How AI Inference Startup Baseten Is Raising Billions

Lucas and Luna break down the $1.5 billion fundraising round reportedly underway at AI inference startup Baseten, just months after its last mega-round. They explore why inference—the part of AI that actually runs models in production—is suddenly the hottest segment in AI infrastructure, and what that means for Nvidia, AMD, and the broader chip market. Plus, a look at the numbers: SMCI at 30 dollars and MU at 1,134 dollars, and what those extremes tell us about the AI hardware shakeout. Finally, they touch on Elastic's acquisition of DeductiveAI and the trend of AI model makers being bought up by enterprise platforms. #Baseten #AIInference #AIInfrastructure #Nvidia #AMD #SMCI #Micron #MU #Elastic #DeductiveAI #VentureCapital #AIModels #Technology #CloudComputing #FexingoBusiness #BusinessPodcast #AIPodcast #MergersAndAcquisitions Keep every episode free: buymeacoffee.com/fexingo