2023年6月26日

投資者並不是唯一想要染指熱AI領域的科技公司:它也可能刺激一波大的並購,:今天,磚宣布將支付13億美元收購MosaicML,啟動神經網絡技術,建立了一個開源的平台組織大型語言模型訓練和部署生成人工智能工具基於它們。此前,MosaicML從投資者募集了將近3400萬美元,其中包括DCVC, AME雲企業,前線,阿特拉斯,每PitchBook全球和三星接下來,操場。特別是最後investor-round估值僅為1.36億美元——這意味著它跳10 x退出,一個了不起的價格確實強調多麼泡沫AI現在市場,以及對人才的需求和技術的空間。泡沫,但這隻是相對而言,考慮到競爭對手OpenAI價值高達400億美元從微軟的最後一輪。在這種背景下,磚有偷的。這筆交易將會看到MosaicML成為磚Lakehouse平台的一部分,提供生成人工智能工具與磚的現有多雲產品,包括集成、存儲、處理、管理、共享、分析和人工智能服務。對OpenAI世界的這些天,專門的潛力在哪裏應用生成AI OpenAI已經普及,很容易理解。但不可避免的則報道最多隻能延緩微軟方麵的父母進度ChatGPT不是在真空中工作,而其他人則是新興和發展利用太空的興趣高漲。在這方麵MosaicAI沒有無精打采。MPT-7B LLM的倒數第二版,已經有330萬個下載。 The key differentiators with Mosaic’s approach are two-fold. First, it’s open source. Second, it’s focused on organizations building their own LLMs that based on their own data. The company said that its latest release, MPT-30B, “has showcased how organizations can quickly build and train their own state-of-the-art models using their data in a cost-effective way.” Its customers include the Allen Institute for AI, Generally Intelligent, Hippocratic AI, Replit and Scatter Labs. “Every organization should be able to benefit from the AI revolution with more control over how their data is used. Databricks and MosaicML have an incredible opportunity to democratize AI and make the Lakehouse the best place to build generative AI and LLMs,” said Ali Ghodsi, Databricks’ co-founder and CEO, in a statement. “Databricks and MosaicML’s shared vision, rooted in transparency and a history of open source contributions, will deliver value to our customers as they navigate the biggest computing revolution of our time.” Databricks said that the entire MosaicML team will join Databricks after the deal closes — a retention deal that likely could be one reason for the large price tag here. CEO and co-founder Naveen Rao, an Intel alum will be part of the team staying on. “At MosaicML, we believe in a world where everyone is empowered to build and train their own models, imbued with their own opinions and viewpoints — and joining forces with Databricks will help us make that belief a reality,” he said in a statement. “We started MosaicML to solve the hard engineering and research problems necessary to make large scale training more accessible to everyone. With the recent generative AI wave, this mission has taken center stage. Together with Databricks, we will tip the scales in the favor of many — and we’ll do it as kindred spirits: researchers turned entrepreneurs sharing a similar mission. We look forward to continuing this journey together with the AI community.” There will likely be more M&A coming in this space. Databricks’ MosaicML news comes just one month after Snowflake, a sometimes competitor, made its own AI acquisition when it picked up Neeva , a startup that aimed to build out a new approach to search across consumer and enterprise using AI innovations. (The consumer part never took off, and Neeva sold up.)