As we enter 2024, the AI landscape continues to evolve at an unprecedented pace. At ComputaCombinator, we've been carefully analyzing the trends and opportunities in the AI space, and we're excited to share our investment thesis for the year ahead.
1. Foundation Models as Infrastructure
We're seeing a clear trend toward foundation models becoming fundamental infrastructure. Just as cloud computing became the backbone of modern software, large language models are becoming the cognitive backbone of next-generation applications.
"The real opportunity isn't in building more foundation models, but in building the applications and tools that leverage them in novel ways." - Jacob
2. Embodied AI and Robotics
The convergence of language models with robotics is creating unprecedented opportunities. Our investment in Limboid exemplifies this thesis - we're seeing robots that can not only understand natural language commands but also learn from their physical interactions.
3. AI Safety and Alignment
As AI systems become more powerful, ensuring their safe and aligned development becomes crucial. We're particularly interested in startups working on:
- Interpretability tools
- Robust alignment techniques
- Safety-first development frameworks
4. Vertical AI Applications
While horizontal AI platforms are important, we're especially excited about vertical applications that solve specific industry problems. The most promising opportunities often lie in:
- Healthcare diagnostics and drug discovery
- Climate tech and energy optimization
- Financial risk assessment and fraud detection
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