VC: Not having an inference startup in your 2026 portfolio is like skipping frontier labs in 2024
annbordetsky · x · 2026-11-04
AI investor annbordetsky argues that "not having an inference startup in your VC portfolio in 2026 is like not having a frontier lab in 2024," positioning inference services as the next must-own category for AI investors and urging peers to "ride the waves." The take signals an expected shift of VC attention from training/frontier-model plays toward the inference serving layer.
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