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> To me, I think these folks see that the music is getting harder to hear and might stop entirely At the frontier companies, but not for hugging face or nvidia
by willy_k 2mo ago
> To me, I think these folks see that the music is getting harder to hear and might stop entirely
At the frontier companies, but not for hugging face or nvidia. Their business are going to be around for a while considering how local models are performing now.
- slowin 2mo agoWhat is hugging face's business? I thought they were just free model hosting.
- retinaros 2mo agoSelling pro accounts for storage. Its at best a few ten millions arr maybe 100-150
- fennecbutt 2mo agoData. Loooads of data for Nvidia. And an audience.
- slowin 2mo agoI don't think they have much data, they host the (open) models but I don't think they're getting any logs from users or anything like that. I don't believe they monetize data either. I also suspect Nvidia has a much larger audience than Hugging Face.
- artyomsv 2mo agoRevenue is the small part of it though. Every training and inference script in the ecosystem imports their client library and pulls from their hub by default, so they sit on the default path between a model and the machine that runs it. For company that sells the machines, owning that default is worth more than any subscription line.
- dragandj 2mo agoI don't think local models would require hardware at nearly the scale that the datacenter buildout for OpenAI/Anthropic/etc. required. Nvidia got as high as the Icarus, it will be hard not to melt, despite they being a real company with real product that is so in demand that you can't buy their hardware even when you're willing to pay above the recommended price. They are addicted to billions, and the cold turkey clean-up will be painful as hell.