Baseten CEO: agents burning tokens will make inference 'core IP' for every company
baseten · x · 2026-09-21
Reporter Alex Heath interviews Baseten CEO Tuhin Srivastava on the AI inference market. Agents like Muse (No.2 on the App Store), Instinct, Town and Grok Bot aggressively use browsers and VMs, burning far more tokens than chatbots — implying enormous inference demand. Baseten aims to be a new kind of hyperscaler, launching Base Labs and bringing Blaxel on board. Srivastava: user data, model signals and model improvements will become the core IP of every company, so every company will want to own its intelligence.
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