AI 如何从功能变为软件基础设施：2024 年美国风投 46% 流向 AI
The Intelligence Imperative: How AI Went From Feature to Foundation
2024 年美国风投按金额计有 46% 流向 AI 公司，AI 已从产品功能演变为软件公司的底层基础。这一趋势贯穿各融资阶段：种子轮 37%、A 轮 35%、B 轮 67%、C 轮 24%、D 轮 47% 为 AI 公司。AI 不仅嵌入产品，也正在编写软件、生成营销内容与起草设计文档，推动软件业构建方式发生认知层面的重构。
In short : AI dominates 46% of US venture funding in 2024, reshaping software companies from features to foundational elements.
If you needed proof that every software company is an AI company, here’s the evidence. 46% of all US venture financings in dollar terms in 2024 were AI.
This revolution breeds in every corner of the startup ecosystem :
37% of Seeds, 35% of Series As, 67% of Series Bs, 24% of Series Cs, & 47% of Series Ds were AI companies. Within a year, half of software companies are AI companies.
By next year, if this trajectory holds, we’ll struggle to find software that doesn’t think, learn, and evolve.
What isn’t captured in this data is that the way companies are built is also changing. AI is in the product but AI is also writing software, crafting marketing content, & drafting design documents.
AI is more than a market trend - we’re watching the software industry undergo a cognitive reimagining of how we build software, the way we work & what is possible with software.
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来源：Tomer Tunguz 博客 · tomtunguz.com