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🚀 Introducing T* and LV-Haystack — our latest leap forward in VLMs for long video understanding! 🧩 Lightweight plugin: T* boosting LLaVA-OV-72B (56→62%) and GPT-4o (50→53%)! ⚡ Fast inference: 34.9s → 10.4s latency, 691 → 170 TFLOPs v.s. SOTA. 📚 Large-scale dataset: 400 hours of videos + 15,000 samples....

49,615 Aufrufe • vor 1 Jahr •via X (Twitter)

10 Kommentare

Profilbild von Zihan Wang - on RAGEN
Zihan Wang - on RAGENvor 1 Jahr

Explore more: 📄 paper: 🤗 dataset: 🌐 website: 🤖 demo: 🛠️ github:

Profilbild von Zihan Wang - on RAGEN
Zihan Wang - on RAGENvor 1 Jahr

What’s T* ✨? A temporal search framework to locate key frames for questions. Can be plug-in to any VLM! T* turns temporal search ⏱️ into spatial search 📍 with lightweight object detectors + VLM visual grounding. Strong performance even w/o training VLMs! 2/

Profilbild von Zihan Wang - on RAGEN
Zihan Wang - on RAGENvor 1 Jahr

What’s LV-Haystack? A large-scale video understanding dataset: 🎞️ 400 hours of video ❓ 15,000 QA pairs 🔑 30,000 key frame labels from 45,000,000 frames We explore disentangled evaluation of temporal search & video understanding with 6 fine-grained search metrics. 3/

Profilbild von Zihan Wang - on RAGEN
Zihan Wang - on RAGENvor 1 Jahr

T* and LV-Haystack are the result of a joint effort of @StanfordHAI @StanfordAILab @StanfordSVL @NorthwesternEng @LTIatCMU. Huge shoutout to our incredible team for making this possible! We’d love your feedback! Reply or email us with questions, ideas, or use cases✨ 4/

Profilbild von Zihan Wang - on RAGEN
Zihan Wang - on RAGENvor 1 Jahr

h/t to all collaborators: @jinhuiye @wzihanw @Haosen_sun @keshigeyan @DuranteZane @CristbalEyzagu2 @anabellaisaro and our amazing mentors: @ManlingLi_ @jiajunwu_cs @drfeifei @eadeli @jcniebles @ybisk! This is just the beginning—excited for the future of video understanding and what’s next! ✨5/

Profilbild von Lucid Scientific, Inc.
Lucid Scientific, Inc.vor 1 Jahr

Expand the possibilities of your metabolic research. Resipher tracks real-time cellular oxygen consumption in standard 96-well plates, delivering continuous real-time data directly from your incubator. Request a free virtual demo or quote today >>

Profilbild von Electe
Electevor 1 Jahr

@StanfordAILab @StanfordAILab, exciting advancements in video understanding.

Profilbild von @profitleap
@profitleapvor 1 Jahr

@StanfordAILab Exciting advancements in VLMs. Looking forward to seeing the impact they will have on video understanding. 🔍

Profilbild von Zihan Wang - on RAGEN
Zihan Wang - on RAGENvor 1 Jahr

Great question! The VLMs we are using cannot accept audio input for now, and we think this line of research may be exciting to explore in the near future:)

Profilbild von Hexa Circuit
Hexa Circuitvor 1 Jahr

It's essential to examine how this new integration will enhance semantic retrieval in lengthy multimedia datasets. Looks promising for advanced analytics.

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So, how should we respond? It’s not enough now just to understand the world. We must shape it too. MI6 is well-positioned to respond to these threats and wider global instability. And we will continue to evolve, just as we have throughout our long history. The UK government has invested in our intelligence agencies and we are all using our unique powers to keep the British people safe. Our ‘open and connected’ partnerships across the UK Intelligence Community, with HMGCC, NSSIF and the wider tech ecosystem in the UK will become even more important – because in the digital battleground, no single organisation can prevail alone. As a global agency, MI6’s inbuilt strength is our partners and our people. The risks I have set out require us to work ever more closely with our colleagues in MI5, GCHQ and in defence and diplomacy. But also with our Five Eyes partners, with the E3, the EU, NATO, those across the Middle East, the Indo-Pacific and beyond. And with many valued partners whose identity needs to remain secret. Together, we integrate our diverse talent, data and tools to meet the threat. AI is a domain in which we will excel, using the technology to augment, not replace, our human skills. Every digital trace, every byte of data, every algorithmic decision has implications for the safety of the lives of the courageous people who work with us as officers and agents, and for the UK’s strategic advantage. Mastery of technology will infuse everything we do. Not just in our labs, but in the field, in our tradecraft, and even more importantly, in the mindset of every officer. We will become as comfortable with lines of code as we are with human sources, as fluent in Python as we are in multiple other languages. Under my leadership, MI6 will continue to attract Britain’s best and most creative minds: linguists and data scientists, case officers and engineers, behavioural experts and technologists. We need people who walk in the shoes and get in the heads of our adversaries. We need people who think differently, challenge assumptions, and act decisively. All can thrive and make a difference at MI6. At an operational level, we will sharpen our edge and impact with audacity, tapping into – if you like – our historical SOE instincts. We’re at our best when we’re hustling to make things happen, because our intelligence is most valuable when it changes reality on the ground. We will take calculated risks, where the prize is significant and the national interest clear. We will never stoop to the tactics of our opponents. But we must seek to outplay them. In every domain. In every way. So intelligence must drive action. Action must deliver advantage. And advantage must serve Britain’s security and prosperity. But at the core, our deeper contribution is also our simplest – how we unlock human agency. Our fast-paced, tech and threat-infused world now generates more heat than light. As nations retrench and rearm, we are losing opportunities to listen to what’s really going on. I’ve seen time and again throughout my career, that this is where MI6 matters most: we listen and we hear. We understand, because we take time to learn languages and cultures, complex technical and historical detail, immerse ourselves in what’s really driving the situation. Across the globe, right now, our officers are finding people with the courage to step forward, and they are taking time to sit and listen to break these tightening cycles of violence. They listen for nuance, for connection, for opportunity. Over the years, I’ve listened to terrorists who have told us how to defuse the bomb because they know that more violence won’t help. To proliferators and smugglers who’ve told us where to find the dangerous material, motivated to protect their children’s future. To people trapped in authoritarian regimes who know, deep down, that their humanity is being chipped away – and that telling us what’s really going on is an important release, allowing us all to find better ways to navigate our changing world. So, we will work with our agents. And we will continue to engage directly, and with respect, with states and organisation currently working against us. Away from the glare of the media, we will use MI6’s convening power wherever we can to make a material difference, bringing parties together to defuse tensions. But the response to the increasing risks we face won’t be delivered by the UK intelligence community alone. Wider society has a role to play too. That includes work taking place in schools across the country so our children don’t get duped by information manipulation. Let’s all check sources, consider evidence, and be alive to those algorithms that trigger intense reactions, like fear. It also means everyone in society really understanding the world we are in – a world where terrorists plot against us, where our enemies fearmonger, bully and manipulate, and the front line is everywhere. Online, on our streets, in our supply chains, in the minds and on the screens of our citizens. We must all stand together against this. As we do today with our friends in Australia after the shocking antisemitic terrorist attack this weekend. My thoughts -and those of my whole organisation – are with the family, friends and loved ones of the victims. Light will always win over darkness. In rising to meet these challenges we, in MI6, will remain anchored to our values: courage, creativity, respect and integrity. And to our principles: accountability and trust are not constraints on our work; they are the foundations of our legitimacy with the British public. Recently, I had the privilege of meeting and thanking a foreign agent who has worked with us for decades, taking extraordinary risks to help keep the UK safe. I asked why. They said simply, ‘Your values. Your integrity and respect. None of us have a future without them’. This moment reinforced to me that we must remain a very human agency. And so, to sustain that trust, MI6 will continue to be more open. Not for the sake of visibility, but because it matters – and as my MI5 counterpart Sir Ken McCallum said recently - because it is a strength. We will continue the practice of speaking publicly, broaden our channels of engagement, and sustain our focus on attracting the most diverse talent to join our Service. Transparency does not mean revealing what must remain secret. It means showing the British people who we are, what we stand for, and why our work matters. We need your trust and support for the difficult and often dangerous work our agents pursue, every day of the year. In an age of uncertainty, one constant remains: the choices made by human beings still determine the shape of the world. Yes, technology can illuminate possibilities: but information requires judgement; complexity demands clarity; and only people can decide which path to follow. The United Kingdom’s global voice has never rested solely on strength – it has rested on trust, principle, and the ability to understand others as well as ourselves. That is also the essence of intelligence: not simply knowing the world, but interpreting it through a uniquely human lens. Ours is the quiet service, the hidden service. It is one rooted in a profound belief that when human beings act with purpose and integrity, they can steady a faltering world. When the Berlin Wall fell, it was our shared belief in freedom that carried Europe forward. When acts of terror targeted open societies, it was intelligence, cooperation and resolve that preserved them. And when adversaries blur fact and falsehood, our task is to defend the space where truth can still stand. As we step into the future, the tools at our disposal will evolve. But what will always matter most is the human element – the person who stands in the shadows and says: this is right, and that is wrong. That choice – the exercise of human agency – has shaped our world before, and it will shape it again. Because in the end, it is not what we can do that defines us, but what we choose to do. Thank you. Published 15 December 2025

