peloton vs. spotify

$25B in blockchain funding. Google's quantum advances. Payments tech MVP.  VIEW IN BROWSER

February 1, 2022

Just getting started

Hi there,   It’s been a while since we did a poll, so let’s do our first one of 2022.   Consumer tech subscription companies have been in the news a lot recently. Think: Peloton Netflix Spotify So here’s the question.   If you had $10k to invest and were required to hold for 3 years and then sell, which one of these names earns you the best return? (Just click your answer.)   Peloton Netflix Spotify   We’ll share the results next week.

AND NOW, THE RESEARCH

Another lap around the block   We dropped our State Of Blockchain report today.   Funding in 2021 was off the charts.    Blockchain startups raised $25.2B, driven by growing consumer and institutional demand for crypto (#wagmi?).   That’s 8x more than the investment in 2020.    This graph kind of says it all.

US-based startups raked in more than half of all funding in 2021 ($14.1B). With 75% of deals in early stages, the funding surge is likely still in its infancy.   Overall, blockchain funding accounted for 4% of global venture dollars in 2021, up from just 1% in 2020.   We expect this share to rise in 2022 thanks to emerging crypto, NFT, and Web3 startups.    Over 170 pages of charts & analysis, we highlight funding trends, exits, and top deals & investors for categories like NFTs & DeFi and across geographies such as the US (NYC, Silicon Valley, Miami, etc.) & Europe.   Get all the data here.   Googly eyes for quantum   Google is doubling down on its quantum computing bets.    The tech giant is targeting 1M qubits by the end of the decade and recently opened a quantum computing campus.   We dig into these moves and more (like what Alphabet's secretive Sandbox quantum team is doing) in this analysis.

Stop! In the name of tech trends   What do you need to know about tech in 2022?   Ask our analysts.    Save your spot for the roundtable discussion here.

CLIENT-EXCLUSIVE RESEARCH

Hello, it’s me, your biological data   From genetic risk screening to drug discovery, omics innovation is improving how we collect, analyze, and use biological information.   We map out 110+ private omics companies here.

CORE INTELLIGENCE

All the payments leaders, put your hands up   Payments leaders are shifting more of their strategic investments and partnerships toward technologies that can provide faster and more secure payments across the globe.   Need an adoption playbook? We evaluate 12 tech markets — from payment APIs to white-label digital wallets — that payments leaders should monitor, vet, and prioritize in this client-only MVP report.

EXPERT INTELLIGENCE

The Industry Standard

Bloomberg. Akayla Gardner (@gardnerakayla) uses the CB Insights State Of Blockchain report to cover NYC’s crypto funding lead over Silicon Valley.   Financial Times. Dave Lee (@DaveLeeFT) reports on big tech’s moves to harness healthcare data using CB Insights research.    Healthcare Dive. Healthcare Dive looks at healthcare trends in 2022 and quotes CB Insights senior director of research Marc Albanese (@marcjalbanese).   I love you. Anand @asanwal   P.S. Doing something cool with AI? Apply for the AI 100 awards here.

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