Replicate

“Two million, I think that got mangled actually by, it's two million users. Not all those people are developers, but a lot of them are developers, yeah.”

“It was the creator of Pix Ray. Like it was, he generated NFT art. And so he like made a bunch of art with these models and was, you know, selling these NFTs effectively. And I think lots of people in his community were doing similar things. And like, he then r…”

“From our point of view, demand is not outpacing supply of GPUs. Like we have enough, from our point of view, we have enough GPUs to go around, but that might change for sure.”

“And they were like, what was funny about that is they were like, not very good users. Like, they were doing great work, obviously, but the way that research worked is that they just made, like, one thing every six months, and they just fired and forgot it. Lik…”

“Like a lot of these indie hackers are some of our largest customers, like alongside some of our biggest customers that you would think would be would be you know, spending a lot more money than them”

“Llama II was, like, our biggest week of growth ever, because, like, tons of people wanted to tinker with it and run it.”

“We didn't have, we hadn't built a product. We had no users. We had no idea what our business was going to be because we couldn't get anybody to like buy something which doesn't exist. And actually there was quite a way through our, I think it was like two thir…”

“We don't own our own GPUs. We've got a few that we play around with, but not, not for production workloads, and we are primarily built on this public cloud, so primarily GCP and CoreWeave, and like, it's some smatterings elsewhere, and...”

“What we see is, like, a ton of creators are just going to the model enablement layer, whether it's a consumer-facing interface, like CREA, or more of a developer-facing interface, like a FALL or a Replicate, where you can generate Like, videos on a one-off bas…”

“This is one thing we've kind of stayed away from is providing an API for models, because I think providing Model APIs is, some of it ends up serving like a really hobbyist market, which is much less sticky.”