Big Tech – CB Insights Research

Big Tech in Energy: How Amazon, Google, Microsoft, & Nvidia are advancing the global energy transition

Thomas Hodson — Wed, 04 Sep 2024 16:53:08 +0000

The energy sector presents big tech companies with opportunities to address the growing demand for clean energy solutions and meet their sustainability goals.

These tech leaders are collaborating with energy incumbents and startups alike to tap into renewable energy sources and decarbonize their operations.

While these big tech players are competing in the energy space, they are also developing unique strategies:

Amazon is working to decarbonize its transportation and fulfillment center operations, with a focus on hydrogen tech.
Google is pioneering new models for clean energy procurement as it works to boost the sustainability of its data center network.
Microsoft is focusing on renewable energy sources — like solar and fusion — and carbon capture technologies to meet the growing energy demands of its AI-driven operations.
Nvidia is enhancing data center energy efficiency and investing in the development of a green and reliable power grid.

This report uses CB Insights datasets like investments, acquisitions, business relationships, company scouting reports, earnings transcripts, and more. Learn more about our data here.

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This month in genAI: Moonshot raises $300M, Amazon acquires Perceive, Google launches Gemini Live

Adya Pandey — Fri, 30 Aug 2024 19:51:31 +0000

The content below was curated by our experts using CBI Instant Insights, a one-click AI analysis and summarization tool. Click on company profiles for more details and sourcing information.

NOTABLE DEALS

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Analyzing Apple’s AI strategy: Small models, spatial computing, and consumer-friendly AI agents

Stephanie Dalwin — Fri, 30 Aug 2024 17:11:14 +0000

Apple’s recent moves are a testament to its singular approach to AI development.

Unlike big tech peers like Google and Meta, it’s largely kept its in-house model development activity out of the public eye. With a focus on the on-device user experience — and smaller models as a result — Apple is relying on external large language models (LLMs) from partners like OpenAI to round out its generative AI suite.

Using CB Insights data, we uncovered the 3 biggest strategic priorities in Apple’s AI strategy:

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Big Tech in Healthcare

ashley.tortorelli@cbinsights.com — Thu, 22 Aug 2024 14:00:48 +0000

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Big Tech in Fintech: How Amazon and Google are battling to own transactions

Laura Kennedy — Thu, 08 Aug 2024 20:35:09 +0000

Big tech won’t be your next bank — but they’ll play a part in many of your transactions.

After nearly a decade of big tech companies venturing into launching their own financial products, the major players have now pulled back. Most have shifted to roles as tech providers, broadly supporting advances in financial infrastructure.

Amazon and Google stand out in this area:

Amazon is embedding itself in more financial transactions via partnerships, investments, and acquisitions. It’s using these relationships to reach customers across more geographies and a wider range of services.
Google has shifted away from providing financial services and instead is connecting its existing platforms to others’ financial offerings. The company is also investing and partnering to enable digital-first financial tools.

We mined CB Insights data on Amazon’s and Google’s investments, acquisitions, and partnerships, as well as patents and earnings transcripts, from January 2021 to July 2024 to explore how the companies are reengineering their fintech strategies.

Download the full report to see where they are making moves.

This report uses CB Insights datasets like investments, acquisitions, business relationships, earnings call insights, patents, and more. Learn more about our data here.

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Big Tech in Healthcare: How Amazon, Google, Microsoft, & Nvidia are looking to transform drug R&D, primary care, and more

Jacqueline Tubbs — Wed, 12 Jun 2024 18:49:45 +0000

The $11T+ healthcare industry presents a host of opportunities and challenges for big tech players, from the chance to capture an abundance of consumer data to the pressure to address digitization and connectivity.

These leaders are harnessing their existing offerings — in areas like cloud computing, AI, and hardware — to service healthcare providers and pharmaceutical companies.

While big tech players are competing with each other in this landscape, they are also carving out distinct strategies:

Amazon is going deeper into primary and specialized care.
Google is amassing troves of health data, which could play a role in its biotech bets.
Microsoft is equipping healthcare organizations with AI tools to improve clinical research, drug R&D, and care delivery.
Nvidia’s long-standing hardware dominance positions it to play a major role in the future of smart hospitals.

This report uses CB Insights datasets like investments, acquisitions, business relationships, patents, buyer interviews, company scouting reports, and more. Learn more about our data here.

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Analyzing Google’s healthcare growth strategy: Can the tech giant become the sector’s go-to AI provider?

Anjalika Komatireddy — Thu, 25 Apr 2024 21:39:07 +0000

Google has recently sharpened its focus in healthcare, where it’s looking to deploy AI throughout the fragmented ecosystem.

It’s tackling the issue on all fronts, from investing in AI-enabled care models via Google Ventures, to forging partnerships through its Google Cloud division, to launching new products that tailor generative AI to healthcare use cases.

These moves seek not only to address the challenges facing the sector, but also to strategically differentiate Google from big tech peers like Nvidia, Microsoft, and Amazon — all of whom are making concerted efforts to integrate AI into healthcare.

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Analyzing Microsoft’s healthcare growth strategy: How the software giant is betting generative AI will transform the sector

Alex Lennox-Miller — Fri, 19 Apr 2024 15:57:51 +0000

Microsoft is building on its momentum in generative AI to move deeper into healthcare.

The tech giant found a major entry point into healthcare workflows when it acquired Nuance for $19.7B in 2022. It followed up on this by expanding its existing relationship with leading EHR vendor Epic to introduce generative AI across clinical workflows, with the aim of improving provider efficiency and mitigating staffing shortages.

Microsoft’s recent relationships also point to an increasing focus on developing and deploying generative AI in the pharmaceutical industry. The tech behemoth is partnering with and investing in startups in drug development, where early applications of generative AI have seen especially strong investor and commercial traction.

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Google’s biggest acquisitions

emiller — Thu, 11 Apr 2024 17:45:20 +0000

Over 12 years ago, tech giant Google announced its largest acquisition since it incorporated in a Menlo Park garage, paying $1.7B for YouTube, a video platform that at the time had fewer than 100 employees.

