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Anduril tops 2025 CNBC Disruptor 50 list as interest and investment in defense tech booms

Jun 10, 2025 - cnbc.com
The 2025 Disruptor 50 list highlights companies using technology, particularly AI, to challenge the status quo across various industries. This year, the list is topped by defense tech company Anduril, marking the first time a defense tech firm has led in the list's 13-year history. Other defense tech companies like Flock Safety, Saronic Technologies, and Shield AI also feature prominently, reflecting a growing trend in the sector. These companies, valued at over $45 billion collectively, are diversifying beyond Silicon Valley and expanding their focus areas. The surge in defense tech funding is partly driven by President Trump's proposed increase in defense spending and a focus on dual-use technologies.

Generative AI is transforming multiple sectors, with 38 companies on the list considering AI critical to their business. The total valuation of this year's Disruptor 50 class is $798 billion, significantly higher than last year's $436 billion, largely due to OpenAI's $300 billion valuation. Venture capital investment in AI is rising, with 58% of global VC dollars in the first quarter going to AI and machine learning startups. Companies like Canva are integrating AI into their platforms, with CEO Melanie Perkins emphasizing AI's potential as a democratizing force. The list also includes 20 newcomers, reflecting the rapid evolution of the startup ecosystem driven by AI advancements.

Key takeaways:

  • The 2025 Disruptor 50 list is topped by defense tech company Anduril, marking the first time a defense tech company has led the list, with other defense tech companies like Flock Safety, Saronic Technologies, and Shield AI also featured.
  • AI is a critical component for 38 of the companies on the list, with 21 companies identifying generative AI as their essential technology, reflecting a significant increase in AI-focused investments and valuations.
  • The total valuation of the Disruptor 50 class is $798 billion, significantly higher than last year's $436 billion, largely due to OpenAI's $300 billion valuation and a surge in funding, particularly in AI and machine learning startups.
  • Canva, led by CEO Melanie Perkins, is heavily investing in AI, integrating AI features into its platform, and is expected to go public soon, with a focus on democratizing design for its 220 million customers worldwide.
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