Software
What is Baseten?
Baseten is an AI inference company that provides infrastructure for deploying machine learning models. The company reports strong customer retention and revenue growth, with nearly all inference volume coming from fine-tuned or custom models.
Release history
- May 2026 - Tuhin Srivastava said none of Baseten’s top 30 customers have ever churned, citing roughly 400% annual net dollar retention.
- May 2026 - The host stated Baseten is expected to do more than $1 billion in revenue that year.
- May 2026 - Tuhin Srivastava said no one is just running vanilla open-source weights, and by inference count, 99% comes from fine-tuned or custom models.
In the discourse
Attributed discussion of Baseten.
By the numbers
Baseten reports 400% annual net dollar retention, with zero churn among its top 30 customers.
“None of our top 30 customers have ever turned. You know, we're talking like 400% annual NDR.”Tuhin Srivastava · 1 May 2026
By the numbers
Baseten projects more than $1 billion in revenue for 2026, according to the host.
“I think I can say you're expecting to do more than a billion dollars in revenue this year.”
Worth quoting
Tuhin Srivastava on the universality of model customization among Baseten customers.
“No one is just running the vanilla open source weights.”Tuhin Srivastava · 1 May 2026
By the numbers
By inference count, roughly 99% of AI inference is driven by application-layer companies rather than direct enterprise adoption.
“I think if you look by inference count, it'd be 99% the former.”Tuhin Srivastava · 1 May 2026
Citation Bureau · reference note, compiled from attributed expert discussion. Last updated 2026-08-17.