Since then, Google’s checkbook has opened wide, with over 200 announced acquisitions.

Google’s biggest acquisition to date is Motorola Mobility, which it acquired for $12.5B in 2012 before selling it off for a quarter of its acquisition price 2 years later. Its largest acquisition which it still holds is cybersecurity company Mandiant, which it acquired for $5.4B in 2022.

Using CB Insights M&A data, we made a visual timeline of the largest acquisitions in Google’s history. See the list of top 10 below.

Please click to enlarge.

Here are Google’s Top 10 Acquisitions

Motorola Mobility ($12.5B, 2012) — Mobile
Mandiant ($5.4B, 2022) — Cybersecurity
Nest Labs ($3.2B, 2014) — Home automation
DoubleClick ($3.1B, 2007) — Advertising
Looker ($2.6B, 2019) — Business intelligence
Fitbit ($2.1B, 2019) — Wearables
YouTube ($1.7B, 2006) — Video sharing
Waze ($1.15B, 2013) — Mapping
HTC – Pixel Smartphone Division ($1.1B, 2017) — Mobile
AdMob ($750M, 2009) — Advertising

KEY TAKEAWAYS

Google has spent nearly $34B on its top 10 acquisitions.
Google’s $12.5B acquisition of Motorola Mobility in 2012 was by far its largest deal.
9 of the top deals pictured had valuations greater than $1B, including marketing solutions provider DoubleClick ($3.1B, 2007) and navigation app Waze ($1.15B, 2013). YouTube ($1.7B, 2006) was Google’s first $1B+ acquisition and remains its seventh largest deal.
These top deals reflect Google’s strategy evolution, from adtech (AdMob, DoubleClick) in the late 2000s to mobile (Motorola Mobility) and wearables (Fitbit) in the 2010s to cloud computing (Mandiant).

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The big tech AI arms race: 75+ AI startups backed by Amazon, Google, Microsoft, and Nvidia

Isabelle Selles — Tue, 12 Mar 2024 16:47:53 +0000

Big tech companies — Alphabet (Google), Amazon, Apple, Meta, Microsoft, and Nvidia — are betting big on AI.

Microsoft’s market cap is hovering at all-time highs as investors have gotten behind its embrace of the technology. Meanwhile, Nvidia joined the club after cruising past the $1T and $2T market cap benchmarks in less than a year on the back of demand for its high-end AI chips.

Where big tech is putting its money — including investments and acquisitions — provides a window into each player’s strategy. The number of AI deals backed by the group increased 57% in 2023 compared to 2022. Notably, Meta and Apple didn’t invest in any AI startups in 2023, though Meta has been active in developing its own open-source AI models and Apple acquired an AI video compression startup last year.

Below, we map out every AI company backed by big tech and their strategic venture arms in 2023 with key takeaways below.

CB Insights customers can use this search to stay updated on every big tech AI investment, including 2024 deals.

Key takeaways

1) Big tech continues to pile in on AI infrastructure, nabbing stakes in the next generation of AI startups.

As companies rush to harness AI’s potential, big tech wants to put itself right at the heart of AI value chains.

Some of the largest AI rounds backed by the group in 2023 went to leading foundation models and other development platforms: OpenAI ($10B corporate minority from Microsoft), Anthropic ($2.6B in funding over multiple rounds backed by Google and Amazon), and Databricks ($500M Series I backed by Nvidia’s NVentures with follow-on participation from AWS and Microsoft).

2) Rivalries in cloud computing drive activity, while some startups bring in multiple big tech backers to remain neutral.

Due to the capital-intensive nature of AI development, startups are linking up with big tech companies like Google, Microsoft, Amazon, and Nvidia to access their cloud infrastructure, chips, and dollars.

In turn, big tech companies are fueling their rival cloud computing and chip businesses.

3) Healthcare and industrials lead big tech’s vertical AI investments.

Nvidia backed 8 AI startups in healthcare & life sciences in 2023, with 7 of these focusing on AI drug discovery, as the chipmaker doubles down on the sector.

Applications in materials development, manufacturing, and warehousing are also drawing the attention of big tech as the sector races to automate operations.

For example, the Amazon Industrial Innovation Fund invested in AI-powered robotics safety startup Veo Robotics in April 2023. Meanwhile, just last month, Microsoft’s M12 and NVentures backed humanoid robotics startup Figure’s $675M Series B.

4) An emerging focus area is AI companions and agents.

Companies in this category like Inflection are working to make interacting with computers as conversational as it is to talk to people.

A number of companies backed by big tech in 2023, like Adept and Imbue, are building “autonomous agents” — LLM-powered bots that can independently reason and execute tasks.

In this vein, in January 2024, the Amazon Alexa Fund backed a round to AI agent startup MultiOn.

5) Nvidia bursts onto the scene.

Overall, Nvidia has ramped up its activity more significantly — from backing 5 AI startups in 2022 to 32 in 2023 — than any other tech giant as it embeds itself deeper in the generative AI ecosystem.

Apple and Meta, which historically have made fewer investments compared with other giants and do not have venture arms, did not publicly disclose any AI startup investments in 2023.

Looking ahead

Large acquisitions have been key for big tech to bring in new revenue sources as well as launch new product lines.

But with regulatory pressure hobbling big tech’s acquisition activity, expect these players to lean more heavily on AI partnerships and investments, as well as product launches, in the coming months.

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AI-powered humanoid robots are coming and big tech wants in

Benjamin Lawrence — Fri, 23 Feb 2024 14:00:49 +0000

Humanoid robots are gaining momentum as companies across industries race to automate operations for a competitive edge.

These robots resemble the human form and are designed to be multi-talented, making it possible to swap them in for complex tasks normally handled by flesh-and-bone employees. Popular robot forms like automated guided vehicles (AGVs) & autonomous mobile robots (AMRs) and collaborative robotic arms are much less flexible.

However, humanoid robots are complicated to build and deploy. They require substantial sensor processing, advanced control, and complex skill execution. They also need multimodal artificial intelligence (AI) to understand the environment around them.

