Why Nvidia’s $150M Baseten Bet Makes Inference the New Moat
What Changed and Why It Matters Nvidia quietly wrote a $150M check into Baseten, an AI inference platform, as part of a larger $300M round that reportedly values the company…
China’s AI Frenzy a Year After DeepSeek: Lessons for Builders
What Changed and Why It Matters DeepSeek ignited a global recalibration. Not just about benchmarks — about economics, geopolitics, and distribution. It triggered market whiplash, a flood of commentary, and…
Why senior operators are leaving Big Tech to build AI startups
What Changed and Why It Matters Senior operators are leaving Big Tech to build AI companies. The story isn’t just hype. It’s incentives and infrastructure shifting at the same time.…