The Next Wave of AI Isn't About Content. It's About Decisions.
For the last few years, most conversations around AI have focused on what it can create.
Images.
Videos.
Code.
Text.
Those applications have captured attention for good reason—they're easy to see, easy to try, and easy to understand.
But after spending time with founders over the past several months, I've started thinking about AI a little differently.
The more interesting opportunity isn't AI generating content.
It's AI helping people make better decisions.
That's what connected three of the companies we recently backed.
At first glance, Intellicore.ai, VeritasLinks, and Strata.fi don't seem to have much in common. One serves enterprises, another works with brands and financial institutions, and the third operates in private credit.
However, they're all building around the same shift.
They're creating systems that help businesses process more information, reduce manual work, and make better decisions faster.
Intellicore.ai
Every company has dozens of systems that don't naturally work together.
Data lives in different places. Teams repeat the same tasks. Valuable information gets trapped inside individual departments.
Intellicore.ai is building an AI operating system designed to connect those pieces together. Instead of adding another standalone AI tool, the platform helps businesses orchestrate workflows across their existing systems and automate work that would otherwise require constant manual coordination.
What stood out to us wasn't just the technology—it was the vision of AI becoming part of a company's operating layer rather than another application employees have to learn.
VeritasLinks
As AI becomes a bigger part of how people search, research, and make purchasing decisions, a new question is starting to emerge.
How does AI actually perceive your business?
That's what VeritasLinks is solving.
The company has built an AI Perception platform that helps organizations understand how large language models interpret their reputation, trustworthiness, and risk. Rather than relying on a handful of prompts, they're building a more systematic way to measure and monitor how AI systems evaluate companies over time.
It's an entirely new category that barely existed a year ago, but one we think will become increasingly important as AI influences more business decisions.
Strata.fi
Private credit is one of the largest financial markets in the world, yet much of its infrastructure still relies on manual processes, delayed settlements, and fragmented coordination.
Strata.fi is approaching that challenge with a blockchain-native operating system for asset-backed private credit.
By combining AI, smart contracts, and modern financial infrastructure, the platform automates capital deployment, settlement, and payment workflows that have historically taken days—or even weeks—to complete.
It's not simply about making existing processes digital. It's about redesigning how those decisions happen in the first place.
A Different Way to Think About AI
Every major technology wave starts with tools that capture people's attention.
Then, quietly, those tools become infrastructure.
That's where I think we're heading with AI.
The companies that matter most over the next decade may not be the ones generating the most impressive demos. They'll be the ones sitting underneath everyday business operations, helping companies make better decisions without people even thinking about it.
That's what we saw in these three teams.
Intellicore.ai is helping enterprises operate more intelligently.
VeritasLinks is helping businesses understand how AI evaluates them.
Strata.fi is helping financial markets move capital more efficiently.
Different products. Different industries.
The same belief: AI's biggest impact won't come from replacing people. It'll come from helping people and businesses make better decisions every day.
We're excited to support these founders and see where they build from here.
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