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Qualcomm to Acquire Modular

reuters.com

91–100 of 134 posts

Re: Qualcomm to Acquire Modular

#91
post #44

Either this was the plan all along (cashing in on the bubble) or it’s an admission of failure.

Mojo seemed like a passion project. The fundamental problem was never the lack of a great programming language, and inventing a python bastard child of a language is not a solution. But, respect and congrats to the Modular folks. HW companies have notoriously bad software teams and culture and hopefully this injects some good sw dna into the acquirer.

Re: Qualcomm to Acquire Modular

#92

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.

I have a friend who works at Modular. FWIU, the employees got shafted by the acquisition financially.

Re: Qualcomm to Acquire Modular

#94
post #71
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.

Lisp, see Connection Machine and Star Lisp. Several decades of their time. Best of all, it is actually compiled without JIT drama. This is the reasoning behind the guys that have created a whole new Common Lisp frontend to LLVM for biochemistry research at MIT.

What is the drama with JIT? Vs AoT?

Re: Qualcomm to Acquire Modular

#95
post #72

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…

Julia and the Python JITs from GPU vendors will. Mojo already lost the moment AMD, NVIDIA and Intel decided to fully support Python and Julia. Additionally all of the parallel programming improvements in ISO C++ are coming from them as well, Modular did not have much moat when being a follower and not a driver.

How did Mojo already lose when Qualcomm just made a $4B bet on it? You're forgetting that the language is still pre-1.0. The way I think of this... if Modular is able to remain an open platform, being part of an established corporation with existing customers is a better way to drive penetration compared to acquiring new customers.

Re: Qualcomm to Acquire Modular

#96
post #81

Earlier quoted context omitted.

I might be reading this differently, but isn't the acquisition a bet that Modular will become a manufacturer-agnostic software stack? > "We believe the future belongs to developer-friendly, horizontal platforms that can run across diverse compute environments and give customers real choice in how and where they deploy AI," Qualcomm CEO Cristiano Amon said.

one of the reasons I rarely read press releases is that I don't believe in promises -- I believe in _incentives_. In this case, what will Qualcomm be incentivized to do? What are in their interests?

Ok, what will be Qualcomm incentive? Selling few hundred Mojo license for few thousand dollars each. Or making it open source hoping it may make big in AI / data science community and may help sell more Qualcomm hardware?

Re: Qualcomm to Acquire Modular

#97
post #81

Earlier quoted context omitted.

I might be reading this differently, but isn't the acquisition a bet that Modular will become a manufacturer-agnostic software stack? > "We believe the future belongs to developer-friendly, horizontal platforms that can run across diverse compute environments and give customers real choice in how and where they deploy AI," Qualcomm CEO Cristiano Amon said.

one of the reasons I rarely read press releases is that I don't believe in promises -- I believe in _incentives_. In this case, what will Qualcomm be incentivized to do? What are in their interests?

Qualcomm has an enormous incentive in breaking Nvidia's CUDA grip on GPU programming.

Re: Qualcomm to Acquire Modular

#98
post #52

Earlier quoted context omitted.

> You’re equivalent of saying the Intel delays were a success too. If Trump nuked TSMC's production lines the day before M1 went to production, and the production lines came back 3 years later, would Apple ship the M1 on it? Or, the M3? As you point out, it makes 0 sense to ship the M1. If it makes 0 sense, why project that idea onto me? When faced with a contradiction, first, check your premises. (and read your inte…

> As you point out, it makes 0 sense to ship the M1. But that's what happened. Go check the benchmarks. Clearly you haven't. That Snapdragon X that got released (1st gen) was way off the mark. > When faced with a contradiction When faced with a hallucination...

You switched your claim from "they released the same chip they would have released 3 years earlier and you're stupid for thinking that was a good idea" to "I thought it was slow [because I'm hyperfocused on Apple competition and forgot the perf vs. Intel/AMD]".

Re: Qualcomm to Acquire Modular

#99
post #72

Earlier quoted context omitted.

Julia and the Python JITs from GPU vendors will. Mojo already lost the moment AMD, NVIDIA and Intel decided to fully support Python and Julia. Additionally all of the parallel programming improvements in ISO C++ are coming from them as well, Modular did not have much moat when being a follower and not a driver.

How did Mojo already lose when Qualcomm just made a $4B bet on it? You're forgetting that the language is still pre-1.0. The way I think of this... if Modular is able to remain an open platform, being part of an established corporation with existing customers is a better way to drive penetration compared to acquiring new customers.

The founders won the lottery, the language most likely will never make mainstream.

Re: Qualcomm to Acquire Modular

#100
post #71

Earlier quoted context omitted.

Lisp, see Connection Machine and Star Lisp. Several decades of their time. Best of all, it is actually compiled without JIT drama. This is the reasoning behind the guys that have created a whole new Common Lisp frontend to LLVM for biochemistry research at MIT.

What is the drama with JIT? Vs AoT?

The JIT adoption drama in Python versus other programming languages ecosystems, equally dynamic.
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