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Dedicated instances

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Aug 3, 2026 by Philip Kiely · across every show →

Everything said about Dedicated instances, oldest first

Aug 3, 2026 neutral
Insight
AI customers migrate from pay-per-token APIs to dedicated GPUs upon finding fit
“I think that we've increasingly seen a lot of demand for the sort of pay per token APIs just because everyone wants to try open models. And then once they find a use case that's really sticky then they move over to Dedicated.”
Philip Kiely Aug 3, 2026 ▶ 5:03 Next 100x in AI: Inference, Networking, & Self-Optimizing Models — Philip Kiely & Ali Taha, Baseten
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