We believe that two dynamics will combine to establish AI as a powerful force. Our main form of interacting with computing devices will change to become conversational. Technology will be able to perform cognitive tasks that augment our own capabilities. The new paradigm through which AI will be delivered and consumed will be Cognition-as-a-Service (CaaS) — which follows the mega-trends of IaaS (Infrastructure-as-a-Service), PaaS (Platform-as-a-Service) and SaaS (Software-as-a-Service). We invest in AI-first companies across all six layers of the CaaS stack.
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