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$252 Billion Into AI. $386 Billion Into Renewables. Where Are You?
A founder’s guide to catching the capital wave, not getting crushed by it.


The AI Investment Boom – But Who's Really Winning?
Exponential Blueprint | Edition 41
In 2024, investment in artificial intelligence hit $252.3 billion — a staggering 44.5% increase from the year before. But here’s the real kicker: that’s not even the biggest number. In the first half of 2025 alone, renewable energy projects attracted $386 billion — and the year isn't over yet.
Who's actually creating jobs — and wealth — from this flood of capital?
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What Investors Are Really Telling You
When hundreds of billions pour into a sector, the message is simple:
We believe there is value to be created — and captured.
Yet most of the public conversation around AI is focused on disruption, not opportunity. Scaremongering headlines about job losses dominate LinkedIn feeds. Politicians debate ethical implications. And employees wonder if their skills will survive the next ChatGPT update.
But here’s what they miss:
Investment is a job-creation signal.
It creates demand for infrastructure, leadership, strategy, execution, ethics, governance, and yes — finance.
In every investment wave, there are those who watch from the sidelines and those who reorganize to ride it.
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Sector-by-Sector: The Capital Race
Here’s what the landscape looked like in 2024–25 (source: Bloomberg, Stanford HAI, BNEF):
Sector | Investment | Key Drivers |
---|---|---|
AI & Machine Learning | $252.3B (2024) | LLMs, enterprise automation, AI-native software & services |
Renewable Energy | $386B (H1 2025) | Solar deflation, energy security, BESS, PPA-backed projects |
HealthTech / MedTech | $15.6B (2024, PE/VC only) | AI diagnostics, digital health, care delivery innovation |
Fintech | $95.6B (2024) | Embedded finance, AI risk scoring, alternative assets |
Cybersecurity | ~$90B (2024 est.) | Quantum threats, AI fraud, zero-trust architecture |
Deep Tech / Hardware | $100B+ (2024–25 est.) | AI chips, robotics, sensors, automation in IP-led industries |
Semiconductors | $175B (2024–25 est.) | AI hardware, geopolitics, supply chain resilience |
TMT (Tech/Media/Telco) | ~32.8% of VC globally | SaaS, digital infra, streaming, edge computing |

Notice anything?
All of these are IP-rich, exportable, and system-transforming industries. They match exactly what I call the High Valuation Triangle:
Intellectual Property Monetization – Assets that scale digitally or globally (e.g. patents, platforms, algorithms)
Succession & Leadership – Teams capable of translating vision into disciplined execution
Global Expansion – Models that transcend local boundaries, making businesses attractive for acquisition or capital
The mistake many entrepreneurs make is thinking that valuation is only about EBITDA.
It’s not.
Valuation is about value creation + value positioning — and that’s exactly what these sectors are doing at scale.
What Does This Mean for You?
Whether you’re in SaaS, clean energy, manufacturing, or consulting — you’re not outside this wave. AI isn’t just a tool — it’s a force multiplier when positioned correctly.
If you’re stuck:
In a cash-flow treadmill…
Struggling to attract strategic capital…
Unsure how to compete with larger players…
Then this is your call to pivot and ride the wave, not get drowned by it.
As a CFO and M&A strategist, I’ve seen this play out before — from solar’s cost crash (down 98% since 2008) to the SaaS boom to biotech’s AI-enhanced rebirth.
In every case, the businesses that grew fastest had one thing in common:
They mastered the High Valuation Triangle:
Monetized their IP, built strong leadership teams, and expanded beyond borders.
2 Case Studies – One Missed, One Made It
The Cautionary Tale – A Cybersecurity SaaS Startup (2022)
Built great tech, raised a $5M seed round. But everything was founder-centric. No leadership team. No clear IP moat. No scalability model.
Result? Burned out. Merged under distress. Valuation cut in half.
The Blueprint in Action – A UK-based CleanTech Scale-Up (2023)
This company produced intelligent energy-saving sockets for commercial buildings.
Their tech was good — but what transformed them was strategic leadership: we repositioned the company around its core IP, patented the tech in multiple geographies, and introduced an employee options scheme to attract top-tier talent.
With a strong team in place and a clear go-global strategy, they secured £5M in non-dilutive venture debt for US expansion.
Result? Doubled valuation, investor confidence, and a path to profitability — without giving up control.
It’s not about hype.
It’s about organising your business like you plan to win.
Our M&A Expert Corner, Marguerite Bolze from Indonesia
What happens after setting up the IMO?
While every function kicks off an integration with its own workstream, this view is fundamentally incomplete.
Integration success hinges on understanding and managing functional interdependence.
Responsibility is often shared, meaning tasks rarely complete in isolation. Therefore, establishing efficient, cross-functional communication streams and rigorous follow-through mechanisms with realistic timelines is paramount.
To lead this complexity, the business must appoint an Integration Head with proven transversal functional experience.
This leader must be skilled in creating structure, thrive under pressure, and possess the capability to unite diverse teams toward a common goal.
Recognizing that integration is a stressful process, this leader must also cultivate a safe, transparent cultural space where challenges are immediately addressed, not hidden. Flexibility and adaptability are not just buzzwords—they are essential for guiding human beings through change, maintaining morale, and preserving momentum.
Capture the value from your M&A! Schedule a call with us!
Marguerite Bolze
Below is our M&A podcast with Marguerite Bolze
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Final Thought: The AI Shift is Just the Beginning
This isn’t about AI vs. jobs. It’s about reorganizing around new engines of wealth. And it’s not just AI.
The same shift is happening in:
Cybersecurity (thanks to quantum threats)
Biotech (thanks to AI-enhanced molecule design)
Renewables (thanks to cost curve deflation and energy policy tailwinds)
If you’re an entrepreneur, board member, or investor — ask yourself:
Are you building a business that thrives in this new world, or one that disappears into irrelevance?
📌 How to Act Now
Apply the High Valuation Triangle to your business today.
Start with this: What’s your most scalable IP asset? Is your team investor-ready? Can you go global?
If you're ready to pivot from busy to investable…
Explore my premium service, The High Valuation Code — where we build exactly this kind of transformation over 12 months.
Only 25 seats available per month. Zero fluff. 100% strategy + execution.
👇
Join the waitlist for the next cohort or reply to this email for a private consultation.
Let’s build something that attracts capital — not chases it.
Matteo Turi
Chartered Accountant (FCCA) | CFO | Investor
Creator of the Exponential Blueprint & High Valuation Triangle
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