Moonshots panelist, author of 'The Last Economy'. Deep in quantization research (sub-1-bit), edge AI, and inference optimization. Invests in companies working on ternary/binary compression and photonic substrates. Tracks Chinese lab innovations closely.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Inference platforms (Fireworks $17B, Modal $10B, Baseten $10B) have raised massive capital to optimize open-weight models like Kimi K3 for Western hardware, capturing value as enterprises self-host.
Baseten is part of the cohort of well-funded inference providers that will aggressively optimize open-source models (Kimi K3, Inkling) for enterprise self-hosting, accelerating the commoditization of frontier intelligence.
Same thesis as Fireworks: Modal and peers will spend raised capital optimizing Chinese open-weight models for Nvidia/AMD hardware, creating a low-cost inference layer that undercuts frontier lab APIs.