1,536 karma · joined March 14, 2011
2013 Thiel Fellow
2023-Present Positron AI (https://positron.ai)
2021-2023 Groq (https://groq.com)
2019-2020 Lambda Labs (http://lambdalabs.com); Managing hardware development and cloud/datacenter deployment
2013-2018 REX Computing(http://rexcomputing.com); Developed new processor architecture from scratch
@trsohmers
Follow me on twitter... @trsohmers
I know between Moore's Law and Gate's Law which one I would prefer to be the industry standard... https://en.wikipedia.org/wiki/Andy_and_Bill%27s_law
Website: https://positron.ai
The other thing people don’t seem to be getting in this thread that just to hold the weights for 405B at FP16 requires 19 of their systems since it is SRAM only… rounding up to 20 to account for program code + KV cache for the user context would mean 20 systems/racks, so well over $20M. The full rack (including support equipment) also consumes 23kW, so we are talking nearly half a megawatt and ~$30M for them to be getting this performance on Llama 405B
This was all designed a decade ago, and REX has been in effectively hibernation since the end of 2017 after successfully taping out our 16 core test chip back in 2016, but being unable to raise additional funding to continue. I have continued to work on architectures that have leveraged scratchpad memories in different ways, including on cryptocurrency and machine learning ASICs, including at my current startup, Positron AI (https://positron.ai)
There should be a podcast release (https://microarch.club/) in the near future that covers REX's history and a lot of lessons learned.
A guarantee to match the cheapest per token prices is sure a great way to lose a race to the bottom, but I do wish Groq (and everyone else trying to compete against NVIDIA) the greatest luck and success. I really do think that the great single batch/user performance by Groq is a great demo, but is not the best solution for a wide variety of applications, but I hope it can find its niche.
My professional independent observer opinion (not based on my 2 years of working at Groq) would have me assume that their COGS to achieve these performance numbers would exceed several million dollars, so depreciating that over expected usage at the theoretical prices they have posted seems impractical, so from an actual performance per dollar standpoint they don’t seem viable, but do have a very cool demo of an insane level of performance if you throw cost concerns out the window.
[0]: https://www.nextplatform.com/2023/11/27/groq-says-it-can-dep...
Obviously I think my company is doing this in an unique and "correct" way, but I know of half a dozen other companies founded in the past ~18 months that are focused on the memory capacity and bandwidth bottlenecks that exist... the massive failures of the previous decade do not mean that they are going to be repeated.
A number of people saw this and said that making a breaking change to the repo that a lot of people are using and have forked for other models was a bad idea, thus this new PR.