Hugging Face

No single number decides. Layers can disagree — that's the point. New to this? →

The platform's own early signals for this company — hard-to-fake, and where one preceded a real raise, the measured lead.

• TLS certificate transparency 9 signals · latest 2026-09-04

See the full track record →

• bullish prediction Chamath Palihapitiya

  this hugging face thing will go down as one of the most important transactions in AI, because you are creating now in the largest competitor and the largest, most well capitalized company, a bulwark against all of this closed source oligopoly insanity. And at the same time, what you're going to do is actually create more rational competition up and down the stack.

• neutral fact_claim Unattributed

  the agent found 14 exposed working hugging face API keys sitting in public code repositories. Which means that developers left their keys out and they found the keys. This was not like a big lift by the agent.

• neutral fact_claim Unattributed

  the whole hugging face episode reveals the way that these agents can behave unexpectedly. And it's really good for us to learn from this so that it doesn't happen again. So we can improve cybersecurity.

• bullish assessment Unattributed

  hugging face is not saying this is our business. They're saying this is a great toy for you and your family to have fun. Yeah. And I'm sure when they talk to their board and their investors, they say, Hey, listen, this is going to be a lot of fun. It's going to get us a ton of press. They've gotten more press for this and more engagement from this from developers than probably anything they've ever done. Now, if 10,000 plus developers order this or a hundred thousand plus order this to play with

• neutral fact_claim Unattributed

  Well, you'll recall hugging face bought pollen robotics last year in April, 2025. So this is like they're a product they're releasing through that division of the company. Now it's a tiny robot that you program that it does look like a, like a little duck.

• bullish endorsement David Friedberg

  I, I, I told the founder, um, of, uh, hugging face publicly, like this is the greatest side quest ever

• bullish endorsement Chamath Palihapitiya

  Clement is the official spokesperson along with Jensen from Nvidia. And, um, those two are now in charge of PR for AI in America. No longer Dario, no longer Sam Altman, no more P doom. I'm putting Clement and Jensen in charge of all PR from this point forward for AI in America. It's a two year term. So they'll, they'll serve out their term. Uh, and for two years may get exciting.

• mixed assessment Chamath Palihapitiya

  And this is just a great example of a fun side quest, um, to get people excited. And you say, Hey, my expectation is we lose money on this. Maybe we break even that should be when you're a rich person or a rich company, you do a side quest

• neutral fact_claim Chamath Palihapitiya

  I noticed the hugging face team launched a side quest. Micro duck. Yes. They have 10,000 orders from micro duck.

• neutral fact_claim Unattributed

  And hugging face. They let you route to the latest version. And then underneath it, they might have multiple providers.

• neutral fact_claim Unattributed

  Hugging Face has been approached for a sale at a valuation of over $13 billion. It's a mystery buyer. We don't know who Hugging Face has been in these talks with, but they are apparently taking it seriously. They are mulling over the sale and have been talking with banks about evaluating these bids.

• bullish assessment Unattributed

  so like you got to build it in two steps kind of situation really interesting i'm going to give us a b plus i think it's great

• bullish assessment Unattributed

  is embracing the open source ecosystem and so i'm going to get put them at an a because what they're really doing is embracing all the different models all the different companies that are putting models out there and so that's going to lead to a much better ecosystem for us and you can see the open approach yes it's much better for everyone

• bullish assessment Unattributed

  now you're just starting to see the ecosystem go in two different directions with gpts you're limited to using their models here you can kind of pick between mixtral llama

• bullish assessment Unattributed

  portable gpts or making a gpt standard would be a great thing for hugging face

• bullish prediction Unattributed

  this is where hugging face can do a lot of damage they could just say we're going to make an open source standard these apps are portable so

• neutral fact_claim Unattributed

  i don't think so i don't think they're portable right now

• neutral assessment Unattributed

  they kind of follow the same template and framework as as open ai but instead of having to build it using open ai you can kind of build it with your whatever back end you want and it becomes available in their ecosystem here

• bullish assessment Jason Calacanis

  certainly amongst the ai companies this one is one that i think has probably top five mind share out there today uh a lot of people are talking about

• neutral fact_claim Unattributed

  it hosts ai models it sells some ai compute and also hosts ai community so it's a bit more than just a repository and on the business model front two-part mostly it's sas

• bullish prediction Unattributed

  We're going to try to buy the company. They're going to try to find a thousand different developers to make Roblox like experiences for their headset

• bullish prediction Unattributed

  I think Roblox is not going to align themselves with Facebook.