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The Future of Big Tech in AI

ashley.tortorelli@cbinsights.com — Fri, 26 Jan 2024 21:27:44 +0000

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Inside the Google Mafia: The most prolific ex-Google founders

Adya Pandey — Tue, 19 Dec 2023 21:42:26 +0000

Former Google employees — its alumni network, or “mafia” — have founded 1,200+ companies across a wide range of industries over the past 5 years.

These businesses, the majority of which have been backed by VCs like a16z and Sequoia Capital, have collectively raised $20B+ in equity funding.

Many members of the Google Mafia have founded just 1 business in their post-Google era. However, others have launched multiple, with the most prolific establishing 6 or more.

We analyzed CB Insights Key People data to identify the ex-Googlers who founded the most businesses after leaving the tech giant.

Ricky Jacob

Ricky Jacob was a team lead at Google, focusing on geo content operations for 2 years.

After leaving Google, Jacob launched location-based service provider GeoSpice (products included runner tracking platform Odikyo and event tech developer Eventsito). He also established CommonTrip, which functioned as a sustainability-focused ridesharing platform.

Jacob pivoted to fintech when he established open banking platform Kred (formerly Huepay), banking API platform Paysack, and robo-investing platform TRDR.

Most recently, the ex-Googler founded Certify Social, a platform that enables organizations to issue non-fungible token (NFT) rewards.

Robert Spiro

Robert Spiro co-founded social search engine Aardvark, which was acquired by Google in 2010. Following the acquisition, Spiro started as a product manager for Google’s social network: Google+.

After departing, Spiro’s founder journey picked up again with Good Eggs, an ethical food delivery startup where he also served as CEO for 4 years.

Following his time at Good Eggs, Spiro maintained a strong focus on the broader impact of his endeavors. For example, in 2017, he co-founded Imagination Machine, which helps create and support companies that have a positive social or environmental impact. That same year, he launched JHO, which serves as a subscription platform for women’s hygiene products.

In the years that followed, he co-founded educational magazine publisher and eco-friendly toy maker Les Mini Mondes and home solar kit provider Beem Energy. In the enterprise tech space, Spiro co-founded a professional training and coaching platform known as UpTogether.

Most recently, he helped create corporate social responsibility startup Good Steps.

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The future of big tech in 10 charts

Isabelle Selles — Wed, 06 Dec 2023 19:20:57 +0000

Big tech companies — Alphabet (Google), Amazon, Apple, Meta, Microsoft, and Nvidia — are on track to earn more than $1.65T in aggregate revenue this year. The group has already notched over $200B in profits in 2023.

Nvidia’s entrance into the “big tech” ranks comes on the back of the AI revolution: the AI chipmaker saw its revenue soar 206% year-over-year (YoY) in its fiscal quarter ended October 29.

However, for big tech companies to continue their frenetic pace of growth, they must add billions to their balance sheets each quarter.

Heightened competition across these companies’ core business lines (cloud computing, advertising, etc.), plus the generative AI shift, is putting pressure on big tech to cut costs and tap into new markets.

We dive in below across 10 charts.

Big tech’s dominance

Big tech’s prominence in the tech sector is evident in its sheer size compared to the most valuable tech startups.

The 6 tech giants hold an aggregate valuation of over $11T — nearly 3 times that of the entire billion-dollar unicorn club.

Even the largest unicorns are unlikely to be big tech contenders any time soon.

The club GAINS A NEW MEMBER

Nvidia’s dominance as an AI chipmaker has lifted it into the big tech ranks. The company hit a $1T market cap in Q2’23.

Its rise signals the next platform shift as companies rush to harness AI’s potential.

Revenue growth slows

Over the years, big tech has grown revenue at an astounding rate.

But broadly, these companies’ growth is slowing as they get bigger.

To fuel growth moving forward, they’ll be looking to reach into new markets, while staying at the cutting edge of emerging technologies like generative AI, quantum, and AR/VR.

A return to efficiency

Even big tech players over-expanded in 2021 and have subsequently moved to cut costs.

Though they still employ far more people now than they did in 2020, the pace of hiring will likely remain slower, with a focus on keeping expenses in check.

Blockbuster acquisitions

Large acquisitions have historically been key for big tech to bring in new revenue sources as well as launch new product lines.

WhatsApp, acquired by Facebook in 2014, now has more than 2B users globally and is among Meta’s fastest-growing services in the US.

But regulatory pressure has put a damper on this activity, as we highlight below.

Microsoft’s $69B acquisition of Activision, which finalized in October 2023, is a recent notable exception. It will bring $7.5B of revenue to Microsoft’s top line.

Regulatory pressure puts damper on M&A

Big tech M&A volume flatlined in Q3’23.

Though tech giants haven’t gone completely quiet — Microsoft’s Activision deal closed in Q4 after a nearly 2-year fight with regulators — a healthy tech ecosystem requires that they get back in the game. This is likely challenging with the FTC’s current posture.

In the meantime, expect smaller deals from these players going after key tech capabilities or talent.

For example, in Q4’22, Apple CEO Tim Cook said, “We’re constantly looking in the market and…[at] which things would provide either intellectual property or talent or preferably both that we would need. And so we’re constantly looking at acquisitions of all sizes.”

BIG TECH R&D spending FAR EXCEEDS US VC

In the US, big tech companies’ R&D investment outpaces that of overall US venture funding by a wide margin. This underscores the scale these companies play in driving tech innovation.

All in on AI

Tech giants are throwing their weight behind promising AI startups, offering computing power and funds for development, especially in the realm of generative AI.

These investments in turn could feed into their core business focuses, such as cloud computing (Google, Amazon, Microsoft) and AI chips (Nvidia).

Converging on each other’S territory

Big tech’s revenue sources are increasingly overlapping.

Cloud computing revenue growth, for example, has slowed amid heightened competition and as enterprise customers optimize their workloads.

Instead, Amazon, Microsoft, and Google are looking to compute-hungry AI to fuel their cloud computing businesses. Microsoft attributed 3 percentage points of Azure’s growth in the most recent quarter to AI.

