15 Companies to Watch in the AI Wave

The Fundrise Innovation Fund has revealed a list of tech companies worth watching through the eyes of a venture capital firm. These companies are leveraging AI to strengthen their core business and keep pace with change — not only giving users a more convenient experience, but also pushing the companies themselves to a new level of capability.

Companies this VC is interested in adding to its portfolio include:

Comparing market share across industries and each company’s AI strengths, the results look like this:

Company analysis

Ranking by AI score and growth potential, Anthropic stands out as one of the most watch-worthy companies this year. Anthropic is the company behind the Claude AI many of us use daily (the table above was actually generated with Claude). Its clearest strength is the ability to present information in many forms — graphs, charts, and more — and its speed and choice of wording made it hugely popular over the past year.

Databricks, meanwhile, is an all-in-one platform for data and AI, offering services spanning data management, data warehousing, AI model training, and much more, with pricing tiers to suit different needs.

Other names are just as interesting — ServiceTitan, for example, has already gone public, with its share price up 42% from the IPO price (source: Reuters)

This year, many companies will likely need to rethink their strategy after NVIDIA CEO Jensen Huang announced a serious push for AI — moving from Agentic AI toward Physical AI. It’s a wave that touches nearly every industry: wherever AI hasn’t yet been adopted, it will gradually be applied to make work more efficient, acting as a tool that lets us leverage our time.