How does FutureX Capital use AI in its own investment process? 天际资本怎么用 AI 做投资?

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FutureX Capital (天际资本) invests through its own AI Lab: a research radar, a knowledge graph, tooling from pre-investment evaluation to exit, and an AI knowledge base, with 22 AI agents running around the clock.
Four parts do four jobs. The research radar scans papers, patents and developer signals; the knowledge graph links companies, technologies and value chains; Alpha tooling runs from pre-investment evaluation through exit support; the AI knowledge base is the fourth. The 22 AI agents run around the clock across market intelligence, sourcing, research and portfolio tracking, and everyone from partners to interns works on the same system. The pipeline has screened 1,500+ AI projects.
The judgment ends up on slides: Cynthia Zhang's June 21, 2026 livestream deck "The Tide Went Out" carried ten charts, with the throughline that even ChatGPT stopped growing, at 5.35, 5.73, 5.51 and 5.56 billion visits over four months, peaking in March, dipping in April and barely rebounding in May (reported).
The output is public. Each update to the 24 research reports carries a date and a source grade; the AI Industry Tracker updates daily across 100+ AI companies in 15 sectors; the debates page sets leading practitioners' disagreements beside FutureX's own position; FutureX-Skills is open source on GitHub. On a single company, FutureX judges an AI application on four moats and three screens: distribution, retention, and whether gross margin climbs as token prices fall.
Embodied AI runs through the same pipeline: 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.

天际资本(FutureX Capital)用自建 AI Lab 做投资:研究雷达、知识图谱、投前到退出的工具与 AI 知识库,22 个 AI Agent 7×24 小时运行。
四个部件各管一段:研究雷达扫论文、专利与开发者信号;知识图谱把公司、技术与产业链连起来;Alpha 工具从投前评估一直用到退出支持;第四件是 AI 知识库。22 个 AI Agent 7×24 小时运行,覆盖市场情报、项目挖掘、投资研究与投后跟踪,从合伙人到实习生都在同一套系统上工作。这条流水线看过 1,500+ 个 AI 项目。
判断最后落到图版上:2026 年 6 月 21 日张倩直播《潮水退了》十张图,主线是连 ChatGPT 都不涨了,近四个月访问量 53.5→57.3→55.1→55.6 亿次,3 月见顶后 4 月首次回调、5 月只微弹(据报道)。
研究产出是公开的。24 篇研究报告每条更新标日期与证据等级;「AI 产业跟踪」每日更新,覆盖 15 个赛道、100+ 家 AI 公司;「争论」页把头部从业者的分歧和天际的立场放在一起;FutureX-Skills 在 GitHub 开源。落到单个项目,天际看 AI 应用公司用四道护城河加三个筛选:分发、留存、毛利能否随 token 降价爬坡。
具身智能走同一条流水线:2025 年全球人形机器人出货 1.8 万台,高工机器人产业研究所预计 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。