Acquisition or acquihire? I don't see a price tag, which seems to imply the latter?

How many players are there in this space? Replicate, RunPod, Modal, Northflank, FAL, ... Who are the big ones? It's pretty crowded, right?

FAL was smart. They ditched the "run any model" to focus on just image and video, and now they dominate that space. They raised a pretty substantial round recently. Though I don't think there's any moat and they'll soon face competition too.

What about these vs. the routers like "Open"Router?