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It's maybe obvious why Replicate might want to be part of Cloudflare. It's less obvious why Cloudflare want Replicate. As for the price: > Replicate has rais
by philipwhiuk 11mo ago
It's maybe obvious why Replicate might want to be part of Cloudflare.
It's less obvious why Cloudflare want Replicate.
As for the price:
> Replicate has raised $52.5M in funding from investors like Andreessen Horowitz, Y Combinator and Sequoia Capital, with last known valuation of $350M [2023]
It would be interesting to know how much hype there is in valuations since 2023. I assume it's mostly vesting options because I doubt Cloudflare has the cash to throw around. I would guess $500M valuation but I could be off by a lot.
- esseph 11mo ago500mil would be roughly 12.5% of a available liquid assets for cloudflare. They are a huge, huge middleman of internet traffic and many, many services.
- NicoJuicy 11mo agoCloudflare has made considerable improvements in running small models in gpu's world-wide ( loading multiple small models). I think they want to be the provider of inference for specialized slm's. Replicate is a perfect acquisition for that, they have a large catalog of smaller models. With the acquisition they are saying that they have made enough improvements for the next step, earning money from those improvements.