AI에 초점을 맞춘 벤처캐피털 기업 Cosmos Ventures가 AI 스타트업에 투자할 7,760만 달러의 자금으로 첫 번째 펀드를 공개했다.

수요일 게시물에서 Cosmos Ventures의 창업자 Brendan McCord는 이 펀드가 AI ‘철학자 빌더’, 즉 먼저 무엇을 위해 무언가를 만들어야 하는지 결정하고 그 신념을 실제 제품과 기관으로 구현할 사람들에게 투자할 것이라고 X에 썼다.

VC 측은 별도의 블로그 게시물에서 “AI는 미국 건국 이후 제도 구축을 위한 가장 큰 기회를 만들고 있다”며 “내일의 가장 중요한 기업들은 다른 사람들이 그를 중심으로 조직을 구성하게 될 새로운 규범을 세우고, AI 시대의 기반이 되는 기관이 될 것”이라고 밝혔다.

구체적으로 Fund I은 AI 에이전트를 위한 보증 계층을 구축하는 Artificial Intelligence Underwriting Company에 투자했다.

또한 오픈 슈퍼인텔리전스 스택을 구축하는 Prime Intellect와, McCord에 따르면 모델이 “각 사용자의 지식, 취향, 가치관에 맞게 조정된” Workshop Labs도 지원했다. 이 펀드는 스텔스 교육 기업에도 투자했다.

이 펀드의 유한책임사원에는 Reid Hoffman(LinkedIn 공동 창업자), Joe Liemandt(Alpha School의 대표), Stand Together, Fred Wilson(Union Square Ventures 공동 창업자), Micky Malka(Ribbit Capital 창업자), Astera Institute가 포함된다.

최근 몇 달 동안 AI 스타트업에 대한 자금 조달 활동은 강세를 유지했다. 제조업 AI 스타트업 CADDi는 이번 주 기업가치 12억 달러로 1억 1,400만 달러 규모의 시리즈 D 투자 유치를 발표했다. AI 코딩 스타트업 Factory도 2억 달러를 유치했으며, 5개월 만에 기업가치를 50억 달러로 세 배 이상 늘렸다.

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