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Comment by mritchie712 | Hacker News Reader

also, why be in stealth for such an obvious product? There are dozens of recently launched well funded competitors in addition to all the incumbents that have added similar features.

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If you're truly doing difficult things there's no need for stealth, you just need to protect the trade secrets and not issue patents. That's what stealth should mean. If stealth just means you haven't advertised and you asked your employees to not update linkedin, that's just you and your investors having an ego and pretending that you're doing cool stuff because you want to say the word "stealth". Like paying more for something that says "tactical" even without any purpose.

Your next Linkedin Bio Company.

Tactical Stealth Alpha. Launching in 2025.

For LLM stuff, one upside to “stealth” is you might obfuscate your GPU demand. Now that the GPU market knows there’s another player with over $200m to burn, the market is going to want to take every last penny of that funding.

Good point

Who cares what a startup is doing, they want to rent cloud GPU or buy GPU it’s volume discounts

They aren’t getting a better or worse deal because they are in the autocomplete business or the avocado business

That isn't how markets work, like at all. Will another buyer with money to spend help drive the price up? Maybe, Maybe not. It depends on where that buyer spends their money and whether the supply forces that buyer to compete against other buyers for the same gpu. Supply and Demand curves drive the price.

the investments in GPUs and datacenters is in the hundreds of billions, if the market even worked like this, that 200m would be a drop in the bucket

Right? I wonder what this will offer?

Marginal improvement over GitHub CoPilot or Cursor?

Is there any product that allows me to plug in my own Open source LLM and run it locally?

Yep. Continue.dev with ollama. Works but the suggests tend to be short. Like a smart auto complete

Needs a gpu though not a big vram one given that using smaller models for this is better due to speed

Tabby.ml also works well

Rubber duck does.

In case they failed.

your hit rate as an investor/ entreprenuer goes up if your poor investments stay in the dark

Possibly to create hype.

“We’re going to create hype by… *checks notes* …not talking about our product.”

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