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Uber’s driverless bets.

 

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May 10, 2025

Hi there,

 

Here are this week's top research briefs.

ICYMI

 

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.

state of insurtech nl
Building the agent economy: How cloud leaders are shaping AI’s next frontier

The top 3 cloud providers globally are racing to support AI agents and the companies enabling them. This report analyzes their strategies — based on partnerships, startup investments, and internal projects — to see how they're capitalizing on this next wave of monetization in AI.

CloudWars-052025-Chart-1-v2

The top 50 venture investors in the UK

We mined CB Insights data on top UK-based firms to rank them based on their portfolio strength and ability to predict future winners.

UK50List-052025-4-1

AI 100: The most promising artificial intelligence startups of 2025

CB Insights is launching the 9th annual AI 100 — a ranking of the world's top emerging AI companies. From observability to infrastructure security to vertical AI agents, this year's winners are shaping the future of intelligent systems across industries.

ai 100 2025 nl

Customer-Exclusive Research

 

How the rise of humanoid robots launches AI into the physical world

We analyze the impact of physical AI on the humanoid robot landscape to help enterprises, industrial firms, and investors capitalize on this new computing platform.

Humanoid-robot-funding_2025

3 shifts that will define the future of medtech

Takeaways from LSI 2025 reveal how the sector is moving toward smarter, de-risked, and AI-enabled growth.

medtech-takeasways-2

Uber’s AV strategy: How the rideshare giant is redefining its core businesses in the age of autonomy

We examine the near- and long-term implications of Uber’s activity in autonomous vehicles across its main business lines.

Uber-SM-102024-FI-2

Have a great weekend.

 

I love you. 

 

 Anand

@asanwal

Co-Founder & Exec Chair

 

P.S. In case you missed it, we’re going live May 15 to break down the biggest AI moves of 2025 — from agentic adoption to billion-dollar bets. Register here.

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