Market maps

Independent research

Market maps

Sourced, scored maps of emerging AI markets. Every valuation and funding figure cites its source, or says plainly that it has none.

The maps

  1. AI systems that run the research loop: hypothesis, experiment, result, repeat.

    • Lab in the loop
    • Computational
    Companies
    24
    Axes
    Autonomy × Range
  2. Devices you wear that listen, see and act through a personal AI.

    • Pendants, bands & rings
    • AI glasses
    Companies
    15
    Axes
    Capture × Agency
  3. The companies collecting and generating the data robots learn from.

    • Human capture
    • Robot teleoperation
    • Simulation
    Companies
    23
    Axes
    Grounding × Breadth
  4. The payment and checkout rails that let AI agents spend money and buy things.

    • Payments & wallets
    • Checkout & catalog
    Companies
    33
    Axes
    Autonomy × Reach
  5. AI that generates worlds you can move through, and predicts how they respond when you act.

    • Interactive worlds
    • Physical AI
    Companies
    20
    Axes
    Interactivity × Generality
  6. Agents that act on your behalf across your personal life.

    • Personal assistants
    • Work & productivity
    Companies
    30
    Axes
    Autonomy × Distribution

Sourced

Every valuation and funding total cites the page it came from, or is labeled as having no public source.

Scored

Positions are editorial judgments against rubrics published on each map, and every company profile explains its scores.

Kept current

Each map is re-checked by hand against new reporting. Figures and scores change when the evidence does, and every score change is logged with its reason.