You Kaichao on How vLLM Grew from Open-Source Project to AI Infrastructure Company

Inferact co-founder You Kaichao traces vLLM’s path from Berkeley research to a company, then explains why model, inference, hardware and agent design increasingly have to move together.

YKYou KaichaoGuest · Co-founder and Chief Scientist
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Zhang Xiaojun Podcast
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Jul 28, 2026
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SUMMARY

In 30 seconds

In a long conversation with Zhang Xiaojun, You Kaichao describes how he moved from algorithm research into machine-learning systems and helped grow vLLM from a Berkeley project into a major open-source inference engine. He explains why the maintainers eventually formed Inferact, how they balance company building with community governance, and why open-source infrastructure needs sustained people and resources. The discussion then turns to co-design: specialized chips shape which model architectures succeed, while inference systems and agent harnesses influence how efficiently models can be used. Kaichao argues that open models are likely to spread because users can collect data and adapt them, and that progress depends on first-principles engineering as well as careful choices about energy, compute and long-term human goals.

  1. 1vLLM needed a production-focused phaseKaichao says the project’s 2024 V0-to-V1 refactor helped move vLLM from a research prototype toward production use; the next challenge was deployment across larger clusters, models and hardware.
  2. 2The team feared regretting a failed vLLMThe founders compared startup risk with the personal cost of walking away from a project they believed needed them. Kaichao says the possibility of regret mattered more than unusually high salary offers.
  3. 3Inferact gives maintainers sustained capacityThe company can provide engineers, compute and legal capacity, while vLLM remains under the PyTorch Foundation’s stewardship. Kaichao presents the two roles as complementary.
  4. 4Hardware constraints select for certain modelsKaichao uses matrix multiplication and FlashAttention to show how an idea’s practical success depends on whether systems and chips can execute it efficiently.
  5. 5Tokens carry the model that produced themUnlike interchangeable units of electricity, tokens reflect a model’s behavior and quality. That difference affects how inference providers and agent systems should be designed.
  6. 6Engineering should start from first principlesKaichao urges teams to understand the actual workload and hardware before adopting a technique. He connects that habit to long-term progress in models and infrastructure.

Takeaways

  1. Open-source infrastructure needs long-term maintainers, institutional support and a clear way to fund engineering.
  2. A research idea becomes useful at scale only when systems work makes it reliable on real hardware and workloads.
  3. Model architecture, inference engines, accelerators and agent harnesses increasingly need to be designed together.
  4. A strong open-source community depends on maintainers setting scope and learning from users, not maximizing contribution counts.
  5. Kaichao expects model capabilities to become easier to reproduce, making fast iteration and useful deployment more durable advantages.
  6. First-principles understanding helps engineers distinguish real performance improvements from lucky measurements or fashionable techniques.
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01

A conversation about vLLM, open source and AI infrastructure

The opening previews the central tension of the conversation: whether a research-born open-source project can survive and grow into a company without losing its community. You Kaichao and host Zhang Xiaojun also explore how models, inference systems, hardware and agent harnesses need to be designed together.

Host Zhang Xiaojun introduces the conversation with You Kaichao, Inferact co-founder and chief scientist. Inferact grew out of vLLM, a campus open-source project, and the discussion will examine how a community project became a company.

The opening frames a question about what maintainers give up to sustain a project they believe in. The conversation also promises a technical discussion of how models, infrastructure and hardware can be designed together.

In a teaser, Zhang previews the technical question of designing an inference engine for workloads with different demands. He introduces model–infrastructure co-design as a theme of the interview.

The opening teaser asks how an inference engine can make better use of energy under different model and workload conditions. Kaichao frames this as co-design between the model and infrastructure, and points to DeepSeek’s infrastructure expertise.

The teaser distinguishes tokens from electricity: a DeepSeek token cannot simply be converted into a Kimi token, because each output reflects its model’s behavior.

02

You Kaichao’s Path into Programming and AI

Zhang asks about Kaichao’s early interest in programming, his education at Tsinghua, and the experiences that shaped his research path. Kaichao describes moving from algorithm research toward machine-learning systems.

Kaichao introduces himself as a Tsinghua graduate with both a bachelor’s and PhD. He is now Inferact’s co-founder and chief scientist, maintaining the vLLM ecosystem and aiming to provide software services for AGI; he also recognizes several guests from Zhang’s podcast.

Before turning to the technology, Zhang asks about Kaichao’s personal path: when he first learned to program and whether he took part in competitions.

Kaichao describes himself as a typical science student. He won a provincial first prize in physics, but the result did not materially change his gaokao outcome.

Kaichao first encountered programming through visual tools such as Geometer’s Sketchpad, which let him plot functions and build animated physics simulations.

Kaichao first learned Python through XuetangX, a Tsinghua online course platform modeled on edX. He had used online lectures for college physics while preparing for competitions, then followed his curiosity into programming.

XuetangX offered Python instruction alongside its physics courses. Kaichao says it was the first time he seriously studied a programming language.

He says learning courses helped him understand difficult ideas more deeply than repetitive practice. That process felt valuable even when the gaokao did not test the extra knowledge.

Zhang notes that Kaichao’s gaokao score was only about two points above Tsinghua’s admission line and asks how he made a comeback there.

Kaichao says that once he entered Tsinghua, he stopped focusing on his entrance-exam score and turned to the things he wanted to learn and do at university.

Kaichao says the many emails he sent to professors came from taking more than a dozen courses, not from a strategy to impress people. He genuinely enjoyed learning and exploring topics.

At Tsinghua, Kaichao studied transfer learning and data-scarce generalization. He says this seemed far removed from the inference systems that later made him known.

Kaichao entered AI research around 2018, when conferences published hundreds of papers rather than today’s enormous volumes. At first he felt the academic community’s review process was healthy.

As conference submissions grew exponentially, the reviewer pool did not keep pace. Kaichao saw both review volume and quality falling short of the number of papers submitted.

He eventually stopped treating publication as his main goal. Kaichao felt the conference system was becoming too large for its reviewers to assess reliably.

Beyond concerns about peer review, Kaichao saw algorithmic progress depending increasingly on machine-learning systems. Better algorithms alone could not overcome limits in data, compute and implementation.

He recalls reading new papers as if each revealed a fresh direction. But many ideas could be tried in small experiments; the harder question was whether they would still work at scale.

He and other students sometimes imagined variations on published methods, but small experiments did not establish that an idea would scale. He later saw this as a key difference between speculation and usable systems work.

Kaichao says small experiments can make an idea look promising, but scaling often reveals system limits. His own projects had not yet shown the same impact at larger scale.

Kaichao often attended industry events while studying. At VALSE in 2022, a conversation with Megvii’s Zhang Xiangyu helped him see how computer-vision algorithms were shaped by specialized hardware.

At a 2022 VALSE conference, Kaichao spoke with Zhang Xiangyu, then a leading computer-vision researcher at Megvii. The conversation exposed him to the close relationship between algorithms and specialized hardware.

