Why AI Infrastructure Matters
Most conversations about AI start with models and apps. Which model is smarter? Which product is better? I recently read a post about why class advantages persist, and it made me ask a different question: every time an AI product serves a user, who gets paid along the way?
The post used “infrastructure” broadly to mean things people repeatedly rely on: housing, licenses, platforms, brands, and distribution channels. Rent is a simple example. Part of your paycheck goes to your landlord because they own a place you need to live. They can reinvest that income in other assets, and some of those assets can be passed down. Over time, ownership generates income that can buy more ownership.
You can see a similar dynamic in AI. An app relies on compute, cloud services, and inference software to serve users. NVIDIA is a good example. When teams have already built their deployment workflows and tooling around its ecosystem, sticking with that stack can be the easiest choice when they need more compute. The hardware generates revenue, and the software ecosystem gives teams a reason to keep buying it.
What interests me more is how infrastructure changes which products are viable in the first place.
An agent might call a model dozens of times to complete a single task. A small increase in the cost per call can eat into the margin on the entire task. Bring inference costs down far enough, and a workflow that only made sense as a demo might become a product users can afford. Or take prefix caching. When requests share a long prefix, an inference engine can reuse work it has already done and cut the time users wait for the first token. Those improvements shape what teams can charge, how responsive the product feels, and which workflows are worth shipping.
That’s part of what I want to explore at the SGLang Summit. Open source gives infrastructure projects a way into production: developers can try the software and deploy it themselves. Once teams build their deployment scripts, monitoring, and performance tuning around an inference engine, it becomes part of how they operate. The question I’m curious about with SGLang and RadixArk is what teams will pay for once they already use the open-source engine. Is it managed hosting, operational support, or something else?
It also changes how I think about starting a company. You put time and money into solving a problem, deliver something customers can use, and gradually earn their trust. When the same problem comes up and they come back to you, you’ve earned a place in their workflow. Falling costs can create openings here. A task that was too expensive or too slow to automate last year might be worth building a business around today.
I used to think infrastructure was far removed from the work I wanted to do. Now, when I look at a role or a project, I ask more concrete questions. Will I get to see why customers pay? Which upstream decisions determine what I can deliver and at what cost? What problem comes up often enough that I could get good at solving it?
An early engineering role can give me access to customers and workflows I’d struggle to reach on my own. That’s where I’d like to learn which part of the workflow is worth building for someday.
Anyone else at SGLang Summit tomorrow? I'll be at Fort Mason Thu + Fri for the agent and inference sessions. Building agents or hiring 2027 new grads? Let's meet up, DMs open.
hey, i’m Nylaaaaaa
20 y/o girl in tech @ ucla
side quests: cooking & baking, painting, editing vids, pottery, daydreaming, weekend costco combat, boba & cake field research, and hyping up other rising stars;
spent 5 years tutoring k–12 kids in english part-time;
post memes and unhinged videos on RedNote. somehow, got 13k likes.
just trying to make the world a little better while i’m here🙌
when i’m stressed, i chug coconut water and order hot pot spicy enough to give me a new problem
💻coding for fun (until it stops compiling)
I thought I needed experience to get an internship.
Turns out, the internship is where I got the experience.
During my sophomore year, I came across an internship opportunity in a field I had no direct experience in.
I almost talked myself out of it.
But I reached out anyway.
To my surprise, the team was interested in my coursework projects and undergraduate research experience.
Things I had considered “just school projects” turned out to be relevant to what they were looking for.
I got the internship.
And that’s where I started developing the skills I thought I needed before applying.
Looking back, I wonder how many opportunities we miss simply because we assume we’re not qualified enough.
Sometimes the opportunity comes before the expertise.
Don’t reject yourself before the company does.
#JobSearch #newgrad
#jobhunting #Internship #NewGrad #TechCareers #CareerGrowth
I've always been a curiosity-driven person. Leaning new knowledge or figuring out how to solve problems that are not well defined often gives me simple joy.
The fun part of being a cofounder is how it "forced" me to develop new perspectives on company strategies, team building (at the company level), and much more, as well as how these seemingly abstract terms are deeply connected with our day-to-day actions, planning and narratives.