Meanwhile, Amazon is continuing to gain share from leaders Google and Meta in the digital advertising realm.

As big tech advances on each other’s core businesses, players are also looking for growth in new markets.

Tech giants are bringing disruption to healthcare, fintech, telecom, and other verticals — but not without hiccups.

Dive in further with all our big tech research here.

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Generative AI Bible: The ultimate guide to genAI disruption

Isabelle Selles — Tue, 07 Nov 2023 22:29:45 +0000

For countless companies around the globe, one question is looming larger than any other: How can we win in the era of generative AI?

While the tech has been in development for years, it was the launch of OpenAI’s ChatGPT that suddenly brought generative AI — artificial intelligence that generates new content (text, code, images, audio, etc.) — to the masses.

Corporate attention to generative AI has since skyrocketed, with big tech and incumbents scrambling to harness its potential to improve productivity, scale automation efforts, and accelerate digital transformation. Many fear that failing to adapt will mean being outcompeted by the companies that do.

Meanwhile, hundreds of generative AI startups have emerged, followed by billions of dollars in investment. Investors are keen to ride the wave as startups take aim at disrupting entire industries.

In this report, we use CB Insights datasets — including tech company financings, valuations, revenues, business relationships, public earnings calls, and customer perspectives — to help you understand what’s going on in the market and the players and trends to watch.

The 122-page report covers:

The generative AI boom a decade in the making
The current genAI landscape and the players competing in each market
The latest moves from big tech firms like Microsoft, Google, Nvidia, Meta, and Apple
The race to dominate genAI infrastructure, plus the latest on closed vs. open-source development
GenAI opportunities for healthcare, financial services, and retail
The 50 most promising generative AI startups to watch
The emerging trends that will shape the future of generative AI

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The most active startup accelerators and where they’re investing

Robin Sherk — Tue, 10 Oct 2023 17:35:40 +0000

Accelerators have been busy.

In 2022, deal count in the broader venture market declined by 4% year-over-year (YoY). However, that same year, the 50 most active accelerators together backed 7,794 deals, a 14% jump from 2021.

This reflects a broader industry shift toward investing in companies earlier in the startup lifecycle. In 2022, early-stage companies captured two-thirds of all deals, the highest share in years.

With tech valuations under pressure — especially at later funding stages — accelerators are attracting attention as a way for investors and incumbents to develop high-potential opportunities.

Exclusive accelerator programs help startups hit the ground running with the resources they need, including initial capital, expert or peer mentorship, office space, networking, publicity, and more. Notable tech names like Dropbox, Rappi, Canva, and PayPal all received accelerator support in their early days.

Using CB Insights data, we analyzed these programs to uncover which accelerators are the most active and where they’re focusing their efforts. Below, we highlight 6 key takeaways from our analysis:

The 50 most active accelerators collectively backed 7,794 accelerator deals in 2022 — up 14% YoY and 34% compared to 2020.
Top accelerators’ median annual deal count jumped 41% YoY to hit 83 in 2022. This count was lifted by a surge of accelerator investments from tech giants such as Amazon, Microsoft, and Google.
Plug & Play, Y Combinator (YC), and Techstars top the list of most active accelerators since 2020. Of the 3, however, only Techstars increased its dealmaking from 2021 to 2022.
Among top accelerators that disclose funding amounts, most (63%) typically gave $100K or less in each accelerator deal from 2020 to 2022.
The US is the most active region for accelerators, attracting nearly a third (32%) of deals from top accelerators in 2022. However, this share has fallen since 2020, when US startups accounted for 39% of deals.
Among sectors, digital health captured the most deals (3,380) from top accelerators from 2020 to 2022. However, fintech took the top spot in 2022 with 1,261 deals, while energy & clean tech saw the largest increase in deals YoY (+30%).

Let’s dive in.

How active are the 50 biggest accelerators?

The 50 most active accelerators are getting busier with each passing year.

Among these 50 accelerators, deal activity — which includes initial-stage equity (seed/pre-seed and convertible note) and non-equity (e.g., grant) funding rounds — increased 14% YoY to reach 7,794 deals in 2022.

The growth in 2022 was distributed across a variety of accelerators, with the cohort’s median accelerator deal count jumping by 41% YoY to 83 deals.

Notably, several leading tech giants ramped up their programs significantly in 2022.

Amazon’s accelerator deal count grew 247% YoY last year, lifted by the 2022 launch of its Impact Accelerator to support underrepresented founders. Amazon Web Services (AWS) also expanded other programs, including its Healthcare Accelerator, with a focus on technology to train, retain, and deploy healthcare workers.

Meanwhile, Microsoft’s accelerator activity more than doubled in 2022 (up 118% YoY) after a slowdown in 2021. Google parent Alphabet’s accelerator deal count increased 84% over the same period, reflecting mounting activity in its existing programs. Overall, corporate accelerators’ share of deals is growing: Among the 50 most active accelerators, corporate programs grabbed 17% of deals in 2022 vs. 13% in 2021.

Who are the most active accelerators?

Two accelerators lead by a large margin in terms of deal volume: Plug and Play and Y Combinator. Each did over 2,000 accelerator deals from 2020 to 2022. Techstars takes the third spot with over 1,600 deals.

These 3 players are among the oldest accelerators, with YC pioneering the model back in 2005.

Notably, the top 2 are pulling back on their accelerator investment activity. For example, YC cut the size of its 2022 summer cohort by 40% in an effort to concentrate its resources more effectively, leading to a small dip in its deal activity for the year. Plug and Play is also concentrating its activity, evidenced by a 4% slip in accelerator investment count from 2021 to 2022.

In contrast, Techstars’ activity jumped 18% YoY in 2022. It saw a boost from the launch of its Techstars Powered by J.P. Morgan program, an initiative designed to support diverse entrepreneurs across the US.

Six out of the top 10 most active accelerators are US-based. However, accelerator activity is progressively spreading beyond the US investor community to include both global investors and a range of corporations, trade associations, non-profits, and government entities.

