Theme
Foundation models
The frontier model labs at the center of the AI wave.
The frontier labs train the general-purpose models that downstream applications and robots build on. This theme tracks the organizations setting the pace at the center of the AI wave.
Companies · 12
Databricks, Inc.Private
Market cap—
Conviction4 / 5
AI infrastructureFoundation models
Read profileServiceNow, Inc.NOW
Market cap$102B
Conviction4 / 5
Foundation modelsAI infrastructure
Read profilePhysical IntelligencePrivate
Market cap—
Conviction4 / 5
Foundation modelsHumanoid hardware
Read profileSnowflake Inc.SNOW
Market cap$93B
Conviction4 / 5
AI infrastructureFoundation models
Read profilexAI Corp.Private
Market cap—
Conviction3 / 5
Foundation modelsAI compute
Read profileHugging Face, Inc.Private
Market cap—
Conviction3 / 5
Foundation modelsAI infrastructure
Read profileMistral AIPrivate
Market cap—
Conviction3 / 5
Foundation models
Read profileAnthropicPrivate
Market cap—
Conviction3 / 5
Foundation models
Read profileOpenAIPrivate
Market cap—
Conviction3 / 5
Foundation models
Read profileSkild AI Inc.Private
Market cap—
Conviction3 / 5
Foundation modelsHumanoid hardware
Read profileSpace Exploration Technologies Corp.SPCX
Market cap$1.5T
Conviction3 / 5
LaunchSatellite broadbandFoundation models
Read profileSafe Superintelligence Inc.Private
Market cap—
Conviction3 / 5
Foundation models
Read profile