Baseten vs Replicate

Side-by-side comparison of model-estimated upside.

Baseten

+39%

est. 2Y upside i

AI & MLSeries D+

Rank

#1549

Sector

Enterprise Software / AI Infrastructure

Est. Liquidity

~2Y

Data Quality

Data: Medium

The equity offers moderate expected upside of ~39% over 2 years, but with high risk from incumbent competition and a severe preference overhang.

Last updated: July 3, 2026

Replicate

-84%

est. 2Y upside i

AI & MLSeries B

Rank

#3932

Sector

AI Infrastructure

Est. Liquidity

~0Y

Data Quality

Data: Low

Replicate has been acquired by Cloudflare for $57.359M, far below its $350M Series B valuation.

Last updated: July 3, 2026

Upside Comparison

Expected Upside

Baseten
+39%
Replicate
-84%

Disclaimer: These rankings are AI-generated estimates and do not constitute financial or career advice. Always conduct your own due diligence.