At the same time, accelerator programs are targeting increasingly niche areas and specific objectives. Examples include SAP’s “Future of Shopping” program for B2B startups and Startupbootcamp’s “Inclusive FinTech & DeFi” program launched last year.

How much cash do the most active accelerators invest?

Among the various ways accelerators offer value, providing capital tends not to be the main focus.

Almost half (46%) of these top accelerators either did not give any cash or did not disclose funding for at least 8 select deals between 2020 and 2022.

Among those that did disclose funding information, roughly two-thirds (63%) generally gave $100K or less in each deal from 2020 to 2022.

This suggests that accelerators provide a significant amount of non-monetary value, which comes in the form of mentorship, networking, validation, and exposure.

Where do the most active accelerators invest?

An accelerator’s headquarters is generally (though not always) a good indication of where it will focus its efforts.

From 2020 to 2022, roughly 3 in 5 accelerator deals from YC (58%) and Techstars (63%) went to US-based companies vs. 41% for Plug and Play. This was driven in part by Plug and Play’s global efforts, including subsidiary activity in Japan and Indonesia.

A similar trend played out among big tech companies. At Amazon, 54% of its accelerator deals went to US-based startups from 2020 to 2022, and 22% went to Asia-based companies. This aligns with Amazon’s limited footprint in Asia, relative to North America.

Microsoft’s accelerator activity reflects the opposite approach. Sixty-two percent of its deals went to Asia-based startups during that period, while just 11% went to US-based companies. Microsoft offers sizable programs outside of the US, including the Microsoft for Startups Middle East GrowthX Accelerator, launched in partnership with the Abu Dhabi Investment Office.

While the US has historically attracted a significant amount of deals from the top 50 accelerator cohort, its dominance is waning. The country’s share of deals hit 32% in 2022, down 7 percentage points from 2020.

At the same time, top accelerator deal share has grown in Asia, Africa, Latin America, and Europe. In 2022, Europe followed the US closely with 31% of accelerator deals from these investors.

Which industries do the most active accelerators invest in?

Digital health attracted the most deals from 2020 to 2022 when looking at the 50 most active accelerators. This was largely due to the fact that the Covid-19 pandemic steered more of the tech world’s efforts toward addressing gaps in healthcare, especially in 2020 and 2021.

In 2022, however, attention to digital health dipped, whereas fintech and consumer & retail saw double-digit percent growth in top accelerator deal volume YoY.

Fintech deal activity grew 18% YoY in 2022. While top accelerator interest in payments tech and crypto companies rose during this time, interest in insurtech and wealth tech solutions flattened.

Consumer & retail also saw an 18% lift over the same period. This was fueled by rising top accelerator activity in consumer tech, across areas like wellness, pet care, and beauty. Dealmaking to food tech startups, on the other hand, leveled out in 2022.

Energy & clean tech stands out on this list, as its top accelerator deal volume grew 30% YoY to rank fourth overall in 2022. This industry includes companies focused on energy production, distribution, and management. It also comprises companies focused on carbon monitoring, sustainability, and pollution or waste reduction.

For more accelerator coverage:

Report method

We define accelerators as offering direct guidance and resources to a startup through either a fixed-schedule cohort or rolling-acceptance program. Typically, startups apply for admission, but some accelerators are invitation-only.

Accelerators vary in whether they offer funding, take equity, hold challenges as part of the program, or charge fees for participation. Accordingly, the following disclosed early-stage and non-equity rounds are included in the analysis: seed, pre-seed, convertible note, accelerator/incubator, grant, and business plan competition. Given the seasonality of accelerator investments, we limit our analysis to annual comparisons.

While charts show parent organizations, our analysis only includes a parent organization’s subsidiaries that operate accelerators. Joint partnerships and incubators or early-stage investment arms that also operate accelerators are included.

Does your accelerator deserve to be in our next top investors report? Contact us here to set up a review of CB Insights’ coverage of your investments. As always, it’s 100% free and will improve our ability to rank your accelerator in upcoming research.

Top 10 most active startup accelerators

Accelerator	HQ country	Average deals per year (2020-2022)
Plug and Play	United States	929
Y Combinator	United States	820
Techstars	United States	542
TIPS Program	South Korea	419
Alphabet	United States	408
MassChallenge	United States	336
European Institute of Innovation and Technology	Hungary	232
SOSV	United States	205
Founders Forum	United Kingdom	195
Creative Destruction Lab	Canada	193

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The CB Insights Book of Strategy Maps, Part 2

Isabelle Selles — Wed, 04 Oct 2023 13:00:51 +0000

Famous management guru Peter Drucker once said, “Tell me what you value, and I might believe you. But show me your calendar and your bank statement, and I’ll show you what you really value.”

The same is true of understanding corporate strategy.

Understanding a company or its competitive strategy doesn’t come from listening to senior executives rattle off carefully coached talking points.

Instead, as Drucker points out, corporate strategy is visible in where companies allocate their time and money.

It is found by mining resource allocation and relationship data. Who are a company’s partners, investments, and M&A targets? These are the non-BS predictors of strategy. And CB Insights tracks them all.

Our 58-page coffee table book of strategy maps uses CB Insights data to shine a light on the strategies behind some of the world’s most important companies — from Amazon and Nvidia to PepsiCo and UnitedHealth Group.

If you’re a data and strategy nerd like us, we think you’ll enjoy this one.

For more strategy maps, check out our first edition of the Book of Strategy Maps here.

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The big tech company leading in AI acquisitions

Isabelle Selles — Wed, 27 Sep 2023 14:53:35 +0000

In the race for AI, Apple leads big tech in acquisitions.

Apple has acquired 30+ AI startups over the last decade. Google comes in second place with 21 acquisitions.

In 2023 so far, these companies have been relatively quiet on the AI M&A front. Only Apple and Google have made publicly disclosed AI acquisitions this year, purchasing AI video compression startup WaveOne and AI-powered math app Photomath, respectively.

Below, we highlight 4 key takeaways about big tech’s activity in AI.

Dive into each company’s acquisition history on its company profile: Apple, Google, Meta, Microsoft, Amazon.

