Source: Newcomer
The dominance of documentation automation (Mintlify), data infrastructure (Serval), and voice synthesis (ElevenLabs) in a VC consensus list reflects how enterprise AI is actually getting deployed—not as replacement agents but as productivity layers added to existing workflows. Anthropic’s inclusion shows that foundation model safety and capability remain venture priorities even as the market consolidates around a handful of players, though the absence of frontier labs like OpenAI or Google suggests the survey captures a narrower view of “promising” (that is: venture-fundable, non-monopoly). VCs are betting on the picks-and-shovels phase of AI adoption lasting longer than many predicted, with unglamorous infrastructure playing a larger role than chatbot applications.