John Sweeney

42,257 Aufrufe • vor 7 Monaten

$NVDA $GFS NVIDIA’s reported agreement to acquire Groq for $20B in cash (per CNBC, amplified via Reuters and other wire coverage) represents a materially different strategic posture than NVIDIA’s prior M&A pattern, given both the headline size (largest reported NVIDIA acquisition to date) and the unusual carve-out that Groq’s early-stage cloud business would not be included. Public reporting indicates the information originated from Alex Davis, CEO of Disruptive (lead investor in Groq’s latest financing), and that neither NVIDIA nor Groq had issued an immediate confirmation at the time of publication. The same reporting frames the transaction as coming together quickly, only months after Groq raised $750M at a ~$6.9B valuation, and highlights Groq’s positioning as a high-performance inference chip vendor founded by ex-Google TPU engineers. Groq is best understood as a vertically integrated inference acceleration company whose core asset is an application-specific processor optimized for deterministic, low-latency execution of transformer-style workloads, paired with a compiler-led software stack and a distribution layer (GroqCloud) designed to reduce developer friction via OpenAI-compatible APIs and integrations. Groq brands its architecture as a Language Processing Unit (LPU) and consistently emphasizes that the design target is inference, not training. The company’s own architecture description centers on 1-core execution, large on-chip SRAM used as primary storage (explicitly not cache), a custom compiler that statically schedules compute and communication, and direct chip-to-chip connectivity intended to coordinate multi-chip execution without relying on conventional caching hierarchies or dynamic runtime scheduling. The technical premise is a deliberate inversion of the conventional GPU approach. GPUs deliver throughput via massively parallel, multi-core execution with dynamic scheduling, complex memory hierarchies, and heavy reliance on off-chip HBM bandwidth and sophisticated runtime/kernel optimization. Groq instead argues that inference bottlenecks are driven by latency variance (tail latency), synchronization overhead, and memory access unpredictability inherent in dynamically scheduled, cache-heavy architectures, particularly when workloads are latency sensitive and batch sizes cannot be inflated. Groq’s solution is to move “control” into the compiler: the full execution graph and inter-chip communication schedule are computed ahead of time down to clock-cycle granularity, with deterministic execution designed to reduce run-to-run variance. In Groq’s framing, the removal of caches, reorder buffers, speculative execution overhead, and other sources of contention enables predictable latency and high utilization without per-model kernel engineering typical of GPU tuning cycles. A critical nuance is that Groq’s determinism is not merely a software claim; it is tightly coupled to architectural constraints and system design choices that trade flexibility for predictability. Third-party technical commentary indicates Groq’s chip uses a fully deterministic VLIW-style approach with minimal buffering, no external memory, and heavy dependence on sharding models across many chips because on-chip SRAM capacity is limited. SemiAnalysis describes a ~725 mm^2 die on GlobalFoundries 14nm with ~230MB of SRAM and notes that “no useful models” fit on a single chip, forcing multi-chip partitioning for modern LLMs and driving a system-level design where networking and compilation are first-class scheduling problems rather than ancillary infrastructure. This is consistent with Groq’s own messaging that tensor parallelism across chips is a primary design goal, enabled by large on-chip SRAM and compile-time coordination of compute plus interconnect. The on-chip SRAM emphasis is central to Groq’s latency story and also its most constraining trade-off. Groq claims on-chip SRAM bandwidth “upwards of 80 TB/s” and contrasts that with off-chip HBM bandwidth “about 8 TB/s,” asserting a potential 10x advantage from bandwidth plus reduced trips across chip-to-memory boundaries. While these comparisons are marketing-oriented and depend on workload specifics, the architectural implication is clear: Groq prioritizes ultra-fast local weight/activation access and then scales capacity by adding chips, not by attaching large off-chip memory pools. This design can reduce latency for sequential inference layers and minimize unpredictable stalls, but it pushes complexity into partitioning strategy, interconnect topology, and compiler scheduling, and it increases the number of chips needed for very large parameter counts and large KV-cache footprints. Groq also highlights numeric formats and compiler-driven precision management as a performance lever. In its 2025 technical blog, Groq describes “TruePoint numerics,” including 100-bit intermediate accumulation and selective quantization choices (FP32 for attention-sensitive operations, block floating point for MoE weights, FP8 storage in error-tolerant layers), and claims 2-4x speedups versus BF16 without measurable accuracy degradation on benchmarks such as MMLU and HumanEval. Even if the absolute uplift is workload dependent, the strategic point is that Groq is pursuing performance via end-to-end co-design: precision policy is not just hardware capability (FP8/BF16) but compiler-enforced mapping of precision to error sensitivity, which can matter materially for inference cost-per-token if it reduces memory traffic and boosts throughput without forcing aggressive, accuracy-damaging quantization. Independent performance datapoints indicate Groq has been credible on latency-oriented inference speed, at least for certain regimes. EE Times reported in 2023 that Groq demonstrated Llama-2 70B inference at ~240 tokens/s per user on a cloud-based dev system described as 10 racks and 64 chips, using the company’s 1st-gen silicon introduced several years earlier. Separate Groq commentary around independent benchmarking cites results showing ~241 tokens/s throughput and ~0.8s time to receive 100 output tokens for a Llama-2 70B API configuration, positioning the platform as a step-change in “available speed” for certain interactive use cases. These figures do not settle total cost-of-ownership versus GPUs or hyperscaler ASICs, but they establish that Groq’s system-level architecture can deliver strong single-user throughput and latency on large models when properly partitioned and scheduled. GroqCloud is the commercial wrapper that packages this hardware/software stack as “tokens-as-a-service,” aiming to make Groq adoption feel like switching API endpoints rather than adopting new silicon. Groq’s documentation states its API is designed to be “mostly compatible” with OpenAI client libraries, and its pricing page provides model-specific token rates, published speeds (tokens/s), prompt caching discounts, and batch processing discounts. For example, pricing lists inputs as low as $0.05 per 1M tokens and outputs as low as $0.08 per 1M tokens for certain smaller LLM configurations, with higher prices for larger models and long-context or MoE variants; it also advertises prompt