Changing the world
I'm really happy that we've gotten corporate folks to scrutinize handwavy, BS consultant frameworks and graphics more keenly.
And so now folks snap pictures of decks or presentations with inane management consultant drivel and share them with us regularly.
Today, we'll share a couple.
First, this beauty from a report about designing and delivering strategy.
Thx to Keith Palzer for sharing.
The United States of fintech
We mapped the most well-funded fintech startup in each US state. There are 5 unicorn companies ($1B+ valuation) included on our map — SoFi in California, Oscar in New York, Avant in Illinois, Kabbage in Georgia, and AvidXchange in North Carolina.
Are you a Futurama fan?
Sad it’s been off the air since 2013?
Mobile gaming hitmaker Jam City — in collaboration with the show’s creators — is bringing you new story lines featuring the original writers and voices.
A Futurama game was the number one Jam City user request.
Jam City CEO, Chris DeWolfe, who gained fame as co-founder of Myspace, says his Myspace experience taught him to prioritize user experience over a rush to early revenue.
Now, the company:
- Sports 50 million monthly users
- Is on track to do $400M in sales this year
Chris is taking a data-driven approach to the gaming business, and so I'm looking forward to hearing from him at A-ha! this December.
We're offering a sweet deal — 2 tickets for $1990. Good until end of Wednesday.
Or use code futuramajam to save $500 off your ticket.
Ye old inflection point, eh?
One of the best and most foolproof hacks adopted by consultants to sow fear in a client is what we call the old "inflection point" chart.
It works like this.
Your company and something important are in sync for a while.
Or maybe your company is even a bit ahead.
And then for no clear reason, bam!
Important thing takes off.
And you're left in the dust.
(axis labels optional btw)
And what do you know — consultant has services to help you catch up.
We call this a win-win.
Here's a good consultant inflection point graphic courtesy of a reader.
This week, semiconductor device supplier Broadcom announced its proposal to acquire semiconductor manufacturer Qualcomm in a transaction valued at $130B — a proposal involving two of the world's biggest chip makers, and if it goes through, the biggest tech M&A deal ever. Additionally, news surfaced that Intel is teaming up with AMD to develop a laptop chip that uses an Intel processor and an AMD graphics unit.
To better understand chip makers' moves, we looked at where major chip companies — including Broadcom, Qualcomm, Intel, and AMD — are investing across AI, AR/VR, and IoT.
Best-in-class, leading, disruptive — aka kill me now
A lot of investors, companies, and acquirers now submit their data to us via The Editor.
Almost universally, people are afflicted with a condition that prevents them from talking like human beings, and often cram their company descriptions with nonsensical jargon.
And so we've put a jargon filter on The Editor as Katie recently discovered.
If you want to up your chances of being featured in the work of our Intel Analysts and in this newsletter, you should go here and submit/update your profile now.
BTW, for data or network effect nerds out there, here's how The Editor coupled with our ML technology has given us a massive data advantage.
We analyzed corporate funding trends and identified the most active corporate players in the travel tech space. Corporate and CVC investors have been increasingly active in travel tech over the past 5 years, and since 2013 have participated in a total of 244 deals worth $6.1B.
Although airlines do not appear to be actively investing in travel tech, other traditional travel companies (like hotel chains) do appear on the most active list, including Hyatt Hotels and AccorHotels.
The Industry Standard
CB Insights data is the most trusted by those in the industry and the media. A few recent hits.
Financial Times. A look at fundraising claims by Chinese private companies and the questions over their veracity, with a reference to CB Insights unicorn data.
The Week. Harold Maass (@haroldmaass) on whether the "golden age" of startups is over with a reference to CB Insights valuation data.
The Hindu. Thejaswi Udupa (@udupendra) on why startups fail with a mention of CB Insights research on the subject.
I love you.