AIに特化したベンチャーキャピタル企業Cosmos Venturesは、AIスタートアップに投資する7,760万ドルの資金を擁する初のファンドを発表した。

水曜日の投稿で、Cosmos Venturesの創業者Brendan McCordは、このファンドがAIの「哲学者・ビルダー」に投資するとXに記した。彼によれば、それはまず何のために構築すべきかを決め、その信念を実際の製品や組織に変える人々だという。

「AIは、米国建国以来最大の組織構築の機会を生み出している」と、同VCは別のブログ投稿で述べた。「明日の最も重要な企業は、他の人々がそれを中心に組織化する新たな規範を打ち立て、AI時代の基盤的な組織となるだろう」

具体的には、Fund IはAIエージェント向けの保証レイヤーを構築するArtificial Intelligence Underwriting Companyに投資している。

また、オープンなスーパーインテリジェンス・スタックを構築するPrime Intellectや、そのモデルが「各ユーザーの知識、好み、価値観に合わせて調整されている」Workshop Labsも支援しているとMcCordは述べた。同ファンドは、ステルス状態の教育企業にも投資している。

このファンドのリミテッドパートナーには、Reid Hoffman(LinkedIn共同創業者)、Joe Liemandt(Alpha Schoolのプリンシパル)、Stand Together、Fred Wilson(Union Square Ventures共同創業者)、Micky Malka(Ribbit Capital創業者)、Astera Instituteが含まれる。

AIスタートアップへの資金調達活動は、ここ数カ月も活発な状態が続いている。製造業向けAIスタートアップのCADDiは今週、評価額12億ドルで1億1,400万ドルのシリーズDを調達したと発表した。AIコーディングスタートアップのFactoryも2億ドルを調達し、5カ月で評価額を3倍超の50億ドルに引き上げた。

