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Nathan Lambert says inference startups face a very hard position

AINathan Lambert says inference startups are in a very hard place despite having capital to seek more lasting solutions. He says they need to build their own models, secure their own supply, or find post-training solutions, with many players coming for their business.
Nathan LambertVerified on X
@natolambert
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All the inference startups are in a very hard place. They have the capital today to try and secure a more lasting solution — many players coming for their scalps. Need build models, their own supply, or some magic post-training solutions.

Was the topic of my recent piece.

Dylan Patel@dylan522p
Why is Baseten worth more than Nebius? This makes 0 sense Venture market valuations are nuts
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Original title: All the inference startups are in a very hard place. They have the capital today to try and secure a more lasting solution — many players...

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