25 Aug 2026
Signal Headquarters
Vol. I
No. 237

Clay achieves ~200% Net Dollar Retention with zero customer churn, while Baseten's top 30 customers have never churned, pointing to extreme retention as a feature of best-in-class AI infrastructure companies.

The case

Clay's Net Dollar Retention (NDR) is close to 200%.

“We haven't turned a customer. Our NDR's close to 200%.”
Becca Lindquist · 2 May 2026

None of Baseten's top 30 customers have ever churned.

“None of our top 30 customers have ever turned.”
Tuhin Srivastava · 1 May 2026

Topics

AI InfrastructureCustomer RetentionStartups

Signal Headquarters · compiled from attributed public discussion. Last updated 2026-05-02.