The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 14 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
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…”
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.”
Fal CEO: Newer Video Models Are Now Much Better Than OpenAI's Sora
“Now we have video models that are much better than Sora.”
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”
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.”
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.”
Justine Moore: Creators choose Fal and Replicate over Google's $125 Veo plan
“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…”
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.”
Yurtseven: Fal.ai has around two million developers on its platform
“Yeah, we have around two million developers on the platform.”
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.”
Fanelli: Image and video generation is much more open-source driven than language
“FAL especially has done amazing because media is still very open source driven when it comes to image and video generation. In a way, the language is not as much.”
Taskaya: SDXL generated Fal's first $1 million in revenue
“And then SDXL came, which was like the first major model. That brought, like, our first million in revenue if we consider that”
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.”