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.
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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!
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