May 9, 2026

Hi there,

Here is this week's top research.

ICYMI

The AI 100 Tracker

An interactive market map of the most promising artificial intelligence startups of 2026.

CB Insights GenAI Signal Tracker

Among emerging genAI startups, visual AI developer ComfyUI holds the highest Mosaic score of (953/1,000), a signal of private company momentum and its likelihood of success. Track other emerging generative AI startups, shifting markets, and breakout opportunities with our dynamic signal tracker.

State of AI Q1’26 Report

From record funding to massive bets on physical AI, we examine key developments in the AI landscape using CB Insights proprietary data.

State of Digital Health Q1’26

Digital health accelerated into 2026, with funding and deal size both climbing as capital concentrated in fewer, larger bets.

Hyperscalers are carving up the AI agent market — here is who’s winning where

CB Insights’ partnership data reveals the split: Google is winning coding, Microsoft compliance verticals, and Amazon customer service.

Customer-Exclusive Research

Surgical robots reach an inflection point: Here are the M&A targets leading the shift

Using CB Insights' proprietary Mosaic scores and M&A probability signals, we analyzed 40+ surgical robotics companies to surface the 6 best positioned for acquisition.

Surgical-robotics-MA-targets-1-1024x1024 (1)

The pharmaceutical manufacturing value chain market map

We mapped 90+ companies across 17 markets in the pharmaceutical manufacturing value chain and leveraged our predictive signals to identify emerging trends.

PharmaceuticalManufacturing-ValueChain-012026-4-971x1536

Have a great weekend.

I love you.

Anand

@asanwal

Co-Founder & Exec Chair

P.S. Did you miss our briefing on this year’s AI 100 list? Get the recording here.

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