# Nathan Lambert says inference startups face a very hard position

> 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...

- Source: Nathan Lambert
- Published: 2026-11-06T16:21:35.000Z
- Bad Influence: https://badinfluence.news/items/hdkyh9iz06dhkvbbvzwk19jxj
- Original: https://x.com/natolambert/status/2118740587666960677

## Summary

Nathan 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.

## Post

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.

## Quoted post @dylan522p

> Why is Baseten worth more than Nebius?
> This makes 0 sense 
> Venture market valuations are nuts

https://x.com/dylan522p/status/2118736603820761499