Google gets into pharma

The data edition

Hi there,

Hackers got into our computers and leaked our strategy.

Before you see it elsewhere, here is the graph that summarizes it all.

AI + cybersecurity = cha-ching?

We identified over 80 private companies in cybersecurity that are using AI and categorized them into the nine main areas in which they operate.

Two unicorn companies are included in the map: the automated endpoint protection company Tanium and the predictive intelligence company Cylance.

What’s crack for VCs and startups?

Data network effects occur when more users get you more data which lets you build better algorithms and ultimately a better product to get more users and hence more data. 

Being a data company, data network effects have been our holy grail.

And also are much harder to make happen than we ever imagined.

However, by finally appealing to people’s enlightened self-interest with our rankings and market maps and our newsletter reach (all comprising the aforementioned crack), the CBI data flywheel is humming, giving us an unfair data advantage.

We dig into how we got data network effects going here.

If interested in data network effects, check out posts/podcasts by Matt Turck of Firstmark Capital and Vijay Pande and Alex Rampell of a16z which are very helpful, as well as a post on data acquisition strategies by Moritz Mueller-Freitag. (see The Blurb)

Right said dead

We updated our list of startup post-mortems, which now has 232 stories of where companies went wrong and why.

Metromile – watch out auto insurers

$200M+ has been invested by Mark Cuban, First Round Capital, New Enterprise Associates, and other high-profile investors in Metromile, the company that pioneered pay-per-mile auto insurance.  

After recently acquiring Mosaic Insurance for a reported $22M, Metromile can now handle the entire underwriting and claims management process internally.

We sat down with Dan Preston, CEO of Metromile, to discuss the company’s strategy, partnerships, and product direction. Below is a timeline of some of the company’s notable partnerships.

Dan will be speaking at The Future of Fintech where we’ll dig into the business model more and how the company has taken strategic investment from incumbent insurance carriers, while simultaneously looking to disrupt a portion of the industry at the same time.

Use the code insurancedisrupt to get $2000 off a ticket here.

Google goes pharma

We look at Google’s investments into pharma companies since 2009. Thus far in 2017, Google has already participated in 6 pharma deals via Google Ventures.

Industry Standard

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

Mashable. Brett Williams (@bdwilliams910) writes about Facebook’s patents and references CB Insights research on the subject.

Xconomy. A report on Netskope’s latest round of financing with a reference to CB Insights investment data.

Digital Trends. A look at Facebook’s patent activity with a mention of CB Insights research on the subject.
 

Happy Monday.

I love you.

Anand
@asanwal

P.S. Some of our corporate VC clients developed an ingenious hack using Collections to share dealflow with one another.