Today we are joined by Gorkem and Batuhan from Fal.ai, the fastest growing generative media inference provider. They recently raised a $125M Series C and crossed $100M ARR. We covered how they pivoted from dbt pipelines to diffusion models inference, what were the models that really changed the trajectory of image generation, and the future of AI videos. Enjoy!
00:00 - Introductions
04:58 - History of Major AI Models and Their Impact on Fal.ai
07:06 - Pivoting to Generative Media and Strategic Business Decisions
10:46 - Technical discussion on CUDA optimization and kernel development
12:42 - Inference Engine Architecture and Kernel Reusability
14:59 - Performance Gains and Latency Trade-offs
15:50 - Discussion of model latency importance and performance optimization
17:56 - Importance of Latency and User Engagement
18:46 - Impact of Open Source Model Releases and Competitive Advantage
19:00 - Partnerships with closed source model developers
20:06 - Collaborations with Closed-Source Model Providers
21:28 - Serving Audio Models and Infrastructure Scalability
22:29 - Serverless GPU infrastructure and technical stack
23:52 - GPU Prioritization: H100s and Blackwell Optimization
25:00 - Discussion on ASICs vs. General Purpose GPUs
26:10 - Architectural Trends: MMDiTs and Model Innovation
27:35 - Rise and Decline of Distillation and Consistency Models
28:15 - Draft Mode and Streaming in Image Generation Workflows
29:46 - Generative Video Models and the Role of Latency
30:14 - Auto-Regressive Image Models and Industry Reactions
31:35 - Discussion of OpenAI's Sora and competition in video generation
34:44 - World Models and Creative Applications in Games and Movies
35:27 - Video Models’ Revenue Share and Open-Source Contributions
36:40 - Rise of Chinese Labs and Partnerships
38:03 - Top Trending Models on Hugging Face and ByteDance's Role
39:29 - Monetization Strategies for Open Models
40:48 - Usage Distribution and Model Turnover on FAL
42:11 - Revenue Share vs. Open Model Usage Optimization
42:47 - Moderation and NSFW Content on the Platform
44:03 - Advertising as a key use case for generative media
45:37 - Generative Video in Startup Marketing and Virality
46:56 - LoRA Usage and Fine-Tuning Popularity
47:17 - LoRA ecosystem and fine-tuning discussion
49:25 - Post-Training of Video Models and Future of Fine-Tuning
50:21 - ComfyUI Pipelines and Workflow Complexity
52:31 - Requests for startups and future opportunities in the space
53:33 - Data Collection and RedPajama-Style Initiatives for Media Models
53:46 - RL for Image and Video Models: Unknown Potential
55:11 - Requests for Models: Editing and Conversational Video Models
57:12 - VO3 Capabilities: Lip Sync, TTS, and Timing
58:23 - Bitter Lesson and the Future of Model Workflows
58:44 - FAL's hiring approach and team structure
59:29 - Team Structure and Scaling Applied ML and Performance Teams
1:01:41 - Developer Experience Tools and Low-Code/No-Code Integration
1:03:04 - Improving Hiring Process with Public Challenges and Benchmarks
1:04:02 - Closing Remarks and Culture at FAL
