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01hardware2024–2026
Based Hardware's Omi bets an open-source, user-owned AI pendant that complements the phone can outlast AI-gadget hype; 13.4k GitHub stars, 300k users claimed.
Lire le cas ↗02health2020–2025
Neptune Medical spinout Jupiter won FDA clearance for its Vertex catheter, read out first-in-human PE data, and raised $40M+ to run a pivotal trial.
Lire le cas ↗03logistics2017–2026
Aurora bet a provable safety case would clear no-driver trucks; in 2025 it ran the first US commercial driverless Class 8 service, 250k miles by 2026.
Lire le cas ↗04tools2025–2026
Ex-CIA and ex-NASA founders turn any online account into a revocable read-only link for humans and AI agents; $15M seed led by Nexus, YC F25.
Lire le cas ↗05ai2021–2026
UTokyo spinout Akari bet its construction AI can power a 'next-generation industrial OS'; Mitsubishi Electric invested ¥5B at a ¥100B valuation.
Lire le cas ↗06bio2024–2026
London biotech founded 2024: open AI models that design drug molecules from scratch; $30M seed, then $70M A and $130M B at $1.3B.
Lire le cas ↗07climate2021–2025
FERC Order 881's July 2025 compliance deadline turned dynamic line rating from a pitch into a must-buy; LineVision is now on US and UK grids.
Lire le cas ↗08commerce2024–2026
Zave bets Indian shoppers hand buying decisions to an AI layer over Amazon, Flipkart and 5,000 brand sites; 50K DAU, ₹15 Cr monthly GMV.
Lire le cas ↗09consumer2017–2025
India's Good Glamm Group bet content-plus-commerce could scale a beauty house of brands; after 11 acquisitions and $342M, lenders dismantled it in July 2025.
Lire le cas ↗10education2016–2026
As VC-funded edtech rivals collapsed, Physics Wallah bet on a YouTube teacher, offline centers and affordable courses — and took India's biggest edtech public.
Lire le cas ↗11fintech2021–2026
Sea Group's Indonesian digital bank took #1 on the country's overall App Store free chart in Sept 2026, on 35M customers and a tripled quarterly profit.
Lire le cas ↗12frontier2021–2026
AST bet satellites could reach ordinary phones using carrier spectrum; five BlueBirds launched in Sept 2024 and AT&T, Verizon and Rakuten calls followed.
Lire le cas ↗13hardware2019–2025
Enfabrica built fabric chips tying 100k+ GPUs into one machine; Nvidia licensed the tech and hired its CEO for over $900M.
Lire le cas ↗14health2022–2026
Telehealth obesity clinic built on an FDA rule: while GLP-1s were in shortage, compounders could legally copy them. The window closed; Lilly sued
Lire le cas ↗15logistics2017–2026
Bosta bets Egypt's Facebook-and-Instagram sellers outgrow courier chaos if delivery is next-day, tracked and asset-light; 37M parcels by 2025.
Lire le cas ↗16tools2022–2026
After seven bootstrapped years and a $50M Series A, ngrok enters AI infrastructure with a gateway that routes to local and hosted models for a flat token fee.
Lire le cas ↗17ai2014–2023
A Tunis startup built enterprise AI from $2,000 and two laptops; BioNTech acquired it for up to £562M — Africa's biggest startup exit.
Lire le cas ↗18bio2018–2025
FDA approval, USDA sign-off and the world's only large-scale cultivated meat plant — still not enough: $347M ran out before the first commercial run
Lire le cas ↗19climate2007–2026
First US SMR certification and the 2024 ADVANCE Act were NuScale's moat; the flagship project died and $1.9B cash still buys no binding contract
Lire le cas ↗20commerce2016–2026
Mexico's used-car unicorn bet on formalizing LatAm's informal market; a 75% down round and country exits, then a $300M a16z round and first profitable month.
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