AI x Benevolent Disruption
Benevolent Disruptors supercharged by Artificial Intelligence.
Solving the world’s biggest problems with Artificial Intelligence
The AI market is growing at unprecedented speed and VC is fueling it.
We are underway with the largest technological shift of our time, impacting every industry globally, fueled by the venture capital ecosystem with >50% of all VC funding now going towards AI.
Source: Crunchbase, Q2’25 Global Venture Report
How do we evaluate an AI Pioneer?
In the new world of AI, quality investments have a significantly higher ticket value with AI/ML companies challenging the way we evaluate investments with long-term outlier potential.
Benevolent Disruptors: Not all AI disruption is equal
BNVT Capital analyzed the top 200 AI companies in Pitchbook within the context of our Benevolent Disruption thesis.
Thesis work: Enabling business automation via AI-Native Pioneers
While AI adoption grows, only 47% of AI-native companies and 42% of AI-enablers are tackling what we define as big problems with high societal, economic, or environmental impact. Many “AI companies” are applying machine learning to improve convenience or marginal efficiency, rather than addressing systemic needs.
Knowledge and AI
”"AI is transforming knowledge access by compressing decades of human expertise into models that can be queried in milliseconds. We’re moving from static documents to dynamic, computation-backed knowledge systems that reason, adapt and learn."
Thomas WolfCo-founder and Chief Science Officer of Hugging Face
Knowledge & AI: Market Landscape
The global AI knowledge market size is expected to grow to $215B+ by 2030 at a CAGR of 34%. The race to achieve augmented intelligence and AGI is heated, with massive amounts of capital being deployed in this sector.
Source: Grandview Research – Data, Knowledge, Agents
Source: Pitchbook
Knowledge & AI: Notable Transactions
Evolving layers of knowledge
Knowledge & AI: The Opportunity
The volume of unstructured data is exploding, yet access remains uneven and dispersed. AI can level the information playing field by democratizing access, integrating seamlessly into workflows and turning passive information into actionable intelligence.
Knowledge & AI: Priority Sectors
Climate and AI
”"AI and renewables are two sides of the same revolution. Clean power is now the cheapest energy on the system – and AI lets us use it smartly, in the right place at the right time. Get that right and bills fall, the grid runs better, and data centres and new energy infrastructure get built where they actually make sense."
Greg JacksonCEO of Octopus Energy
Environment & AI: Market Landscape
The global AI Climate market size is expected to grow to $49B+ by 2030 at a CAGR of 19.8%. The state of Climate tech endures geopolitical strife, with both VC deal sizes and valuations increasing.
Source: Grandview Research – AI in Environmental Sustainability
Source: Pitchbook
Environment & AI: Notable Transactions
Environment & AI: The Opportunity
Environment & AI: Priority Sectors
Resource Efficiency & AI: Market Landscape
The global AI resource efficiency market size is expected to grow to $130B+ by 2030 at a CAGR of 37.1%. The state of resource efficiency in the US, Europe, and MENA is booming as founders apply AI in capital intensive industries.
Source: Grandview Research – Manufacturing, Supply Chain, E-commerce
Source: Pitchbook (Manufacturing, Supply Chain, Ecommerce)
Resource Efficiency & AI: Notable Transactions
Resource Efficiency & AI: The Opportunity
While resource efficiency can appear in many forms and industries, we doubled down on how AI can radically impact supply chains, commerce, and manufacturing to reduce global waste and improve business bottomline.
Resource Efficiency & AI: Priority Sectors
Financial Services and AI
”"Whether it's delivering for our customers with localized creative across 170 countries, the velocity we need to move faster with AI, or engineering teams deploying code faster and more efficiently with an agentic customer AI experience embedded into Whatsapp - there are huge opportunities on the AI side."
Matt OppenheimerFounder of Remitly
Fintech & AI: Market Landscape
The global AI Fintech market size is expected to grow to $79.5B+ by 2030 at a CAGR of 16.5%. The state of fintech in the US, Europe, and MENA is in its early innings as AI-enabled to-date has been the focus.
Source: Fintech Futures – AI in Fintech Business Research Report 2024
Source: Pitchbook
Fintech & AI: Notable Transactions
Fintech & AI: The Opportunity
Fintech & AI: Priority Sectors
Security and AI
”"Since day zero, our approach at Poolside has been to engineer solutions capable of serving organizations managing critical infrastructure. We build models for high-consequence environments, training these models using reinforcement learning before bringing them into air-gapped environments. Security is not and never will be a bolt-on for us; it is at the core of everything we do."
Eiso KantCo-CEO and Co-Founder of Poolside
Security & AI: Market Landscape
The global AI cybersecurity market size is expected to grow to $94B+ by 2030 at a CAGR of 24.4%. The state of cybersecurity the US, Europe, and MENA is rebounding as AI attacks become far more sophisticated.
Source: Grandview Research – AI in Cybersecurity
Source: Pitchbook
Security & AI: Notable Transactions
Security & AI: The Opportunity
Leveraging AI, security ops & infrastructure enters a new era as organizations must embed continuous security audits in every stage of development automating vulnerability detection and enabling AI to be leveraged in a safe and efficient way within organizations.
Security & AI: Priority Sectors
Digital Health and AI
”"Wearable technology is transforming healthcare by shifting the focus from reactive sick care to proactive, preventative long-term wellness. At Oura, we empower our members with continuous access to vital health metrics, using AI to help them take control of their well-being and become experts in their own health journeys."
Dorothy KilroyChief Commercial Officer at Oura
Digital Health & AI: Market Landscape
The global AI healthcare market size is expected to grow to $188B+ by 2030 at a CAGR of 38.62%. The state of digital health in the US, Europe, and MENA remains emerging with several funds playing.
Source: Grand View Research
Source: Pitchbook
Digital Health & AI: Notable Transactions
Digital Health & AI: The Opportunity
MedTech Europe and Deloitte reported that the potential impact of AI could lead to significant positive outcomes for health systems: saving 400,000 lives yearly and accounting for €200B in annual savings.
Digital Health & AI: Priority Sectors
