Choose the company, not the category · 01
Inference is a stack, not a startup idea
API accessManaged deploymentRuntime & control planeModel-specific silicon
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Choose the company, not the category · 02
The endpoint is easy; the operating system is hard
Weekend: endpointYears: capacity + reliabilityMoat: workload knowledge
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Choose the company, not the category · 03
Taalas is a precision strike
24-person first product$30M reportedly spentDecades of team history
03
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Choose the company, not the category · 04
One workload can reveal the right layer
Voice-agent SLOCache + admission proofManaged pilotSilicon stays optional
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Choose the company, not the category · 05
Earn the silicon option
Narrow workloadSoftware proofPaid pilotsHardware gate
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