Baseten CEO Tuhin Srivastava on Custom Models, and Building the Inference Cloud
Tuhin Srivastava, CEO of Baseten, discusses the explosive growth of the AI inference market, predicting over $1 billion in revenue for his company this year. He explains the shift towards custom models and the critical role of user signal for independent application layers, while also addressing the geopolitical aspects of open-source models. Srivastava details the severe, underappreciated compute capacity crunch and Baseten's strategies for scaling, operational excellence, and navigating the future of AI where intelligence consumption is insatiable.
- Baseten, an AI inference company, is on track for over $1 billion in revenue this year, experiencing 30x growth driven by the broad realization that "you can put AI everywhere." Read →
- Despite security concerns, Chinese-origin open-source AI models are often high-quality and, when properly network-bound, show no direct evidence of embedded 'Trojan horses' or biases. Read →
- Sarah Guo, during her conversation with Baseten CEO Tuhin Srivastava, challenged the core premise of independent AI application layers, asking if they can truly exist against powerful frontier model labs. Read →
- Jevon's Paradox applies intensely to AI: reducing the cost of intelligence leads to a massive, disproportional increase in demand and consumption. Read →