AI Thesis

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.

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.

BNVT Capital analyzed the top 200 AI companies in Pitchbook within the context of our Benevolent Disruption thesis.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.