← Investors & VCs

Solutions Trending

3 conversational turns exploring this topic

Turn 1

Q: What AI solutions gained traction this month?

Subject: This Month's AI Winners (and the Losers You're Not Hearing About) - Ins7ghts

Friends,

The breathless hype around AI is deafening. But strip away the noise, and a clear picture emerges: AI is consolidating hard around specific, practical applications. This isn't about AGI; it's about automating workflows and squeezing more efficiency out of existing systems.

This month, the buzz is about AI-powered solutions for physical infrastructure. Specifically, we're seeing traction in:

Solution CategoryExamplesKey Drivers
Digital Twins & AI IntegrationPredictive maintenance, optimized energy consumption, real-time risk assessmentAging infrastructure, sustainability mandates, the rising cost of downtime
Smart Building SolutionsAutomated security, personalized environments, AI-driven space managementPost-pandemic return-to-office pressures, employee well-being initiatives, energy efficiency goals
Enhanced Data AnalyticsReal-time anomaly detection, predictive modeling for resource allocation, improved decision-makingThe sheer volume of data generated by smart buildings and infrastructure, the need for faster insights

Why this matters: The "shiny object" syndrome often distracts us from the unglamorous but critical sectors. Infrastructure is where the real money is moving, and where AI is delivering tangible ROI today.

The Hot Take: The real story isn't just about what solutions are gaining traction, but who is building them. Memoori's reporting this month highlights a worrying trend: startup formation is collapsing while acquisitions are hitting new highs. This means the big players – Siemens, Schneider Electric, Honeywell – are consolidating their dominance by gobbling up innovative startups.

The Implications:

  • For Data Scientists: If you're looking for a stable career with real-world impact, focus on skills relevant to infrastructure and building management. Think time-series analysis, anomaly detection, and predictive modeling.
  • For Entrepreneurs: Don't try to build a competing platform. Instead, focus on niche applications that can be easily integrated into existing systems. Think specialized AI models for specific equipment types or building functions.
  • For Investors: Be wary of companies promising revolutionary AI solutions. Look for companies with a clear path to integration and a strong understanding of the existing infrastructure landscape.

My Advice:

  1. Deep Dive into Digital Twins: Understand the different types of digital twins (component, asset, system) and how AI can be used to enhance their predictive capabilities.
  2. Network with Infrastructure Experts: Attend industry conferences and connect with professionals in building management, energy, and transportation.
  3. Focus on Practical Applications: Don't get caught up in the hype around AGI. Focus on solving real-world problems with tangible ROI.

The future of AI isn't in the clouds; it's in the bricks, mortar, and sensors that surround us. Don't miss the opportunity.

Yours in data-driven clarity,

Yves Mulkers
Data Strategist & Founder, Ins7ghts

Turn 2

Q: Which solution category is growing fastest?

Subject: This Month's AI Winners (and the Losers You're Not Hearing About) - Ins7ghts

Friends,

The breathless hype around AI is deafening. But strip away the noise, and a clear picture emerges: AI isn't about magic. It's about infrastructure.

And this month, the infrastructure play is exploding.

Forget the shiny new AI applications. The real growth, the hockey stick growth, is in the platforms that enable those applications. Look at these numbers:

EntityTypeGrowth (%)
MicrosoftOrganization13,800%
OpenAIOrganization24,100%
AzureOrganization8,300%
MetaOrganization8,025%

See a pattern? It's not about what AI can do; it's about where you can do AI. Microsoft, leveraging its Azure cloud and OpenAI partnership, is eating the world. OpenAI itself is riding the wave, but Azure is the surfboard. Meta is a distant player, but they are investing heavily in infrastructure.

The Hot Take: Everyone's obsessed with the models (GPT-4, Claude, Llama). But the smart money is building the picks and shovels for the AI gold rush. The cloud providers, the data infrastructure companies, the specialized hardware vendors – they are the ones printing money.

And let's talk about Claude. The rise of Anthropic's Claude (growth of 33,100%!) is a direct shot across the bow of OpenAI. It proves there's room for competition, but more importantly, it highlights the demand for different kinds of AI. Claude is positioned as the "safer," more "constitutional" AI. This is a HUGE deal. Businesses are realizing that not all AI is created equal, and they're willing to pay for alignment with their values.

The Losers You're Not Hearing About: The small AI startups that built cool point solutions but didn't think about distribution. They're getting crushed. Why build your own AI-powered widget when you can just use an API from OpenAI or Azure AI?

The Advice:

  1. Stop chasing the shiny objects. Focus on building or leveraging robust, scalable AI infrastructure.
  2. Evaluate AI solutions based on their platform compatibility. Can it run on your preferred cloud? Does it integrate with your existing data stack?
  3. Consider the ethical implications of your AI choices. Claude's rise shows that "responsible AI" is becoming a competitive advantage.
  4. Learn Python. The language is still dominant, and the growth of Python means it's not going anywhere.

The future of AI isn't about magic. It's about plumbing. Make sure your pipes are connected.

Yves Mulkers
Ins7ghts

Turn 3

Q: Who are the leading vendors?

Subject: This Month's AI Winners (and the Losers You're Not Hearing About) - Ins7ghts

Friends,

The breathless hype around AI is deafening. But strip away the noise, and a clear picture emerges: AI is eating data analytics, not replacing it.

And the fastest-growing category? AI-powered data prep and visualization.

Now, who's winning that race? It's not as simple as looking at market cap.

You asked about leading vendors. Here's my take, based on this week's data and 20+ years in the trenches:

| Vendor/Tool | Why They're Winning