i like big TAMs March 13, 2019 Newsletter Archive March 13, 2019 Share i like big TAMs on Facebook Share i like big TAMs on Twitter Share i like big TAMs on LinkedIn Share i like big TAMs via Email Newsletter Archive United States of AI. The year of flying cars? Welcome to the Unicorn Club. Carrot sticks & chill Hi there, From the Being Single Is So Weird Now files… Refrigerdating works with Samsung’s smart refrigerator to let users swipe left or right on other users’ groceries. They are encouraged not to stage their fridges beforehand because “cheating and relationships don’t go well together.” From purple mountains to fruited plain Venture capital firms invested a record $9.3B into US-based AI startups in 2018 — more than 8x the funding levels from just 5 years ago. We mapped out the most well-funded AI company in each US state. See them all here. I like big TAMs and I cannot lie So you’re putting a deck together advocating for your company’s entry into a new market. But what do you need? A giant market size, aka total addressable market (TAM, if you fancy) to plug into the document. Why? First, because small TAMs are for suckers. Second, because your execs only want needle-movers. And that requires a huge TAM. So we built the universe’s largest database of market sizings (14,000+ and counting) to make your life easier. U is for unicorn Last year, 55 startups in the US hit $1B+ valuations. These companies cover a wide range of industries, from gaming to healthcare to pizza delivery. We take a look at what the new US unicorns do, where they’re based, and who their investors are. Check them all out here. A sizable purchase Application delivery services leader F5 Networks announced yesterday that it will acquire NGINX, a high-growth, open-source web server, for $670M. It is F5’s largest acquisition to date. We break down why this is happening now and what it means for F5’s competitors and customers. Clients can read all about it here. And then there’s Stage 2 Yesterday we shared the main stage line-up for the first morning at Future of Fintech (June 11-13, NYC). Stage 2 will also be humming, as we’ll be talking to leading VCs and future unicorns. Here’s a preview: Arbor Ventures, Co-Founder & Managing Partner Commerce Ventures, Founder & General Partner Inspired Capital, Founder & Managing Partner Bain Capital Ventures, Partner Acorns, CEO (Future Unicorn) Oriente, Co-Founder (Future Unicorn) It will be impossible to catch it all, so bring the team to divide and conquer. Save over $2K with our group ticket here. We also offer special savings for groups of 5+. Heads up: prices increase (again) March 15. If you must come alone, save $500 off a single ticket with code lonelyimsolonely. Follow that flying car Auto & mobility tech is rapidly evolving, bringing concepts that were once considered futuristic fantasies closer to reality. From next-gen infotainment to flying robotaxis, we take a look at 21 of the top auto tech trends to watch this year. Mind-blowing opportunity Speaking of TAM, this is a multi-trillion dollar total addressable market. BTW, if you’re looking for your own next huge market, we show you how to use the wisdom of an expert crowd to identify future large markets here. Refining the value chain The oil and gas industry is highly complex and technologically challenging, which means it has plenty of opportunity for innovation. Startups are jumping in. From extraction to refining, we take a look at 45+ companies working to improve performance at every level of the oil and gas value chain. Expert Intelligence 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. Bloomberg. John Bowker (@johnhbowker) and Yueqi Yang (@yueqi_yang) report that African online retailer Jumia is filing for an IPO and refer to CB Insights data. Money. Prachi Bhardwaj (@prachibhard) lists seven new unicorn companies and their job openings and references CB Insights’ unicorn data. Luxury Daily. Sarah Ramirez (@sari_ramirez) writes about accessibility and privacy in the luxury industry and references CB Insights’ Luxury Trends Report. I love you. Anand @asanwal P.S. On March 28, we’ll be discussing corporate venture capital trends from 2018. Register for the briefing here. If you aren’t already a client, sign up for a free trial to learn more about our platform.