While players are competing with each other in some areas, they are also carving out distinct strategies:
Amazon is going deeper into primary and specialized care.
Google is amassing troves of health data, which could play a role in its biotech bets.
Microsoft is equipping healthcare organizations with AI tools to improve clinical research, drug R&D, and care delivery.
Nvidia’s long-standing hardware dominance positions it to play a major role in the future of smart hospitals.
Using CB Insights data — including investments, acquisitions, business relationships, patents, buyer interviews, and company scouting reports — we map out each leader's activity and differentiation in our free big tech in healthcare report here.
History class
CB Insights Mosaic Score measures a private company’s health/growth potential by evaluating signals across the 4 Ms:
Momentum — Company news sentiment, headcount, business relationships, etc.
Money — Co funding and investor quality
Market — Quantifies the health (or lack thereof) of the industry in which a company participates based on funding, deals, etc.
Management — Co leadership’s past accomplishments and network
Our customers use Mosaic Scores as a way to screen for partners, investments, and M&A targets and to track the health of private and/or emerging competitors.
But our customers have also voiced that they’d like to gain more insight into how and why a co’s score has changed over time.
Today, they can with Mosaic History.
Companies with high or increasing scores are likely to achieve higher valuations and better outcomes — and now, these trends are visualized directly in the CBI platform, complete with the key events driving them.
Like for Mistral AI, which just raised a $640M round following a series of partnerships and investments over the past year.
Femtech is addressing a variety of women’s health needs, from menstruation to menopause.
To help strategy teams prioritize femtech markets in their planning decisions, we plotted markets using CB Insights’ TECH framework, which scores markets across 2 dimensions:
Market maturity — Assesses the commercial readiness of technologies in a given market using signals like patents, headcount, and Fortune 500 business relationships.
Startup momentum — Measures private market activity as a signal of the degree of overall market dynamism & growth potential. Signals include # of startups, investor quality, startups’ management team experience, etc.
The degree of market maturity and startup momentum suggests 1 of 4 planning approaches:
Track: Nascent markets to put on the roadmap.
Experiment: Newer markets that are gaining traction quickly. Consider for pilots or evaluation.
Champion: Major markets that are still expanding to new areas. Continue to prioritize.
Hold: Established markets that are less dynamic. Hold off on immediate action.
