March 20, 2024

Hard times

Hi there,

🔥 by Nvidia CEO Jensen Huang to a group of Stanford students. 

“Resilience matters in success... Character is not formed out of smart people. It is out of people who have suffered... I wish upon you pain & suffering.”

Getting the metaphorical isht kicked out of you once in a while is a good thing.

This talk made me think of this quote.

“Hard times create strong men, strong men create good times, good times create weak men, and weak men create hard times.”

I wonder where we are right now in that cycle?

Anyways, I enjoyed this video.

If you prefer data nerdery, here is an analysis of Nvidia's future strategy.

Super size

OpenAI valuation > all other private LLM maker valuations combined. 

We predict 4 outcomes for foundation models in 2024 in our generative AI predictions for 2024 here.

Bigger and better

Last month, Capital One announced its plans to acquire Discover for $35B.

The mega-acquisition is aimed squarely at enhancing its offerings and growing its customer base, but it’s just one piece of a much broader tech-fueled growth strategy.

We analyze its investments, partnerships, and acquisitions since 2021 to determine where exactly it is putting tech to work in this strategy map.

Come and get it

Advanced manufacturing funding had a big ol’ plop last year.

But where are investors still seeing opportunities? We identified the advanced manufacturing markets that are seeing the most early-stage activity.

We’ve included a sneak preview below, and CBI customers can unlock the full graphic here.

Pretty little liars

Fraud attempts targeting retail banks are on the rise.

And AI advancements are only enabling more sophisticated threats.

Some bad actors are even using AI-generated voices to trick phone verification systems.

From anti-money laundering software to account takeover prevention, we look at the companies helping banks navigate fraud prevention and regulatory compliance in this market map.

Industry Standard

The New York Times. Lauren Hirsch (@LaurenSHirsch) and David McCabe (@dmccabe) discuss TikTok drama and cite CB Insights data.

TechCrunch. Rebecca Szkutak (@rebecca_szkutak) and Dominic-Madori Davis (@DominicMadori) cover a convo with Ramp CEO Eric Glyman and mention CB Insights research.

Inc. Magazine. Sam Blum (@SammBlum) talks about decacorns and cites CB Insights data.

I love you. 

Anand 

@asanwal 

P.S. While some are using AI for bad things, others are using it for good. And by others, we mean us. We’re releasing AI enhancements that make corporate strategy, M&A, and venture teams bionic. You can learn more on March 28.

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