“So let's say you have, as a reasonable baseline, 30 or 40 tokens per second. You can achieve 10 X that. So like on GLM 5.2 if you want to get unquantized perhaps on hoppers even and you're just using an off the shelf inference engine with no particular optimizations, no, no speculator nothing, nothing extra around like KV routing, no disaggregation. You, you're probably, yeah, looking at that, like, 30 to 40.”
quote is from the automated transcript, cleaned for reading:
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More from Philip Kiely
Insight
Quantization, speculative decoding, and prefill-decode disaggregation each yield 2x speedups
“Going from BF-sixteen to NVFP four is, it's not quite a two X, right? It's like, I think it's about like 30, 30 to 40% from 16 to eight, and then another 30 to 40% multiplied from eight to four. So that doesn't quite get you a two X, but like roughly a two X. …”
Philip KielyAug 3, 2026▶ 40:03Next 100x in AI: Inference, Networking, & Self-Optimizing Models — Philip Kiely & Ali Taha, Baseten
PredictionNot checkable as stated
Leading AI agents will utilize continuous inference-to-training learning loops within two years
“And I think within a few months to a couple of years, like a lot of, Leading agent builders are going to have these loops, like, really up and running in production, where you are doing inference, learning from the inference.”
Philip KielyAug 3, 2026▶ 1:31:15Next 100x in AI: Inference, Networking, & Self-Optimizing Models — Philip Kiely & Ali Taha, Baseten
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 KielyAug 3, 2026▶ 5:03Next 100x in AI: Inference, Networking, & Self-Optimizing Models — Philip Kiely & Ali Taha, Baseten
AssertionSupported
Open-source inference engines often receive model weights before official launches
“Getting to the point of I can make a token out of this model is not that hard because generally the open source inference engines, your VLMs, SGLangs of the world oftentimes even receive weights ahead of time maintainers do, or the people making the model merg…”
Philip KielyAug 3, 2026▶ 13:51Next 100x in AI: Inference, Networking, & Self-Optimizing Models — Philip Kiely & Ali Taha, Baseten
Opinion
DeepSeek models are the hardest to support due to architectural novelties
“I think that, like, obviously the DeepSeq models tend to be the most challenging as they have, like, the most novel architectural stuff going on model over model.”
Philip KielyAug 3, 2026▶ 16:01Next 100x in AI: Inference, Networking, & Self-Optimizing Models — Philip Kiely & Ali Taha, Baseten
Insight
Modifying base LLM weights for vision degrades original text performance
“You don't want to mess with the model weights because you run a chance of making the model dumber at something else for the purpose of giving it vision.”
Philip KielyAug 3, 2026▶ 17:13Next 100x in AI: Inference, Networking, & Self-Optimizing Models — Philip Kiely & Ali Taha, Baseten
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