Claim◆Article · 17 words
Anthropic should make Fable permanently available on paid plans instead of continuing to extend temporary cutoff dates.
Author · Simon Willison's Weblog
ClaimVideo · 43:23 — 44:53
Fireworks deliberately avoids building its own chips or owning the full stack, choosing instead to focus narrowly on where it adds the most value and to lean on partners' strengths elsewhere.
Lin Qiao says Fireworks' guiding philosophy is agility and focus — it deliberately avoids vertically integrating into chips, preferring to earn the right to expand the stack only once a workload is proven and massive. ✦ AI generated
Lin Qiao · 20VC · 2026-07-20 · original ↗
starts at this moment · 43:23
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“Do you have to be full stack to win or to reduce dependencies? We've seen OpenAI come out with Jalapino, terrible name. Anthropic talking to Samsung about building their own chips. Deepseeker building their own chips. Zuck came out with Meta building their own chips. Do you have to be all all of it?”
It really depends on the company philosophy. To us, agility is everything and we need to earn the rights of building anything. So focus is everything for us and we want to focus on where we add the biggest amount of value based on our strength and uh we would like to leverage other people's strength to build on top of.
verbatim transcript · starts at 43:23
Transcript · around this moment
43:23philosophy. To us, agility is everything and we need to earn the rights of building anything. So focus is everything for us and we want to focus on where we add the biggest amount of value based on our strength and uh we would like to leverage other people's strength to build on top of. So in particular um we want to run everywhere on all possible air chips in
43:50the world and we don't want to limit it by how much chips we uh can bring into our data center whether we're constructed or we rented um but over time u when the business grows very big right so I still remember when matter was young they they don't build everything and when they're big they make sense to build you earn a right to to build for your own um you know giant
44:14into traffic and it's if it save like five times more cost then you're sure go do it right so um but I think at the early stage that's why I give tell you an interesting story uh in the coding space we I would say cursor is the first company they have decided to work with us early on uh I remember when they work with us they were singledigit million
44:39dollar >> wow >> very small uh this only two years ago they grow by 100 a thousandx over two years, something like that. Um, but they decide to work with us early on because they recognize they only want to focus on product innovation and later on research. They do not want to focus on um, you know, this platform innovation. They know we are putting all our R&D in
45:04there and they want to find the best partner to win big. So I do think that's the right mentality to specialize and we want to specialize. We do not want to kind of own the whole entire stack. That's not our goal as a company. >> I'm sorry to be hopping on. Why does Jensen skip your layer of the cake? Cuz he's doing Neotron with models. Why does he not want to cannibalize your
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