Mobility Threads | Release #2

google makes printing "hello world" way faster, you're pitching your ai startup all wrong. Loadar. Synthavo, RL and more. Happy holidays.

Dec 19, 2024

2024 went by in the blink of an eye! Wishing you a joyful holiday season and a prosperous New Year! Here are some H0s for 2025.

H0: AI Agents will define 2025.
We’ll witness the commoditization of foundational models and an industry-wide land grab in sectors like finance, insurance, and healthcare.

H0: Churn becomes the ultimate metric.
As AI takes over CFO checkbooks, differentiation will matter more than ever—because not all AI is created equal.

H0: AI regulation will start to catch up in Europe.
With AI’s rapid adoption, 2025 will see the emergence of stricter policies and ethical guidelines, forcing companies to balance innovation with compliance.

On the Right Track

Loadar (London, UK) - Raised $4M led by Frontline Ventures to optimize how shippers collaborate with carriers globally. Already live with blue-chip clients in Europe, Loadar is targeting U.S. expansion next year.
Synthavo (Germany) - Secured €4M to optimize spare parts sales with AI and reduce machine downtime.
Machines with Vision (Edinburgh, UK) - Secured a Network Rail contract and investment from Par Equity to enhance railway infrastructure monitoring and drive international growth.

Off the Beaten Track

RL Core Technologies (Edmonton, Canada) - Raised $5M in a seed round led by TQ Ventures to develop advanced robotics and AI solutions for industrial automation.
Wholechain (Bloomfield Hills, MI) - Raised $3M to enhance blockchain-based supply chain traceability solutions.

Stealth Track

Ken Acquah: Former TruckSmarter Head of Engineering building something
Cyril Nader: Ex-NASA engineer / Dexterity building something in AI
Adhitya Jayasinghe: Ex Tesla & Antler EIR building something in climate

Things to keep in mind when pitching your AI startup:

1 - Define the problem. If it’s not a business case, it’s not a pitch.
2 - Don’t throw AI at it. Real-world problems need real-world solutions.
3 - Understand the situation. No amount of LLMs will fix a lack of context.
4 - All problems are people problems. Technology is the how, not the why.
5 - ROI > Solutions. Customers care about impact, not buzzwords.