Third Wave.AI

Over the past year, we've had the pleasure of welcoming a number of leading Machine Learning (ML) focused companies to the Notion family. These are startups that are tackling verticals ranging from autonomous vehicles (Five.AI) to behavioural monitoring within the enterprise (Status Today). What's more, many of our existing portfolio companies are now using ML to power aspects of their products and delivering accelerating returns as they go. As a B2B fund with a strong history in SaaS, we keep an eye out for emerging technologies that have the potential to bring a business's marginal cost down to near-zero and in turn, enable subscription-based models. Here are a few thoughts on why we are bullish about a new wave of AI startups and the lens through which we are analyzing these opportunities.