This company was most recently valued at $12 billion. Tell me there's not an AI bubble.
https://www.reuters.com/technology/mira-muratis-ai-startup-t...
This company was most recently valued at $12 billion. Tell me there's not an AI bubble.
https://www.reuters.com/technology/mira-muratis-ai-startup-t...
That's a fair valuation if they have a >10% chance of developing a frontier model. It's an excessive valuation if they just release tools to create LoRAs and such.
They seem to position themselves to commoditise renting shovels to use with your own data. Seems pretty bubble-safe to me.