[karpierz]

Thanks for clarifying, I misunderstood what Huggingface's product was.

I see the niche. The risks are:

- the mid market is constantly churning; either players become too big and you can't meet their requirements or they go bankrupt. Customer acquisition becomes a pretty big expense.

- selling CPU cycles is a cutthroat business which competes pretty directly with AWS, Azure, and Google Cloud. Their edge will likely be ease of use, but at some scale, the larger providers will be able to undercut them hard.

- selling a solution for managing datasets and training models using cloud CPUs is a crowded market.

- not sure how trustworthy the company is with private datasets. Easier to trust an established vendor.

But it wouldn't be a startup if there weren't risks.