Hi there,

Last week, we ran a poll asking:

If you had $10k to invest and were required to hold for 3 years and then sell, which one of these names earns you the best return?

Peloton

Spotify
Netflix

A la Bill Ackman, you went for Netflix.

Peloton lost — unsurprisingly. But since the poll, the stock has jumped on M&A rumors — notably from Amazon.

So let’s play i-banker for a minute.

IMO, the most interesting — and perhaps not super obvious — potential acquirer of Peloton is Disney.

Disney could see more subscription revenue, theme park properties & ESPN synergy, own more screen time, etc. 

Who do you get?

Extra credit if you don’t say Apple or Amazon and have a good cogent reason.  

We’ll share some of the best replies in a coming newsletter.

Our tech predictions

• Net-zero or bust. 

• Ultrafast convenience. 

• Killing the credit card. 

We predict the 12 tech trends that will take off this year in this report.

On Thursday, CB Insights analysts will answer your questions about the report findings.

Save your spot for the Feb. 10 roundtable discussion here. 

Carpe diem

Diem, the Facebook-backed stablecoin project, has called it quits. Last week, the group announced it would sell its assets to crypto-focused bank Silvergate Capital.

While Zuck’s stablecoin dream may be over, the price-stabilized virtual currency is not. 

Dig into what stablecoins are, their real-world applications, and the evolving regulatory landscape in this report. 

No scrubs

Are you doing something groundbreaking with AI? We want to know about it.

For 5 years, we've identified the most promising AI companies in the world for our annual AI 100 awards. During that time, AI's impact across industries has grown dramatically. Just take a look at last year's winners, which are working on everything from climate risk to virus modeling.

Applications are now open for our 6th annual AI 100. Get started by filling out the application here by February 16.

No more tears

At a nearly $500B valuation, Johnson & Johnson is the most valuable pharmaceutical company in the world.

We mined J&J’s recent acquisitions, investments, and partnerships to uncover its most important strategic priorities — across consumer health, drug discovery, and more — in this analysis.

Hit me with your best shot

As consumers spend more time online, brands and retailers have more opportunities and channels to reach them. 

But brands need to become more efficient at creating, managing, distributing, and measuring the impact of their digital content to do so.

From digital asset management to content moderation, we highlight 110+ digital content companies helping brands and retailers.

TechCrunch. Alex Wilhelm (@alex) and Anna Heim (@abracarioca) report on the insurtech market and cite CB Insights research.

Emerging Tech Brew. Grace Donnelly (@gddonnelly22) uses CB Insights’ State Of Digital Health report to cover the digital health landscape. 

CNBC. Hannah Miao (@hannahmiao_) covers ultrafast delivery trends in NYC and references CB Insights data.

P.S. We’re hiring for community development managers who will establish, cultivate, and maintain relationships with senior executives, VCs, and other industry leaders. Check out the role here.