ACCESS

Baseten’s CEO on why every company will want to own its AI

September 15, 2026·48 min
Episode Description from the Publisher

Tuhin Srivastava is the CEO and co-founder of Baseten, an AI cloud startup recently valued at $13 billion. He tells me why every company will want to own its AI and what’s driving the explosion in demand for inference. We discuss the rise of agents using browsers and virtual machines to get things done and Baseten’s acquisition of Blaxel to power that shift. We also talk about the data center backlash, why companies are embracing Chinese open models, his plans for Baseten’s new research lab, and why he thinks inference becomes the only market left after AGI.Thanks to the show's premier sponsors: Atlassian, Granola, and Mercury. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit sources.news/subscribe

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