Megvii had built hardware specifically for object detection and computer vision. Engineers manually managed data movement across cache levels, an example that made systems constraints vivid to Kaichao.

Kaichao says the connection between specialized hardware and algorithms left a deep impression on him. Together with other experiences, it pushed him from algorithm research toward large-scale systems research.

He connects the shift in opportunity to timing: earlier algorithm research was a relatively open field, while the later scaling era rewarded more compute and data, raising the importance of systems that could use them.

Kaichao says algorithm research had more open territory in Kaiming He’s era. As scaling laws gained influence, researchers could often improve results by adding data and compute, making systems increasingly central.

Kaichao says he spent little time doing research as an undergraduate; his move into AI came through courses and the opportunities available in his lab.

As an undergraduate, Kaichao learned from open courses including Fei-Fei Li’s computer-vision course and Christopher Manning’s NLP course. He then sought out a lab to continue studying AI.

Kaichao had considered studying abroad, but the pandemic disrupted his plans, so he stayed at Tsinghua. He later continued research there, working on transfer learning in data-scarce settings.

His data-scarce learning methods usually added a general technique to an existing solution and improved accuracy by one or two percentage points. The results depended heavily on another team’s task and resources.

GPT-3 was released as Kaichao began his PhD, and large models were taking off. His lab lacked the compute for pretraining, so he focused on fine-tuning methods.

Fine-tuning research on large models produced modest gains, but larger pretrained models soon overtook them. Kaichao concluded that systems offered a more durable way to contribute than incremental algorithm improvements.

Kaichao switched to machine-learning systems in the second half of his PhD. In 2024 he returned to Berkeley as a visiting scholar and began working directly on vLLM and inference.

The Berkeley internship preceded Kaichao’s Tsinghua Grand Prize, which he received near the end of 2019. The two events helped shape how he saw his options.

RISE Lab combined machine-learning algorithms and systems research. Michael Jordan led the algorithm side, while Ion Stoica worked on machine-learning systems.

During the Berkeley RISE internship, he encountered both machine-learning and systems researchers. Zhuohan Li, who was about to begin a PhD with Ion Stoica, shared his research experience with Kaichao.

Zhuohan Li was a new PhD student in Stoica’s group when Kaichao was an undergraduate intern. Kaichao added him on WeChat after hearing about his research.

After Kaichao returned from his 2019 summer research exchange, Michael Jordan and Ion Stoica visited Tsinghua. Kaichao helped organize the visit and spoke with them about their research.

Kaichao says he worried that work he built might have no users. During one of the visit activities, he asked Ion Stoica how to build machine-learning software that people would actually use.

Stoica’s reassurance that good software will find users helped Kaichao overcome the fear of building something nobody would adopt. He says the advice was an early influence rather than an instant career decision.

Tianshou trained game-playing agents and gave Kaichao practical experience building a reusable system with Jiayi Weng, his undergraduate classmate.

At the end of 2022, ChatGPT launched, and Kaichao saw that his friend Jiayi Weng—known online as “Qingpingguo”—had become a ChatGPT trainer. Weng’s name appeared in OpenAI blog posts, prompting Kaichao to ask him for advice about his own direction.

Kaichao says algorithm and data research are closely tied to company resources, while infrastructure work can build reusable systems. He was also weighing the pandemic’s effects and his own long-term direction.

By fall 2023, international exchange had resumed and RISE Lab had become Sky Computing Lab. Kaichao was now committed to machine-learning systems and asked Ion Stoica whether he could return to Berkeley as a visiting scholar.

Kaichao told Stoica that he had spent four years wondering whether he could build something people would use. The visit brought him back to the question he first asked in Berkeley.

The vLLM project emerged from a chain of relationships and timing. Kaichao says his 2019 internship helped him meet Zhuohan and become interested in systems before the project existed.

Looking back, he describes the move toward systems as both a personal choice and a product of the moment. An internship, open-source experiments and the rise of large models all reinforced one another.

Kaichao distinguishes theoretical machine-learning work from building the practical foundations that others use. He says the fields are not better or worse; his own preference is for infrastructure.

Kaichao says he prefers building the practical foundations that enable others’ work. He does not consider theory and systems better or worse; the distinction is personal preference.

Kaichao and Jiayi Weng approached Tianshou as a reusable reinforcement-learning toolkit. Their shared interest in building something others could use was as important as their parallel research interests.

Kaichao and Jiayi Weng were drawn to similar problems and worked together on Tianshou. Their collaboration grew from shared interest rather than a plan to build a company.

His loss of interest in academic publishing happened gradually. Early in his degree he still believed in the research process and only later concluded that systems better matched his goals.

The Tsinghua Grand Prize recognized Kaichao’s earlier work, largely achievements from before 2019. He says the award did not instantly define his future direction.

Kaichao says Tsinghua’s Grand Prize is now discussed less as a definitive ranking. A scholarship can recognize achievement, but it should not become a public label that narrows a student’s identity.

He recalls that Tsinghua had several scholarship programs and that multiple high-achieving students received them. The prizes were meant to recognize achievement, not determine a single winner among students.

Kaichao recalls other scholarship recipients who became highly visible while still young. He says students may not yet be mature enough to carry the weight of public attention.

He remembers that publicity around scholarship winners could be intense when recipients were still young undergraduates. The university later toned it down, recognizing that students were not yet ready for that exposure.

Public discussion sometimes framed the scholarship as selecting the ten most impressive Tsinghua undergraduates. Kaichao says that framing placed too much meaning on young students’ awards.

Kaichao says a university should be a stage where students participate, not just watch. He offers this perspective as an alumnus rather than someone still seeking recognition there.

Zhang asks whether Kaichao was drawn early to standardized, general-purpose tools. Kaichao points back to Tianshou as a small machine-learning system that helped researchers reuse work.

His frustration with papers grew partly from an uncertain submission process and the need to argue over incremental results. In systems research, he could instead investigate where a speedup came from.

In systems work, Kaichao could trace a speedup to its cause and explain the principle behind it. He found this more predictable than relying on uncertain paper decisions.

He describes systems research as rewarding because time spent optimizing can produce measurable gains. Researchers can inspect the mechanism and explain what changed.

Kaichao says truly influential algorithm positions are rare and require strong resources. Without that environment, even a clever idea may be difficult to validate or scale.

He prefers concrete measures of usefulness: whether people adopt the software, star the repository or report that it helped them. A reproducible performance gain gives users a clear, testable benefit.

Once a tool is already useful, the team can write a paper documenting what it does. Reviewers are then evaluating a working contribution rather than a speculative claim.

He values being able to tell users exactly why a method is, for example, twice as fast. The result can be reproduced by others, and their feedback provides practical confirmation.

The host asks about the origins of vLLM. Kaichao says he had met Ion Stoica in 2019, but the project began later, around mid-2023, after work on the PagedAttention paper.

Before vLLM, Kaichao could only explore independently while large-model work accelerated in the US and Europe. The project later gave him a way to join that systems movement.

