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Coding subs are good when they promote usage and adoption of your models in enterprises at API rates. Cerebras is a B2B hardware company. It feels like a distr
by dannyw 2mo ago
Coding subs are good when they promote usage and adoption of your models in enterprises at API rates.
Cerebras is a B2B hardware company. It feels like a distraction: think of the opportunity cost, and resources/headcount not working on other things that would drive more impact.
Should NVIDIA do a coding subscription too? I'm sure they can make money off it, but I think it would be -EV.
- KronisLV 2mo ago> Should NVIDIA do a coding subscription too? Yes, obviously! Well maybe not a subscription but definitely an inference service. https://build.nvidia.com/ https://build.nvidia.com/ https://resources.nvidia.com/en-us-inference-infrastructure/serverless-inference https://resources.nvidia.com/en-us-inference-infrastructure/... https://www.nvidia.com/en-us/data-center/dgx-cloud-lepton/ https://www.nvidia.com/en-us/data-center/dgx-cloud-lepton/ In their case not to gain mindshare or money or whatever, they're already a market leader, but to run something that validates the use case of their own hardware (across a bunch of 3rd party models) on a practical level and gain whatever insights or details might be relevant to pass on to other hardware and software teams.
- qeternity 2mo agoUltimately the frontier labs are competitors of Nvidia. There is a fixed amount that the market will pay for tokens. If the frontier lab model premium collapses due open weights models, Nvidia can capture a greater share of aggregate spend.
- fc417fc802 2mo ago> Should NVIDIA do a coding subscription too? They sort of do? They offer free access to various versions of nemotron via multiple routing services.