STORY · PRODUKTER_
Baseten CEO: inference becomes the strategic battle for AI market share
In a new No Priors episode, Baseten founder Tuhin Srivastava discusses how the inference market is growing exponentially and becoming the next major battleground for value creation. The company has achieved 30x growth and operates an "inference cloud" across 18 clouds and 90 data centers, but faces GPU capacity constraints and must handle complex contract dynamics with infrastructure providers.
WHY IT MATTERS
Inference – running deployed AI models – becomes business-critical since the application layer is dominated by companies that can fine-tune models on their own user signals. This changes where investments flow in the AI stack and who holds sustainable competitive advantage.
SOURCES
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