Marathon Management Partners' Gokul Rajaram maps Baseten and Fireworks to NVIDIA, and Prime Intellect to Broadcom, in the AI infrastructure stack

@gokulr Too early to call. I’d let others cook.

@gokulr or baseten:baseten

@gokulr bookmarked!

@gokulr Interesting framing. Economics don't map though. Broadcom's custom ASICs need hyperscale buyers amortizing NRE across millions of units. Distributed inference has a different demand concentration problem.