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fnbr
searching Neon…
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by
fnbr
10mo ago
(I'm a researcher on Olmo.) There's a bunch of other fully open models, including the [Marin]( https://marin.community/ ) series of models out of Stanford and Nvidia regularly releases fully open models.
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fnbr
10mo ago
MoEs have a lot of technical complexity and aren't well supported in the open source world. We plan to release a MoE soon(ish). I do think that MoEs are clearly the future. I think we will release more MoEs moving forward once we have
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fnbr
10mo ago
(I’m a researcher on the post-training team at Ai2.) Where did you try this? On the Ai2 playground?
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fnbr
10mo ago
(I’m a researcher on the post-training team at Ai2.) 7B models are mostly useful for local use on consumer GPUs. 32B could be used for a lot of applications. There’s a lot of companies using fine tuned Qwen 3 models that might want to switc
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The Bitter Lesson
(finbarr.ca)
2 points
by
fnbr
1y ago
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0 comments
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fnbr
1y ago
Like what? All the examples people have said are where either 1) the company has Nx preferences, for N >1, in which case the company has essentially failed to fundraise or 2) the company sells for less than they raised, which again, is a
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fnbr
1y ago
This is why I will never work somewhere with a short post termination exercise period (PTEP). If it’s not at least 5 years, ideally 10, they don’t seriously consider equity something that employees are owed.
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fnbr
1y ago
Can you explain? In most cases, preferences won’t come into play, assuming you raise at a standard 1x preference and sell for more than you have raised. In that case, owning 0.5% should roughly translate into $5M (modulo dilution).
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How to hire ML engineers/researchers
(artfintel.com)
1 points
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fnbr
2y ago
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fnbr
2y ago
I hate how every company that I place an order with treats that as permission to send a constant drip of marketing emails. I send them straight to spam.
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fnbr
2y ago
They raised ~$200M total, and $150M at the series A. So if they're just paying back investors, they'd "only" need $500M.
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fnbr
2y ago
do we know they were profitable? I doubt it, if they pulled this. I think they had high DAU/MAU but low paid users. this is basically Inflection 2.0.
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fnbr
2y ago
Yes, many AI startups pay more than FAANG for ML talent.
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fnbr
2y ago
What's the dating app?
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fnbr
2y ago
The rule of thumb is roughly 44gb, as most models are trained in bf16, and require 16 bits per parameter, so 2 bytes. You need a bit more for activations, so maybe 50GB? you need enough RAM and HBM (GPU RAM) so it’s a constraint on both.
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OpenAI departures: Why can’t former employees talk?
(vox.com)
1254 points
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fnbr
2y ago
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961 comments
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fnbr
2y ago
Agreed, that’s what I’m seeing too.
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fnbr
2y ago
These prices are insane- you can do much, much better than those prices if you negotiate. If you're paying $7.20 per GPU-hour for an H100, you should find another supplier.
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fnbr
2y ago
Yeah Alberta has very little hydro, while Ontario/Quebec/BC have lots, so our electricity generates a lot more carbon.
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fnbr
2y ago
That's a great reason not to have electric rental cars, but not a great reason to not charge rental cars.
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fnbr
2y ago
I meant rent on GCP. You’re right.
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fnbr
2y ago
I’m surprised they sell any to external customers, to be honest.
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fnbr
2y ago
Wow. This is surprising. Not even an acquihire. I’m very curious about what happened internally to lead to this.
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fnbr
3y ago
Private equity firms. I’d never take money from them.
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fnbr
3y ago
No, unfortunately. But my gas/electricity is fixed price, so it doesn’t matter. I’m sure this will be coming as heat pumps get more common. It’s a pretty easy calculation to do.
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fnbr
3y ago
Yup, me too. And with my Nest thermostat, I can manually configure the crossover point. I did so at the economic balance point (where the heat pump is cheaper than my gas furnace).
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fnbr
3y ago
1) i actually think that’s too high, i bet it’s more like 30%. My logic is that they have to have _some_ margin, but LLMs are too expensive to have typical software margins. Total speculation though. 2) It generally tracks pretty well unles
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fnbr
3y ago
It’s not clear to me what’s happening on the distillation front. I agree no one is doing it externally, but I suspect that the foundation model companies are doing it internally, performance is just too good. There’s a bunch of recent work
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fnbr
3y ago
Ha! I got a ton of new subscribers this morning and was wondering why. Let me know if I can answer any questions (I am the author).
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fnbr
3y ago
Assuming your numbers are correct, they sold for 50x ARR, which is a very very good price. I bet that’s why. It’s hard to do better than that.
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