super excited CEOs

 

Industries going meatless. The micromobilty revolution. Record-breaking unicorns. VIEW IN BROWSER

October 15, 2019

Words with friends

Hi there, The use of the phrase  “super excited” on earnings calls has quadrupled over the last 4 years. Thanks to Dani Fava of TD Ameritrade for spotting and tweeting about this after using our earnings transcript search engine.

In addition to being super excited, execs also have disruption on the brain.   The word “disruption” saw ~300 quarterly earnings call mentions in 2009 and now is mentioned 1800+ times per quarter.

AND NOW, THE RESEARCH

Where's the beef? From food to beauty to hotels, companies across industries are adding plant-based products and services to cater to sustainability-focused consumers. We look at 11 industries looking to get ahead of the meatless trend. Check it out here.

It's gonna be a no from me dawg CVCs that report to the CEO say the deals they present are more likely to be rejected than those reporting to someone else, according to our recent survey.  Want more insight into the winners and losers in corporate venture capital, innovation, growth, and M&A?  Attend The Collective (Dec. 10-11, NYC) where you’ll hear from: John Somorjai, EVP of corporate development and ventures at Salesforce  Jim Adler, founder and MD of Toyota AI Ventures Bernardo Novick, head of ZX Ventures Prices go up tonight. Register today using the code CVC for $500 off single ticket rates.

Life in the bike lane An increasing number of micromobility companies are vying for a piece of the bike and scooter market. We dive into what micromobility looks like around the world, leaders across the space, and the obstacles these transportation services face. Read about it here.

IN OTHER NEWS

Less rare by the quarter There were a record-breaking 180 private VC-backed US companies valued at $1B+ as of the end of Q3'19 — with an all-time high aggregate value of over $621B. Read about this trend, and many more, in PwC and CB Insights' latest VC funding trends report.

Buy your way to growth CB Insights' Growth Collective is demystifying the growth strategies of the highest performing companies. After identifying 33 high-performing companies in the S&P 500, we found that while the number of patent filings by high performers is going down, the number of deals in minority investments is up significantly. Are high performing companies looking outside to build their tech advantage? Find out more here.

CLIENT-EXCLUSIVE RESEARCH

Cutting down on junk food An estimated 20% of all food purchased in the US is thrown away, creating a big opportunity to boost efficiency. From creating new products from scraps to produce subscriptions to composting, we identify 50+ companies working to reduce food waste.

EXPERT INTELLIGENCE

The Industry Standard

The Economist. The publication discusses China’s distinct approach to autonomous vehicle development and cites CB Insights data.  MSD (via LinkedIn). Sophie Ghazal shares takeaways from CB Insights’ Future of Health conference. Fortune. Jeff John Roberts (@jeffjohnroberts) reports on investment in cannabis software startups and quotes CB Insights analyst Marissa Schlueter (@mschlueter13). I love you. Anand @asanwal P.S. The Future of Fintech is moving to San Francisco next year. The investors, startups, and corporations transforming financial services will all be there. 27 early-bird tickets are left at a rate you won’t see again. P.P.S. You are a rockstar Adam Kostecki. I love you.

The Blurb Artificial flavoring. Food companies are using AI to create new flavors. Wall Street Journal Move fast and break things. Is technology undermining public safety? The Atlantic The everything store. Some think that Amazon’s growing power may be difficult to curtail.  New Yorker Up to code. Researchers found that novel bridge design by Leonardo da Vinci would actually have worked. Popular Mechanics No equivalent. Is it possible to build a system of mathematics without an equals sign? Quanta

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