Together AI raises a $102.5M Series A

The growth of together.ai makes a lot of sense given that 99% of current AI infrastructure spend is in training (vs inference). As far as navigating the product maze, this is where you want to be in AI right now.<p>The training revenue stream can sustain the company over the next couple of years as it develops other product lines. They get 2 big bonuses as part of this too: 1. training&#x2F;finetuning llms for a bunch of companies exposes them to the big problems in this area that customers are willing to spend $ on 2. they&#x27;re building a big distribution network with AI buyers<p>This is defensible too. They have a horde of big customers&#x2F;spenders that are likely incapable of undertaking these efforts on their own and have very high switching costs. Something that you can not say about the big llm providers. Together is sort of flying under the radar serving a great market segment&#x2F;need while there is a lot of expensive battles being fought everywhere else in the AI space.<p>This is definitely a company to watch. I wouldn&#x27;t be surprised to see together.ai becoming a top 3 player in this space.

I wonder how NVIDIA gets to report their investment here from an accounting perspective?<p>Could they book the money TogetherAI spends on GPUs as revenue now, and then when TogetherAI flops and returns five cents on the investment dollar write it off in a different line of business?

the price is pretty low: <a href="https:&#x2F;&#x2F;www.together.ai&#x2F;pricing" rel="nofollow noreferrer">https:&#x2F;&#x2F;www.together.ai&#x2F;pricing</a><p>4B MODEL, PRICE 1K TOKENS: $0.0001<p>register with an email, test account has 25$ credit, python API as well, the model is smaller, but good to have some fun with the API integrated with other systems, haha...

Anybody using them got feedback?

So this is where all the VC money in FinTech has gone to.