caching with a 50% discount on cached input tokens for certain models and a batch API offering 50% lower cost for asynchronous processing windows. These mechanics are economically important because they demonstrate Groq’s go-to-market is not simply “sell chips,” but “sell predictable unit economics per token,” with tooling (batch, caching) that directly targets inference cost drivers (reused prompts, throughput smoothing, and asynchronous workloads). The cloud footprint and distribution partnerships indicate Groq has been building an inference-native “edge within the cloud” strategy rather than competing head-on with hyperscalers on breadth of services. A 2025 Groq newsroom release describes a European deployment in Helsinki with Equinix, positioned as latency reduction and data governance for European customers, and explicitly references Equinix Fabric enabling private connectivity to GroqCloud over public, private, or sovereign infrastructure. The same release enumerates additional capacity in the U.S. (Equinix, DataBank), Canada (Bell Canada), and Saudi Arabia (HUMAIN), and states these sites collectively served more than 20M tokens/s across Groq’s global network at that time. That supply-side metric matters because it provides a directional sense that Groq is scaling capacity as a network, not merely as a chip vendor. Customer disclosure is inherently limited because Groq is private and many enterprise deployments are not public, but Groq’s marketing materials and partnerships provide signals about demand vectors. The company’s public website displays logos of large consumer and enterprise brands (e.g., Dropbox, Vercel, Chevron, Volkswagen, Canva, Robinhood, Riot Games, Workday, Ramp) and includes a published customer quote claiming a 7.41x chat speed increase and an 89% cost reduction after moving to GroqCloud, followed by a tripling of token consumption. While marketing claims should be treated as case-specific and not generalized, they indicate that Groq is targeting both AI-native developers (who measure success by latency and cost-per-token) and enterprise buyers (who care about predictable performance and governance). Supplier and dependency mapping for Groq spans 3 layers: silicon production, system integration, and cloud infrastructure. On silicon, third-party analysis indicates GlobalFoundries 14nm for the 1st-gen Groq chip, implying a supply chain less constrained by the most capacity-tight leading-edge nodes and advanced packaging bottlenecks that dominate high-end GPU supply (HBM stacks, CoWoS-type packaging constraints). If accurate, this is strategically meaningful because it suggests Groq capacity expansion could be gated more by conventional wafer supply, board assembly, and data center power than by the same HBM/advanced packaging scarcity that has constrained top-tier GPU ramp cycles. On systems and cloud, Groq’s own releases identify colocation and connectivity partners (Equinix, DataBank, Bell Canada) and a Middle East partner (HUMAIN), implying dependencies on data center real estate, power availability, and network connectivity, alongside procurement of standard server components, NICs/switching, racks, and cooling infrastructure. The Groq design narrative also emphasizes air cooling and reduced need for complex power/cooling infrastructure, which—if realized in deployments—can widen the set of feasible hosting locations and lower deployment friction relative to liquid-cooled, very high power density GPU racks. Against that backdrop, the strategic rationale for NVIDIA acquiring Groq can be framed as a set of overlapping objectives: inference silicon optionality, architectural hedging, competitive defense, and supply chain diversification, with the carve-out of GroqCloud signaling a preference to avoid direct cloud competition and to focus on IP and product portfolio control rather than operating a capital-intensive token-serving business. The deal, if confirmed, would occur at a valuation step-up of ~190% versus Groq’s reported ~$6.9B private valuation in the September $750M round, reinforcing that any acquisition logic would be predominantly strategic rather than a conventional financial multiple arbitrage. The most compelling strategic driver is inference. Training has historically been the center of gravity for cutting-edge GPU demand, but inference volume is structurally larger and more distributed as deployments scale, with economics dominated by cost-per-token, latency guarantees, and utilization under spiky demand. Inference workloads also create a strategic vulnerability for NVIDIA: hyperscalers and large platforms can justify bespoke ASICs (TPU, Trainium/Inferentia, Maia-class efforts) because inference is stable, repeatable, and can amortize software investment at massive scale. Groq’s core proposition—deterministic, compiler-scheduled inference with predictable latency—aligns directly with the segment where GPU generality is least valued and where “good enough” programmability plus superior unit economics can win share. Acquiring Groq would allow NVIDIA to own a credible inference-native architecture rather than relying solely on GPUs and software optimization to defend that segment. Competitive defense logic is also plausible. Groq occupies a specific competitive wedge: low-latency, high-throughput interactive inference, delivered via a simple API abstraction that reduces switching cost. That wedge directly pressures GPU inference margins in the long run because it makes inference price/performance comparisons more transparent at the token level, and it targets a developer persona that historically defaulted to CUDA-first ecosystems. Even if NVIDIA’s current-generation systems can achieve very high tokens/s per user with extensive optimization, the strategic risk is that competing architectures normalize the idea that inference is best served by special-purpose silicon with a simpler programming model, weakening CUDA lock-in at the application layer. NVIDIA has actively demonstrated that Blackwell-era systems can exceed 1,000 tokens/s per user in benchmarked configurations, but that performance leadership does not automatically translate to lowest cost-per-token across the full range of batch sizes, latency targets, and deployment environments. Groq’s existence as a credible alternative architecture forces NVIDIA to keep defending inference economics rather than only raw performance leadership. The “technology acquisition” rationale is unusually strong in this specific case because Groq’s differentiator is not a single block of silicon IP but an end-to-end methodology: compiler-led static scheduling, deterministic networking, and a system architecture designed around tensor-parallel inference rather than throughput-maximizing batch inference. NVIDIA’s stack is already compiler-heavy (TensorRT, Triton, CUDA graphs, kernel fusion, speculative decoding techniques), but GPUs remain dynamically scheduled devices with complex memory hierarchies and stochastic latency behaviors under contention. Groq’s approach provides an alternate design point: treating the entire inference execution (compute plus communication) as a statically schedulable program. In principle, that IP could be valuable even