Apple in healthcare. All things CPG. MoneyTree Report.

Death & anxiety

Hi there,

Our Q4'18 MoneyTree report, which tracks global VC activity and is done in partnership with PwC, came out today.  

There’s been a lot of great and interesting media coverage of the report, which we’ll highlight over the coming days.

One interesting analysis was done by The Financial Times, which compared the trend in Asian tech investment with that of the US.  

The next Silicon Valley — if there is one — is coming out of Asia, it seems (likely China).

Sidenote: I will be in Beijing next Saturday speaking at EmTech China hosted by MIT Tech Review. If you’re in Beijing doing interesting things in corporate transformation, investment, or tech, I would love to catch up if possible. Drop me a line.

Back to the 2019 VC stats — check out the full FT article in the Industry Standard below.

And download the entire free Q4'18 MoneyTree VC report here.

Senior execs gather at Samsung

On February 12, we’ll be at Samsung in San Jose to host our next executive forum, Councils, and discuss how to measure return on innovation.

If you are an SVP or higher leading strategy, innovation, digital transformation, CVC, or any group driving transformational investment at a large enterprise ($1B+ revenue), it’s a topic that is likely near and dear to your heart.

We’ll be hearing from several companies about how they do it and also be presenting CB Insights research on the topic.

If you meet the above criteria and would like to attend, reach out to me or More on Councils here.

Money, please

US annual funding hit $99.5B across 5,536 deals in 2018 — a 30% funding increase from 2017.

Check out PwC and CB Insights' Q4'18 MoneyTree Report for more of the latest trends in global VC funding.

An Apple a day

With over $7T in health spending per year, healthcare accounts for nearly 10% of global GDP. The market opportunity is huge, and Apple is taking advantage of it.

We explore Apple's developments in the space — like the Apple Health Record and Apple Watch with a single-lead ECG — and what lies ahead. Read all about it here.

Why so anxious?

On Twitter, we asked how you feel when you see a competitor failing. Here are the results:

TBH, I’m very surprised by this. Perhaps a lot of non-entrepreneurs responded to the poll, but the level of anxiety that folks feel when a competitor is dying seems odd.

Does that mean that folks don’t think their businesses or markets are solid?  
We’ve had numerous CBI competitors die during our lifetime (all more well-funded, btw), and each time we take joy in it for 5 minutes and then get back to work.

Sometimes we go looking for talent or customers, but most of the time, the demise was predictable and so the good people have all already left.

But the death of a competitor has never made us worry about our business.  

That doesn’t mean we don’t worry (constantly) about our business for other reasons, like:  

  • Are we building the right products?

  • Are we taking care of clients?  

  • Are we hiring and retaining the best people?

  • Are we starting to act like our isht don’t stink?

  • Are we moving fast enough?

  • Are we disciplined and deliberate in our decision-making?

  • Are we actively killing complexity?

Yes, we worry a lot. But not about the competition.

We still think Jeff Bezos said it best in one of his annual letters:

What do you think? Why are folks so worried when a competitor dies?

 An upgrade for digital times

Making millions of buildings smarter, cleaner, and safer is a complex process that requires new technology and data.

So startups are stepping up. From connectivity to rating systems to HVAC, we take a look at 55+ companies driving innovation in smart building technology. Expert Intelligence clients can see them all here.

We heard you like CPG research

Are you looking for the hottest new snacking startups, the biggest retail blockchain initiatives, or the AI platforms helping retailers survive? We've got you covered.

We've compiled our most relevant CPG and retail research from 2018. You can find it all here.

It’s called fashion, look it up

Prediction: 2019 will be the year of ankle scarves.

 Feel that spark

With more aggressive government incentives and improvements in vehicle design, the number of electric vehicles on the road will increase substantially over the next several years.

From vehicle-to-grid tech to sharing platforms, we map out 60+ startups looking to capitalize on the shift. Clients can see them all here.

The Industry Standard

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

Financial Times. Louise Lucas (@louiseflucas) discusses how Asia bucked the trend of falling venture capital deals and refers to PwC and CB Insights’ latest MoneyTree Report.

Forbes. Paul Armstrong (@paul_armstrong) lists the must-read trends reports for 2019 and includes CB Insights’ Top Tech Trends For 2019 Report.

Economic Times. Vishal Dutta (@vishalduttaET) reports that early-stage VC fund YourNest will invest in edge computing startups this year and references CB Insights research.

I love you.


In a week, we’re going to announce the first 8 speakers at Future of Fintech. They’re amazing. And prices go up then. So get your ticket now.

P.P.S. This Thursday, we'll be discussing luxury trends to watch in 2019. Sign up for the briefing here.

The Blurb

A curated mix of articles worth sharing.

Maybe there’s a better way. Scientists may have unknowingly skewed the results of their cancer studies by growing cells in unrealistic liquids.
The Atlantic

Want to chat about it? Therapy chat bots could be a helpful supplement to in-person therapy sessions.

Do a flip. Jason Kehe (@jkehe) spends a year as a flip phone owner.

Times are a-changin’. Big corporations are moving towards sustainable and socially conscious practices to reflect changing consumer demands.

The hero none of us deserve. Pizza’s global spread shows how everyday people can take part in innovation that has worldwide impact.
Fast Company

It’s not all parks & rec. As the government shutdown continues, the National Park Service is using entrance fees to pay for operations at its most popular sites.
Washington Post
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