CLEOWORKS
AI FUND  ·  BUILDING TOOLS THAT THINK
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Universe 59
Layers 6
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Summary
Foundation
Infrastructure
Platform
Application
Enablers
Physical AI
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Foundation
AI infrastructure hardware — chips, servers, networking. Picks & shovels.
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Infrastructure
Cloud AI backbone — hyperscalers that enterprises build AI on.
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Platform
Data & AI software — the layer companies build AI products on.
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Application
Direct AI products — companies where AI IS the product. Higher risk, higher reward.
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Enablers
Power & infrastructure for AI data centers — the overlooked play.
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Physical AI
Robotics & automation — AI that moves in the physical world.
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