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moralestapiatoday at 2:55 AM1 replyview on HN

Hence why taalas was one of the best strategic acquisitions of the year.

I'm honestly baffled they were not acquired by somebody else (sorry AMD).


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adventuredtoday at 4:08 AM

Taalas will be one of the great disaster investments of the early AI era. It'll be a near total write-down.

The absolute worst market time to etch a model to a chip is right now (very rapid iteration). There is no scenario where they can keep up. The Taalas approach will be viewed as comically foolish within just a few years.

Cerebras will win in terms of approach.

It's 1998: hey, I can drastically speed up your web service, let's etch it right to silicon.

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