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 10 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
Bubna: Model APIs primarily serve a less sticky hobbyist market
“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.”
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…”
Firshman: GPU demand is not currently outpacing supply at Replicate
“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.”
Firshman: Academic ML researchers make poor software users due to six-month cycles
“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…”
Firshman: Indie hackers are among Replicate's largest spending customers
“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”
Firshman: Llama 2 release was Replicate's biggest week of growth ever
“Llama II was, like, our biggest week of growth ever, because, like, tons of people wanted to tinker with it and run it.”
Firshman: Replicate has 2M total users, not all developers
“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.”
Firshman: Replicate's API business originated from PixRay's NFT creator
“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…”
Firshman: Replicate Entered Late YC Batch With No Product or Users
“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…”
Firshman: Replicate does not own production GPUs, relies on GCP and CoreWeave
“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...”