fal enterprise spend quadruples in six months; compute is generative media's binding constraint
isidentical · x · 2026-09-24
fal's enterprise spend has more than 4x'd over six months, per Glenn Solomon. AI-native products still dominate, but companies with no prior stake in generation now chain models, switch modalities, and train task adapters. Compute has been the binding constraint since April; fal post-trained MiniMax's H3 to 35x baseline throughput at matching quality. More in the State of Generative Media Report Vol. 2.
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