With real-world experience, ideas that once felt theoretical become approachable and it is true for many terms in many domains.
Surprise 1: Anthropic acquired a one-person biotech
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Surprise 2: that person is me
Surprise 3: I’m here to tell you all about it
Yes, this is what you think it is; after 6 yrs of increasingly loose anonymity: the Professor Oak reveal post
…and yes, it has gotten so boring around here that I’m literally doxxing myself to spice up the timeline
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Ok, allow me to introduce myself. My name is Cody Tranbarger. I mostly tweet, but occasionally find time to dabble in drug dev & starting/building biotechs. My past lives span the VC, crossover, startup continuum; Prof Oak has been my way of keeping a digital foot in those worlds, despite having my physical feet planted elsewhere.
The past 18 mo, ‘elsewhere’ was Mithril Medicine, a co. I founded to develop bsAbs for LAMA2-CMD & other ECM-related genetic diseases.
Mithril was born out of hands-on building with @MikeNGladstone, @JasonPaulRhodes, @LifeSciVC, & team @atlasventure. Somehow, I made enough half-decent calls along the way (even a broken clock is right twice a day, eh?) to convince them Mithril/I warranted a small seed. While I can hardly rationalize such an outrageously cavalier bet, I’m grateful for it, & I'd partner with Atlas again in a heartbeat.
In typical AV fashion, Mithril’s primordial form was virtual, decentralized, & ultra-lean. This stage tends to be short-lived, but for Mithril, it worked surprisingly well, for surprisingly long, thanks in part to the rapid maturation of the AI tools I used liberally.
Eventually, Mithril became a bit of an experiment itself - to find the upper bound of how far it could scale as a single operator + a bunch of Claude (+ a stellar bench of part-time consultants).
In parallel, I started spending time with @nc_frey, @an1lam, & @CoefficientBio team; and promptly experienced, for the 1st time, AI at the frontier. Soon thereafter, Mithril stopped looking like an experiment, & started looking like a preview of an entirely new operating model.
From that spark came “Pipeline-in-a-Person.” The idea immediately resonated when we shared it here back in April; and it was central to the shared vision that led to Anthropic’s acquisition of Mithril, & my joining the team.
Why join Anthropic? Three reasons.
(1) For Mithril, the programs continue, with more resources & infrastructure behind them, and as much Claude as I can put to work.
(2) For me, the chance to start several more programs, & find out how many one person can actually run in parallel - an almost unprecedented luxury for a curious drug hunter.
(3) For our mission, a path to institutionalize & scale this new way of working, then put it in the hands of all of biopharma, all over the world - which, candidly, I find the most energizing.
Will AI x Bio cure diseases? Unequivocally yes, imo… but not by the route that gets the most airtime. Rather than timeline acceleration & compression, I see orchestration & parallelization as today's low-hanging fruit.
Most drug hunters see a handful of go/no-go calls in a career, & spend entirely too much of the rest trading emails (my inbox can attest).
Give them the bandwidth to run several programs at once, and the time to focus on scientific judgment, and I’m willing to bet they’ll make better calls. And at scale, better calls translate to more drugs, higher hit rates, broader patient impact, & likely, a disease or 10 or 100 cured. I couldn't be more excited to build toward that future @AnthropicAI.
Finally, a heartfelt thank you to BioTwitter/X. The end of anonymity is bittersweet, but if anyone’s earned a proper introduction, you all have.
It’s difficult to overstate how much this app has done for me: a decade of education, plenty of friends, many job opportunities, several mentors, a few investors, even a co-founder (fmr). It was the generosity of this community that inspired me to start posting 6 years ago, after just as many years lurking. I hope I’ve been able to pay it forward, in my own small way.
But, to be clear, Prof Oak isn’t going anywhere. Same beat, same themes, and now, a front-row seat to drug development at the frontier. Stay tuned for dispatches from the trenches; and remember...
Gotta Cure 'Em All
Day 22/ Terra is back!
Our first model that is significantly better at writing, personality and nuanced understanding of requests.
Packs a punch across the board, very good at computer use, and gives 2X more usage than 6.1 Sol across API and subscriptions.