Philip Kiely

3 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Aug 3, 2026 by Philip Kiely · across every show →

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Everything said about Philip Kiely, 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

Aug 3, 2026 positive

Assertion Partly supported

Writing deployment configs for arbitrary Hugging Face models is now one-shot-able

“One big part of my job a couple years ago was for any arbitrary model that came out on Hugging Face, writing a config for it and kind of getting it up and running, and now the get it up and running config is, is one-shot-able and so, you know, I don't have to …”

Philip Kiely Aug 3, 2026 ▶ 1:32:58 Next 100x in AI: Inference, Networking, & Self-Optimizing Models — Philip Kiely & Ali Taha, Baseten

Aug 3, 2026 positive

Assertion Not checkable as stated

NVIDIA's Rubin is the first GPU architecture designed entirely for modern LLMs

“Ruben's honestly the first chip that was fully built in that world. And so you can see a lot of the understanding of the shape of the workload that this chip's going to be asked to do in the way it's designed.”

Philip Kiely Aug 3, 2026 ▶ 1:06:16 Next 100x in AI: Inference, Networking, & Self-Optimizing Models — Philip Kiely & Ali Taha, Baseten

Philip Kiely

Everything said about Philip Kiely, oldest first

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