Investing in Fireworks AI

At MongoDB, our CTO recites the same four words over and over: performance, durability, reliability, security. These are the four things that matter most when productionizing infrastructure software. I see these four words as the DNA of Fireworks.

Today, most companies are in the ‘prototyping’ phase of gen AI, using a single model with prompting to power their chatbot. The real potential though is not in chatbots but agents – AI systems that can accomplish tasks. Agentic systems require compound AI architectures which use multiple task-specific models and function calling.

Fireworks is positioned to be the production platform for agentic systems. They combine a model serving engine with unparalleled speed & reliability, a fine-tuning service that enables scalable model customization, and a function calling architecture that outperforms GPT-4. 

Already, Fireworks generates 140B+ tokens per day with 99.99% uptime. They have the highest reliability, lowest latency, and price parity with their competitors. The platform is deployable on all major cloud providers, with a vision not to build another GPU cloud but an enterprise-grade production platform that is cloud-agnostic. 

Founded by the team that productionized PyTorch at Meta, we at MongoDB Ventures are thrilled to partner with another company that deeply understands what it takes to build enterprise-grade, production-ready infrastructure.

End state

The end state for AGI, which I think will become apparent in about 10 years, is not that surprising. We will continue to advance AI models and improve their reasoning capabilities to outperform humans by every metric. We will build orchestration frameworks in common coding languages like Python which allow models to perform actions within the confines of our digital systems. We will find more and more ways to collect even more varieties of data, like taste & smell, for the model to ingest, reason on, and take action for. We will offer the most advanced models in a humanoid robot form to enable them to more easily interact with and live among humans. Slowly, but surely, AGI systems will take over more and more traditional human jobs, with an ability to perform these jobs at lower cost and with higher performance. We (the humans) will progress (maybe regress) back towards our core and uniquely human traits, including exploration (of space and science), socialness (drama and sex), and consumption (of food, drink, & entertainment). The gaps around administrative tasks and grunt work will be filled in by increasingly autonomous systems. They may one day govern us, but it's also probable that the human will is too strong for far more intelligent and rationale systems to tell it what to do, even if they're right. With AGI, it will be the best of times and worst of times.