03

How vLLM grew from a research project

The vLLM team turned a Berkeley research result into a widely used open-source inference engine. Kaichao describes the project’s origins, its maintainer culture, the 2024 production refactor, and the need for durable governance.

Kaichao joined after vLLM was underway: the project started around mid-2023, was open-sourced in June and had already begun to grow before his 2024 visit.

The initial vLLM team came from Ion Stoica’s students and began as a laboratory research project. Zhuohan Li was among the founding researchers.

Kaichao places vLLM in a Berkeley tradition of open-source infrastructure, alongside projects such as BSD, RISC-V, RAID, Spark and Ray. These projects began in research settings and grew into long-lived systems used across industry.

Kaichao says the project was first a research effort, then students became its maintainers and grew a wider community. He saw a chance for vLLM to become an industry foundation, as Spark had.

Kaichao recalls advice to give a research group a focused five-year horizon, allowing PhD students to concentrate on a field. When a project meets the moment, it can grow into an important infrastructure system like Spark.

Kaichao saw vLLM as a possible next infrastructure project in the Berkeley tradition. By the time he arrived, it was already open source and attracting users.

Maintaining open source was harder than Kaichao expected because PhD students are at different stages. New students need research results, while others are preparing to graduate.

He explains why students’ timing matters: first-year PhD students often need papers, while those near graduation are busy finding jobs. Students between those stages may have the time to maintain infrastructure.

Students nearing graduation are busy looking for jobs and moving into industry, so they often have little time to maintain open-source software. The project needed contributors whose schedules allowed sustained work.

Kaichao joined as the fourth core contributor after deciding to change research direction. He was not trying to found a project for personal credit; he wanted to contribute to an important one.

He was the fourth core contributor and devoted himself to the project. The earliest maintainers included the PagedAttention paper’s authors and Woosuk Kwon.

One early contributor was already an open-source veteran and later became Inferact’s CEO. Kaichao describes the core team as a group of people who could commit full time at the right moment.

Woosuk Kwon was among the earliest full-time contributors after Zhuohan Li and another maintainer. Kaichao joined next, with time available and a sense that the project deserved sustained attention.

Kaichao rejects the idea that a project must be founded by the person who later leads it. He says what matters is whether someone contributes to a useful project when the opportunity arises.

He found vLLM compelling because inference had become essential once large models were trained. The project addressed that growing need at the intersection of rapidly changing models and hardware.

Inference follows training: a model needs a serving system to generate outputs. Kaichao saw vLLM as occupying an essential position in the large-model stack.

Before joining Berkeley, Kaichao proposed project ideas in his exchange application. His interests were already shifting toward inference and software with practical impact.

Kaichao distinguishes vLLM from its associated paper, PagedAttention. The paper introduced a way to manage the KV cache using an idea inspired by operating-system virtual memory; vLLM grew into a complete inference system around it.

He says vLLM’s broader problem is how to provide efficient inference while models and hardware evolve rapidly and remain tightly coupled. PagedAttention manages the intermediate KV-cache state generated during autoregressive inference.

PagedAttention was not an isolated theoretical trick: researchers analyzing LLM inference could arrive at similar ideas. The paper’s contribution was to make the approach concrete and validate its value with extensive experiments.

The PagedAttention paper received borderline conference reviews despite extensive experiments. After acceptance, the authors released vLLM as a prototype that let users experience the technique in a working system.

PagedAttention and vLLM became central parts of the inference system, alongside optimizations added later. Kaichao says the project’s scope grew beyond the original paper.

The team had already built a prototype showing the gains, then released it publicly. Kaichao links that decision to Stoica’s view that useful software should be shared and find users.

After the paper’s prototype was released, Ion Stoica encouraged the team to maintain vLLM as an open-source inference project. Woosuk and Zhuohan continued the work, and Simon and Kaichao later joined.

He says people naturally move in and out of companies, but an open-source project is more vulnerable when its maintainers leave. The team’s challenge was to make the project’s work meaningful enough to retain them.

Kaichao says he values meaningful work over climbing a corporate hierarchy. He joined vLLM because maintaining important infrastructure felt more meaningful than pursuing a title.

Kaichao says contributors sometimes leave for personal reasons, and that cannot be forced. The maintainers focused on meaning and shared commitment rather than titles.

The team’s needs were modest: food, housing, a computer and internet access. Kaichao says a shared sense of purpose helped them tolerate the limited resources.

The founders joked that they had little beyond food, shelter, internet and computers, but were content because they believed in the work. That sense of purpose helped them persist through a difficult period.

Kaichao frames 2024 as a year of refactoring after the 2023 PagedAttention paper and prototype. The goal was to make the system reliable and usable beyond a research demonstration.

In 2025, the focus shifted to large-scale deployment as models and hardware grew. Open-model development also became more centered in China, increasing demand for local support.

The 2025 expansion of Chinese open models gave vLLM many new architectures to support. Kaichao says the team’s China community helped meet that demand.

Open-source projects experience people joining and leaving, which made the vLLM team’s progress feel uncertain. Kaichao says they endured a volatile period rather than following a fixed plan.

The host asks why the team undertook the V0-to-V1 refactor even though users might not see a large change. Kaichao says it was needed to handle the new challenges created by evolving models and hardware.

He compares the model to a generator that turns resources into useful output, while hardware supplies energy. The analogy leads into why the inference engine and model should be designed together.

He compares the refactor to replacing one generation of power infrastructure with another: users should see continuity even as the system beneath them changes substantially.

V0-to-V1 aimed to keep the user experience consistent even as applications switched among models and hardware. Users should not need to learn a new interface for every backend.

V0 and V1 reflect the fact that model and hardware requirements keep changing. The team wanted a versioned path that could offer users a consistent interface despite those shifts.

In 2024 vLLM was still handling models whose architectures were less tightly coupled to hardware. Some complex attention methods affected the engine, but the overall workload was more manageable.

At first, model architectures were less tightly coupled to hardware. Some complicated attention methods affected the engine, but the larger wave of specialized models had not yet arrived.

DeepSeek V3 appeared just as Kaichao returned from Berkeley, followed soon by R1. Their rapid releases and optimized architectures changed what inference frameworks needed to support.

DeepSeek’s MoE models evolved through several generations, and vLLM added optimized variants to serve them. The work required learning from the model team’s infrastructure choices.

DeepSeek’s optimized infrastructure pushed vLLM to learn from its implementation choices. Kaichao says model releases and infrastructure techniques began to influence each other more directly.

The speed of model releases meant the team had to adapt before the ecosystem settled. Kaichao recalls the pressure of companies preparing launches around major industry events and needing inference support quickly.

As Chinese open models became more complex, vLLM had to support them and build closer communication with users. Kaichao spent 2025 growing a Chinese community around the project.

The Chinese user community initially had less access to the project’s US-centered channels, including Slack, and time zones made face-to-face coordination difficult. Kaichao helped establish a local vLLM community.

Foreign communication software created friction for users in China. The maintainers started a Chinese-language vLLM community to make support more accessible.

