Baseten vs Shopify
Side-by-side comparison of AI visibility scores, market position, and capabilities
Baseten raised $300M Series E at $5B (IVP, CapitalG, NVIDIA $150M), powering inference for Cursor, Mercor, Clay, and Lovable; $585M total raised. Jan 2026.
About
Baseten is an AI infrastructure company that makes it easy for teams to deploy and run machine learning models in production. Founded in 2019, Baseten builds the full systems software stack for AI applications -- from GPUs and autoscaling to observability, billing, and developer tools -- enabling companies to serve AI models at scale without managing underlying infrastructure.
NYSE: SHOP e-commerce platform at $8.88B FY2024 revenue with $292.28B GMV across 4.82M stores; Black Friday $11.5B processing competing with WooCommerce and BigCommerce for small-to-enterprise direct-to-consumer commerce.
About
Shopify Inc. is an Ottawa, Canada-based e-commerce platform — listed on NYSE (NYSE: SHOP) — providing 4.82+ million active merchant stores of all sizes (from solo entrepreneurs to enterprise brands) with tools for online store creation, multi-channel selling (web, mobile, social, in-person), payment processing (Shopify Payments, Shop Pay), inventory management, fulfillment, and marketing analytics, generating $8.88 billion in revenue in fiscal year 2024 (+26% year-over-year) with $292.28 billion in gross merchandise volume (GMV, +24%) and 875+ million customers who have purchased from Shopify merchant stores. Founded in 2006 by Tobias Lütke, Daniel Weinand, and Scott Lake (started as a snowboard equipment store, pivoted to become the platform), Shopify has become the operating system for independent commerce — the default e-commerce infrastructure for the direct-to-consumer brand economy.
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