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Baseten CEO Tuhin Srivastava on the AI Inference Crunch, Custom Models, and Building the Inference Cloud

No Priors: Artificial Intelligence | Technology | Startups · 1 MAY 2026 · 43 min

Baseten CEO Tuhin Srivastava discusses the explosive growth in AI inference demand and Baseten's 30x growth, arguing that inference is becoming the strategic "last market." He explains why the application layer will persist du…

AI inferenceGPU capacityCustom modelsOpen source AIApplication layerEnterprise AI adoptionPost-trainingModel customizationSupply chainGeopolitical AIChip diversificationNvidia ecosystemRuntime optimizationSandboxingContinuous learningJevons ParadoxOperational excellenceLeadership in startupsAI agentsUnits of cognition