Baseten

“There are a few I like, like Fireworks, and like Fil, and like BaseTen — some infra companies that have formed an early flywheel effect.”

“Cursor, Clay, Harvey, Cognition, Sierra, Baseten, Fireworks, and Lovable all went from roughly $0 to $100M ARR in the past two years, compressing what used to be a 6-10 year journey.”

“Inference provider Baseten is raising up to $1 billion in new funding just 4 months after closing its previous round, and is looking for an $11 billion valuation.”