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AI inference

3 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Feb 19, 2026 by Sarah Guo · across every show →

Everything said about AI inference, oldest first

Feb 19, 2026 bullish
Assertion Not checkable as stated
Guo: AI inference clouds are growing 1,000x in compute consumption
“I think to the point of like real data, the inference clouds are growing a thousand X in terms of consumption, right? And then they're getting more efficient. So revenue grows at some lower rate than that, but it's wild.”
Sarah Guo Feb 19, 2026 ▶ 19:44 The AI Code Slop: Risk or Opportunity?
Feb 26, 2026 bullish
Prediction Not checkable as stated
Tiwari: AI inference compute will shift toward decentralized clusters
“What you're seeing with inference is in many use cases, as this becomes more ubiquitous, you're going to have more and more decentralized inference clusters.”
Neil Tiwari Feb 26, 2026 ▶ 19:29 Who's Actually Funding the AI Buildout?
May 1, 2026 neutral
Assertion Not checkable as stated
Srivastava: AI-Native Startups Represent 99% of Total Inference Call Volume
“I think if you look by inference count, it'd be 99% the full.”
Tuhin Srivastava May 1, 2026 ▶ 5:06 Baseten CEO Tuhin Srivastava on Custom Models, and Building the Inference Cloud
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