Srivastava: Frontier Labs Lack the User Signal to Displace Vertical Apps
Tuhin Srivastava · Baseten CEO Tuhin Srivastava on Custom Models, and Building the Inference Cloud · May 1, 2026 · at 3:34
Baseten CEO Tuhin Srivastava discusses how vertical AI startups like Abridge will defend against foundation model labs by post-training custom models on proprietary workflow data.
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“My argument would be here is that actually, you know, it's very, very hard for a frontier model company to go to either way at that, because they just don't have access to that user signal, and what will happen over time is the folks who have access to that user signal can start to post train models on that reward signal and start to get long, long horizon agentic models running that”
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