if Groq silicon itself is not adopted at massive scale, because it can inform how NVIDIA builds future inference-optimized products, compilers, and networking fabrics, especially as distributed inference with large models makes communication a first-order performance determinant. Supply chain diversification is a non-obvious but potentially important driver. If Groq’s mainstream product generation is truly based on a mature process node and avoids HBM, then the scaling constraints look different than those of state-of-the-art GPUs. NVIDIA’s ability to meet incremental demand has been tightly coupled to advanced packaging and HBM supply, and those constraints can remain binding even when wafer supply is available. An inference ASIC architecture that relies primarily on on-chip SRAM and scales by adding chips—while not costless—could reduce dependence on HBM availability and advanced packaging capacity, enabling NVIDIA to ship “inference capacity” in higher absolute volumes or into geographies and customer segments where the highest-end GPUs are economically or logistically difficult to deploy. This could be particularly relevant for latency-sensitive inference deployed in regional colocation footprints rather than centralized hyperscale campuses. The carve-out of GroqCloud, if accurate, is itself a strategic signal about NVIDIA’s priorities. Operating a token-serving cloud at scale is capital intensive, structurally lower margin than silicon IP rents, and creates channel conflict with hyperscalers and CSP partners who are core NVIDIA customers. NVIDIA has generally positioned its cloud offerings through partnerships rather than as a direct hyperscale competitor. Excluding GroqCloud would preserve neutrality with CSPs and avoid inheriting multi-region data residency obligations and partner contracts, while still allowing NVIDIA to acquire Groq’s silicon, compiler technology, and engineering talent. At the same time, excluding GroqCloud would also mean NVIDIA would not automatically acquire the commercial proof-point of Groq’s unit economics or the customer contracts that validate product-market fit at scale, increasing the importance of diligence on whether Groq’s cloud pricing is structurally profitable or partially subsidized by fundraising. There is also a “preemptive acquisition” angle. The reporting identifies recent investors in Groq’s latest round including large financial institutions and strategic/industry players. In that context, Groq represents an asset that could plausibly have been acquired by a competitor (AMD/Intel) or by a hyperscaler seeking to accelerate inference independence. NVIDIA acquiring Groq could be a defensive move to prevent a credible inference-native architecture from being weaponized by a rival with deep distribution. Even if GroqCloud is carved out, controlling the silicon roadmap and compiler IP would meaningfully constrain Groq’s ability to evolve into a standalone competitor, unless the carved-out entity retains long-term rights to the hardware and software stack. However, the strategic case is not one-sided; there are meaningful risks and potential contradictions that would need to be reconciled for the transaction to be value-accretive on a multi-year horizon. 1st, Groq’s architecture appears to rely on scaling out chip count to achieve capacity, which introduces system cost, networking complexity, and physical footprint considerations. The absence of external memory and limited on-chip SRAM implies very large models require substantial chip parallelism, and the economics then depend heavily on chip cost, yield, power efficiency, and interconnect overhead. SemiAnalysis explicitly frames Groq as trading space for time and raises questions about token economics and whether publicly advertised pricing reflects fully loaded costs or market share capture. 2nd, integration risk is non-trivial. Groq’s compiler-led deterministic model is philosophically and practically different from CUDA’s dominant programming and execution model. A poorly executed integration could create internal product confusion, dilute engineering focus, or alienate developers if the combined stack fragments. 3rd, there is cannibalization risk. If Groq-class inference silicon undercuts GPU inference economics, NVIDIA could face internal margin trade-offs, even if the goal is to defend share against hyperscaler ASICs. Cannibalization can still be rational if it prevents larger share loss, but it would require crisp portfolio segmentation and go-to-market discipline. The presence of NVIDIA’s own rapidly improving inference performance complicates the “need” for Groq but does not eliminate the “option value.” NVIDIA has demonstrated benchmark-leading tokens/s per user on Blackwell-based systems, suggesting that raw interactive throughput is not necessarily the limiting factor for NVIDIA’s product line. The more enduring strategic question is unit economics and architectural control: whether future inference demand is better monetized through general-purpose GPUs plus software optimization, or whether a bifurcated product portfolio (training GPUs plus inference-native ASICs) becomes necessary to defend total AI compute wallet share as hyperscaler ASIC penetration increases. Acquiring Groq could be a decisive move to ensure NVIDIA participates in both regimes rather than betting exclusively on GPUs to win inference forever. What is “special” about Groq’s technology relative to a typical accelerator roadmap is the tight coupling of determinism, compilation, and networking into a single scheduling problem. The LPU narrative emphasizes deterministic compute and networking, static scheduling, and direct chip-to-chip coordination that allows “hundreds” (more precisely, 100s) of chips to behave like a single scheduled resource. The architecture also explicitly targets tensor-parallel, latency-optimized distribution rather than pure data-parallel throughput scaling, which matters for real-time applications where a single response must arrive quickly rather than many requests being processed in bulk. The implication is that Groq is optimized for the time-to-first-token and steady token streaming behavior that defines user experience in interactive LLMs, and it attempts to achieve that without relying on large batch sizes that can degrade latency. From a portfolio manager’s perspective, the most important interpretation is that an NVIDIA-Groq combination would likely be less about “NVIDIA needs more inference speed” and more about controlling the architectural trajectory of inference acceleration and removing a fast-improving, developer-friendly competitor from the market. The carve-out of GroqCloud would reinforce that the transaction is aimed at IP, talent, and product optionality, not acquiring a cloud revenue stream. The valuation step-up implied by $20B versus $6.9B would therefore be justified only if the acquired assets materially reduce long-term competitive risk (hyperscaler ASIC displacement, inference margin compression) or enable new monetization vectors (inference ASIC product line, supply chain de-bottlenecking, improved software determinism) that would be difficult to achieve on a comparable timeline via internal R&D.

