Submit your bracket. Travel tech bets. Maritime logistics startups.

Mind the gap

Hi there,

Mr. Consultant — you've outdone yourself with this one.

It's bracket time, and you could win a drone

It's that time again. And we want to know:

What do you think is the best company to invest in and hold for 10 years?

Some first round matchups include:

  • Amazon vs Kroger
  • Walmart vs Starbucks
  • IBM vs Twitter
  • Xiaomi vs Snap

Round 1 closes Sunday November 19th. Fill out and submit your full bracket before then for a chance to win a drone. The first person to submit the closest winning bracket will be chosen after the final round of voting and alerted via email. Vote now.

The corporate paradox

When things are going well, they say

"Things are going well. Why change things now?"

When things are not going well, they say

"We need to focus on the core. We can't change things now"

And change comes quick. Here's Nokia from just 10 years ago.

Despite this happening again and again, corporations miss big life-ending changes regularly.

Future of travel

We visualized where the four big online travel agencies (OTAs) — Expedia, TripAdvisor, Ctrip, and The Priceline Group — are placing their bets in travel tech. With investments in or acquisitions of 10 travel tech companies each, Expedia and TripAdvisor have been the most active incumbents in private markets since 2013.

From Russia with ugh

Want to understand the Uranium One / Russia drama?

This flowchart makes it super simple.

Making waves

We surfaced high-momentum startups to watch that are bringing tech efficiency to maritime logistics. These startups offer services ranging from AI-powered global shipment tracking to satellite-based maritime vessel tracking technology, and more.

The Industry Standard

CB Insights data is the most trusted by those in the industry and the media. A few recent hits.

Business Insider. A look at which finance jobs are in demand with a reference to CB Insights' Goldman Strategy teardown.

CNBC. Deirdre Bosa (@dee_bosa) writes about Tencent's relationship with Snap and cites CB Insights investment data.

The Times. A look at Bytedance's acquisition of with a reference to CB Insights unicorn data.

I love you.


P.S. On Monday, we'll be doing a deep dive on the growth of wealth tech insurgents Acorns, Betterment, Wealthfront, and Stash. Sign up for the briefing.

The Blurb

A curated mix of articles worth sharing.

Location, location, location. Some "truisms" about startup investors and where they invest that Fred Wilson (@fredwilson) has experienced over the years.

Beating a massive tech company. Jeremy Liew (@jeremysliew) on how Amazon, Facebook, and Google can all be beaten.

How we think about returns. Bryce Roberts (@bryce) says profitability is the most leveraged position a founder can put themselves in to scale, to raise, or to sell.
Strong Words

Knowing your audience. If you want to solve your own problem, focus on solving theirs first.
Collaborative Fund
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