give it to you. This is actually insane, wow. I guess Qualcomm is desperate? Nobody was bidding for this, but congrats to the team at modular?! I’m actually salty about this because like I don’t feel like mojo was even good after trying it out.
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