May 24, 2025

Hi there,

Here are this week's top research briefs.

Battle of the Cloud Titans: How Amazon, Microsoft, and Alphabet are preparing for an AI future

The top 3 global cloud providers are racing to monetize the AI boom. Drawing on CB Insights' Business Graph — which links data across private investments, acquisitions, business relationships, and public company disclosures — we surface key signals on how each cloud player is capitalizing on this technological revolution to expand their market shares.

Book of Scouting Reports: Stablecon 2025

We dive into the data on leading companies attending the conference, including headcount, key partnerships, and recent funding rounds.

StableconBookofScoutingReports-FI 052025

State of Insurtech Q1’25 Report

From a new $1B unicorn to a 9-year low for early-stage funding, we break down the trends reshaping insurtech using CB Insights data.

Book of Scouting Reports: 2025’s AI 100

We dive into the data on the most promising emerging AI startups in the world, including key financial metrics, opportunities, and threats.

Customer-Exclusive Research

Building the autonomous battlefield: How Anduril is industrializing AI warfare

We analyzed Anduril's acquisitions, partnerships, and product development since Q1’23 to surface the company's strategic priorities.

Insurance’s new frontier: 3 innovation imperatives for 2025 and beyond

We use CB Insights data and on-the-ground analysis from the InsurTech NY Spring Conference to provide innovation imperatives for insurance executives.

CB_Insights-insurance_innovation_imperatives (1)

Deconstructing Salesforce’s M&A strategy and predicting 3 companies it will acquire next

We mined Salesforce’s commercial transaction, investment, and M&A data from CB Insights to uncover a clear pattern in its M&A strategy. Prior investment by Salesforce Ventures and participation in its platform ecosystem are where Salesforce’s future M&A targets are found.

Have a great weekend.

I love you.

Anand

@asanwal

Co-Founder & Exec Chair

P.S. Will we see you at Stablecon next week? Don't miss CBI fintech analyst Aisha Chandraker's talk, where she'll share our new stablecoin market map.

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