JPMorgan Chase teardown. Industrial 3D printing. 2018 tech trends.

Ok ok. Maybe people are dumb?

Hi there,

We are trying something new called Winners & Losers for our paying clients. These are short snackable posts covering, you guessed it, Winners & Losers. Some highlights below.

Bulge bracket battleground

Last year, JPMorgan added over $60B to its market cap — the second-highest increase among bulge bracket banks in 2017. 

We dove into JPM's investments, M&A, patents, hiring, and earnings calls, to understand how the bank is strategically positioning itself against peers like Barclays, Goldman, Credit Suisse, and more. Check it out

Just don't think about it 

Noam Bardin, co-founder of Waze (bought by Google for $1B), talked carpooling in a fireside chat with CNBC’s Aditi Roy at CB Insights' A-ha! Conference in December. 

The conversation quickly turned to the idea that carpooling is not a technical challenge, it’s social.

“How do you socially-engineer an experience?” Roy asked. Aka, how do you convince people to engage in the potentially awkward experience of carpooling with strangers?

Bardin’s response? “It’s not uncomfortable when you actually do it. It’s uncomfortable when you think of it.”

More about Waze’s push into carpooling in the full session video. Read the CB Insights take on the session here.

Our AI algorithms on the blockchain say the answer is...



Our intelligence analysts highlighted the top 15 trech tends to look out for in 2018, including everything from gym-free fitness to tech-enabled pet supplies. 

One trend to watch: on the heels of 2017's major hacks (from Equifax to Uber to Yahoo), individuals are starting to take cybersecurity into their own hands. 

Millennial blood, Spotify, and more

For our paid clients, one of our first Winners & Losers briefs featured everything from:

  • TheSkimm
  • Y Combinator
  • Walmart & Kroger
  • China's cashier-less stores
  • Calico and anti-aging
  • FB's algorithm change victims & victors
  • Buzzfeed
  • The Hustle
  • Cheddar
  • Bima, Petal, and Cityblock Health
  • Good ol' parabiosis and tasty millennial blood
If you're a paying client, login and read this Winners & Losers brief here.

Or click the Winners & Losers tag to see the few we've already published.

Looking up

Despite declining deals in the 3D printing space at large, industrial 3D printing startups (which supply 3D printing products and services to B2B marketplaces like aerospace, automotive, and construction) are seeing an uptick in deals and funding

Maybe humans are the problem

Two weeks ago, when we revealed these poll results about Facebook, many of you wrote saying that Facebook didn't create these human behaviors and isn't ruining society.

You argued that FB just highlights the fact that people are dumb, cruel, and/or vain.

After seeing this bit about buyers of the book Fire and Fury, I'm starting to put a bit more credence in the people are dumb thing. 

See captions from NY Post article below.

Of course, Amazon's recommendation algorithm isn't helping :)

But it gets better. Even after receiving the book, some readers read it and still didn't get they'd purchased the wrong book as evidenced by this review on Amazon.


Not in a bubble (yet)

Last year at Future of Fintech, billionaire crypto investor Michael Novogratz talked the future of cryptocurrency with CNBC’s Dominic Chu.

Their convo was a perfect snapshot of where we were at that time, covering topics like:

  • Ethereum flash crash (happened the day prior)
  • Google & Facebook (predicted they’d play in blockchain)
  • When will regulators take notice? (“pay your taxes!”)
  • Are we in a bubble? (not yet)
  • Fintech startups (“some of these companies are going to suck, like sucked”).

The stellar-and-growing Future of Fintech speaker lineup this June will pick up the conversation. You can get your ticket here

The Industry Standard

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

New York Times. Cade Metz (@cademetz) examines tech industry financiers’ new interest in computer chip startups and cites CB Insights research.

Wall Street Journal. Lara O’Reilly (@larakiara) reports that executives of MediaMath and Undertone are teaming up to launch new venture capital fund MathCapital and references CB Insights’ ad tech research.

Healthcare Dive. Jeff Byers (@jeffpbyers) writes about the consolidation trend sweeping across the health IT industry and quotes CB Insights senior intelligence analyst Nikhil Krishnan (@nikillinit).

I love you.


P.S. If you want to nominate a speaker for The Future of Fintech, you can do so here. Please note that the bar is extremely high, and because of the number of nominations we receive, we cannot respond to everyone individually.

P.P.S. Our CPG Insights newsletter launches today. If you want the latest on the consumer packaged goods industry (from food & beverage to retail to beauty tech), definitely subscribe

The Blurb

A curated mix of articles worth sharing.

I ship it. IBM and Danish shipping company Maersk are getting together to create a new company with the goal of commercializing blockchain technology.

Crypto clampdown. China is escalating its restrictions on cryptocurrency trading, focusing on online platforms and mobile apps that provide exchange-like services.

IPOtential. SoftBank Group Corp is considering an IPO for its Japanese wireless business, a move that could reportedly raise $18B.

Darn drop-down menus. Don Norman (@jnd1er) argues that poor system design, not human error, was responsible for Hawaii’s missile alert mishap.
FastCo Design

If you’re reading this, it’s too late. Humans lost to AI programs created by Alibaba and Microsoft on a Stanford University reading comprehension test.
CNN Tech
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