4 major AI consumer opportunities for startups

We at F4 Fund believe there are four major AI consumer opportunities for startups:

A. AI Agents
– Personal assistants reaching new levels of capability
– Personalized and customized consumer experiences
– Enhanced decision-making support based on preference
– Think OpenAIs Operator but more convenient, personalized and made for consumer

B. Generative AI
– AI video, audio, photos, posters, etc. reach mainstream
– Creating new forms of content with AI
– Opening new creative possibilities

C. Entertainment & Gaming
– AI-enhanced gaming experiences
– More engaging than traditional human-created content

D. The Consumer Robotics Frontier (not today but soon)
– A possible market structure: Tesla robots (comparable to iPhone), and Chinese manufacturers (comparable to Android)
– Software Platform: An “App Store” for robot applications emerges