Recently, I’ve noticed that YZi Labs has a pretty interesting investment landscape—they’ve almost completed the key pieces across Web3, AI, and biotech.

Starting with the prediction market sector—the gameplay is getting wilder. Some platforms are treating events like memecoins, with prices rising and falling purely on hype; others are offering peer-to-peer bets in group chats starting at just $1, making the barrier to entry ridiculously low; and some are taking the DeFi approach, aiming to be more decentralized than Polymarket. Each of these models appeals to different audiences, but they’re all competing for the “betting on the future” mindset.

Looking at AI, 4D Labs is working on foundational infrastructure for 3D data. It’s a tough, thankless but necessary area. Another project, Manifolds, is focusing on controllable 3D generation—in simple terms, it’s making AI not only able to generate 3D content, but also adjust details according to your preferences. If these two projects succeed, the efficiency of 3D content production could multiply several times over.

Overall, this kind of multi-track, portfolio investment approach means either they really understand the future, or they’re just casting a wide net and hoping for the best. Either way, it shows that these sectors are definitely starting to attract serious capital.