Harry Stebbings

That was the core realization for me.

That was the core realization for me.

When I look at the inference layer, like you said, fireworks or base 10, how do you think that plays out?

When I look at the inference layer, like you said, fireworks or base 10, how do you think that plays out?

Do we have standalone $100 billion companies in inference alone?

Do we have standalone $100 billion companies in inference alone?

Or do we see that commodity?

Or do we see that commodity?

10 billion in revenue.

10 billion in revenue.

That's exactly what Roman at Nebbia said.

That's exactly what Roman at Nebbia said.

He said if consolidation happens and there's Anthropic and OpenAI or two or three dominant providers, that is the biggest threat to Nebbia.

He said if consolidation happens and there's Anthropic and OpenAI or two or three dominant providers, that is the biggest threat to Nebbia.

Okay, so we can have standalone companies that are $100 billion in inference alone.

Okay, so we can have standalone companies that are $100 billion in inference alone.

I'm just pillaging you for your knowledge.

I'm just pillaging you for your knowledge.

When we look at the model selection companies, like an open router, or like Factory AI just released that kind of model selection or model routing product, which did very well on launch.

When we look at the model selection companies, like an open router, or like Factory AI just released that kind of model selection or model routing product, which did very well on launch.