Grocery vs meal delivery. US election effects on global VC. Corporates in supply chain & logistics.

Meet a real unicorn CEO

Hi there,


Didn't see that coming.

Did you?

Yesterday, GoPro recalled their Karma drone after just 16 days on the market. It's good to see the stock market being so resilient in the face of this news.

Buckle up.

Peter Thiel's best seed investment

Thiel invested $500k in Facebook's seed round in 2004.

Was his $1M investment in Trump even better than Facebook?

Can we please never utter 'wisdom of the crowds'?

I know lots of management consultants sold corporations on this "wisdom of crowds" nonsense, but can we now stop?

Here is what the crowd thought of Trump's chances over time.

Totally, utterly stupid crowd.

Jobs, jobs, jobs

Today, we have some jobs in M&A/corporate development from our friends at various corporations. If you are a client of the CB Insights platform with an M&A job opening and want it in front of 212k+ folks, drop me a line.

In tomorrow's newsletter, we'll feature some jobs at VCs
so stay tuned for that.

But first, some data, graphs, and pictures.

Food for thought

We compared financing to the two main segments of food delivery startups — meal delivery startups and grocery delivery startups — over time. For the first time in five quarters, the meal delivery segment attracted more deals than grocery delivery in Q3’16, with 30 deals to grocery’s 27.

The votes are in

With the 2016 election in the books, we compiled a list of top concerns and likely impacts, according to early views we rounded up from VCs, investors, and analysts, with our own data for context. The cybersecurity industry is a sector that could see more investor interest.

The CEO of a real unicorn

Addyi, a libido pill for women often colloquially dubbed female vi@gr@, was a drug owned by Sprout Pharmaceuticals which was acquired by Valeant Pharma for $1B in August 2015.

I'm excited to announce that Cindy Whitehead, the CEO & founder of Sprout, will be joining us at The Innovation Summit. Sprout had raised $100M before its $1B unicorn exit.

Come hear what Cindy has to say about the future of healthcare at The Summit.

Note: The room block at the Bacara Resort for The Summit was filled but we've added more rooms. If you've purchased your ticket and couldn't get a room, ping us and we'll try to get things sorted.

Corps rush in

We look at funding trends involving corporates, their activity by deal stage, and identified the most active players in the supply chain & logistics tech investment space. 2016 is on track for another climb as deals are projected to reach 57 at the current run-rate.

M&A jobs

If you get one of the jobs below, please remember that you are obligated to buy 2 Answers level subscriptions. Okthxbye.

The Industry Standard

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

Business Insider. A look at Baidu's quest to raise capital for its on-demand meal delivery division with a reference to CB Insights funding data.

MediaPost. Laurie Sullivan (@lauriesullivan) writes about the most active CVCs in the first half of 2016 and refers to the CB Insights H1 2016 Corporate Venture Capital Report.

EdSurge News. Tony Wan (@tonywan) on Jason Palmer's return to New Markets Venture Partners with a reference to CB Insights data on ed tech investment.

Times of Israel. Shoshanna Solomon reports on Ai Type, a company that offers users access to relevant chatbots based on their keyboard conversation topics, and refers to CB Insights' research on investor interest in the chatbot/voice assistants realm.

Have a great rest of the week. 

I love you.


P.S. Which companies are changing the world? Join us on November 21st for our Game Changing Startups briefing where we will look at companies that are building truly innovative technology and solving big problems. Sign up here.

Geographic Spotlight

Silicon Valley doesn't have a monopoly on innovation. Here's a look at startups, emerging industries, and deals elsewhere in the US and the world.

Paris, France is home to unicorn Blablacar, a ride-hailing service. Other companies within the City of Lights include Deezer, a music streaming service; Criteo, a performance marketing technology company; and Zenly, a location-sharing app. Venture firm Kima Ventures is headquartered within Paris, as well as Idinvest Partners and Alven Capital. There were over 115 deals to VC-backed companies in Paris in 2016 year-to-date. Here are 5 of the largest deals.
  • Deezer raised a $109.1M Series E.
  • MedDay, a biotechnology company, raised a $38.5M Series B.
  • Drivy, a P2P car-sharing service, raised a $35.2M Series C.
  • NAVYA, developers of driverless vehicles that are independent of all infrastructure, raised a $33.3M Series C.
  • BlaBlaCar raised $23.6M in equity.

Grocery vs. meal delivery startup funding trends

Meal delivery startups attracted more deals than grocery delivery for the first time in five quarters, though grocery attracted higher funding. See the data.
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How the US election will impact the global VC ecosystem

From carried interest to cybersecurity to tech talent concerns, VCs analyze the impact of Trump's victory on startups and tech. Read about it.
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Corporates rush into supply chain & logistics tech startups

2016 is on pace to reach 57 deals with corporate participation, up from 9 in 2012. See the data.
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The Blurb

A curated mix of articles on private companies, venture capital, emerging industries, and innovation.

Disruption. Uschi Schreiber (@uschischreiber) dives into the upside of disruption and how to make the most of an opportunity that presents itself.
LinkedIn Pulse

It's price before product. Madhavan Ramanujam (@madhavansf) explains why pricing is so paramount from the get-go and the four ways companies often trip up when trying to monetize.
First Round Review

Voting on the blockchain. Fred Wilson (@fredwilson) discusses the potential use of a blockchain system for voting.

Capital considerations. Harry Alford (@harryalford3) shares thoughts on what to consider when raising capital.

Understanding feelings. Liraz Margalit (@lirazmargalit) on what happens when chatbots learn to empathize.

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