After returning to China, Kaichao found that many vLLM users had little direct contact with maintainers because of time zones and limited channels. A local community helped close that gap.

The PyTorch Foundation’s restructuring gave vLLM a formal governance home. Kaichao says the arrangement addressed concerns about which institution could provide continuity for a project larger than a university lab.

Some founders were uncertain whether vLLM could find maintainers for the long term. Stoica suggested following the model of established open-source projects and creating a durable foundation.

The foundation provides governance and an open-source commitment but does not direct vLLM’s technical roadmap. Maintainers and contributors continue to make engineering decisions within the project.

The PyTorch Foundation hosts many top-level projects, including PyTorch itself. Kaichao says the foundation offers governance without taking over technical direction.

The foundation can guarantee that vLLM remains an open-source project and protect its name. A university lab cannot promise continuity after its students graduate.

A lab’s five-year student cycle cannot guarantee long-term maintenance. The foundation can hold the project’s identity and trademark while a separate organization provides ongoing engineering capacity.

The founders wanted vLLM to remain open source even as its commercialization moved to a company. Inferact could lead technical development while other community firms contributed.

Inferact is not the only organization developing vLLM. Red Hat, NVIDIA and AMD contribute as well, while the foundation keeps the project’s name and open-source status in the public domain.

The foundation owns the vLLM trademark and guarantees the project remains open. Inferact is a technical leader, not the sole owner of the project or its name.

Stoica warned that a project of vLLM’s size could die without a company to sustain it. He compared the need for an organization to the support behind major infrastructure projects.

04

Why vLLM Needed a Company

Kaichao explains why the project needed sustained organizational support and how the founders weighed that responsibility against outside opportunities. The decision grew from technical needs, personal commitments and the fear that vLLM might otherwise fail.

Stoica argued that vLLM had reached the significance of earlier infrastructure projects without an organization to sustain it. Kaichao says a company could support its development while the project remained open.

A company alone cannot dictate terms to an open-source ecosystem. If one firm controlled the project, other contributors might not accept its roadmap or governance.

Kaichao says a company can support vLLM’s development, but the founders were students unfamiliar with startup life. They had to weigh that responsibility against the safer academic and job paths available to them.

Kaichao says starting a company was unfamiliar and uncomfortable for a student team. They had to decide whether to leave a safe academic path for a responsibility they had never held.

Stoica had urged the students to create a company as early as 2024. The founders were inexperienced with startups, but they understood that outside companies could not indefinitely assign staff to vLLM.

Kaichao had already decided to join a vLLM startup, but the other contributors had not yet committed. Since he could not start it alone, he accepted a postdoctoral offer and agreed to wait for the others.

Kaichao had decided to join the startup, but the rest of the group had not committed yet. He accepted a postdoctoral position while waiting for a shared decision.

Kaichao asked Michael Jordan whether he should take a well-paid job or keep supporting vLLM. Jordan advised him to support the project, drawing on his experience; Kaichao found the advice persuasive.

Kaichao says this advice reinforced a decision he had already been considering: the group would eventually need a company to sustain vLLM, though the timing was not yet right.

Kaichao thought another founder might be better suited to become CEO. He says their division of responsibilities grew from strengths and experience rather than titles.

All the founders agreed that vLLM needed a company behind it for continued growth. They also learned that external companies could not keep donating staff whenever the project needed help.

The team found that partners could help only within their own priorities. They could not ask employees at another company to work on vLLM indefinitely, so independent staffing became necessary.

The founders concluded they had to create their own company. Woosuk, the CTO, was the most hesitant because he had unusually strong outside opportunities.

The founders considered the wealth Woosuk might have earned by joining another company. They asked whether that compensation would matter if vLLM later failed.

To persuade Woosuk, the founders asked whether he would regret leaving if vLLM failed years later. The question appealed to his attachment to the project as much as to a business case.

The founders persuaded Woosuk to join and brought in other committed collaborators, including Roger, who had contributed to the open-source project for years. They shared a goal of building the inference engine for the AI era.

Despite high outside offers, the founders chose entrepreneurship because they wanted to build vLLM well. On the eve of incorporation, an executive at a major technology company tried to recruit all four founders instead.

The company offered the founders substantial compensation to build inference infrastructure. By then they were committed to Inferact, so they declined without hesitation.

Woosuk did not join xAI or Thinking Machines Lab, though he had worked part-time at Google DeepMind. Zhuohan Li did not join Inferact because he had graduated earlier, was already working, and had responsibilities at his company.

Zhuohan Li’s algorithm helped give rise to vLLM, but he did not join Inferact. He graduated in 2024, before the others were ready to start a company, and by then had his own work at OpenAI and Meta.

Zhuohan Li had already established his career after graduating and did not join Inferact. Kaichao says they did not force him to leave his existing commitments.

Kaichao says he had decided early and rarely doubted the choice. The founders believed the project mattered enough that they would rather attempt to make it succeed than take a large offer elsewhere.

Kaichao says all four founders wanted vLLM to succeed, even though Zhuohan did not join the company. Their shared question was whether they would regret not trying to sustain the project.

05

Maintaining an open-source project at scale

Kaichao explains how vLLM’s maintainers make decisions, set technical boundaries, and handle a growing flow of contributions. He argues that the community’s most valuable work may shift from writing code to sharing real user needs.

The host asks how vLLM’s governance works in practice. Kaichao says he will focus on the project itself: it uses a familiar tiered model, with a small group of ‘benevolent dictators’ making final decisions.

vLLM uses a tiered governance model: a small group of “benevolent dictators” makes final calls, while about a dozen core maintainers own day-to-day areas and a wider group contributes.

A small decision-making group makes final calls, while roughly a dozen core maintainers own day-to-day areas. The PyTorch Foundation’s governance also includes participation from large companies and hardware vendors.

The foundation’s governance includes participation from major companies and chip vendors. Technical maintainers still lead the engineering roadmap.

Kaichao says open-source projects are more like clubs than companies: contributors can leave, and there is no employment authority. Even so, project leaders need a process for resolving disagreements.

Maintainers sync weekly on priorities. Kaichao says the hard decisions are about which features and workloads deserve attention, not simply how to accept more outside contributions.

Recommendation-system developers objected to Beam Search’s removal because it mattered in their work. Kaichao says vLLM had to prioritize its central inference use cases.

Beam Search is one example of a hard call. Although recommendation-system developers valued it, Kaichao judged it too complex and poorly suited to the LLM workloads vLLM prioritized, so he removed it.

The project does not prioritize supporting every small model, including some only a few hundred megabytes in size. Maintainers focus on models users actively deploy.

With more than two thousand contributors, vLLM cannot review every change. Kaichao says the team must prioritize what not to do as AI coding agents increase contribution volume.

Kaichao says vLLM became one of GitHub’s most active projects by contributor activity. The volume of incoming work is a mixed blessing: maintainers have to triage contributions and decide where limited review time goes.

