a16z CSX

Bairdon on Nebius $NBIS (Outperform, $250 PT) As AI workloads transition from training to inference, Nebius has positioned itself as a full-stack provider, with strong software-attach. Our bullish thesis is based upon: 1) strong full-stack offering well positioned for inference, 2) diversifying c

Launchpad space currently feels more like tons of teams fighting over scraps while the tokenized inference space feels like a wide open lane with compounding opportunities

correct, now imagine that setup but you can plug in additional sources of inference... really just a question of creating standardization for tokenization of different buckets of capacity/timeframes, but once you have that the meta-inference token becomes much more possible and can function much li

Intelligence is becoming a tradeable commodity ​ It's getting tokenized, it's becoming yield-bearing, the value is accruing onchain ​ We're about to witness the largest wave of Onchain AI — The Rise of Inference Capital Markets ​ Markets that are early enough for asymmetric upside yet structured eno

korea NAND flash exports hit $2.5B in June, +44.4% MoM and +300.5% YoY per customs. storage demand for AI inference is real and it's moving fast.

“If privacy is outlawed, only outlaws will have privacy” -Phil Zimmerman How many people in the AI world care about privacy-protecting inference or understand that the only way to get high-end confidential compute today is with open weight models? https://x.com/ramez/status/2079968862670561604

RT @AlgodTrading: @engyai went live Cheapest inference powered by @bittensor

A drifting car is not just an object in a frame. It is motion, risk, and behavior unfolding over time. Sertn helps teams build computer vision workflows for video, from annotation and training to deployment and verifiable inference. https://t.co/tZr7xdYBiP

This has been one of the most perplexing things I've experienced in crypto. I bull posted this onchain poker protocol several times leading up to its launch. And while there were some issues with MagicBlock for the first week which slowed down the hands tremendously these were fixed pretty quickly

meta is building a competitor to OpenRouter (coming right after news openrouter might get acquired), but theres another reason meta's doing this: > no more $100Ms wasted on inference. the platform would efficiently route ai prompts to multiple different models, saving on costs and produce better an