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Nvidia paid 12.9b for hugging face on sep 4. the moat just moved from who trains the model to who…

01:01 ISTby Yethikrishna R

nvidia paid 12.9b for hugging face on sep 4. the moat just moved from who trains the model to who owns the directory the model gets loaded from. every founder pitching a fine-tuning story now has to answer which inference path they are renting, and whether that path will be priced to them next quarter.

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