In 2026, the artificial intelligence landscape has reached a critical inflection point, with worldwide AI spending projected to surge to an unprecedented $2.59 trillion, marking a 47% increase year-over-year according to Gartner. As capital shifts from heavy infrastructure build-outs by tech giants toward widespread enterprise adoption—particularly in agentic workflows—the market is experiencing a massive wave of practical commercialization. Consequently, the primary challenge for investors and market participants has transitioned from chasing sheer computing scale to identifying high-potential AI companies capable of delivering sustainable ROI, clear strategic alignment, and tangible business outcomes.

On June 17, during an industry discussion on AI entrepreneurship and investment logic at the 36Kr WAVES Conference, Tec-Do, a leading AI MarTech company, sent a clear signal that it will continue to increase its focus on AI applications and intelligent agents. Public information shows that Tec-Do focuses on performance-oriented marketing solutions for global business growth. In 2025, it served more than 100,000 advertisers.

Speaking on AI entrepreneurship and investment judgment, Tec-Do founding partner Eileen Nie emphasized the value orientation of AI: “A company’s AI intensity is not measured by how many tokens it uses, but by how many workflows it changes, how many business decisions it supports, and how much customer value it creates.”

Based on publicly available information, Tec-Do has formed a relatively clear strategic investment layout in AI marketing in recent years, covering areas such as Creator Marketing Agent, Creative/Video Agent, Agentic Commerce, and AI Memory.

Notably, most of these investments took place before Series A. Seed and angel rounds are Tec-Do’s real focus, showing that the company pays closer attention to AI-native projects with clear scenario entry points and commercialization potential.

At the front-end application layer, invested companies such as Markable.AI, Lessie AI, and NEMO Video correspond to real demand scenarios including creator marketing and intelligent content production. In the transaction conversion stage, Tec-Do has turned its attention to new growth opportunities brought by Agentic Commerce. In January 2026, it announced a strategic partnership with DeepLumen, a Silicon Valley-based M2AI, or marketing-oriented AI, technology company. Starting from GEO, the partnership looks ahead to AI search entry points, generative traffic restructuring, and DTC brand growth.

In Eileen Nie’s view, the real question AI startups must answer is whether they can enter customers’ decision-making chains and business processes. She emphasized that customers do not simply want tools or workflows; they want to know how much growth value these tools and workflows can ultimately generate. Therefore, for AI application companies, a key challenge is to establish a clear connection between content output, service capability, and business results, while making that connection quantifiable, verifiable, and continuously informed by feedback. Only in this way can AI applications move beyond conceptual hype and enter a sustainable commercial closed loop.

Behind this judgment is Tec-Do’s investment logic, shaped by years of industrial practice. Relying on its self-developed marketing multi-agent system Navos and Tec-Chi multi-modal large language models, both trained over time in real business scenarios, as well as its accumulated global media channel network, customer resources, and data feedback capabilities, Tec-Do not only better understands how AI can enter enterprise marketing chains and generate verifiable business outcomes, but can also help portfolio companies access global channels and real scenarios earlier, accelerating the validation of product capabilities and commercial value.

Another noteworthy point is Eileen Nie’s observation on the current evolution of the AI industry. She believes this wave of AI is breaking the once-clear boundary between ToB and ToC. In the past, the market often separated ToB and ToC companies distinctly, but in the AI era, that boundary is being rewritten. What matters more is no longer whether a product is classified as B-end or C-end, but whether its business model works: who is paying for it, why they are willing to keep paying, and whether that willingness and ability to pay are sustainable over the long term.

Against this backdrop, Tec-Do has always placed “customer value” at the center of its evaluation of AI projects. Eileen Nie noted that real discipline means staying focused on customer value amid rapid change. Compared with chasing conceptual trends, this judgment based on real demand, real payment, and real results is closer to Tec-Do’s understanding of long-term industrial opportunities.

From a longer-term perspective, Tec-Do’s investment in AI is not merely a forward-looking financial layout, but a continuous effort to build future industrial capabilities. As Eileen Nie said, technology routes may change, and models may change, but the problems customers are willing to pay to solve will not change easily. Looking ahead, Tec-Do will continue to advance investment and collaboration around AI applications, intelligent agents, and global business infrastructure, while working with more entrepreneurial teams that demonstrate scenario insight, product capability, and commercialization potential to jointly promote the implementation and validation of AI capabilities in real business scenarios.

About Tec-Do

Founded in 2017, Tec-Do is a leading AI MarTech company delivering result-centric marketing solutions for global business growth. Powered by Tec-Chi multi-modal large language models (MLLMs), the company delivers end-to-end marketing solutions through a suite of AI-native, performance-driven products. These products restructure and autonomize mission-critical marketing processes—including market intelligence, content generation, campaign delivery, and performance optimization—across global media channels. In 2025, Tec-Do served over 100,000 advertisers, representing a diversified customer base that spans e-commerce, gaming, entertainment, and local commerce.