{"podcast":{"title":"No Priors: Artificial Intelligence | Technology | Startups","slug":"no-priors-artificial-intelligence-technology-startups-5990363","podcast_index_feed_id":5990363,"rss_url":"https://feeds.megaphone.fm/nopriors","website_url":null,"image_url":"https://megaphone.imgix.net/podcasts/803e0244-9d0f-11ed-923a-4bb54bf77468/image/NO_PRIORS_ALBUM_and_PROFILE_PIC-01.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress","author":"Conviction","episode_count":164,"summary":"At this moment of inflection in technology, co-hosts Elad Gil and Sarah Guo talk to the world's leading AI engineers, researchers and founders about the biggest questions: How far away is AGI? What markets are at risk for disruption? How will commerce, culture, and society change? What’s happening in state-of-the-art in research? “No Priors” is your guide to the AI revolution. Email feedback to show@no-priors.com. Sarah Guo is a startup investor and the founder of Conviction, an investment firm purpose-built to serve intelligent software, or \"Software 3.0\" companies. She spent nearly a decade incubating and investing at venture firm Greylock Partners. Elad Gil is a serial entrepreneur and a startup investor. He was co-founder of Color Health, Mixer Labs (which was acquired by Twitter). He has invested in over 40 companies now worth $1B or more each, and is also author of the High Growth Handbook.","last_synced_at":null,"page_url":"https://stenobird.com/podcast/no-priors-artificial-intelligence-technology-startups-5990363"},"episode":{"title":"Baseten CEO Tuhin Srivastava on the AI Inference Crunch, Custom Models, and Building the Inference Cloud","slug":"baseten-ceo-tuhin-srivastava-on-the-ai-inference-crunch-custom-models-and-building-the-inference-cloud","published_at":"2026-05-01T19:34:00+00:00","page_url":"https://stenobird.com/podcast/no-priors-artificial-intelligence-technology-startups-5990363/baseten-ceo-tuhin-srivastava-on-the-ai-inference-crunch-custom-models-and-building-the-inference-cloud","show_page_url":"https://stenobird.com/podcast/no-priors-artificial-intelligence-technology-startups-5990363","url":"https://traffic.megaphone.fm/PDP9772942588.mp3","audio_url":"https://traffic.megaphone.fm/PDP9772942588.mp3","summary":"Baseten CEO and co-founder Tuhin Srivastava sits down with Sarah Guo and Elad Gil to discuss the rapid growth of AI inference demand, Baseten’s 30x growth, and why inference is becoming the strategic “last market.” Tuhin Srivastava argues the application layer will persist because companies with unique user signals can encode value into workflows and post-train specialized models, citing examples like Abridge and support workflows. The conversation covers GPU capacity constraints, Baseten’s multi-cloud fabric across 18 clouds and 90 clusters, long-term contracting dynamics, the importance of the software layer for stickiness, evolving workloads, multichip possibilities, and operational lessons at scale. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @Tuhinone Chapters: 00:31 Baseten growth 01:55 Why the app layer wins 05:57 Serving frontier customers 07:55 Open source model mix 09:21 Chinese models and geopolitics 13:07 Custom inference dominates 14:22 Post training acquisition 17:10 When to invest in custom models 18:35 Supply crunch and data centerse 22:25 Longer GPU Contracts 24:09 What Makes a Winner 26:07 Multi Chip Future 28:19 Runtime Roadmap 31:08 Scaling Edge Cases 33:48 Hiring and Leadership 36:44 Operations Pager Culture 38:19 Efficiency Drives Demand 40:41 Concierge Everything Future 42:34 Conclusion","meta_description":"Baseten CEO and co-founder Tuhin Srivastava sits down with Sarah Guo and Elad Gil to discuss the rapid growth of AI inference demand, Baseten’s 30x growth…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2577,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/no-priors-artificial-intelligence-technology-startups-5990363/episodes/baseten-ceo-tuhin-srivastava-on-the-ai-inference-crunch-custom-models-and-building-the-inference-cloud/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/no-priors-artificial-intelligence-technology-startups-5990363/baseten-ceo-tuhin-srivastava-on-the-ai-inference-crunch-custom-models-and-building-the-inference-cloud.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}