Benevolent Disruption™ is a proprietary research model to identify these companies
- Academic partners
- Data partners
Thesis
Benevolent Disruptors deliver 51% higher returns than traditional venture investments
In collaboration with HBS and VenCap, studying LP returns data across
- 40years of data
- 500funds
- 14,000companies
Only 47% of AI-native companies are tackling what we define as big problems
- 1,500xFall in the cost of running a GPT-3-class model in the last six years
- 12.6ptsMargin advantage for firms that rebuilt workflows around AI
- 70%European data-centre electricity demand by 2030
The model is no longer the moat, knowledge is the scarce asset
Co-Author
Professor Josh Lerner
Academic Partner
Professor David Gann