Why do the world's fastest-growing AI companies never switch providers?
Cursor, Abridge, Clay, and Open Evidence all run on Baseten, and none of them have ever left.
Because there's a difference between selling GPUs and selling inference. One is a commodity; the other is a moat. And whoever controls the compute controls who gets to run AI at all.
Tuhin Srivastava on why infrastructure is the real AI power play.
