Forget the AI Gold Rush. The Real Money is in the Picks and Shovels.
In a market saturated with AI hype, it's easy to get distracted by fleeting trends. But volatility has a way of clarifying things: the era of rewarding hype is over. Substance, defensible tech, and fundamental enterprise value are what endure.
This isn't just a theory; it's the story of our last quarter at 3VC.
We’re seeing this play out in real-time. Look at our portfolio company Pactum AI, which just secured a $54M Series C led by Insight Partners. They were building "Agentic AI" to automate enterprise negotiations long before it was a buzzword. This funding isn't just capital; it's a powerful market signal that true innovation, patiently built, wins out.
This conviction is precisely why we led the €15M round for our newest portfolio company, Emmi AI. While others are building thinner and thinner application layers, Emmi AI is forging the core AI infrastructure for industrial engineering. Their platform gives engineers 'GPT Moments' for complex physics simulations, dramatically improving the "output per watt" of innovation itself. We're not just betting on AI; we're betting on the tools that amplify human ingenuity to solve the world's most complex physical challenges.
This focus on substance echoes across our portfolio:
- fundcraft earned its ISO 27001 certification and now serves over 100 funds, proving that trust and security are the bedrock of financial infrastructure.
- Creatopy is building a world-class leadership team and shipping intelligent AI agents that provide real, actionable campaign insights—not just automation.
- Assaia – The ApronAI achieved its SOC 2 audit, a critical milestone that reinforces its commitment to being a secure, reliable partner for major airlines and airports.
The lesson for founders and investors is clear: The bar is higher. The future belongs not to the companies that simply use AI, but to those that build the foundational pillars our industries will run on. We’re proud to back the visionary builders creating this future.
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P.S. Many of our portfolio companies are hiring for key roles. If you're ready to build something with substance, check out these open positions:
- Emmi AI: Senior AI Software Engineer
- Shop Circle: Value Creation Manager
- Pactum AI: Various Open Roles
- Storyblok: VP of Finance
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