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“Inference startups like Baseten and Fireworks...are all benefitting already from low-cost Chinese models.”
Source→“It's probably great for the neoclouds and every other layer of the stack because if you're a neocloud like a Baseten or a Fireworks, or if you just have a bunch of GPUs and you can power it in, you can run that and you can capture some of the economics which is probably going to go to the frontier lab.”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.