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I'm in the final stages of a Deployment Strategist role at Fireworks AI. The comp is a little higher than my current compensation (~220k + equity.) I'm a little hesitant on the equity given how seemingly overvalued they are, but I'm viewing this as a stepping board into more AI-Centric roles (I'm currently a CSM in large tech but having a hard time getting into the top AI companies.) There was a post here a few months ago noting that these companies are racing to the bottom on inference costs (Fireworks AI, Baseten, etc.) I'm wondering if anybody in the AI space has any updated/current insight on how defensible/realistic Fireworks moat is right now (eg is it really just inference costs or is it more of a infrastructure/platform for specialized models?
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[comment u/Impressive_Ad_6770] My sense in speaking with Fireworks LT as well as some VC investing in inference, is that the inference space will be commoditized.