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Top medical device acquirers. Emerging AI. L'Oreal's patents.

Sand. Meet head.

Hi there,

Today, the spiel is going to be about a bank.

I know that sounds terribly boring.

And it might be.

(But maybe it won't)

If it helps, we are going to talk about a British bank.

Yeah, that didn't help.

Oh well.

Before we get to the story, some data.

Medical device M&A

We tracked M&A activity of top medical device acquirers that have made 5 or more acquisitions since 2012. Medtronic is by far the most active acquirer with 15 acquisitions.




Call for startups

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Submit your data here.


The invincible bank: part 1

The story we're going to tell is of a bank named Barclays.

Barclays is a proper British bank. 

According to Jes Staley, its CEO, Barclays will always be around.

Like forever. 



He doesn't think fintech companies are going to challenge Barclays.

These fintech companies don't recognize that 30% of Britain's GDP runs through Barclays.

Barclays is "the isht" you see.




Emerging AI applications

From legal tech to real estate to travel tech, and more, we examine the verticals where AI startups are beginning to emerge and identify some key startups to watch.



Check out our Artificial Intelligence Deals tracker for details on the distribution of AI deals across these categories.

The invincible bank: part 2

In big companies, sometimes you run into this Barclays attitude.

It goes by many names.

Hubris.
Arrogance.
Cluelessness.

It's also worth understanding that there is no upside to saying stuff like this.

Cuz more often than not, you'll find yourself on the wrong side of history like so many of these CEOs.  

And then we'll make slides to immortalize your cluelessness.

Slides like this.



That worked out well, eh?

It's harder than ever to stay on top.

Just look at the data.




Because patents are worth it

Beauty & grooming giant L’Oreal has been extremely active in patent applications, filing over 1575 patents since 2009. Our analysis shows that most of the patents focus on product formulations, specifically in products related to hair care.

The below granted patent is for visually analyzing a shopper’s skin or hair using an iPhone or other consumer device. 





The invincible bank: part 3

The arrogance is surprising especially given Barclays' stock performance.



In any case, more than ever, incumbents need to at least recognize that threats from insurgents can be real. 

(probably not as publicly as Santander)

And many do. Especially in financial services.

Of course, there will always be folks like Jes Staley at Barclays who don't.




The Industry Standard


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

Times of Israel. Shoshanna Solomon writes about the Gett-Juno deal and quotes CB Insights senior analyst Kerry Wu (@kerrygwu) on the subject.

CNET. Luke Lancaster (@lglancaster) writes about the potential partnership between Tesla and Redwood Materials and refers to the SEC filing unearthed by CB Insights.

Insurance Journal. A look at insurance tech funding trends with a reference to data found in the CB Insights and Willis Towers Watson Insurance Tech report.

Energy Digital. Nell Walker (@nellwalkermg) reports on Tesla's potential ties to Redwood Materials and refers to the SEC filing uncovered by CB Insights.


I love you.

Anand
@asanwal

P.S. If you're trying to understand financial services disruption firsthand, come see what the founders & CEOs of Transferwise, Robinhood, Palantir, Paytm, Credit Karma, Oscar, Kabbage, Nubank, and Lemonade are cooking up at The Future of Fintech.

Use the code insurgent to get $1500 off through Friday, May 5th.

P.P.S. Don't forget to cast your final vote in our bracket to determine the most innovative consumer product since the iPhone.

The race to acquire medical device startups in one graphic

Around 22% of all medical device companies acquired since 2012 have had VC backing. See the timeline.
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7 industries including law, HR, travel and media where AI is making an impact

We take a look at categories where AI startups are beginning to emerge. A majority of them are in the early stages of funding. See the list.
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L’Oreal’s 1,000+ patents cover haircare, 3D printing & more

Many of L'Oreal's patents focus on hair coloring and hair straightening, and we also see potential plans for custom makeover and manicure technology. Read about them.
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The Blurb

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

Fintech won't challenge us. Jess Staley sees technology as driving globalization and changing banking, but says there'll always be a Barclays.
Globes

Do we need more alternatives to VC? Colin Hewitt (@colinhewitt) on the idea that VC money is not the only way to achieve success.
Medium

Scouting tools. Chris Curran (@cbcuran) on how to use accelerators and incubators as a tech scouting tool.
PwC

Being public. Fred Wilson (@fredwilson) says being public makes companies better, and that great companies are the ones that have the guts to bare it all and keep building.
AVC

Chefs and Soldiers. Jim Patterson (@jimpatterson) explains why he believes chefs and soldiers make excellent product managers.
First Round Review
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