The peak of the US stock market may be when these highly sought-after unicorns start going public, just like in the crypto market, with #Base and #Polymarket issuing tokens! 🧐

1️⃣ #AI Large Model Companies

Anthropic — Developer of the Claude series models, focusing on safety and controllability, one of the most influential foundational model companies in the world.

OpenAI — Creator of ChatGPT and the GPT series, the center of the AI ecosystem, plugins, and model APIs.

xAI — Grok series large models, emphasizing open-source and reasoning efficiency, creating a data barrier with the social platform (X).

Cerebras — Focused on giant wafer-scale chips WSE + AI supercomputing clusters for training ultra-large-scale models.

2️⃣ AI Search / Cognitive Engines

Perplexity — Reconstructs the search experience through real-time retrieval + multi-source citations, regarded as the "Google of AI search."

Glean — Internal knowledge base search for enterprises, integrating all data from Slack, Drive, Notion, etc., to make internal searches intelligent.

3️⃣ AI Robots

Figure AI — General-purpose humanoid robots, collaborating with OpenAI to advance "robotic GPT."

Apptronik — Developing general-purpose humanoid robots that can bear weight and be produced industrially.

4️⃣ AI Software and Hardware Infrastructure

Groq — A company specializing in LPU (Language Processing Unit) with extreme inference speed, adept at running large model inference.

Databricks — Enterprise-level data warehouse + AI platform, an important foundation for enterprise data processing and AI training.

Crusoe — Building low-cost AI data centers using "clean energy + flare gas," possessing a large amount of cheap computing power.

Lambda — The most famous AI GPU cloud, providing H100 and A100 training and inference clusters.

Replit — An AI-assisted development platform that can automatically generate and modify code, helping engineers develop quickly.

Vercel — Front-end development/deployment platform (the team behind Next.js), supporting rapid deployment of AI applications.

5️⃣ Defense Technology

SpaceX — A private commercial aerospace company and space transportation company, involved in aerospace launches and Starlink business.

Anduril — AI drones, unmanned boats, and border security systems, providing next-generation smart weapons for defense.

Shield AI — Autonomous flying drones + battlefield AI systems, using AI to assist the military in executing missions.

6️⃣ Fintech

Stripe — The world's strongest SaaS payment infrastructure, covering payments, billing, identity, and cash flow.

Revolut — A leading digital bank in Europe, offering remittances, investments, cards, and foreign exchange.

Ripple — A cross-border settlement network based on the XRP Ledger, focused on enterprise-level payments.

Ramp — SaaS expense management + bank cards, helping companies manage spending.

Rippling — A one-stop enterprise operation system integrating HR, payroll, attendance, and finance.

ElevenLabs — Although more focused on AI Voice, it is also starting to be used in financial scenarios for KYC and customer service, categorized here mainly under generative AI voice.

7️⃣ Cryptocurrency

Kraken — A well-established centralized exchange globally, involved in derivatives, staking, and custody services.

Polymarket — A crypto-based prediction market platform where users can trade the probabilities of future events.

8️⃣ Social / Content Platforms and Creation Tools

Canva — An online graphic design tool with a large creator ecosystem.

ByteDance — The parent company of TikTok and Douyin, a giant in AI content distribution.

Eleven Labs — The world's leading text-to-speech and voice cloning platform, widely used by media and streamers.

9️⃣ Neurotechnology

Neuralink — Brain-machine interface that connects the human brain directly to computers through implanted chips.

🔟 AI + Enterprise Software (AI SaaS)

Cursor (Anysphere) — AI code generator + IDE, similar to "AI version of VSCode."

Scale AI — Provides data labeling and evaluation services for LLMs, autonomous driving, and model training.

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