base 10
4 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Aug 22, 2026 by Jerry Murdock · across every show →
Everything said about base 10, oldest first
Aug 22, 2026 bullish
Aug 22, 2026 neutral
Murdock: Baseten's Deal With Cursor Yielded Scale but Little Profit
“I think cursor was pretty smart in the base 10 contracts from last year with cursor. I don't think there was much profit in it for a base 10. They just got revenue and they got scale from it, but they didn't get a lot of earnings.”
Sep 5, 2026
Weitzman: Large-scale AI training requires co-located memory and GPU clusters
“If you want to do large scale training like we do, You need the memory to be co-located with a large cluster of GPUs. I can't just rent from Google or Microsoft or even base 10 and run the size of training that I want because I need a gigantic memory card next…”
Sep 7, 2026 bearish
Greze: ElevenLabs risks voice quality topping out against open-weight models
“What I don't know is if it tops out, and that's, I think, the risk for something like 11 Labs, meaning, like, we just get voices good enough, and then you can get it. I can put, you know, open weight models on base 10 and get it, but it just doesn't feel like …”