KEY TAKEAWAYS

AI acquisitions have bolstered big tech’s prominent products and services. Apple’s AI acquisition spree over the years has been essential to the development of iPhone features like Siri, while Google’s acquisition of DeepMind (in 2014) underpins its current AI research efforts.
Big tech acquisition activity has trended downward overall. While historically big tech players have snapped up startups to acquire tech talent and expand into new markets and product lines, big tech acquisitions reached an 18-quarter low in Q2’23. A more challenging regulatory climate — especially in the US and Europe, where anti-trust pressure has been mounting — combined with the prevailing risk-off mentality of strategic acquirers, has led to a drastic decline in big tech acquisitions.
While tech giants pull back on acquisitions, some are stepping up their AI investment activity. Microsoft, for example, has invested in 9 AI companies in 2023 so far, including Inflection AI and OpenAI (compared to 3 in 2022). Its M12 venture arm — which announced in January that its investments would be more closely tied to Microsoft’s broader strategy — has also done 5 AI deals this year.
Amid the AI computing boom, expect continued AI investment from these companies. To keep pace with rivals Google and Microsoft, Amazon recently announced its intent to invest up to $4B in AI chatbot developer Anthropic. Other big tech players like Nvidia are also supercharging activity — Nividia has participated in some of the largest AI rounds of this year.

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Big tech isn’t shelling out for acquisitions like it used to

Alex Lee — Fri, 08 Sep 2023 13:15:03 +0000

Big tech mostly shied away from M&A in Q2’23.

Historically, big tech players have snapped up startups to acquire tech talent and expand into new markets and product lines. However, they face a more challenging regulatory climate — especially in the US and Europe, where anti-trust pressure has been mounting.

Combined with the prevailing risk-off mentality of strategic acquirers, this has led to a drastic decline in big tech acquisitions. Between Amazon, Apple, Google, Meta, Microsoft, and NVIDIA, only Apple disclosed an acquisition in Q2, according to the CB Insights Tech M&A Q2’23 Report.

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Analyzing Apple’s fintech strategy: How the tech giant is quietly building a next-gen fintech ecosystem

Elif Yayla — Wed, 24 May 2023 12:27:53 +0000

Apple‘s high-yield savings account, unveiled in April through a partnership with Goldman Sachs, reached almost $1B in deposits in the first 4 days alone and 240,000 accounts in the first week.

This wasn’t the first time Apple has sent waves across the fintech landscape. Since Apple’s foray into the space almost a decade ago, the company has been gradually shaping itself into a fintech giant.

While products like Apple Pay and Apple Card laid the foundation for Apple’s fintech strategy, it has relied heavily on partnerships to drive growth in the adoption and scope of its offerings. The company has inked deals with banks, buy now, pay later (BNPL) players, card issuers, payment gateways, and spend management platforms to reach further into the sector.

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Analyzing Microsoft’s generative AI strategy: How Microsoft is expanding past OpenAI to transform the way we work

Adya Pandey — Mon, 10 Apr 2023 13:30:05 +0000

Updated December 4, 2023.

Microsoft is betting that generative AI could tip the competitive scales in its favor for decades to come.

The tech giant has poured billions into ChatGPT maker OpenAI to become one of its largest stakeholders, while also providing computing infrastructure to power the startup’s resource-hungry operations.

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Analyzing Microsoft’s generative AI strategy: How Microsoft is expanding past OpenAI to transform the way we work

Adya Pandey — Mon, 10 Apr 2023 13:15:19 +0000

Updated December 4, 2023.

Get up to speed with our explainer video — and read on for the full report.

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Amazon in Supply Chain: How the tech giant is building on its e-commerce investments to offer B2B supply chain services

Jacqueline Tubbs — Tue, 14 Mar 2023 18:15:40 +0000

E-commerce is an expensive business with a host of challenges — many of which stem from the supply chain and logistics.

While lots of retailers are currently struggling to figure out last-mile logistics, players who have been investing in the space for a while are moving their focus to areas like the middle mile (the leg before goods reach fulfillment centers) and intralogistics (the movement of goods within fulfillment centers).

Seeing an opportunity, Amazon is pairing its AWS cloud computing capabilities with extensive e-commerce logistics to create a suite of supply chain offerings for small to midsize businesses. It has even been extending these services beyond its marketplace clients with solutions like “Buy with Prime” which allows brands to offer Prime’s delivery speed, package tracking, and return logistics on their own e-commerce sites.

Doing so not only creates additional revenue for Amazon but also helps it optimize its own supply chains with fuller freight loads and more efficient operations.

In this report, we break down Amazon’s strategy in the supply chain across 3 key takeaways:

Amazon is automating intralogistics. With Amazon’s enormous warehouse footprint, a dizzying number of offered products, and millions of packages shipped every week, automating intralogistics is key to driving e-commerce profitability for the tech giant.
Amazon wants to revitalize the middle mile. Amazon has been ramping up its middle mile capabilities with new products and investments in freight management and air cargo. In doing so, the tech giant is looking to capitalize on an often overlooked leg of the supply chain.
Amazon is betting on sustainable mobility. Amazon has taken some big swings in the electric vehicle market, striking deals to purchase fleets of vehicles and investing billions of dollars.

Amazon is automating intralogistics

Intralogistics involves the movement of information and goods within individual fulfillment or distribution centers.

A key enabler of Amazon Prime’s quick delivery speed is the company’s extensive network of fulfillment centers. And with over 1,100 centers in the US alone and a reportedly extremely high employee turnover rate in warehouses, Amazon is keen to automate intralogistics as much as possible.

Amazon is one of the top players for supply chain patents, with many of its filings related to automating intralogistics processes like mapping the footprints of fulfillment centers for efficiency or detecting inventory levels.

In 2022, the tech giant introduced new intralogistics robots named Sparrow and Cardinal. Currently, these robots are designed to sort packages, move goods throughout the fulfillment center, and pick goods of different shapes, sizes, and materials (an area existing picking robots have difficulty with).

