Batuhan Taskaya of Fal.ai argues that image model training has become dramatically cheaper compared to video models and is primarily constrained by dataset quality.
Opinion
Taskaya: Flux was the first enterprise-ready generative image model
“The team at Stability left to start Black Forest Labs, which released Flux models. And that was the first model to, you know, breach the barrier of commercially usable, you know, enterprise-ready grade models”
Opinion
Taskaya: Custom ASICs do not make sense given low Nvidia GEMM overhead
“What is the overhead of an NVIDIA GAM instruction, right? It's like 16%. So like you're essentially buying a, Matrix multiplication machine. So, like, it doesn't really make sense to specialize it that much.”
Assertion Not checkable as stated
Taskaya: NSFW content makes up less than 1% of Fal traffic
“Moderation is optional to a level where, like, illegal content is moderated, and we also track, like, the non-illegal content NSFW moderation, and, like, we haven't seen, like, we haven't seen more than one percent.”
Prediction Not checkable as stated
Taskaya: 80% of promotional video content will be AI-generated within 12 months
“Like 12 months, I think like 80% of this is going to be generated.”
Disclosure
Taskaya: Flux grew Fal's revenue from $2M to $20M in two months
“In the first month of flux models, we reached from, like, two million to ten million in revenue. That was, like, a big jump. Next month, we were at 20, like, it just started going from there”
Disclosure
Taskaya: Fal optimizes inference for four major AI video companies
“We have like four different companies four, four major video companies that we are doing this with and one image company that I don't think we disclosed.”