TheValueist

102,145 Aufrufe • vor 7 Monaten

ALPHA LEAK: Ribbit Capital 's stealth token $TIBBIR just surfaced... 🧩 Video from 2020: Hint for Ribbit Capital Token 🧩 2025: Micky 🐸 (founder of Ribbit Capital) stealth-launched $TIBBIR ...🐸 What if one of fintech’s biggest VCs quietly launched a crypto token and nobody noticed? In a space full of hype, over-marketed vaporware, and copy-paste tokens, $TIBBIR stands apart - because it wasn’t announced. Zero hype, zero marketing, full stealth mode. (= classic Ribbit Capital style, IKYK) And now, after deep onchain tracing, SEC regulatory filings, social proofs, and a revisit of public interviews, the thesis is becoming impossible to ignore: Ribbit Capital has quietly launched its own token. 🔥 VIDEO HINT: It All Started with One Quote - Multicoin Summit, 2020 🐸 In November 2020, Micky 🐸 (founder of Ribbit Capital, $12 Billion AUM) appeared at the Multicoin Summit and casually dropped this: "But there's nothing as disruptive as what's going on with decentralized finance… If we want to be the best investor in this category of the intersection of finance and tech no matter where we are — we will be very active in DeFi and we will be participating in it. But it's not obvious that it's a company →→→→ or a token ←←←← or is it partnering with Multicoins or to making investments. I think we'll do all of the above over the next decade." At the time, it sounded exploratory. In 2025, with all the confluences and verifiable proofs, it sounds like a roadmap. SO. Let’s dive down the Ribbit Hole and connect the dots... Over the past few months, we've been meticulously tracing the discreet emergence of the $TIBBIR token project that appears to be intricately linked to Ribbit Capital and its founder, Micky Malka. Our investigation has uncovered compelling evidence suggesting that $TIBBIR is not merely a speculative endeavor but a calculated step towards Ribbit's envisioned decentralized financial ecosystem.​ 🧩 Onchain Proof: Direct Wallet Funding: Micky Malka's wallet, which has been active for over 2800+ days, has been identified as the source of funds for the developer wallet that deployed the $TIBBIR contract on Virtuals Protocol ​ → Since then, Virtuals core contributors are following ribbita , quoted Ribbit Capital's slogan, and launched the Virtuals Index on Reserve 🌐 with $TIBBIR being the #2 in weight. Onchain Proof TX hash: 0x286a702630239ff9b002c41f502076d1ce48a6e026951c3d22ff9b0e86cca2e3 🧩 Social Proofs: Micky 🐸 's profile pic = $TIBBIR Launch Date: The profile picture on Micky Malka's X account, when downloaded, it shows "01.11" -coinciding with the launch date of $TIBBIR "01.11". → Since then, the TIBBIR X account has garnered 100+ smart followers, Ribbit Capital core members, T1 VCs, Hedge Fund managers, and many others... → March 23: Micky himself started to follow the TIBBIR X account, ribbita ... (are we getting closer to exit stealth?:) 🧩 "TIBBIR" Legal Entities: Tibbir Holdings LLC: SEC filings reveal the establishment of Tibbir Holdings LLC, with Micky Malka listed as the investment manager. This entity holds shares in Robinhood, indicating a strategic alignment with Ribbit's portfolio. TIBBIR Trust Formation: A Schedule 13G filing dated February 14, 2025, discloses that Micky Malka owns 11.4 million shares through the TIBBIR Trust, further cementing the connection between Ribbit Capital and the $TIBBIR token. ​​ 🧩 SEC Filing Proofs: 🧩 Hacking For Agentic Finance Furthermore, in 24Q4, Ribbit co-organized an AI agent hackathon with Robinhood , Crossmint , OpenAI , Solana , which suggests a forward-thinking approach to integrating AI into their existing fintech x crypto ecosystem. → Since then, Ribbit Capital led investment round for Crossmint and Privy , and Robinhood (Ribbit Cap portfolio company) announced "Cortex AI", signaling their entry to Agentic Finance... 🧩 New $500M Fintech Fund (Agentic Finance?) 03.19.2025: Ribbit Capital, a venture firm known for its fintech investments, is raising $500 million for a new fund, a filing with the U.S. Securities and Exchange Commission (SEC) revealed. The new capital appears to be a part of the Palo Alto-based venture firm’s latest flagship fund, titled Ribbit Capital Y. - TechCrunch 🧩 Why "TIBBIR" and not "RIBBIT"? "Fintech is dead, long live the New Fintech." Micky Malka said, the last decade of fintech was about giving people ACCESS to money. This decade, we need contextual money. So we need to rebuild everything. →→→ TIBBIR = RIBBIT spelled backwards. Explanation Video: 🧩 Strategic launch: Why Base ? $TIBBIR has been launched on Base , Coinbase's L2 chain. → Ribbit Capital is the lead investor in Coinbase. Micky 🐸 helped Brian Armstrong open CB's first bank account in Silicon Valley. (wen wen wen Coinbase listing) $Tibbir token Contract address on Base: 0xA4A2E2ca3fBfE21aed83471D28b6f65A233C6e00 🔍 Token Integration with Ribbit's Ecosystem? The $TIBBIR token appears to be more than a standalone asset; it's potentially a linchpin in Ribbit Capital's broader strategy to integrate decentralized finance within its existing portfolio. Given Ribbit's investments in companies like Coinbase, Robinhood, Revolut, Uniswap, Morpho, Arbitrum, and recently TON, $TIBBIR could serve as a unifying token across these platforms. However, the utility and plans are still undisclosed. 🧬 Ribbit Hole Conclusion The convergence of these findings points to a deliberate and strategic launch of the $TIBBIR token by Ribbit Capital and Micky Malka. This move aligns with Ribbit's long-term vision of participating in decentralized finance through various avenues, including token issuance. As fintech enters its next era, $TIBBIR may emerge as a central component in Ribbit's efforts to redefine the venture capital landscape and serve as a foundational element of the New Fintech (the intersection of fintech, crypto, and AI) this decade. Video credit: chiron 🏹 (our #1 sleuth)