Amazon has also made moves outside of its internal robotics development, such as:

Acquiring intralogistics robot maker Cloostermans in Q3’22 to boost its robot research and deployment.
Announcing its warehouse & distribution network in Q3’22. This is a pay-as-you-go service offering inventory management within Amazon fulfillment centers and automated distribution for sellers.
Expanding its warehouse footprint by investing in smaller fulfillment centers — situated near major population centers and stocked with in-demand items — to enable same-day deliveries for some of its goods.

While Amazon has been ramping up its offerings and investments in this space over the last few years, the tech giant has recently conducted the largest layoff in its history and has closed or abandoned plans for dozens of warehouses. Given the increased focus on cost control, the success of its automation bets could be more important than ever.

Amazon wants to revitalize the middle mile

The middle mile is the leg of the supply chain where goods are brought from distribution centers to fulfillment centers. This leg can include ocean, air, and ground freight. While the middle mile has traditionally been outsourced, it has recently received more attention as squeezed supply chains have made headlines for costing retailers millions of dollars in profit.

A successful middle mile is also crucial to last-mile operations to ensure fulfillment centers have goods in time to meet the ever-shorter delivery timeframes promised to customers.

Amazon has a distinct advantage in providing middle-mile services to retailers as it has already invested heavily in its own freight technology to make Prime shipping possible. Also, with Amazon Web Services’ cloud computing capabilities, the tech giant has high visibility into logistics — a key component of successful middle-mile operations.

Building on this, Amazon offers Amazon Freight which allows retailers to book space on its freight trucks for thousands of routes across the US. Amazon uses algorithms to determine which vehicles are operating at LTL (less than load) to offer discounted shipping rates to retailers.

Amazon has also made strategic moves with air cargo. Previously, the e-commerce retailer relied entirely on contracts with UPS and FedEx. But in the last few years, Amazon began to shift its strategy and in 2021 opened a $1.5B air hub in Kentucky to have more ownership over its middle mile.

Additionally, Amazon has struck several deals for minority stake investments and strategic partnerships in this area, including:

A minority stake in Air Transport Services Group, an aircraft leasing and air cargo transport provider, in Q2’21
A minority stake in Hawaiian Airlines to operate 10 airbus freight plans starting in fall 2023
A partnership with Azul Cargo Express in Q4’22 to expand its delivery reach in Brazil
A partnership with India-based Quikjet Cargo in Q1’23 to expand its reach in India

Amazon has been operating these planes under the brand Amazon Air which has expanded rapidly since its inception in 2015. With air cargo’s high barrier to entry both from a regulatory and capital standpoint, expect Amazon to begin creating additional revenue streams from its investments similar to what it has done with Amazon Freight.

Amazon is betting on sustainable mobility

Fuel costs account for around 15% of last-mile expenses and volatile fuel prices can sometimes push this proportion even higher. However, it’s estimated that using electric last-mile vehicles can reduce fuel costs by more than half — attracting interest from big fleet operators.

Amazon (which has a 2040 net-zero emissions goal) has already made significant moves to electrify its delivery fleet and has made some big bets on sustainable mobility, including:

Backing California-based EV maker Rivian and pledging to order 100,000 delivery vehicles from the company. Amazon has reportedly delivered 10M+ packages with Rivian EVs.
A commitment to deploy 10,000 electric delivery vehicles in India and entering into partnerships with India-based companies (Tata Motors, Mahindra Electric, Magenta Mobility, and TVS Motor) to produce those EVs.
Amazon is also still wanting to deploy battery-powered delivery drones under its Prime Air program, which has already made some test deliveries in California and Texas. However, this division has been heavily affected by the Q1’23 layoffs.

Source: Amazon

With Amazon shipping well over a million packages a day, meaningful progress toward sustainable mobility could have a big impact. However, even with its carbon reduction efforts, Amazon’s total emissions grew by 18% in 2021 as demand for its services went up — signaling that the company will need to make additional investments in making its supply chain more sustainable to hit its net-zero goal by 2040.

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How quickly did Google, Amazon, Facebook, and other early internet companies grow revenue? A: Crazy fast

Alex Lee — Fri, 03 Mar 2023 15:45:19 +0000

We often talk about the growth of startup companies today in the context of financing and valuation growth. There are 1,211 unicorns worth $3.9T that are a testament to that.

Yes — many companies got good at selling stock as opposed to software, as Twitter celeb OnlyCFO highlights below.

But in the earlier days of the internet, the breakouts did something weird.

They generated revenue.

A lot of it.

Here’s a look at 5 of the OGs of the internet and how quickly they scaled revenue in just their first 5 years:

h/t to Matt Turck and Dez Fleming of FirstMark Capital for sharing this data on Twitter here.

For more on how these and other internet giants continue to shape the tech landscape, dig into all our big tech research.

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Google in Supply Chain: How the tech giant is turning Google Cloud into a full-scale supply chain solution

Jacqueline Tubbs — Mon, 27 Feb 2023 14:30:09 +0000

Many of today’s supply chain issues are exacerbated by the industry’s high fragmentation and slow digitization.

This has created opportunities for tech companies that are able to increase visibility and improve efficiencies, particularly using AI and ML (machine learning). In 2023, an estimated 60% of global organizations plan to invest in digital supply chain technologies.

Big tech players’ access to a wide range of data — from weather patterns to e-commerce transactions — and their proprietary AI/ML systems make them uniquely positioned to serve the supply chain industry from first mile to last.

Google in particular is relying on its strength in cloud computing and its access to real-time logistics data via Google Maps to deliver new supply chain tools. This could help Google upsell existing Cloud clients on a wider range of services and ultimately take market share from more dominant cloud providers like AWS.

In this report, we break down Google’s strategy in supply chain across 3 key takeaways:

- Google is leveraging its own AI/ML capabilities for supply chain offerings. The search giant is using existing consumer products like Google Maps to release software that helps supply chain managers deploy fleets more quickly and plan routes more efficiently.
- Google is modernizing the supply chain with digital twins. Google is an early mover in simulating supply chains via digital twins to more accurately track and predict logistics issues.
- Google is investing in supply chain sustainability. Through multiple areas of its business, Google is creating products and inking partnerships that promote supply chain sustainability by tracking resources like raw materials and fuel.

