Liquid Thesis
Intelligence has to be ubiquitous
Demand for capable and practical intelligence compounds exponentially. Yet we do not have the energy and capex infrastructure to serve it. Cloud-only serving is intractable on cost, power, and latency. With the rise of open source, enterprises have started realizing that they can own intelligence instead of renting it. We think enterprises should own their data, intelligence, and decision power. An untapped opportunity to complement cloud-based intelligence is the physical world: nearly 2.2 billion devices that can host a foundation model ship every year, across phones, PCs, wearables, and cars alone, before counting robots and machines. Serving powerful AI on these surfaces creates a large market opportunity, enabling us to deliver intelligence efficiently to all.
Co-design models with hardware, from first principles
To make intelligence ubiquitous, we must co-design models with hardware, from first principles. Hardware and use cases set hard limits on memory, battery, and latency, and devices are fragmented across CPUs, GPUs, and NPUs from many chip makers. Meeting these limits becomes even harder when frontier quality is required for models that must fit the constraints of the processor. Tailoring the model to each chip makes every device present as one substrate. Therefore, foundation model training technology must have the hardware in the loop. This way, the fragmentation of on-device processors and low-level software can be solved at once and agents can flourish on top of the local intelligence layer.
Intelligence should not be static
The world changes, new data arrives, and real-world signals are noisy, so deployed systems must learn what works for each user and improve safely after they ship. Ideally, AI systems in production should be lifelong learners. Adaptation gives rise to deep personalization. We have been pioneers in building modern recurrent machine learning systems that can also recursively improve their own performance, such as Liquid neural networks, STAR, and LFMs. Our thesis has always been about building efficient and adaptive learning systems, and today we are realizing this vision.