Baseten
ML infrastructure · Seed at the time · baseten.co
Passed Jul 11, 2025 by Sam Ortiz. That was 15 months ago.
Conviction for Harbor Street Ventures
85 / 100
De-risking 1.00, thesis fit 0.50, traction 1.00Why you passed
“no enterprise customers, all hobbyist and indie usage so far”
Sam Ortiz's note, word for word. Every pass risk is now de-risked.
- De-risked
No big customers
Cleared by: a partnership or a named enterprise customer
What changed
Akta news · No big customersOct 14, 2026, 15 mo after the pass
Baseten Adds Runway’s Gen-4.5 and Aleph 2.0 to Dedicated Inference
“Baseten’s access to Runway’s model weights is governed by a distribution agreement”
Weaker: a passing mention, or only the AI linked it to the pass risk. Source
Akta news · No big customersSep 30, 2026, 15 mo after the pass
Kimi K3等中国开源模型接入OpenAI企业服务- DoNews快讯
“Baseten announced a partnership with OpenAI to become its first B2B provider of open-source model inference”
Strong: about this company, and the event type matches the pass risk. Source
Hacker News · No big customersSep 29, 2026, 15 mo after the pass
Baseten x OpenAI: Use open models like GLM 5.3 and Kimi K3 natively in Codex
“Baseten x OpenAI: Use open models like GLM 5.3 and Kimi K3 natively in Codex”
Weaker: a passing mention, or only the AI linked it to the pass risk. Source
Akta news · No big customersSep 29, 2026, 15 mo after the pass
Baseten puts Carbon agent sandboxes into preview with NVIDIA OpenShell
“Baseten says it is a launch partner for NVIDIA's effort and part of the Open Secure AI Alliance.”
Weaker: a passing mention, or only the AI linked it to the pass risk. Source
Akta news · No big customersSep 29, 2026, 15 mo after the pass
Baseten Brings Open Models to OpenAI Enterprise Customers Under Existing Commitments
“The partnership gives OpenAI enterprise customers a way to use Baseten-served open models while drawing on existing OpenAI commitments”
Strong: about this company, and the event type matches the pass risk. Source
Akta news · No big customersSep 28, 2026, 15 mo after the pass
Baseten Names Sheila Vashee Chief Marketing Officer
“build the intelligence infrastructure stack powering AI and enterprise leaders including Cursor, Harvey, HubSpot, Lovable, Notion, Vercel, and Wayfair”
Weaker: a passing mention, or only the AI linked it to the pass risk. Source
Akta news · No big customersSep 25, 2026, 14 mo after the pass
Baseten Names Former Figma CMO Sheila Vashee Chief Marketing Officer
“Its customers include companies such as Cursor, Harvey, HubSpot, Lovable, Notion, Vercel and Wayfair.”
Weaker: a passing mention, or only the AI linked it to the pass risk. Source
Re-engagement note
Approving sets the Affinity status to Re-engage and files the memo to the fund's Roundtable workspace. No email is sent.