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Google is leveraging its own AI/ML capabilities for supply chain offerings

Google has released numerous software applications for supply chain managers recently that piggyback on its existing AI/ML capabilities. These include:

Optimization AI, released in 2022, is a cloud fleet routing API for first- and last-mile delivery fleets. It helps supply chain managers optimize fleet planning for fuel and time efficiency by solving small-route planning problems like traffic and reducing delivery estimates.
Last Mile Fleet Solution, also launched in 2022, syncs with the API to give employees a user-friendly Google Maps interface to help guide speedy deliveries.

Currently, these products can be used in addition to a supplier’s existing technologies or as an end-to-end solution. This go-to-market strategy is especially important given that many customers will need time to migrate over from legacy systems.

Google’s Last Mile Fleet Solution. Source: Google

Additionally, Google has partnered with logistics leader XPO to support its customers with cloud-optimized loads and routes. Google has also paired up with supply chain automation provider Dematic to offer AI/ML technologies for e-commerce and omnichannel fulfillment.

Historic inflation, rising fuel costs, and labor shortages have made the supply chain increasingly expensive. To mitigate these forces and increase profitability, companies have been investing in owning more of their supply chain.

Google Cloud already supports large players in a variety of industries from retail to healthcare. As Google Cloud covers more ground with its supply chain features, it’s aiming to embed itself in these clients’ expanding supply chain ambitions.

Incorporating logistics data from Google Maps also helps differentiate Google’s supply chain offering from Amazon’s long-standing third-party logistics (3PL) business.

Google is modernizing the supply chain with digital twins

Digital twins are virtual simulations of real-world physical objects and systems that can model potential scenarios.

In supply chain planning, they can combine data from various sources — like a user’s supply chain stack, weather, and traffic patterns — to improve visibility, predict environmental patterns, optimize inventory, and identify process improvements.

Big tech players with advanced cloud platforms and computing capabilities have been early leaders in developing these solutions for supply chains. In Q3’21, Google announced its Supply Chain Twin, a digital twin creator within the Google Cloud ecosystem.

Armed with this tool, supply chain leaders can make strategic decisions to create more efficient operations or reduce delays when unexpected logistics issues occur. Google customers have seen up to a 95% reduction in analytics processing time using Supply Chain Twin.

Google has augmented its digital twin offering through acquisitions and partnerships. For instance:

Google’s 2022 acquisition of environmental data provider BreezoMeter allows it to more accurately model local environmental conditions throughout the supply chain.
Google has partnered with C3.ai to integrate elements of the enterprise AI firm’s product suite into Google Cloud. The combination is helping supply chain managers more accurately model potential risks to their drivers, fleets, and cargo.

Source: Google

Similar to Google’s other supply chain offerings, Supply Chain Twin is another way the big tech company has extended its cloud computing abilities to drive additional revenue.

The logistics space is highly fragmented, which could make it challenging to build out digital twins for entire networks. However, Google’s existing cloud product and customer breadth, as well as its external acquisitions and partnerships, could help it put together more pieces of the supply chain puzzle.

Google is investing in supply chain sustainability

In many industries, supply chains account for over 80% of greenhouse gas emissions.

Across Google’s efforts in supply chain management, the tech giant has sought to help clients reduce emissions by building more sustainable and resilient supply chains. Google itself currently operates carbon-neutral with the goal of running its data centers using carbon-free energy sources by 2030.

Google’s cloud-based offerings like Supply Chain Twin enable supply chain leaders to receive more accurate analysis to determine where processes can be improved. For instance, fleets can be loaded more effectively, be tracked more accurately, and drive more fuel-efficient routes. Delivery giant UPS, for instance, has used Google Cloud’s analytics platform to reduce fuel consumption by 10M gallons annually.

Google’s data can be implemented even earlier in the supply chain to meet sustainability goals. For instance, Unilever has used Google Earth’s satellite imagery and AI to detect deforestation in its supply chain. Google also partnered with Boston Consulting Group and energy provider Eni in 2021 to found Open-es, a platform to help companies measure the environmental impact of their supply chains and collaborate on the energy transition.

Going beyond data analytics, Google has also been experimenting with delivery vehicles. As of 2022, its parent company Alphabet has completed over 250K last-mile deliveries with its drone division Wing.

As regulators and consumers warm up to the idea of using drones for delivery, it’s possible that Google may offer a full end-to-end supply chain solution that incorporates these vehicles — which release 84% fewer emissions and use 94% less energy per package than diesel trucks.

The post Google in Supply Chain: How the tech giant is turning Google Cloud into a full-scale supply chain solution appeared first on CB Insights Research.

Big Tech – CB Insights Research

Big Tech in Energy: How Amazon, Google, Microsoft, & Nvidia are advancing the global energy transition

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Key takeaways

1) Big tech continues to pile in on AI infrastructure, nabbing stakes in the next generation of AI startups.

2) Rivalries in cloud computing drive activity, while some startups bring in multiple big tech backers to remain neutral.

3) Healthcare and industrials lead big tech’s vertical AI investments.

4) An emerging focus area is AI companions and agents.

5) Nvidia bursts onto the scene.

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The big tech company leading in AI acquisitions

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Analyzing Apple’s fintech strategy: How the tech giant is quietly building a next-gen fintech ecosystem

Analyzing Microsoft’s generative AI strategy: How Microsoft is expanding past OpenAI to transform the way we work

Analyzing Microsoft’s generative AI strategy: How Microsoft is expanding past OpenAI to transform the way we work

Amazon in Supply Chain: How the tech giant is building on its e-commerce investments to offer B2B supply chain services

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Amazon is automating intralogistics

Download the future of last-mile delivery report

Amazon wants to revitalize the middle mile

Amazon is betting on sustainable mobility

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Google in Supply Chain: How the tech giant is turning Google Cloud into a full-scale supply chain solution

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Google is leveraging its own AI/ML capabilities for supply chain offerings

Google is modernizing the supply chain with digital twins

Google is investing in supply chain sustainability