Inference Platform Economics — Fireworks, Together, Baseten, Modal, Replicate, Anyscale
The 2026 inference market is no longer GPU time rental. It bifurcates into custom silicon (Groq, Cerebras, SambaNova), GPU platforms (Baseten, Together, Fireworks, Modal), and API-first marketplaces (Replicate, DeepInfra). Fireworks raised price $1/hr per GPU on May 1, 2026, and $4B valuation on 10T+ tokens/day tells you the volume-driven model works. Baseten closed $300M Series E at $5B in January 2026. The competitive positioning rule is simple: Fireworks optimizes latency, Together optimizes catalog breadth, Baseten optimizes enterprise polish, Modal optimizes Python-native DX, Replicate optimizes multimodal reach, Anyscale optimizes distributed Python. This lesson gives you a matrix you can hand a founder.
This lesson isn’t interactive yet.
It is part of the curriculum and will get the same treatment as Phase 1 — a visual cover, hands-on labs, derivations with numeric checks and a quiz. Until then, the original lesson is the best place to read it:
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