alt Hacker NewsTaalas 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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I just want to but hardware so I can run a model at home that is fast. I don't see myself installing a server that burns almost two hundred kilowatts but maybe a card which runs a 27B Qwen...
maybe AMD wants the IP to deploy it once ai model development slows down in a few years. Or, their large cloud customers do want to burn through silicon, basically paying rent to AMD for models etched on silicon.
It's 2026: let's etch nginx into silicon and get 10,000,000 rps at a cost of 0.1 US/day.
Yes, please!
> The absolute worst market time to etch a model to a chip is right now
Slightly disagree. It really depends on the price-point at which they can do that etching. ~1k usd / ~30B model in a hdd-sized case that fits on your desk? I'd buy one right now, even knowing that I'm "stuck" with whatever model of the day is.