Altcoinist

258,474 Aufrufe • vor 1 Jahr

$AMD $5 Trillion MC Is Inevitable Long Term👑 This thread will focus more on Inference! 2026 EPYC "Venice" $TSM 2nm to save Large GW Scale Inference by 40% more than Prior Turin gen. Context: EPYC Turin achieves ~$0.001 per million tokens for batch inference vs $0.02-$0.12/ million tokens as I wrote the thread below. Venice is going to lower cost down to $0.0005-$0.0006/Million Tokens. OpenAI spent roughly $20B on Inference and Training, where 80-90% of that was for Inference per Analysts. AKA Renting Compute is Expensive AF! In this thread, I want to focus on why most analysts and investors are underestimating the role EPYC "Venice" and future Gen on overall Data center revenue. And $TSM ramping up 2nm supply early is a confirmation that AMD will be a major buyer long term. I will also link the thread the Gap between AMD Analysts & Reality and 2nm Ramp Thread so you have more comprehensive view of what I'm writing here. Before I go into detail this is my 2026 Projection: AI GPUs: $35-$50B EPYC Data Center: $15B-$17B Client Segment: $12-$13B Gaming: $6B Embedded: $4B-$5B Total Revenue $70-$100B Non-GAAP net income $18B-$25B Non-GAAP EPS $10.97-$15.40 Foward P/E 55x-70x= $603-$1,078 AMD's Analysts are projecting $0 Revenue for MI450 and sluggish EPYC Growth. Meaning, all analysts are either full of 💩 or Sexist, you decide! Analysts are also projecting 0% growth on AMD "Secret Weapon" Chip as $MSFT said we are at significant Windows refresh and upgrade cycle. Do you think TSMC would allocate more 2nm supply to $AMD at $0 MI450 revenue and sluggish EPYC? 1. EPYC is going to be the leader in lowest Inference! Current Turin cost saving is 95% vs $NVDA or 98-99% on Inference cost when you factor in renting Inference compute from Amazon Web Services, Microsoft Azure, or $NVDA Neocloud pets. TSMC claimed: 10-15% higher performance at iso-power, 25-30% lower power at iso-speed, and ~15% higher transistor density compared to 3nm. This reduces operational expenses (energy, cooling) while increasing throughput per chip. EPYC Turin achieves ~$0.001 per million tokens for batch inference (via vLLM on models like Llama 3 70B), driven by high core counts and low hardware costs. EPYC Venice offers ~1.7x overall performance and up to 70% more compute capability per core, with up to 256 cores (512 threads). Enhanced vector/AI instructions and open-source firmware (openSIL) optimize for inference workloads. AMD Incorporates AI Engines (now part of AMD's XDNA) for on-chip acceleration, improving efficiency for low-latency and edge inference. This reduces reliance on discrete GPUs, lowering system complexity and TCO. Venice SKUs are projected at $3,000-$15,000 ($5,000 for 256-core flagship), far below NVIDIA Rubin ($50,000-$90,000) or AMD's own MI450 GPUs ($40,000-$50,000). High memory bandwidth (up to 1.6 TB/s) supports efficient batch inference. Venice is designed exactly for Large customers that want to lower Inference Cost and MI450 Helios is for Customers that want Training at lowest TCO, TDP as well as lower Upfront 1GW scale(Full build $35-$40B vs $NVDA $55B-$80B). 2. Real World Example: OpenAI's 2025 inference spend reached ~$20B, escalating to even higher total compute rental (mostly inference) amid token volume growth(from video generating). By 2026, with usage doubling (consistent with industry trends: token demand grows 2-5x YoY), assume OpenAI processes ~1,800 billion million-tokens annually $NVDA Blackwell at $0.02-$0.12 is $36B(most optimized) Rubin is projected to be at $0.01/million tokens or $18B annual Inference Cost vs $AMD Venice $0.0005/million tokens or $0.9B annual Inference Cost => Massive saving for OpenAI or anyone that are paying 80-90% Annual Bill for Inference compute. In short, it is unsustainable to pay this much rent vs owning for all current AI players for the medium to long term. Rubin excels in low-latency decode (if Groq integration from $20B deal in 2027-2028), but Venice dominates batch (80% of inference by 2030). Actual savings depend on deployment scale (OpenAI's 6GW AMD plans), electricity rates, and software maturity. If Rubin only hits $0.03, savings swell to $53.1B vs. $17.1B. 3. Will running Inference on Venice and future Gen slow down response generation in 2026 and beyond? Human perception of "fast enough" for chat, agents, search augmentation, summarization, coding assistance is roughly Meaning, EPYC may generate $100B a year on data center revenue, Hence $MSFT $AMZN $META $GOOGL OpenAI xAI and 42+ Countries are leaning AMD for Inference, because the cost saving is MASSIVE! 4. Regular users (you, me, people using ChatGPT, Claude, Gemini, Grok, Perplexity...) are extremely unlikely to notice any slowdown and in many cases might even experience slightly faster or more consistent response times if the industry heavily shifts toward AMD EPYC for inference. What actually happens when companies save massively on inference? When OpenAI , Anthropic , Gemini , Grok Meta .... save billions on the batch/enterprise/RAG layer using EPYC Venice, they typically do one or more of these things with the savings, none of which make your chat slower but enhancing their bottom line(Profit) ~Keep prices the same → make more profit ~Lower subscription prices / increase free tier limits ~Train bigger & better models more frequently ~Offer longer context windows ~Add more reasoning steps / tool calls / agents per query ~Improve multimodal capabilities ~Build more data centers / reduce throttling during peaks In practice the consumer experience usually gets better, not worse, when inference becomes dramatically cheaper. Prime example is $META leaning AMD heavily or currently AMD largest customer. or Grok 2 to Grok 3 heavily used AMD for Inference saving. And most Grok Users reported Groke responses snappier, not slower. 5. What does this mean for potential Revenue? Noted that TSMC is massively ramping 2nm supply for $AMD both MI450 and EPYC. EPYC Conservative projection: FY2025: $10.5B(best Est) FY2026: $16B FY2027: $29B FY2028: $49B FY2029: $75B FY2030: $100B Large customers: $META OpenAI $MSFT $AMZN $GOOGL xAI (Apple?) Smaller customer: $DELL $HPE $SMCI and 42+ other countries. The roadmap to $5 Trillion is very much inevitable as Inference Cost from Renting or owning $NVDA are too high, but $NVDA will still dominate Training market share, where MI families are likely to take 15-20% market share, but the TAM is also expanding Rapidly. Most Institutions are projecting $2-$3Trillion TAM by 2030. $NVDA said $4 Trillion. Dr. Lisa Su said $1 Trillion+ by 2030. So you decide on how much TAM. If you enjoy this kind of analysis, Slap the Like/Repost and Bookmark to please the X Algo as it is Free.99! If you want to support my work further, consider subscribe to see more in-depth analysis! Alright, that is it. Not Financial Advice!