Some training programs encouraged students to file minimal pull requests to improve their interview prospects. Kaichao says this overwhelmed maintainers and undermined meaningful contribution.

Some pull requests arrive with no human involvement and no accountable author. The maintainers call these empty, automatically generated submissions “AI slop.”

Some submissions were generated by agents with no human ownership or context. Maintainers call this “AI slop”; they may reject it outright instead of spending scarce review time on work that lacks substance.

The host asks whether this is a wider community trend. Kaichao cites PyTorch maintainer Edward Yang, who wrote that maintainers may not have capacity to review every pull request and may be better off implementing needed features themselves.

Kaichao says maintainers can ask a coding agent to implement a feature because they have more context about the codebase and user need. This makes accurate reports of real problems especially valuable.

Kaichao is unsure whether communities should rely more on AI contributions, but vLLM still needs human maintainers to anticipate future models and hardware that are not yet public.

Maintainers must consider models and hardware that will arrive in the next few months, not only current releases. That requires context and anticipation that generic coding agents do not have.

He believes project continuity depends heavily on the founding team staying involved. When the technical backbone changes, the community has to adapt and can lose direction.

Kaichao warns that coding agents create the illusion that all software is easy to write. Some projects still require deep domain knowledge and sustained technical judgment.

The host asks what causes open-source communities to split or decline. Kaichao says success depends on a real need and the ability to sustain the project behind the scenes.

A high-impact project also needs a sustainable operator. Kaichao points to the history of important open-source dependencies that received little investment until a serious failure exposed the risk.

Woosuk was particularly important to recruit because the project needed a maintainer who could carry its technical direction. Kaichao says he and Simon alone would not have been enough.

Kaichao says some projects with strong roots falter when maintenance is neglected. The community may not invest until something breaks, even when the software is critical.

He recalls the OpenSSL incident as an example of critical software maintained by only a few people. The lesson is that everyone depends on infrastructure that may have too few resources behind it.

Open-source maintenance is often underfunded until a failure makes the dependency visible. Kaichao says the community’s importance can be easy to ignore while the software still works.

Putting vLLM inside one large company could bring that company’s interests into project governance. Other contributors might not accept the arrangement, making it harder to unite the ecosystem.

Asked when the company became necessary, Kaichao says there was no single turning point. By 2025, the team faced growing staffing, legal and compute needs that an open-source community could not reliably meet.

The first problem was staffing: volunteers came and went, making it hard to sustain work on important features. A company could keep people focused on the project full time.

Working with companies also required non-disclosure agreements. An open-source community without a legal entity could not sign an NDA or access confidential deployment information.

The team needed a legal organization that could sign agreements and receive information from partners. That access mattered as customers sought help deploying large inference clusters.

By 2025, many performance improvements had to be made at the cluster level. Donated compute was temporary and could be reassigned, which made it hard to plan sustained engineering work.

Kaichao says a borrowed cluster might be reclaimed within a month or redirected to the provider’s urgent internal work. The team could not build long-term plans around resources that were never guaranteed.

06

From community project to Inferact

The vLLM maintainers formed Inferact to provide sustained engineering, compute and legal capacity. The company’s commercial work is intended to expand the open-source project, while the PyTorch Foundation provides a durable home for the project and its trademark.

By 2025, the project’s scale made it hard to continue without a company. The founders had been waiting for the right time and the completion of their degrees.

Once the founders had all graduated, they agreed to start the company. Simon shared Kaichao’s view, while Woosuk still needed time to consider the personal risk.

The founders asked Woosuk to imagine vLLM failing after he had chosen a lucrative job. He considered the possibility for several days and then agreed to join.

The team had to discuss fundraising, one of the areas where they felt least experienced. Existing investor support for vLLM made the process smoother than they had expected.

A16Z had supported the vLLM open-source project with a grant in 2023. Other investors later contributed to the community as well, so they already understood the project before Inferact was founded.

Sequoia and ZhenFund also supported the open-source community. Investors had recognized vLLM early and believed it was important infrastructure.

Kaichao says investors had been waiting for the founders to make a decision, with some saying their money was ready. Even after the seed round, the team heard further offers of large SAFE investments.

Although the seed was large, Inferact plans to match fundraising to growth and milestones. Kaichao says they are cautiously optimistic and do not raise money simply because it is available.

Kaichao says investor interest reflected vLLM’s central place in open-model releases: new models needed support from the inference engine and customers were ready to use it.

Investors were bullish because vLLM occupied a central position in the open-model ecosystem: every new model and chip needed inference support. Kaichao says customers were also waiting for the team to form a company.

The founders were also finishing their degrees and had little time for company operations. After graduation in July, they could begin moving more seriously.

Kaichao says he had kept urging the group to start a company. The host asks how the founders divide responsibilities and what role Ion Stoica plays.

Stoica brings a broad view of the industry and advises the company on what to focus on at each stage. The founders then take ownership of concrete areas and existing relationships.

The founders divide responsibilities based on existing contacts and work. Ion Stoica advises at a high level, while each founder advances areas they already know.

The four founders retain a form of shared technical leadership: whoever owns a decision area can act with the others’ support. Kaichao says the community has not lost trust in Inferact; many users hoped the team would start a company so it could sign NDAs and secure resources.

Companies often keep their compute resources inside their own organizations, making it difficult to lend them to outsiders. Grants also left practical questions about who could hold funds and buy the needed compute.

With company staff and hardware, the team can support new model and accelerator releases more reliably. Partners can also make commitments that were difficult to handle through volunteers.

Commercial partners support Inferact when it helps the broader project serve new models and hardware. Kaichao says many partners want vLLM to remain useful to the community.

The community’s needs remain the priority when they conflict with a commercial request. Kaichao says demand currently exceeds capacity, so Inferact can decline customers whose work would pull the team away from the project.

The PyTorch Foundation does not manage technical decisions in the project’s daily work. The maintainers and company handle engineering while the foundation provides governance.

The founders say they never considered closing vLLM. If they wanted a closed project, they could have built a proprietary system; they believe open infrastructure can serve the ecosystem better.

The company name combines “inference” with the aspiration to bring inference into action. Kaichao wants the name vLLM to become synonymous with inference, with Inferact building services around it.

Kaichao hopes Inferact can make LLM inference dependable enough that people think of vLLM and Inferact when they think of inference. The company will build the vLLM ecosystem while exploring commercial services such as hosted endpoints.

One possible product is a hosted pay-per-use service. Another is BYOC: the customer brings the machines and Inferact provides software that produces tokens on that infrastructure.

Inferact is not an engineering consultancy selling staff hours. Its value should come from generating more tokens or reducing the customer’s compute cost.

Running a company changes the team’s ability to set priorities. In the volunteer project, maintainers could only ask people to finish work; now full-time employees can be accountable for it.

In the volunteer project, maintainers could only ask classmates to finish work. As company employees, the team can commit to deadlines and coordinate full-time work.

The founders now sync daily and work more closely than when they were classmates contributing part time. Full-time ownership lets them coordinate around concrete commitments.

