The Ledger
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Erb: Billions have been invested in pre-product AI hardware unicorns
“A few billion dollars have been invested in new hardware startups. There are a few unicorns already for companies that don't have products fully out yet.”
Tech giants like Google and Uber rely on home-rolled ML infrastructure
“Most of the tooling is kind of home rolled. Best practices haven't emerged yet. We're seeing a lot of, especially large companies, roll their entire own stacks. So Facebook has FB Learner, Google has TFX. Uber has Michelangelo. Airbnb has Big Head.”
Erb predicts ten new machine learning hardware accelerators will launch in 2019
“My guess is by the end of the year, there will be 10 more new devices that are coming out.”
Erb: AI ops tools will expand into broad platforms within two years
“Tools in this space, this is an observation, ah, I'll check back in in a year or two, we'll see if I was totally wrong. Will go wide and deep to close this AI ops feedback loop.”