U.S. Business AI Use

U.S. Business AI Use

  • Used AI to produce goods or services (original wording)
  • Used AI in any business function (revised wording)
In the latest BTOS period ending 2026-09-06, the revised current-use question measured 23.2% of U.S. employer businesses. Do not compare this level directly with the original-wording series.30%20%10%0%Jan '24Jan '25Jul '26{"f":[360,150,40,8],"s":[["Used AI to produce goods or services (original wording)","#5975A4"],["Used AI in any business function (revised wording)","#E45756"]],"p":[["2023-09-24T00:00:00.000Z","Sep '23",40,[[0,"3.7%",113.94,null]],null],["2023-10-08T00:00:00.000Z","Oct '23",44.05,[[0,"3.7%",113.94,null]],null],["2023-10-22T00:00:00.000Z","Oct '23",48.1,[[0,"3.8%",113.56,null]],null],["2023-11-05T00:00:00.000Z","Nov '23",52.16,[[0,"3.9%",113.18,null]],null],["2023-11-19T00:00:00.000Z","Nov '23",56.21,[[0,"4.4%",111.28,null]],null],["2023-12-03T00:00:00.000Z","Dec '23",60.26,[[0,"4.6%",110.52,null]],null],["2023-12-17T00:00:00.000Z","Dec '23",64.31,[[0,"4.9%",109.38,null]],null],["2023-12-31T00:00:00.000Z","Dec '23",68.36,[[0,"4.9%",109.38,null]],null],["2024-01-14T00:00:00.000Z","Jan '24",72.42,[[0,"4.6%",110.52,null]],null],["2024-01-28T00:00:00.000Z","Jan '24",76.47,[[0,"5.3%",107.86,null]],null],["2024-02-11T00:00:00.000Z","Feb '24",80.52,[[0,"5%",109,null]],null],["2024-02-25T00:00:00.000Z","Feb '24",84.57,[[0,"5.4%",107.48,null]],null],["2024-03-10T00:00:00.000Z","Mar '24",88.62,[[0,"4.3%",111.66,null]],null],["2024-03-24T00:00:00.000Z","Mar '24",92.68,[[0,"4.4%",111.28,null]],null],["2024-04-07T00:00:00.000Z","Apr '24",96.73,[[0,"4.2%",112.04,null]],null],["2024-04-21T00:00:00.000Z","Apr '24",100.78,[[0,"4.8%",109.76,null]],null],["2024-05-05T00:00:00.000Z","May '24",104.83,[[0,"4.7%",110.14,null]],null],["2024-05-19T00:00:00.000Z","May '24",108.88,[[0,"4.8%",109.76,null]],null],["2024-06-02T00:00:00.000Z","Jun '24",112.94,[[0,"4.6%",110.52,null]],null],["2024-06-16T00:00:00.000Z","Jun '24",116.99,[[0,"5%",109,null]],null],["2024-06-30T00:00:00.000Z","Jun '24",121.04,[[0,"4.7%",110.14,null]],null],["2024-07-14T00:00:00.000Z","Jul '24",125.09,[[0,"5%",109,null]],null],["2024-07-28T00:00:00.000Z","Jul '24",129.14,[[0,"5.1%",108.62,null]],null],["2024-08-11T00:00:00.000Z","Aug '24",133.19,[[0,"5.1%",108.62,null]],null],["2024-08-25T00:00:00.000Z","Aug '24",137.25,[[0,"5.5%",107.1,null]],null],["2024-09-08T00:00:00.000Z","Sep '24",141.3,[[0,"5.7%",106.34,null]],null],["2024-09-22T00:00:00.000Z","Sep '24",145.35,[[0,"5.9%",105.58,null]],null],["2024-10-06T00:00:00.000Z","Oct '24",149.4,[[0,"6%",105.2,null]],null],["2024-10-20T00:00:00.000Z","Oct '24",153.45,[[0,"6%",105.2,null]],null],["2024-11-03T00:00:00.000Z","Nov '24",157.51,[[0,"6%",105.2,null]],null],["2024-11-17T00:00:00.000Z","Nov '24",161.56,[[0,"6.1%",104.82,null]],null],["2024-12-01T00:00:00.000Z","Dec '24",165.61,[[0,"6.1%",104.82,null]],null],["2024-12-15T00:00:00.000Z","Dec '24",169.66,[[0,"6.1%",104.82,null]],null],["2024-12-29T00:00:00.000Z","Dec '24",173.71,[[0,"6.3%",104.06,null]],null],["2025-01-12T00:00:00.000Z","Jan '25",177.77,[[0,"6%",105.2,null]],null],["2025-01-26T00:00:00.000Z","Jan '25",181.82,[[0,"6.7%",102.54,null]],null],["2025-02-09T00:00:00.000Z","Feb '25",185.87,[[0,"6.8%",102.16,null]],null],["2025-02-23T00:00:00.000Z","Feb '25",189.92,[[0,"7.3%",100.26,null]],null],["2025-03-09T00:00:00.000Z","Mar '25",193.97,[[0,"7.4%",99.88,null]],null],["2025-03-23T00:00:00.000Z","Mar '25",198.03,[[0,"7.8%",98.36,null]],null],["2025-04-06T00:00:00.000Z","Apr '25",202.08,[[0,"8%",97.6,null]],null],["2025-04-20T00:00:00.000Z","Apr '25",206.13,[[0,"8.3%",96.46,null]],null],["2025-05-04T00:00:00.000Z","May '25",210.18,[[0,"8.7%",94.94,null]],null],["2025-05-18T00:00:00.000Z","May '25",214.23,[[0,"8.7%",94.94,null]],null],["2025-06-01T00:00:00.000Z","Jun '25",218.29,[[0,"9.2%",93.04,null]],null],["2025-06-15T00:00:00.000Z","Jun '25",222.34,[[0,"9.2%",93.04,null]],null],["2025-06-29T00:00:00.000Z","Jun '25",226.39,[[0,"9.3%",92.66,null]],null],["2025-07-13T00:00:00.000Z","Jul '25",230.44,[[0,"9.3%",92.66,null]],null],["2025-07-27T00:00:00.000Z","Jul '25",234.49,[[0,"9.4%",92.28,null]],null],["2025-08-10T00:00:00.000Z","Aug '25",238.55,[[0,"8.8%",94.56,null]],null],["2025-08-24T00:00:00.000Z","Aug '25",242.6,[[0,"9.7%",91.14,null]],null],["2025-09-07T00:00:00.000Z","Sep '25",246.65,[[0,"9.1%",93.42,null]],null],["2025-09-21T00:00:00.000Z","Sep '25",250.7,[[0,"9.9%",90.38,null]],null],["2025-10-05T00:00:00.000Z","Oct '25",254.75,[[0,"10%",90,null]],null],["2025-11-30T00:00:00.000Z","Nov '25",270.96,[[1,"17.3%",62.26,null]],null],["2025-12-14T00:00:00.000Z","Dec '25",275.01,[[1,"17.2%",62.64,null]],null],["2025-12-28T00:00:00.000Z","Dec '25",279.06,[[1,"17.8%",60.36,null]],null],["2026-01-11T00:00:00.000Z","Jan '26",283.12,[[1,"17.7%",60.74,null]],null],["2026-01-25T00:00:00.000Z","Jan '26",287.17,[[1,"18.2%",58.84,null]],null],["2026-02-08T00:00:00.000Z","Feb '26",291.22,[[1,"18.9%",56.18,null]],null],["2026-02-22T00:00:00.000Z","Feb '26",295.27,[[1,"17.5%",61.5,null]],null],["2026-03-08T00:00:00.000Z","Mar '26",299.32,[[1,"18.2%",58.84,null]],null],["2026-03-22T00:00:00.000Z","Mar '26",303.38,[[1,"18.9%",56.18,null]],null],["2026-04-05T00:00:00.000Z","Apr '26",307.43,[[1,"19.1%",55.42,null]],null],["2026-04-19T00:00:00.000Z","Apr '26",311.48,[[1,"19.8%",52.76,null]],null],["2026-05-03T00:00:00.000Z","May '26",315.53,[[1,"19.8%",52.76,null]],null],["2026-05-17T00:00:00.000Z","May '26",319.58,[[1,"19.5%",53.9,null]],null],["2026-05-31T00:00:00.000Z","May '26",323.64,[[1,"20.6%",49.72,null]],null],["2026-06-14T00:00:00.000Z","Jun '26",327.69,[[1,"20.6%",49.72,null]],null],["2026-06-28T00:00:00.000Z","Jun '26",331.74,[[1,"20.6%",49.72,null]],null],["2026-07-12T00:00:00.000Z","Jul '26",335.79,[[1,"21.7%",45.54,null]],null],["2026-07-26T00:00:00.000Z","Jul '26",339.84,[[1,"21.5%",46.3,null]],null],["2026-08-09T00:00:00.000Z","Aug '26",343.9,[[1,"21.8%",45.16,null]],null],["2026-08-23T00:00:00.000Z","Aug '26",347.95,[[1,"22.4%",42.88,null]],null],["2026-09-06T00:00:00.000Z","Sep '26",352,[[1,"23.2%",39.84,null]],null]]}Used AI to produce goods or services (original wording): 10% on Oct '25. Used AI in any business function (revised wording): 23.2% on Sep '26
SOURCE: U.S. Census Bureau Business Trends and Outlook Survey