Asked about the year’s plans, Kaichao says Inferact is focused on the open-source LLM inference ecosystem: a next-generation inference engine, support for new models and hardware, and better answers to emerging token workloads.

07

Co-designing models, infrastructure and hardware

The conversation connects model architecture to the hardware and inference systems that execute it. Examples including FlashAttention, rotary embeddings, DeepSeek’s infrastructure and speculative decoding show how implementation constraints shape which ideas work in practice.

Kaichao says the company still needs to show how open-source inference can answer customers’ needs. The discussion then moves from the company’s history to technical co-design.

The host asks why models and infrastructure need to be co-designed and invites Kaichao to explain it for a nontechnical audience. Kaichao begins with the familiar analogy between tokens and electricity.

Kaichao maps the system to energy infrastructure: hardware is the natural resource, the model is a generator, and the inference engine acts like a power grid delivering useful output to users.

He asks how a generator should be designed for the energy available in a particular place. This leads to the model–infrastructure co-design idea: match the generator to its energy source and the grid that delivers its output.

The “Hardware Lottery” describes how ideas succeed partly because they fit available machines. As Moore’s Law slowed, specialization made this effect more pronounced.

Since general-purpose gains from process scaling have slowed, chips are increasingly specialized. Models and software must fit those chips to benefit from the performance they provide.

Kaichao cites Hinton’s Capsule Networks as an example of an idea that struggled to fit GPU hardware. He adds that model architecture sets an upper bound on inference efficiency: if that ceiling is too low, systems engineers cannot compensate through optimization alone.

Hardware is already built by the time model teams use it, so algorithms often need to adapt to existing capabilities. Hardware designers also need feedback from the algorithms they hope to accelerate.

Asked for a concrete example of architecture improving inference efficiency, Kaichao points to RoPE. The host asks how a well-designed model architecture can make the inference system more efficient.

RoPE gained adoption as sequence lengths grew and FlashAttention made efficient attention kernels widely usable. Position methods that required rewriting the kernel lost their practical advantage.

Position encodings that required changing the attention kernel fell out of favor as FlashAttention spread. RoPE could complement the existing kernel, making it easier to use efficiently.

RoPE illustrates a favorable fit: its rotary position encoding can complement attention kernels. FlashAttention’s efficient implementation made some alternatives that required changing the attention core less attractive.

Kaichao calls DeepSeek’s infrastructure team world-class while avoiding a definitive ranking. He says its ability to co-design algorithms and systems makes it stand out.

In early 2024, DeepSeek algorithm researchers worked on mixture-of-experts models while also learning how to implement them efficiently. Their cooperation let the architecture and runtime evolve together.

DeepSeek’s algorithm researchers learned infrastructure constraints while infrastructure engineers helped shape efficient implementations. Kaichao says co-design should be reciprocal, not a one-way request from algorithms to systems.

Kaichao says teams should hire people who understand both algorithms and infrastructure when possible. At minimum, each side must learn the other’s constraints through close collaboration.

Infrastructure should not dominate algorithm decisions either. Kaichao cites Expert Choice routing, where an infrastructure-friendly load-balancing choice may not produce the model behavior researchers want.

The host asks which side should have more say. Kaichao says algorithm teams often lead, while infrastructure teams are more passive; he argues both sides need to understand and influence the design.

DSpark is a speculative-decoding approach for autoregressive models. The draft process proposes tokens ahead of the main model, which can then verify them in parallel.

Speculative decoding lets a draft process propose several future tokens, turning part of autoregressive generation into a block that the larger model can verify efficiently.

Kaichao says DSpark belongs to the DFlash family and was not wholly novel to the vLLM team. They had followed the approach for months and were already working on related optimization.

DSpark is a speculative-decoding method. A draft process proposes several tokens, then the target model verifies them; long guesses can waste computation when many are rejected.

The team had already explored DFlash-related optimization, so DSpark did not surprise them. Kaichao also mentions discussions with DeepSeek and Tencent Hunyuan about efficient implementation.

Kaichao says the vLLM team also learns from DeepSeek and Tencent Hunyuan about better inference optimizations. He sees these exchanges as another form of co-design.

Kaichao warns that a leader can be called an infrastructure expert without understanding AI infrastructure deeply. Poor leadership can prevent engineers with real expertise from doing useful work.

A leader who lacks AI-infrastructure knowledge may give bad direction and prevent specialists on the team from doing their best work. Kaichao distinguishes technical reputation from practical expertise.

Building a cluster is capital intensive: teams need money, land and reliable electricity. DeepSeek’s infrastructure experience partly reflects its earlier quantitative-trading work and the data centers it built.

For much of a model’s lifecycle, training once dominated cost. As inference usage grows, the balance changes: serving efficiency increasingly determines how much useful output a model can produce.

Training is an upfront cost, while inference repeats for every generated token. As usage rises, the efficiency of serving the model becomes increasingly important.

Knowing how the model will be served lets infrastructure teams make targeted optimizations. Kaichao says this became more important as usage grew beyond the relatively small inference workloads of earlier models.

Inference demand now competes with finite power supply. Hydropower and wind resources have fixed limits, so specialized hardware and efficient model execution matter as much as raw compute.

Electricity supply cannot grow without limit, so infrastructure teams must optimize for constraints as well as demand. Compute scarcity makes specialized accelerators and efficiency more valuable.

The generator analogy shows why hardware matters: an energy source and generator must match. A design that works well with one hydroelectric setup may be inefficient with another.

Model and infrastructure teams cannot work in silos. An algorithm that changes attention dimensions or state shape may create a system problem that a kernel team cannot solve after the fact.

Asked to name the strongest example of co-design, Kaichao points to DeepSeek. Its infrastructure team is world-class, and its algorithm researchers understand enough systems to make compatible choices.

DeepSeek’s experience in quantitative trading required it to build data centers and optimize performance. Kaichao sees that background as one source of its infrastructure strength.

Owning data centers offers control and potentially lower costs, but it makes rapid scaling difficult. Kaichao says other teams may not be able to reproduce DeepSeek’s model of tightly controlled infrastructure.

DeepSeek has done exceptionally well within its own constraints, but its controlled data centers and hardware choices are difficult for others to reproduce exactly.

Kaichao says co-design takes patience: people need time to learn the other discipline, and it also takes luck for the right people to meet. He sees himself as one of the rare people with experience in both algorithms and infrastructure.

He says algorithm and infrastructure teams often approach problems differently. Algorithm researchers may focus on theoretical expressiveness and downstream capability, while infrastructure engineers start from the hardware they have and what it can execute efficiently.

To reach the hardware’s limits, the teams must understand what algorithms require and how to implement them. Kaichao says he can help both sides learn from each other because he spent years working in each area.

Kaichao says vLLM works with model teams before release so that new systems can launch with inference support. Without a compatible engine, an open model may be difficult to use; close collaboration also lets both sides learn what the other needs.

