00:48:49 · John Coogan, Vincent Weisser, Jordi Hays
[00:48:49] S1: Yep. [00:48:50] S3: So we basically also increasingly saw a lot of inference. So it it really is the full stack, and I think a lot of the compute like, we we have, like, quite a a clear, like, visibility into the demand just because, like, people come with us with large requests or or large contracts to basically do larger training runs and deployment. So we we basically just, like, need to secure the compute to, yeah, to be able to fulfill all those. And I think, like, right now, we would probably be at, like, many orders of magnitude more compute like compute, but also revenue if compute wouldn't be as constrained as it is right now. So it's like right now, I think, like, in the in the current environment, it's like, basically GPUs are pretty sold out [00:49:29] S1: Mhmm. [00:49:30] S3: For the next few months. And for almost like the rest of the year, especially if you want to like stand up data centers in in The US. So I think this is actually like I think the the the main bottleneck to to scale right now for anyone in AI. And this is I think what we've been able to really scale through extremely well because we've basically partnered with almost every data center out there since, like, over two years. So basically, you're able to send up, like, data centers in in different geographies and orchestrate them globally. [00:49:59] S1: Yeah. [00:50:00] S0: Any predictions, forecasts for American open source over the next six months?
00:50:00 · Jordi Hays, Vincent Weisser, Rodrigo Liang
[00:50:00] S0: Any predictions, forecasts for American open source over the next six months? [00:50:07] S3: Yes. No. Really great question. I we joined also, like, NVIDIA to help them train Nematron. So they're doing the Nematron Alliance and Coalition. So we are one of, like, think 10 or so partners. So it's like so like like, I can't I can't speak about some of that like all the things there, but I think, like, in general, both on that front and other things we're saying [00:50:27] S4: We won't [00:50:28] S0: tell any we won't tell [00:50:29] S3: any. Wait. [00:50:30] S0: Wait. Anything Just between us. Between us. Just the three of So
00:50:35 · Vincent Weisser
[00:50:35] S3: basically, I think like well, like, in some ways, like, leading American efforts actually are Nemotron and actually like Aussie with the Trinity models. So both of those we're like very deeply involved in. And so I think those will continue to to like lead like with like American open source. Like we have like some of our own models cooking. And and then, like, we help a a ton of customers over there. So I think there will actually be, like, a huge resurgence of, like, Frontier open models coming out of The US, also led by players like NBA itself and a lot of our customers and partners. So, yeah, I think, like, in in general, I think the interesting geopolitical question is actually what happens with Chinese open malls. Right? It's like like, obviously, we've seen news that, like, China might consider, like, export restricting them, like and and and, like, there might be policy dimensions on on both the Chinese and The US side. Right? So it's like, I think this is, I think, actually, in some ways, the motivation to build a stack and and to also push American open source forward is to have, like, less reliance on malls that might get banned any day. Be it all more close. Right? It's like I I think this is something increasingly, like, a lot of enterprises are starting to to realize that, like, there's actually huge dependence, right, in the sense on like, mainly from the policy side. So this is something I think where we want to just, enable everyone to have, like, their own end to end FrontiOpenStack to be able to create their own models. And ultimately, think like there there will be like there's obviously a lot of like now, like also Neolabs and and LoftMRI actually like thinking about things quite in a quite open way. So I think it will be surprised that this may be one of the hot takes is to see more Neolabs release open models. Like a good example that we also partnered with recently was a poolside, for example. People were expecting them to be closed, but they actually opened up their models. So I I think there will be more of those, especially given there are, like, hundreds of well funded Neolabs now. Yeah. I think there will be huge resurgence just like of, like, the age of research in terms of, like, these nail labs, like, pursuing truly novel directions. Right?
00:52:40 · Vincent Weisser, Jordi Hays, Rodrigo Liang
It's, like, going where, like, the big labs almost can't go necessarily, taking big, like, bold bets that also might not pay pay off all of them. Right? Or, like, if you have 100 shots on goal, like, some of them will probably pay off and result in interesting outcomes. So I think this is, like, really also, I think, what we are empowering, right, is is kind of, like, helping these new nail labs and and big AI natives and enterprises to move much faster and not have to basically all build the same stack each by themselves in house. Because obviously, a of them are like tiny teams of like tens of people instead of like thousands. So we're able to like help them move much faster basically, But I'm adopting our sec. [00:53:20] S0: When you hear of a, you know, major American tech company, let's say, someone [00:53:29] S4: in [00:53:29] S0: the mag seven that has extra capacity, do you reach out to them? Do you get do you do you do you ping them? Are you at the scale yet that that a deal would be interesting to them? Or are they really searching for these, you know, $10,000,000,000 plus opportunities?
00:53:29 · Jordi Hays, Vincent Weisser, John Coogan
[00:53:29] S0: the mag seven that has extra capacity, do you reach out to them? Do you get do you do you do you ping them? Are you at the scale yet that that a deal would be interesting to them? Or are they really searching for these, you know, $10,000,000,000 plus opportunities? [00:53:47] S3: For sure, like, we already are, like, sourcing, like like, pretty large clusters, so it's, like, sometimes, like, up to, like, five to 10,000 GPUs. So it's, like, we we basically, like, looking at every source and pocket of supply that we can find. Like, we've literally turned every stone to find, like, the last tribute available on earth. And, like like, we we've we've been quite good at at that. So it's like in in some ways, like, I think we're, like that that has been, like, one of the core tenants almost, like, since the beginning is that, like, we we really didn't want it to, like, orchestrate, like, the global compute supply efficiently. So we did a lot of, like, optimization fault tolerance and this retraining even in the early days to, like, train across, like, distributed compute. So it's, like, definitely I I think to this question, it's, like, like, I think it's something that we're definitely, like, considering. Like, if there's any anyone with some spare GBUs here, you can always set us up. [00:54:40] S1: That's great. Alright. Back on on China, do you agree with my perception that if there is some sort of lockdown on Chinese open source export controls, that would not affect
00:54:40 · John Coogan, Jordi Hays
[00:54:40] S1: That's great. Alright. Back on on China, do you agree with my perception that if there is some sort of lockdown on Chinese open source export controls, that would not affect [00:54:56] S0: Yeah. Are they mad that American companies are distilling on or or post training their open source models? [00:55:03] S1: It was by design. That was goal of the project. But I what what I'm what I'm interested about is is would they try and claw back access to Kimi or GLM, any of those models that are already been deployed? Because there's an element of, like, once the the weights have been downloaded, it's sort of just out there. Of course, you could go and try and, like, sue every company, but that's very hard if you're in an American jurisdiction and you're a Chinese company. But how would you see that playing out? Would it just be going forward, no more open source, and that's the CCP telling Chinese companies or some other shape of of of, like, restriction?