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
Opinion
Lattner calls vLLM a 'hot mess' due to too many stakeholders
“VLM seems much more like a massive community with a lot of stakeholders, a lot of stuff going on, and it's kind of a hot mess.”
Assertion Not publicly verifiable
Modular's Mojo FlashAttention beats Tri Dao's reference implementation
“We're beating the tree DAO reference implementation that everybody uses, for example, right? Written fully in Mojo. Again, all of our, GPU kernels are written in Mojo. You can go see the history of the team building this, and it was done in just a few weeks, r…”
Disclosure
Modular completely eliminates and replaces NVIDIA's CUDA stack
“In the case of Modular, we go literally, like, we only work at that level, because we get rid of all of CUDA, right? And so we've replaced the entire stack, and so we only do that.”
Insight
AI training scales with research teams; inference scales with customer base
“Training scales the size of your research team. Inference scales the size of your customer base.”
Prediction Not checkable as stated
An industry-leading state-of-the-art AI model may launch on MAX soon
“We may have an industry leading state of the art model launching first on Mac soon.”
Opinion
Chintala: Deep PyTorch-Mojo integration lacks synergy because Mojo replaces PyTorch frontend
“Mojo as a fundamental frontend would be replacing PyTorch, not, like, augmenting PyTorch. So, in that sense, I don't see a synergy in more deeply, like, integrating Mojo.”
Prediction Not checkable as stated
VCs Will Eventually Force Modular to Offer a Hosted Cloud Service
“I'm sure their VCs at some point are gonna force them to reconsider.”
Disclosure
Modular will soon launch support for AMD MI300 and MI325 GPUs
“We're about to launch our AMD and my 303 25 support. That'll be a big deal for the industry.”
Assertion Supported
Modular beat Intel MKL matrix multiplication speed in its first year
“First year was prove compilation philosophy. And so this was writing very abstract compiler stuff. And then prove that we can make a matrix multiplication go faster than Intel MKL's matrix multiplication on Intel Silicon and make it configurable and multiple D…”
Assertion Partly supported
First-time Mojo developers built a GPU training system in one day
“The winning team for the hackathon took that four person team. And one day they had not used Mojo before they hadn't programmed GPUs before. And they had built a training system. They wrote an atom optimizer, a bunch of training kernels. They built a simple ba…”
Disclosure
Modular's Mojo and MAX are free on NVIDIA and CPUs
“The max framework and the mojo language, free to use on NVIDIA and CPUs, any scale, go nuts, do whatever you want.”
Assertion Partly supported
Modular has open-sourced 650,000 lines of Mojo code
“Modular is Mojo's first customer. Like we have more Mojo code in our repository than any other language. And it's open source. Like, and we open source like 650,000 lines of Mojo code.”
Disclosure
Modular monetizes cluster management and support on a per-GPU basis
“If you want cluster management, and you want enterprise support, and you want things like this, then you can pay on a per GPU basis, and you can contact our sales team, and then we can work out a deal, and we can work with you directly.”
Disclosure
Modular's team has grown to over 100 employees
“So we're a small team. I mean, we're over a hundred people, but we're compared to the size of the problem we're taking on.”