Kaichao says vLLM supports models even before their public release, so launch teams can validate inference early. A model without an inference engine may be technically available but practically unusable.

Kaichao says compute is abundant in Europe and the United States but scarce in China. That difference helps explain why Chinese models emphasize efficiency, and why model architectures pose different demands for inference infrastructure.

Full attention keeps a relatively small state per token, but that state grows over the sequence and does not change. Other designs may update state differently, giving infrastructure teams a different memory-management problem.

Some hybrid and cross-attention designs create more complex state. Kaichao says vLLM does not need to support every experimental architecture equally: if a design remains uncommon, the team can wait rather than take on unnecessary complexity.

The electricity analogy has a limit. Electricity is standardized, so a device can use a supply that meets the local standard; a token from one model cannot simply be converted into an equivalent token from another.

08

Tokens Carry the Model That Produced Them

Kaichao explains why model tokens are unlike standardized electricity: their behavior reflects the model and inference stack that produced them. That heterogeneity shapes harness design, model support and inference workloads.

Every token carries the imprint of the model that produced it. Kaichao compares the problem to changing the voltage standard from day to day: harnesses and applications must adapt to different models and inference providers.

Model behavior, token formats and provider choices make the ecosystem heterogeneous. The harness has to cope with those differences, while developers also need to account for the fact that models themselves continue to change.

Tokens are therefore not a ready-to-use commodity. Their quality depends on the model and on the inference stack that generates them, leaving the current ecosystem both productive and fragmented.

Kaichao says token quality depends on both the model and the inference engine, leaving the field diverse and somewhat chaotic. Asked how many architectures vLLM supports, he says roughly two to three hundred.

The project also has to remove stale architectures and features. Supporting hundreds of models is useful only if maintainers keep the compatibility layer manageable and focused on what users still run.

Mixture-of-experts models bring three major systems challenges. The first is fine-grained experts: DeepSeek’s work suggests that finer expert partitions can improve the model, but they make routing and execution more demanding.

MoE routes each token to selected experts, so the computation depends on the input. GPUs handle predictable, static data flow especially well; data-dependent routing makes it harder to keep the hardware efficiently occupied.

Very large MoE models may have trillions of total parameters while activating only a small fraction for each token. Serving them requires expert parallelism, data parallelism and careful communication design.

After MoE, researchers continue to explore attention architectures, including linear and sparse attention. Kaichao expects those directions to coexist with further work on positional encoding and other forms of test-time scaling.

Test-time scaling is not new: ensemble methods let several models, or several runs of one model, answer the same question. This spends more computation at inference time to improve the chance of a good answer.

Another form asks one model to spend longer reasoning about a difficult problem. Recent reasoning models can produce hundreds of thousands of tokens, making the cost of a single request unusually high.

Agentic systems scale in a different way: they make many short model calls while interacting with an environment. Each step may use only a few hundred tokens, but the model repeatedly observes results and chooses what to do next.

These forms create different inference workloads. A long reasoning trace is one expensive request; an agent is a series of short calls whose context and state must persist across many turns.

For multi-turn agents, prefix caching is essential. Preserving the common history lets later calls reuse computations already performed, instead of repeatedly processing the same prompt from scratch.

Coding-agent harnesses should keep the prefix stable so the engine can reuse cached work. Some models remove earlier reasoning on later turns, however, so the harness and inference engine may need to co-design how state is carried forward.

Harnesses differ in how they construct requests, and model architectures impose different optimization needs. Kaichao says the resulting fragmentation calls for joint design of harnesses and inference infrastructure.

He warns against repeatedly editing tool-call scopes at the front of a prompt. Since every request then changes its prefix, the engine cannot reuse cached computation and may have to process the whole context again.

Frequently changing information, such as the current date, should not be inserted at the beginning of every request. A model can ask for the date through a tool when it needs it, preserving a stable prefix for caching.

Some harnesses schedule every task exactly on the hour, creating a sudden traffic spike. Kaichao repeats Moonshot’s image of a swarm of “crayfish” setting out together, and suggests randomizing task times to smooth demand.

He is interested in DeepSeek’s hiring for agent-framework design. Since the company already co-designs models and infrastructure closely, Kaichao hopes its harness work will show how agent frameworks can also be designed with inference systems.

The larger trend is toward tighter coupling between model and chip design. Kaichao argues that models must adapt to the hardware available: when they do not, specialized chips cannot deliver their potential performance.

Citing David Patterson’s Turing Award lecture, Kaichao says Moore’s Law no longer provides reliable general-purpose gains. Faster systems increasingly require domain-specific chips tailored to particular workloads.

Matrix multiplication has proved valuable enough to shape modern accelerators. Since chips specialize around it, model architectures also benefit when important computation can be expressed as efficient matrix operations.

Because matrix multiplication solves many problems, modern high-performance chips increasingly specialize in matrix-multiplication units. Model architecture should therefore express its computation in forms that can use those units efficiently.

Kaichao points to NVIDIA’s move from Ampere to Hopper: Hopper’s FP8 capability can deliver twice the throughput of FP16. But globally quantizing a model to FP8 can reduce precision, so model design must find ways to use the new hardware effectively.

DeepSeek’s approach used block-wise quantization for weights and per-channel quantization for activations, aligning with newer hardware formats. Yet block-wise quantization alone still created precision problems in matrix multiplication.

DeepSeek addressed the remaining precision issue by accumulating results on vector units after matrix multiplication, while the chip’s compute units worked in parallel. Kaichao says the technique and its rationale were available in the team’s public technical report.

Asked for a methodological lesson, he says teams need people who can reason from first principles. In a fast-moving field, they must distinguish a useful technique from something that is merely fashionable.

Some performance teams change code and report a speedup without knowing what caused it. Kaichao says sound optimization also requires understanding GPU benchmarking, thermals, power and clock frequency.

Model researchers also need to understand how attention is computed under different batching conditions, not only its textbook equations. That grounding helps them assess proposals for extending context length.

Different teams can reasonably make different choices because their hardware and resource limits differ. The common requirement is to understand the problem from first principles and explain why the chosen solution should work.

When learning GPU kernels, Kaichao first studied the GPU programming model and the design space it exposes. That helped him approach illegal memory access as a problem with tools and debugging methods, rather than trial and error.

He found CUDA core dumps, a long-existing way to investigate GPU failures that was little known in the AI infrastructure community. After asking NVIDIA engineers about it and sharing the method, he says it helped resolve difficult kernel bugs.

Kaichao’s advice is to use first principles to identify the main direction of change, filter out noise and keep investing in useful work. The host then asks for predictions about the evolution of model architecture and infrastructure.

09

Predictions, first principles and the long view

Kaichao offers a cautious forecast about context lengths, open models, energy, and the future of AI systems. He closes by arguing for first-principles thinking and describing a future in which human insight guides silicon-based execution.

Kaichao says it is difficult to make predictions because architecture and infrastructure respond to changing needs. His first forecast is that most human-facing models may settle around a million-token context window, while some scientific fields could need far more.

