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AI capital ecosystem

Ten layers. One capital cycle.

Artificial intelligence is not a single asset class. Each layer of the stack attracts a different investor, a different structure and a different holding period.

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  1. FOUNDATION MODELS01
  2. AI INFRASTRUCTURE02
  3. COMPUTE03
  4. DATA04
  5. APPLICATIONS05
  6. AGENTS06
  7. ROBOTICS07
  8. ENTERPRISE AI08
  9. DEFENSE / INDUSTRIAL AI09
  10. NEXT-GENERATION PUBLIC COMPANIES10

Ecosystem context

Companies shaping the categories we follow.

OpenAI
ChatGPT
xAI
SpaceX
Neuralink
NVIDIA
Scale AI
Databricks
Perplexity
CoreWeave
Palantir
Figure AI
Anduril
Stripe
Cursor / Anysphere
Hugging Face
Mistral AI
More

Logos are shown for ecosystem/contextual purposes only and do not necessarily indicate endorsement, partnership, representation or investment relationship.

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