R K Anand argues Tensordyne can challenge AI infrastructure monopoly

The author argues that challengers can successfully compete against AI infrastructure monopolies by focusing on radically better architectures rather than cheaper clones, reducing technical friction, and building a track record of trust. Drawing on experience as a founding engineer at Juniper Networks, the author suggests that the explosive growth of AI inference and rapidly shifting technical requirements create openings for nimble startups to disrupt established giants. Open article →