Taalas will be one of the great disaster investments of the early AI era. It'll be a near total write-down.
The absolute worst market time to etch a model to a chip is right now (very rapid iteration). There is no scenario where they can keep up. The Taalas approach will be viewed as comically foolish within just a few years.
Cerebras will win in terms of approach.
It's 1998: hey, I can drastically speed up your web service, let's etch it right to silicon.
Taalas will be one of the great disaster investments of the early AI era. It'll be a near total write-down.
The absolute worst market time to etch a model to a chip is right now (very rapid iteration). There is no scenario where they can keep up. The Taalas approach will be viewed as comically foolish within just a few years.
Cerebras will win in terms of approach.
It's 1998: hey, I can drastically speed up your web service, let's etch it right to silicon.