Comment by scrollaway
4 days ago
Just because you haven’t heard of them and they’re not American doesn’t mean they’re hot air.
I got the privilege to meet their CEO in Paris as they were announcing their partnership with Axelera and we exchanged some stories. They are full of very smart people, and they got accepted in the EIC Accelerator which, while you may not have heard of it, is one of the most rigorous and difficult programs to get into as a startup (far more difficult than YC which nowadays accepts any vague AI trash and always shoots wide).
This is the classic EU thing - the much superior most rigorous program - that no one has ever heard of, that turns out products that are rebadges or clones of other stuff. China has been getting more and more impressive. These EU "experts" are literally rebadging Chinese open models. 15 years ago that would have been a wild concept. China is totally OK fast following with no shame. SpaceX clone, they are getting to re-usability faster than the EU etc.
Except that no, it doesn't churn "clones"; MVC is quite a serious company and working on far more interesting stuff than whatever shit the SaaS or ads company you're statistically likely working at is.
EIC churns out DeepTech, invests 2.5M nondilutive with funding horizons of 10+ years and larger equity-based programmes too. Multiverse is a quantum computing company working on energy-efficient AI algorithms. The EIC is the reason companies such as ICEYE (https://www.iceye.com/) can exist. The chips running all that inference going in those US datacenters being built? 99% certainly european chips, almost certainly EIC-funded. (Eg. Hailo, Axelera, ..)
You haven't heard about the EIC because they don't care about marketing to americans; their target market is European companies, not you. But sorry to say, the talent is in Europe; the only reason you've been getting that talent in the US is a better business ecosystem, and your current administration has been utterly destroying this while our leaders have been actually fixing our issues. So keep shitting on Europe from the top of that crumbling hill, we'll see you when you emigrate.
Care to comment on this model from a quite serious company being labeled as derived from GLM?
Also, do you have a source for: "99% certainly european chips, almost certainly EIC-funded. (Eg. Hailo, Axelera, ..)"
For Hailo, the best I can find is https://hailo.ai/products/ai-accelerators/hailo-10h-m-2-ai-a...
Which states that this is a 40 TOPS int4 PCIe device, not what you'd put in a datacenter and certainly not what can run a frontier class model (or the model above). Embedded devices for inference are really cool! But that's the opposite end of scale for what goes into a data center.
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