I was wondering if/when cloudflare would jump into doing “more AI”. Of all the paths they could have taken, this seems like a reasonable one. Hope that the dev team made some money/cloudflare stock from this transaction.
I was wondering if/when cloudflare would jump into doing “more AI”. Of all the paths they could have taken, this seems like a reasonable one. Hope that the dev team made some money/cloudflare stock from this transaction.
They already did and they had Worker AI for quite a while [0]. But I think it didn't catch up and they have there very old models.
Overall I think it's a good acquisition for both of them. Replicate would have to have more competitive pricing to compete with fal.ai
[0] https://developers.cloudflare.com/workers-ai/models/
Is this the platform they are offering on Openrouter?
https://openrouter.ai/provider/cloudflare
not sure but that's quite possible. I haven't used cloudflare workers ai myself because they had quite limited number of models and choices so far.
you've not been paying attention if you think this is their first foray
> Of all the paths they could have taken
They can't innovate themselves, and rather than try to fix the reasons why (change in leadership, corporate structure, etc), they just buy a competitor, which they will most likely run into the ground. Perfectly reasonable!
Their area of expertise is in running large scale infra, which they have innovated a lot to get. They’re acquiring a company that has expertise in an area they're not familiar with, which needs large scale compute infra. It seems like their needs are aligned in this case.