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.@Baseten is building the Inference Cloud, and has raised another $1.5B to invest aggressively in their capacity, infrastructure platform and research products. Today, they serve the leading AI-native companies who want to own and improve their intelligence. These frontier customers need special-forces support and frontier scale. Baseten wins by helping these demanding, sophisticated customers do more than they could on their own, in their unique domains — embedding engineering and research capabilities, offering a truly elastic cloud, and providing tools for full-stack and complete-loop optimization. Everything we see at @Conviction suggests we remain <1% into the wide and explosive demand for inference, and the world is still beginning to imagine the ways and volume at which we will use computational intelligence. We are continuing to invest in the cracked, principled and maximally ambitious team at Baseten. We’ve been believers since day one — but the scale of the problem and the opportunity means it still feels like day one to us.