AI Unicorn To da moon: How Ordinary Investors Can Share in the Billion-Dollar Market

In the past two years, AI has surged in popularity, with companies like OpenAI and Anthropic raising increasingly large amounts of financing. However, most retail investors cannot invest in these private sales. The question arises—how can one benefit from the AI boom?

AI Unicorn Panorama

Let's first take a look at which players are worth paying attention to:

Content Generation Track

• Jasper: Raised $125 million, an AI copywriting tool promises to deliver a 350% ROI to users.
• Typeface: Raised $65 million, allowing customization of the tone and style of marketing copy.

Large Model Camp

• OpenAI: The father of ChatGPT, Microsoft invested $10 billion.
• Anthropic: Founded by former OpenAI employees, raised $450 million, Claude is directly competing with ChatGPT.

Vertical Application

• Synthesia: Raised $90 million, an AI-generated video tool that supports virtual avatars.
• Wayve: Autonomous driving AI software, Microsoft invested $200 million
• Cognite: Enterprise AI SaaS, claims to accelerate business decision-making by 90%

How do retail investors invest?

Directly investing in these unicorns is basically hopeless—it's all VC and large institutions playing. But don't worry, there are alternative strategies:

Option 1: Invest in the Parent Company Meta, Google, and Tesla are all aggressively acquiring or incubating AI startups. Buying their stocks means indirectly holding AI assets.

Option 2: Invest in Infrastructure AI requires computing power. Chip companies like Nvidia are overwhelmed with orders, which is a clear benefit chain.

Plan Three: Invest in Application Party Giants like Amazon and Microsoft have already integrated AI into their business processes. The more they use it, the greater the demand for AI services, which in turn drives up the value of unicorns.

Underlying Logic

Instead of chasing financing news about unicorns, it's better to look at the industry chain. AI tools are booming → chip demand is skyrocketing → infrastructure companies benefit → large tech companies acquire AI startups → retail investors participate through large company stocks. This chain is already in operation and has just begun.

No matter how you invest, it is already a consensus to layout AI-related companies. It depends on whether you want to bet on the financing story of a unicorn or steadily enjoy the dividends of the industry chain.