• neutral fact_claim Unattributed

  educational games being built on top of this. And for they had 4 billion hours engaged.

• bullish assessment Unattributed

  number went up, which makes me wonder if there are schools building program right there might be

• neutral fact_claim Unattributed

  11.3 billion went up in September, went up.

• bullish fact_claim Unattributed

  the number of hours of engagement is crazy. And I also think the number of daily active users is bonkers. 52 in the q2. They had 52 million point 2 million people using the product every day.

• bullish assessment Unattributed

  They're like the digital version of Lego, like the thing that lets you build and build and build and build and build and I mean, think about the enduring legacy of that.

• bullish assessment Unattributed

  So it's great to see them growing again. I think this is part of this bottoming out process.

• bullish assessment Jason Calacanis

  Well, and I suppose if they also have this, uh, plugin model and apps that can layer on top of it model, they could take a cut from that. Yeah. I mean, a million different ways to monetize. It doesn't even have to just be charging a single user, $10 a month, right? It could be a B2B model or some sort of an enterprise or an app store. A million different ways to, uh, give people like say a light version. And if you want it to do high res, if you wanted filters and libraries, they could charge ex

• mixed assessment Jason Calacanis

  I mean, if they have 10 million people and they have a billion dollar valuation, that would be a hundred dollars per user. So they're valuing each user, free user, because it's currently free. I believe there's no paid version, correct? I think. Yeah. So that would make it a hundred dollars per person. And you'd have to wonder what eventually is the business model of the business model was SAS and it was 10 bucks a month, 25 bucks a month, which is what Canva costs, right? Something in that rang

• bullish fact_claim Jason Calacanis

  Stable Diffusion is similar. It's sort of like that. But what people like about Stable Diffusion is that it includes an editing tool. So you would generate an image, but then you can, you know, apply filters and you can buzz it. This is the one that people were using to create those like incredible like fantasy scenes that look like they were ripped from one of the last two episodes of Lord of the Rings that were amazing and crazy. So here it is. You tell what you want to make and then you can e

• bullish endorsement David Friedberg

  yeah um i thought one of the most interesting things i saw in hugging face was they're just speaking to this uh exact you know impact of like who's going to win the open source or the closed proprietary

• neutral fact_claim Sunny Madra

  i get confused with when we see about regulation because hugging face been around a very long time and these are all like machine learning models i mean where are you going to cut this off there's so many here that are serving different purposes

• neutral fact_claim Sunny Madra

  amazon partnered with them so that's who aws's partner has been up front in terms of giving users the selection they need for their you know particular use cases

• bullish assessment Sunny Madra

  hugging face really was leader in that and it continues to be where they don't have a single model they have lots of different models that have been uploaded by different users

• neutral fact_claim Unattributed

  But the software and the models are getting so good. Um, hugging face has like, uh, a leaderboard of the models.

• neutral assessment Amjad Masad

  you know jason the way we think about competition and the way we think about just the landscape in general is that we really want to be the place where people create and so if you help people create we want to partner with you so if you're hugging face and you're helping people create uh ai uh by hosting models um and by training models then developers on repli should be able to use those models right from hugging face so in a lot of ways repli becomes this positive sum playground for everyone t

1. 2028-03-06 this hugging face thing will go down as one of the most important transactions in AI, because you are creating now in the largest competitor and the largest, most well capitalized company, a bulwark against all of this closed source oligopoly insanity. And at the same time, what you're going to do is actually create more rational competition up and down the stack. · Prediction · pending
2. 2023-08 series_d · $235M · Led by Salesforce Ventures

VentureSignalScore 30.7/100 for hugging-face, composed from 2 of 4 components (emerging formula), discounted ×0.85 for 50% signal coverage