Mike

102,223 Aufrufe • vor 7 Monaten

First of all, we here at AMGI want to thank you all for being on this journey with us. We have been extremely busy. Over the last few weeks we have delivered a huge early access patch to My Pet Hooligan, delivered a new on-chain governance solution with WinVote, brought back NFTs in game, started testing the Street Kred system, made some new hires, delivered a new site for AMGI Studios and smashed the largest gaming event in the USA, PAX West. What does all of this mean and importantly what is next!.... PAX West You have seen the videos, you know the vibes were on point, but let's dive deeper into this and what the key takeaways are. PAX West was completely different to the WAGMI Crypto events that we are mostly used to in this space, although these are always fun and important, when creating gaming products, it is also important to get directly in front of people who have a passion for gaming. That's what PAX West was, hosting over 100,000 gamers who just want to play games and have fun. PAX West was a great success for us on many fronts. It confirmed that we have something special in our hands. Gamers loved both the brand and the game and were eager to get involved. It opened up new exciting opportunities with gaming and hardware companies. It was a blast seeing event goers from Day 2 onwards wearing the My Pet Hooligan t-shirts around the city. It was great to see parents playing the game together with their kids. The choices to not include blood and gore made a huge difference and have opened some new unexpected doors for us. If we truly believe in the progression and adoption of this industry we need to move beyond degen products and into real life consumer products that people can truly enjoy. That's what we are here to do, no matter how difficult it is, and no matter what the current ‘meta’ is. We have been here for many years grinding day in and day out and are still here today delivering like we are the new kids on the block trying to prove ourselves. The Game PAX West marks the end of a phase of the project, whilst we now posture more into continued efficiency, growth and retention. The game is not feature complete by any means yet but the foundations are strong. There are a number of features still being developed, including a progression system, consumables system, further build out of questing, token utility and more. As these are continuing to be developed we also continue on our journey to make the game more accessible. This will start with Steam and then Consoles. A Microsoft rep at PAX told us “we are going to make it”, who are we to disagree!... Lots of new ideas, lots of new feedback to work from and a renewed drive and hunger which are only going to help make this an even more compelling and fun game. The Web3 Marketplace In the coming days, Version 1 of the My Pet Hooligan Web3 Marketplace will be going live. Version 1 for now will allow for the trading of My Pet Hooligan NFTs, OG Hooligans and Zuckbots for $KARRAT. It will also serve as the marketplace for all of our upcoming in-game blockchain assets. This will eventually become part of your online My Pet Hooligan central hub and will include features such as rentals and subscriptions. It's been a long time coming but it shall be here very soon. Everything's coming together, one step at a time. It is important to note that there are many pieces of a complex puzzle that must come together in order for us to succeed. Between payment solutions, L1 & L2 blockchains, wallets, distribution platforms and the laws of the land. We are in uncharted waters and continue to do things in the most flexible ways possible to ensure we have strong resilience with our operations. The MPH website is next on the list for an uplift too as well as an overhaul of the user accounts system UI/UX. Team We continue to strengthen the team bringing in new hires and stepping up individuals from the community. Some of the new resources being brought in include a new Game Producer, Senior Game Engineer, Senior Blockchain Engineer and the former Dean of the Epic Unreal Fellowship Programme. Collectively bringing in experience from Epic, Solana, Blizzard and more. There are also some community role changes and new advisors that will help with social strategy and web3. As well as new marketing efforts through new channels of distribution that we are exploring. More to come on this… WinVote V1 Governance isn't sexy but building tools for the benefit of the space that others can license is. Governance is a key part of the industry and a need for most of the foundations in the crypto space. WinVote has started its trial with the KARRAT Foundation. Whilst the trial continues it will continue to be built out with an aim to be the premier tool for on-chain governance in the space. Access to WinVote for other communities and organizations wishing to use WinVote will be secure through licenses that utilize $KARRAT. We still have much more at work here in the studio, such as continued R&D, The Others, AI, Feature Development and more. This list is long, but we are grateful to get to do it. Stay tuned and let us cook, this s#it ain’t easy! Karrat Gang, thank you again for being on this journey with us. We love and appreciate you all! Look out for a catchup with the team next week. Hooli-hoo!!

