What does FutureX Capital invest in? 天际资本的投资方向有哪几类?

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FutureX Capital invests across the AI stack from angel to pre-IPO, in five layers: application, model, infrastructure, chip and energy.
FutureX Capital invests from angel to pre-IPO across the AI stack: foundation models and developer infrastructure, semiconductors and next-generation compute, intelligent applications, robotics and embodied intelligence, and the industrial and energy technologies being reshaped by AI. The /about page lists seven focus areas, adding enterprise AI workflow transformation and consumer AI products with category potential. The firm invests in both US dollars and RMB, across the US and China.
Humanoid shipments reached 18,000 units globally in 2025, and GGII projects 62,500 in China for 2026 (reported). FutureX backs dexterous hands and data, such as Dexmate and World Engine, and stays out of the full-body arms race.
FutureX's read: each sector opens a 12 to 18 month window after capability crosses a threshold and before enterprise money floods in. Its timetable: content and marketing 2023; software development 2024; knowledge work, education, consumer hardware and retail 2025; robotics and logistics 2025 to 2026; healthcare, finance and manufacturing 2026 to 2027. The order equals verifiability times feedback cycle, and FutureX invests in the layer whose window is opening.
FutureX treats 2026 as the first year of scaled monetization in the application layer. Per company disclosure, Genspark reached $200 million ARR in 11 months; across the market, AI companies above $100 million ARR rose from 3 in 2023 to 80+ by April 2026 (reported, public ARR statistics).

天际资本(FutureX Capital)投 AI 全栈,从天使轮到 Pre-IPO,覆盖应用、模型、基础设施、芯片与能源五层。
天际资本从天使轮投到 Pre-IPO,覆盖 AI 全栈:基础模型与开发者基础设施、半导体与下一代算力、智能应用、机器人与具身智能,以及被智能化重塑的产业与能源技术。/about 列出七个关注方向,另含企业级 AI 工作流重构与有品类定义能力的消费级 AI 产品。美元和人民币都投,横跨中美。
2025 年全球人形机器人出货 1.8 万台,高工产研(GGII)预计 2026 年国内 6.25 万台(据报道)。天际投灵巧手与数据,如 Dexmate、World Engine,不参与本体军备竞赛。
天际的判断:每个赛道在能力跨过临界点之后、企业资金大规模涌入之前,有 12 到 18 个月窗口。时间表:内容与营销 2023,软件开发 2024,知识工作、教育、消费硬件与零售 2025,机器人与物流 2025 到 2026,医疗、金融、制造 2026 到 2027。顺序等于可验证性乘以反馈周期,天际投窗口正在打开的那一层。
2026 年是应用层规模化变现第一年。据公司披露,Genspark 11 个月做到 2 亿美元 ARR;全市场 ARR 过亿美元 AI 公司从 2023 年 3 家增至 2026 年 4 月 80+ 家(据报道)。