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Flexport teardown. Round 5. Fitness tech in Asia.

The best letter

Hi there,

Demo Day at the A-Ha! Conference is underway so this will be short.

If you're not here in person (not smart), you can sign up for the livestream here. Note: Demo Day is not being streamed but the rest is.


Introducing the AI 100 

Today at A-ha!, we not only revealed the 40 startups we chose (from a pool of 2,000+) to present at our first-ever Demo Day, but we also unveiled the 2018 AI 100, a list of pioneering companies using artificial intelligence to change their industries.

Of the 100 companies on last year's list, 55 have raised funding and 5 have been acquired. 

This year’s companies are doing groundbreaking work in cybersecurity, IoT, drug discovery, robotics, and much more.

We’re extremely excited to see what they do next.

Check out the 2018 AI 100 and don’t forget to sign up for the livestream. A few of these companies will be on stage.




U.S.A —
U.S. oh wait

Major League Soccer aka football salaries in the USA are climbing.

It's great to see the success the US team has had given this investment.




Logistics lineup

Recently, we dug into global freight forwarder and logistics company Flexport. We looked at the company's financing history, investors, product offerings, business initiatives, and biggest threats and opportunities to understand Flexport’s position against major rivals.




An interesting line chart

The number of countries in Europe over time. 




Straight A's 

We're down to the penultimate round in our bracket, which asks: what is the best company to invest in and hold for ten years? 

Notably, our final four contenders all start with the letter "A." Up this week: 
  • Apple vs. Alibaba
  • Amazon vs. Alphabet
Round 5 will close Sunday, 12/17. Cast your vote now




Feel the burn 

The fitness economy is growing globally, with non-US equity deals accounting for one-third of global fitness tech deal share from 2013 to 2017 YTD.


In Asia, the proliferation of mobile, a burgeoning middle class, and pro-fitness government policies are particularly enabling the rise of fitness tech in China and India. 




The Industry Standard

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

Bloomberg. A look at the potential "Bank of Amazon," with a reference to CB Insights VC funding data. 

LA Times. Russ Mitchell (@russ1mitchell) writes about the impact of high LiDAR costs on driverless tech and cites CB Insights auto tech funding data. 

Forbes. Nicko Widjaja discusses the startup landscape in Indonesia, with a reference to CB Insights analysis about why startups fail


I love you.

Anand
@asanwal

 
P.S. Don't forget to tune in to the A-ha! livestream tomorrow. We have a first-rate lineup of speakers you won't want to miss. 

The Blurb

A curated mix of articles worth sharing.

Let's take it offline. Adam Lashinsky (@adamlashinsky) looks at Chinese giant Alibaba's ambitious, Amazon-like offline plans. 
Fortune

Dark fiber. Scientists are looking to put miles of unused underground fiber optic cables to work measuring seismic activity and other environmental changes. 
FastCo Design

"Misinformation, mistruth." Former Facebook executive Chamath Palihapitiya says social media is "ripping apart the social fabric of how society works." 
The Verge


Na na na na na na na na. Researchers have found that kids ages 4 – 6 perform better during boring tasks when dressed as Batman. 
World Economic Forum 

For sale. Online marketplace Craigslist recently added a new button for sellers to indicate that they'll accept cryptocurrencies as payment. 
Business Insider

 
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