inference companies

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Apr 14, 2026 by Anjney Midha · across every show →

Everything said about inference companies, oldest first

Apr 14, 2026 negative
Opinion
Midha: VCs Are Burning Hundreds of Millions on Redundant Inference Startups
“It's not clear to me that we need 50 inference companies, and it's not clear to me that VCs are smart enough to realize that they're just lighting hundreds of millions of dollars on fire in a category where having four or five really good inference trusted pro…”
Anjney Midha Apr 14, 2026 ▶ 50:52 The Early Days of Anthropic & How 21 of 22 VCs Rejected It | The Four Bottlenecks in AI | Anj Midha · 20VC with Harry Stebbings
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