
Why the next big AI market is inference
About this episode
From the show’s notesTuhin Srivastava is the CEO and co-founder of Baseten, an AI cloud startup recently valued at $13 billion. He tells me why every company will want to own its AI and what’s driving the explosion in demand for inference.
We discuss the rise of agents using browsers and virtual machines to get things done and Baseten’s recent acquisition to power that shift.
Read the show’s notes in full
We also talk about the data center backlash, why companies are embracing Chinese open models, his plans for Baseten’s new research lab, and why he thinks inference becomes the only market left after AGI.
Thanks to the show's premier sponsors: Granola, @Atlassian , and Mercury.
Follow Alex Heath and subscribe to Sources:
Newsletter: sources.news
Spotify:
open.spotify.com/show/3p1KZvkbd…
Apple Podcasts:
podcasts.apple.com/it/podcast/s…
x.com/alexeheath
Chapters:





