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JUL 2026: Whatnot acquires Shaped to power live-shopping recommendations SUB-50ms relevance across text, user & session data $8M Series A led by Madrona Ventures CUSTOMERS: Vox · Outdoorsy · QVC · Polymarket · Kogan +79% D6 retention at atmosfy · 2.5x engagement at NY Mag JUL 2026: Whatnot acquires Shaped to power live-shopping recommendations SUB-50ms relevance across text, user & session data $8M Series A led by Madrona Ventures CUSTOMERS: Vox · Outdoorsy · QVC · Polymarket · Kogan +79% D6 retention at atmosfy · 2.5x engagement at NY Mag
Company Profile · Artificial Intelligence NEW YORK, NY · EST. 2021
The Relevance Engine

Shaped.

The real-time ranking engine for recommendations, search, and agents - the infrastructure that decides what a person sees next, in the blink of an eye.

<50msTime to Result
$10MTotal Raised
100M+Users Supported
~27People
Shaped - AI relevance and recommendation platform

SHAPED, THE COMPANY BRAND MARK. A New York AI shop that turned the hardest part of search and recommendations - ranking in real time - into a managed platform. Photographed for the record, July 2026.

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01

The Machine Behind "What's Next"

Every time a feed reshuffles, a search box guesses your intent, or a shopping app pushes the one item you didn't know you wanted, something is quietly ranking millions of options and picking a handful. For a growing roster of marketplaces, media brands, and stores, that something was Shaped - a New York company that treated ranking not as a feature but as infrastructure.

Founded in 2021 by Tullie Murrell, Daniel Camilleri, and Shai Bruhis, Shaped set out to make AI-powered personalization, in its own words, "radically easier." The pitch was blunt: most teams sit on a goldmine of behavioral data and never use it well, because building a real-time recommendation and search stack is genuinely hard - embeddings, models, freshness, latency, and serving all at once.

Shaped's answer was a fully managed platform, Shaped Cloud, that ingests a company's data through more than 30 connectors, learns from behavior continuously, and returns relevant results in under 50 milliseconds. Developers query it through a language called ShapedQL, asking for relevance by text, by user, or by item, and a multi-stage pipeline of machine-learning models and business rules does the rest.

Murrell knew the terrain. Before Shaped he created PyTorchVideo and contributed to PyTorch Lightning, working inside Meta's AI research world. The company he built didn't chase a bigger model - it built the unglamorous plumbing that most teams underestimate. In July 2026, that plumbing was valuable enough that live-commerce marketplace Whatnot acquired the company outright.

1B+Documents / Deployment
99.95%Uptime SLA
1,000+Queries / Second
30+Native Connectors
02

What It Does, Who It Serves

The problem it solves

Relevance is a moving target. A user's interest shifts within a single session; new items arrive with no history (the "cold-start" problem); and generic models don't know your catalog. Shaped folds fresh behavioral signals back into ranking in real time - closing the loop that static vector databases leave open.

Who uses it

Product and engineering teams that surface lists of anything to anyone:

  • Marketplaces - matching buyers to sellers and products
  • Media & content - for-you feeds and discovery
  • E-commerce - product recs, cart upsell, personalized email
  • Social & agents - session ranking and RAG memory

Named customers spanned prediction markets and camper-van rentals alike - Vox, New York Magazine, Outdoorsy, QVC, Kogan, and Polymarket among them.

03

Products & Services

2024

Shaped Cloud

A fully-managed, real-time AI ranking platform that unifies embeddings, ML models, and fresh data behind one API.

2024

ShapedQL

A query language for retrieving relevance by text, user ID, or item ID, with multi-stage ranking and business rules.

2024

Real-Time Recommendations

For-you feeds, product recs, cart upsell, and personalized email driven by continuous learning.

2024

Hybrid Search

Semantic plus keyword matching, with reordering for diversity, exploration, and cold-start handling.

2025

Agent Retrieval / RAG

A real-time context and memory layer for agentic AI - pitched as "a vector database with a feedback loop."

Ongoing

Security & Scale

SOC 2 Type 2 compliance, cloud-based autoscaling on AWS, and enterprise tiers to 5B+ documents.

"The only vector database with a feedback loop."

Shaped's own positioning - a jab at static embeddings

04

How It's Different & How It Makes Money

What sets it apart

  • Feedback loop - learns from behavior in real time, not a one-time index
  • Developer-first - self-serve API and ShapedQL, no data-science team required
  • Unified engine - recommendations, search, and retrieval in one system
  • Outcome-led - +79% D6 retention (atmosfy), +4.9% bookings (Batch), 2.5x engagement (NY Mag)

The business model

B2B SaaS. Shaped sells a managed, self-serve subscription (Shaped Cloud) priced against documents indexed, queries served, and scale tier. It positions itself as infrastructure that replaces in-house ranking teams.

The alternatives: Algolia, Constructor.io, Coveo, Recombee, AWS Personalize, Google Vertex AI Search, Pinecone, and Nvidia Merlin - plus the build-it-yourself option.

Recommendations used to require a data-science team and six months. Shaped turned it into an API call - changing who its customer could be.

05

The Timeline

2021

Founded in New York

Tullie Murrell, Daniel Camilleri, and Shai Bruhis start Shaped, backed by Y Combinator.

2024 · JUL

$8M Series A & self-serve launch

Round led by Madrona; Shaped launches its self-serve recommendations and search service.

2025

Pivot toward agentic AI

Repositions as a real-time context engine for agents, RAG, and memory.

2026 · JUL

Acquired by Whatnot

Team becomes Whatnot's Applied AI Research group for live-shopping discovery.

Funding & backers

  • Seed - Y Combinator, Liquid 2 Ventures, Uncommon Capital, Tribe Capital
  • Series A (2024) - $8M led by Madrona Ventures
  • Operator angels - execs from ClickHouse, DocuSign, Okta, Rippling, StitchFix
  • Total raised - approximately $10M

Team: ~27 people at acquisition · HQ: New York, NY · Est. revenue: ~$1.2M

06

Where It Fits

Shaped sat at the intersection of three markets converging at once: recommendation systems, enterprise search, and the retrieval layer powering the new wave of AI agents. Its 2025 repositioning - from "recommendations and search" to "the real-time context engine for agentic AI" - was a bet that memory and retrieval are, at heart, ranking problems with a clock attached.

The acquisition was itself a market signal. Whatnot, a fast-growing live-commerce marketplace, chose to buy the team rather than build the capability - a sign that real-time discovery infrastructure has become a build-vs-buy decision at the largest platforms. Murrell now leads Whatnot's Applied AI Research group, with roughly a dozen Shaped engineers alongside him.

07

Frequently Asked

What does Shaped do?

Shaped provides a real-time AI ranking platform for recommendations, search, and retrieval, returning personalized results in under 50 milliseconds by combining embeddings, ML models, and fresh behavioral data.

Who founded Shaped?

Shaped was founded in 2021 by Tullie Murrell (CEO), Daniel Camilleri (CPO), and Shai Bruhis. Murrell previously created PyTorchVideo and worked in Meta's AI research world.

How much funding did Shaped raise?

Roughly $10M total, including an $8M Series A led by Madrona Ventures in July 2024, with backing from Y Combinator and operators from ClickHouse, DocuSign, Okta, Rippling, and StitchFix.

Who acquired Shaped?

Live-commerce marketplace Whatnot acquired Shaped in July 2026. CEO Tullie Murrell and about a dozen engineers joined to lead Whatnot's new Applied AI Research group.

Who were Shaped's customers?

Shaped powered discovery for marketplaces, media, and e-commerce brands including Vox, New York Magazine, Outdoorsy, QVC, Kogan, and Polymarket.

08

Read, Watch & Follow

airecommendation-systemsreal-time-rankingsemantic-searchvector-databasepersonalizationragdeveloper-toolssaasmarketplacesy-combinatormadrona