Opinion
Gorkem: Hosting LLMs is a bad business due to Google search competition
“Language models, hosting language models is not a good business. At the time we thought, okay, we are going to be competing against OpenAI and Anthropic and all these labs. Turned, turned out that it was even worse because the killer application of language mo…”
Opinion
Fal CEO: Newer Video Models Are Now Much Better Than OpenAI's Sora
“Now we have video models that are much better than Sora.”
Assertion Not checkable as stated
Yurtseven confirms Fal.ai has surpassed $100M in revenue
“And you guys are over a hundred million in revenue, right? Just, this is not, you know, just developers kind of kicking the tires. That's correct. Yeah.”
Opinion
Yurtseven: Real-time generative drawing tools fail to retain users long-term
“I think it makes for a good demo. You know, you could build real-time applications. You could build these drawing applications, things like that. But I don't think people could build applications that like have user retention long-term. Like people couldn't re…”
Opinion
Yurtseven: Generative AI will not revolutionize Hollywood due to finite attention
“Like how many movies do you watch a year? Like maybe 20, 25 movies. How many movies in the theater you watch? Three, four at most. So if there are like thousands of movies that a year, like people won't be able to watch all of these movies. Like there's just n…”
Opinion
Yurtseven: Closed-source models cannot foster effective LoRA ecosystems
“Like I've never seen a closed source model that can create a good LoRa ecosystem. It just basically doesn't exist.”
Assertion Not checkable as stated
Yurtseven: Fal.ai has around two million developers on its platform
“Yeah, we have around two million developers on the platform.”
Insight
Yurtseven: Long-term inference differentiation relies on constant hardware and architecture churn
“I think it's very hard to create this differentiation over long term if there is no new architectures, if there's no new chips, but luckily there is all the time.”
Disclosure
Yurtseven: Video models now account for over 50% of Fal's revenue
“That was February, so now, now it's probably over 80. No, 50%. 50? Yeah, okay. It's like over 50. Yeah, yeah, a hundred percent.”
Assertion Not checkable as stated
Yurtseven: Customer A/B testing proved higher image latency directly reduces engagement
“One of our customers actually did a very extensive A-B test of, like, they purposely slowed down latency on file to see how it impacts, you know, their metrics, and it had a huge part in it, and it's almost like page load time.”
Gorkem Yurtseven