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    American open-weight AI models as potential rivals to Chinese models

    A September 16, 2026 post quotes Baseten CEO Tuhin Srivastava predicting “really good” American open-weight models in weeks, not months or quarters.

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    TLDR

    A September 16, 2026 post quotes Baseten CEO Tuhin Srivastava predicting strong American open-weight models within weeks. He argues that models competitive with Chinese offerings would help dispel fear-driven narratives about America falling behind. Alex Heath’s preview of his interview with Srivastava also explores AI agents using browsers and virtual machines. Heath argues that wider agent adoption should greatly increase demand for inference—the computing needed to run AI models.

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    Combined views

    23.5K

    3 Sources, first seen 15d ago

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    15d ago
    first seen 15d ago
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    3 comments
    31 saves
    5 reposts

    Sentiment

    Positive——Negative

    Summary

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    No sentiment analysis available yet.

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    3 Sources

    @alexeheathBaseten’s CEO on why every company will want to own its AI / @tuhinone on the rise of AI agents, the demand for inference, and building a new kind of hyperscaler. Lately, I’ve been spending a lot of time thinking about the AI inference market and how big it could get. Agents like Muse, Instinct, Town, and Grok Bot aggressively use browsers, run their own computers, and burn through far more tokens than a traditional chatbot. As more people put them to work (Muse is number two in the App Store), the demand for inference, or the computing needed to run these models, should grow enormously. Tuhin and I discuss the rise of agents using browsers and virtual machines to get things done, and @baseten's recent acquisition to help 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. Timestamps: 00:00 What Is AI Inference? 06:05 Competing With the Cloud Giants 09:24 Why Companies Want to Own Their AI 15:30 Building Baseten Before the AI Boom 23:45 DeepSeek and the Race for Open AI Models 29:32 Baseten’s Growth and Expansion 33:05 AI Agents and the Blaxel Acquisition 38:32 Data Centers and the AI Backlash 43:25 What Happens to Inference After AGI? 45:12 When AI Agents Become Customers Thanks to the show's premier sponsors: @Atlassian, @meetgranola, and @mercury.
    @firesidealphaBaseten CEO Tuhin Srivastava reveals strong American open-weight models are weeks away and the China panic will wash away "I feel really good that there are options now. On where they come from, this seems temporary to me. I think there will be American open-weight models." "From what we could tell, there'll be really good American open-weight models in weeks, not even months or quarters." "And once that flywheel kicks off of, hey, we have stuff that's competitive with Chinese open-weight models, I think a lot of the narrative you're seeing right now, which is a bit more fear-driven and 'are we falling behind' driven than capability-driven, will kind of wash away as well."

    3 Sources

    @alexeheathBaseten’s CEO on why every company will want to own its AI / @tuhinone on the rise of AI agents, the demand for inference, and building a new kind of hyperscaler. Lately, I’ve been spending a lot of time thinking about the AI inference market and how big it could get. Agents like Muse, Instinct, Town, and Grok Bot aggressively use browsers, run their own computers, and burn through far more tokens than a traditional chatbot. As more people put them to work (Muse is number two in the App Store), the demand for inference, or the computing needed to run these models, should grow enormously. Tuhin and I discuss the rise of agents using browsers and virtual machines to get things done, and @baseten's recent acquisition to help 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. Timestamps: 00:00 What Is AI Inference? 06:05 Competing With the Cloud Giants 09:24 Why Companies Want to Own Their AI 15:30 Building Baseten Before the AI Boom 23:45 DeepSeek and the Race for Open AI Models 29:32 Baseten’s Growth and Expansion 33:05 AI Agents and the Blaxel Acquisition 38:32 Data Centers and the AI Backlash 43:25 What Happens to Inference After AGI? 45:12 When AI Agents Become Customers Thanks to the show's premier sponsors: @Atlassian, @meetgranola, and @mercury.
    @firesidealphaBaseten CEO Tuhin Srivastava reveals strong American open-weight models are weeks away and the China panic will wash away "I feel really good that there are options now. On where they come from, this seems temporary to me. I think there will be American open-weight models." "From what we could tell, there'll be really good American open-weight models in weeks, not even months or quarters." "And once that flywheel kicks off of, hey, we have stuff that's competitive with Chinese open-weight models, I think a lot of the narrative you're seeing right now, which is a bit more fear-driven and 'are we falling behind' driven than capability-driven, will kind of wash away as well."