For models that interact with people, he does not expect context windows to keep growing much. Long-horizon work and lifelong learning can use external memory, skills or subagents instead of packing everything into one prompt.

Kaichao says this is a hot take that can be revisited in a few years. The host then asks whether domestic efficiency work can keep up with overseas test-time scaling and rapidly rising inference-token demand.

Kaichao says efficiency and scaling do not conflict: when token demand grows, efficient inference becomes more urgent. Harnesses can be co-designed with the inference engine, and users can choose cheaper models or reduce unnecessary token use.

He compares inference to electricity in summer, when demand peaks. More people using power does not mean power plants should give up; they must generate more while using resources effectively.

He expects supply and demand for tokens to move toward balance. The supply side can improve production efficiency, while users can plan better and make models use tokens more effectively; the host asks about domestic and overseas differences.

Kaichao says overseas teams currently move faster on results, while domestic teams move faster on efficiency. Asked about Chinese open source’s impact, he says it has taken up the open-source mantle after leading U.S. models moved toward closed source.

The host asks whether the open-source community is large in the United States. Kaichao says open-source inference is more visible there than open-source models, though companies such as Mistral and Poolside still release models. Inferact mainly serves North America, where Chinese open models are also used.

Asked about China–U.S. competition in AI infrastructure, Kaichao says it is better understood as different constraints. China has limited access to high-end compute and therefore works to use available hardware, including domestic chips; land and electricity are more available.

The United States has more high-end chips but faces constraints in land and electricity. Kaichao expects the next infrastructure build-out there to focus on increasing power supply.

Kaichao says leading U.S. models such as OpenAI, Anthropic and Gemini remain closed, while top Chinese models are open source. He predicts open models will eventually win, because people can use them at scale and learn from their behavior.

He compares electricity from a nuclear plant with tokens from a model: a city can use the electricity without learning how it was generated, but every model token carries the model’s imprint. Users can use that data to train or adapt models.

Because models must be used, their training data advantage is hard to keep hidden forever. Coding agents make it faster for companies to gather interaction data and start an internal model-improvement loop.

Asked which companies are building that loop, Kaichao points to Zhipu and its strong coding performance in GLM 5.2. He does not know the details of its data process but believes the company has strengths in data collection.

Kaichao says model capability is difficult to defend for long. The more durable advantage is the ability to iterate quickly, because competitors can adopt successful ideas and open models will become widely available.

He says he is betting on open-source models, not on China specifically. If models from any country are open, he will support them; models are civilian technology that must be used at scale, unlike a nuclear weapon kept as a deterrent.

Once models are used broadly, users can collect data at scale and eventually reproduce their capabilities. The host asks what this means for Inferact and vLLM; Kaichao says the company focuses on inference and expects others to provide the models.

The host asks whether model companies will run their own inference and why vLLM is still needed. Kaichao says they do, but their internal systems are often tied to tightly controlled clusters and difficult to deploy elsewhere.

Kaichao says vLLM aims to provide general-purpose open-source inference. It can run on rented cloud machines with varied limitations, even if those environments cannot be optimized as tightly as a company’s own cluster.

The host asks whether vLLM could become the Linux of AI inference. Kaichao says that is the direction: Red Hat already packages vLLM in enterprise Linux distributions, helping those systems run AI workloads.

The company is not raising funds for their own sake. Kaichao says they want to demonstrate a business model that can scale, then raise capital in step with the company’s progress.

The host says Kaichao seems deeply committed to the open-source community and asks how that part of his character formed. Kaichao begins by reflecting on the open culture he encountered in college and throughout his technology career.

Kaichao’s open-source habits began in college: before starting technical work, search for existing projects and build on them. He sees open source as a global culture rather than a national characteristic.

Kaichao says open source is a global movement, not something tied to nationality. It grew from open-source operating systems and has expanded into many areas of technology.

He considers technical writing another form of open-source contribution: sharing ideas and communicating freely with the community, not only publishing algorithms or code.

Kaichao says writing clarifies whether he understands an idea. He likes formalization because a claim can be checked once it is written down, even when the first conjecture is bold.

Because Inferact has teams in Singapore and the United States, much coordination happens through text and online meetings. Kaichao says the team does not usually co-author long documents; they communicate directly in Slack.

Kaichao advises people entering a competitive field to decide what they want and work from first principles. He hopes they will build steadily rather than be distracted by the pressure to compete.

Asked whether systems set the ceiling for AI after Moore’s Law, Kaichao says David Patterson made that argument and he agrees. He points to FlashAttention as a case where systems work made exact softmax attention efficient, replacing many earlier approximations.

FlashAttention showed that exact softmax attention could run efficiently. Kaichao then turns to autoregressive decoding, which was once dismissed as slow because it generates one token at a time.

Systems work made autoregressive decoding more practical: vLLM combined continuous batching with PagedAttention, and speculative decoding verifies short blocks of proposed tokens. These are examples of systems advances changing the economics of algorithms.

Researchers are also exploring linear attention. Kaichao cites Songlin’s chunk-parallel algorithm in Mamba-2, which divides computation into segments that systems can execute efficiently.

Algorithms that systems can implement efficiently are more likely to survive. Kaichao calls this a hardware lottery and says teams need to co-design with chips and agent harnesses in this specialized, rapidly changing era.

Co-design can create room for progress in the near term but cannot answer every long-range question. Kaichao asks whether trillion-parameter models are enough, whether ten trillion would help, and whether context windows must reach ten million tokens.

The host asks how far AGI may go and how human history will evolve. Kaichao says this is a historical as well as technical question, and describes the present as a technological tipping point.

Computers allow people to preserve not just technologies but earlier generations’ words, thoughts and lives. Kaichao describes this accumulation as an exponential curve that AI can build on.

AI can train on a vast record of human history. The host asks how carbon-based and silicon-based intelligence might coexist as this growth reaches a new scale.

Kaichao says people and silicon systems will have different strengths. Models summarize patterns in their training data, while humans can bring broader context and original insight.

In his ideal future, people guide machine intelligence and use its execution capacity to improve the world. Asked about fate, Kaichao says he has not found a way to observe it.

Asked about fate, Kaichao says he has not found a way to observe it and therefore has no strong basis for belief. The host then begins the rapid-fire questions.

Kaichao says he has no particular favorite food and names Berkeley as the place that shaped his life most, through both an undergraduate exchange and his PhD.

The trivia answer continues: output tokens can reveal clues about an inference engine, including how many speculative-sampling steps it uses. Kaichao then names Jonathan Lee’s song “Hill,” whose lyric about having more to say fits the conversation.

Asked which papers have influenced AI most, Kaichao adds systems work such as FlashAttention, vLLM and Flash Linear Attention to the Transformer and GPT-3 papers. He then states his key bet: open-source models will win, before the host asks about the studio name “Language Is the World.”

Kaichao connects Wittgenstein’s phrase to the result that general equations of degree five and above cannot be solved using only arithmetic operations and radicals. He wonders whether the limits of language also bound what people can imagine.

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