Startups
The Insider Hedge: Why Frontier AI Researchers Are Backing Infinity
AI researchers from OpenAI and Anthropic are quietly investing in independent inference startups. Here is what they know that the hype cycle is missing.
The smartest minds at OpenAI and Anthropic are quietly telling us something their marketing departments would never admit: the foundation model bubble has peaked, and the real battle has shifted to the mundane mechanics of execution. This week, an AI infrastructure startup called Infinity raised $15 million at a $100 million valuation. The headline isn't the dollar amount—fifteen million is practically pocket change in the current venture climate. The real story lies in the capitalization table, which features personal checks from prominent researchers at the
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