Zuck vs. Altman, again.

Palantir's AI push.

The defense play.

 

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April 19, 2025

Hi there,

 

Here are this week's top research briefs.

ICYMI

 

State of Digital Health Q1’25 Report

Digital health roared into 2025, with funding, M&A, and unicorn births all hitting multi-year highs. We break down the data and trends driving this rebound — from AI’s growing dominance in dealmaking to the return of billion-dollar exits — using CB Insights data.

dh health equity funding up 47%

AI is making big tech even bigger — here’s how the trillion-dollar tech giants are deepening their moat and fueling future growth

US tech giants continue to post double-digit revenue growth. Here’s how big tech is positioning itself for the future through AI investments, M&A, humanoid robotics development, and more.

Big-tech-acquisitions-v3

Zuckerberg vs. Altman: A showdown in social AI

Chatbots’ record quarter, artificial emotional intelligence, and more from the CB Insights newsletter.

Consumer-AI-chatbot-downloads
7 tech M&A predictions for 2025

AI will be the driving force behind tech M&A deals in 2025. From AI agent consolidation to big tech’s next battlefield, we highlight 7 areas where we expect to see deals this year.

TechMAPredictionsSocialGraphic-1

Customer-Exclusive Research

 

From the battlefield to the factory, Palantir is going on an AI offensive

We mined Palantir's investments and partnerships since Q1’23 to discern the company's strategic priorities.

Palantir-SM-042025 final

AI in clinical trials: How the tech is serving pharma’s riskiest bet

From deal activity to top investors, we analyze the shifting landscape for AI in clinical trials to determine how the tech is transforming drug development for the better.

AI-in-Clinical-Development_Overview-1-1-1

The AI in defense tech market map

From unmanned ground vehicles (UGVs) to geospatial intelligence (GEOINT), we break down the categories of tech companies transforming military operations with AI. 

AI-in-defense-tech-market-map-08-2024-v2-1

Have a great weekend.

 

I love you. 

 

 Anand

@asanwal

Co-Founder & Exec Chair

 

P.S. On April 24, we’re unveiling the AI 100 — our definitive list of 2025’s most promising AI startups. Get the story behind the picks, the sectors to watch, and the trends shaping the future. Save your spot.

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