My Pet Hooligan

26,616 Aufrufe • vor 1 Jahr

I think I can finally report some success training a quite accurate IDM capable of recovering keystrokes from Minecraft gameplay, even in quite PvP-heavy situations. At this point the model does not only know what keys are pressed to the extent reasonably discernible, it also knows how fast it is moving in 3D space at all times, even when knockback is mixing with the self-move impulse. Now, recovering keystrokes from normal external capture footage is just about impossible. E.g. W/A/S/D does exactly nothing during partial tick frames and jumping mid-air is also equally useless, so asking the model to recover key down states is inherently unreasoanble. Mouse deltas are also completely arbitrary units, as game mouse sensitivity introduces an arbitrary scale factor into the equation. The only good option is to think carefully about your model-environment contract, and only record "logical actions", not raw keystrokes. So here's a few unfortunate lessons I had to learn in roughly this order. - Choose good units. (bad: mouse deltas, good: delta radians [yes, you will need game-internal state]) - Capture from inside the main game loop and read the game fbo to get consistent frame-action pairing. Doing post-mortem pairing is hopeless. - Carefully define when you think keystrokes actually have an effect. (jump only works on ground, when flying or in water etc.) More subtle: The key may already be down, but no tick has happened yet to actually use the value. Hence: ignore Seperate gamestate into "fast and slow-moving" components. E.g. movement is likely tick based, camera rotation is very likely updated every frame in essentially every game ever. - Think about your frame-action correspondance contract (How old is the frame in relation to the inputs you capture? Will double or tripple buffering affect you?) Think about the game loop timeline, where you are sampling, how old the data you are reading is, and where the ticks are happening around you. Language models used to simply not have a model-environment contract, but even now with the model "living" in a designated harness, the contract still boils down to formatting, and tool implementation intrinsics. While also important, it is still quite a bit more obvious because the violations are in some way shape or form reflected as text you can actually see. - ffmpeg dropping frames cummulatively screws the model the further you get into the sequence because your targets are now shifted. If you can't encode the video in real-time, too bad. - Sodium has a frames in flight system different from vanilla Minecraft, which will also offset your targets from your frames. (there goes that data...) - Models are succeptible to latency. If there is too big of a delay between action and on-screen reflection, your performance degrades. At this point I realize ~100hours of gameplay is essentially no longer usable as a dataset. You can train on this data, but all you'll get is a mushy mess. However, some good news: - Making the model predict physics gamestate scalars helps the model generalize. For instantaneous events like jump, it's unreasonable to ask the model emit a short burst of jump=true at exactly the right time, however if you also predict your current y-velocity, the model has supervision signal for the "latent" from which that onground jump becomes apparent. Recovering x/z motion is also somewhat easier than unmixing it into plausible keystrokes for inertia-heavy player controller logic. - Regressing physics gamestate scalars also seems to make your dataset "bigger". While pure keystroke classification will overfit quickly, predicting exact physics gamestate scalars forces the model to generalize more and you can tolerate far more epochs before validation loss starts to stall out. This is the only reason why it was bearable to dump 100h+ of dataset hours and replace it with ~3 hours of gameplay after the 4th revision of the file format (yeah...) and somehow still have better performance. Now, you might be asking, "isn't this brittle?" and the answer is yesn't. Frame-action correspondance matters for training, but not so much during inference. So as long as you are sampling in roughly the same interval as your training data, you aren't violating any hard contract per-se. Somewhere around the frames ticks are happening, and during training you capture various tick-capture offset relations per random chance, so nothing is too obviously wrong here. HOWEVER, you will get screwed by gui scale, shaders, resource packs, "shit that recording is 1920x1040 because somebody doesn't know fullscreen exists" and other unfortunate edge cases of reality. But I suppose this is the role of dataset size. If all those "contract violations" that a youtube video has compared to the training data are addressed, I think this is a way to turn Youtube into a labeled dataset. I could never shake the feeling that VPT is a sound idea in practice, while never having been properly executed, and I think one reason why it hasn't is because that label boostrapping part is just a pain in the butt to get right. Now, what the player is doing is of course not the only label you can extract from video, but it has to be one of the targets predicted during pretraining to "align" the pretraining objective. Some notes on the video here, the colored dots on the analog visualizer are the ground truth, while the gray dot is the model prediction. Green means correct prediction, red means incorrect prediction at that frame. Model P(key) reports how wrong the prediction is from green (0.0) to red (1.0). You will also notice that during periods of rapid slow down, left and right actions become close to irrecoverable, because there is just that little motion. And some jump actions are not predicted correctly because I got the detection condition for jump events wrong... (duh) LMB/RMB for other than sustained events (like item-consume and block break) also seem to be hopelessly irrecoverable for now. Swing was supposed to do the same thing as motion y did for jump, but its too well behaved as an increasing counter. Maybe partial-tick interpolated values work better (v5 file format then... ugh..)

mike64_t

18,762 Aufrufe • vor 4 Monaten

🎉 new skill unlocked: 20s uninterrupted, unstitched, single render from our new ai video engine: Nami. This is my birb (#7531) from the Moonbirds collection, idling in the library. patent: "Intra-Latent Semantic Injection via Cross-Spatial Encoding and Decoding during Multi-Pass Inference for Generative AI Video Creation" At Scrypted we've been quietly working on an agentic generative AI stack for two years: • integrating and testing w/ partners across the games & entertainment sectors • stealthily building a community of early believers through AVB • showcasing some of what we're doing with amazing projects like H011yw00d Agent. -- about Nami -- Nami is an agentic orchestration layer for AI video models: it unlocks their inner superpowers without making them rely on custom LoRAs or fine-tunings. Instead of throwing raw training power and tens of millions of dollars at training yet another ai video model: we figured out new ways to use what we have. Nami harnesses a multi-agent system to perform the work needed in taking a simple prompt or image and turning it into something bigger - much bigger. The agentic steps are allowed to manipulate latent space, digging into tensors, yet doing so in semantically aware chunks - meaning that Nami inherently supports video generation of arbitrary length, though it's bound to O(n) rendering time. (We do have some cool sharding tech that allows us to cut the generative time in half for a reference pose idle-animation like this demo). It's also fairly agnostic, picking and choosing the right tools for the job, and plays really well with emerging tech like FLUX Kontext, FramePack, or <- without being limited by any of them. -- use cases -- Even just a year or two ago the 20 second render below would cost a company, paying an agency, around $10k start-to-finish. This one cost me $6.25 on our dev hardware in an unoptimized environment. There's something mind-blowing about the state-of-the-art when we reduce costs to 0.0625% - less than 1% - of what we used to pay. It's also empowering. For creators. Game developers. Content influencers: you name it. -- superpowers -- 1. it does the things you ask for, in the order you asked for it 2. consistency is king 3. single-shot text or image-to-video 4. future videos can reference previous ones to seamlessly maintain style 5. semantic stitching: can't wait to showcase this -- gtm -- We think Generative AI Video, like image generation, like text, like games, should be a publicly accessible common good. We believe democratizing access to Nami in web3, via x402 payments proposed by Drew Coffman, or in World's mini-apps, is a bold step forward for digital freedom. Permissionless, decentralized, generative ai video. Naturally, we'll also soon release a web platform for using Nami in a traditionally SaaSy way: bring your own images, videos, or prompts and we'll take care of the rest. In the mid-term, Scrypted is building a stack of agentic skills (we call it AVB) and making them available to projects like H011yw00d Agent on Virtuals Protocol and other platforms. -- long-term vision -- Scrypted's mission is to decentralize the things that can't be decentralized. We participated in a16z crypto's CSX (London 2024) during our pre-seed specifically to research a new consensus protocol for hard things like AI video and AI agents: where there's no "one right answer". When Zero-Knowledge Proofs (ZKP) can't secure it, and Trusted Execution Environments (TEEs) are too small, we've got you covered with our upcoming Inori Network. -- how you can help -- 1. Are you a GPU farm? We're gonna need more flops. 2. Do you represent an L1 or L2? We want to build bridges. 3. Do you represent a Wallet or App creator? Let's get an endpoint exposed. 4. Are you an investor? Let's chat. 5. Like, repost, share! -- team background -- We come from a background of AI in the Video Game industry with each founder having over 20 years of experience at companies like Electronic Arts & Square Enix. -- contact -- DMs are open, reach out if you want to be an early tester for your site, game, collection, or project! -- try it out -- Go anywhere on X and tag H011yw00d Agent with a prompt and she'll give you a free 2 second render. Have fun making cinematic shorts or meme videos! -- thanks -- AWS Startups has been an incredible help scaling our prototypes. Also, shout out to all loyal beans 🫘 in the Autonomous Virtuals Beings (AVB) community. Nami has a very important role in the upcoming XP agent platform, can't wait to show you all. AVbeings

Tim Cotten

12,617 Aufrufe • vor 1 Jahr