Core Intelligence – CB Insights Research https://www.cbinsights.com/research Thu, 03 Apr 2025 19:47:17 +0000 en-US hourly 1 Book of Scouting Reports: InsurTech NY’s 2025 Spring Conference https://www.cbinsights.com/research/report/book-of-scouting-insurtech-ny-2025-spring-conference/ Tue, 25 Mar 2025 22:57:24 +0000 https://www.cbinsights.com/research/?post_type=report&p=173351 This book features comprehensive reports on the top companies — ranked by Mosaic Score — sponsoring or speaking at InsurTech NY’s 2025 Spring Conference: CLARA Analytics Counterpart Empathy Federato Hyperexponential INSTANDA OutSystems Pinpoint Predictive Replicant Tremendous Upstage We’ve used generative …

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This book features comprehensive reports on the top companies — ranked by Mosaic Score — sponsoring or speaking at InsurTech NY’s 2025 Spring Conference:

We’ve used generative AI, combined with our proprietary data on these companies and their markets, to create the following scouting reports — in just one click on CB Insights.

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Global AI race heats up in India with unprecedented hiring spree https://www.cbinsights.com/research/ai-india-hiring-headcount-growth/ Fri, 21 Mar 2025 19:50:48 +0000 https://www.cbinsights.com/research/?p=173275 Global tech leaders are establishing positions in India’s fast-growing AI sector. According to CB Insights headcount data, AI firms such as Glean, Scale, and OpenAI have increased their workforce in the country by as much as 67% over the last …

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Global tech leaders are establishing positions in India’s fast-growing AI sector.

According to CB Insights headcount data, AI firms such as Glean, Scale, and OpenAI have increased their workforce in the country by as much as 67% over the last six months. The country’s domestic AI companies have also seen 32% headcount growth over the same period.

Notably, India is now OpenAI’s second-largest market — with a user base that tripled in the past year — while global tech giants like Microsoft and Nvidia have made substantial infrastructure investments in the country.

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Book of Scouting Reports: LSI USA ’25 Emerging Medtech Summit https://www.cbinsights.com/research/report/book-of-scouting-reports-lsi-usa-25-emerging-medtech-summit/ Tue, 18 Mar 2025 16:00:06 +0000 https://www.cbinsights.com/research/?post_type=report&p=173454 This book features comprehensive reports on some of the top companies — ranked by Mosaic Score — presenting at LSI USA’s 2025 Spring Conference. We’ve used generative AI, combined with our proprietary data on these companies and their markets, to …

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This book features comprehensive reports on some of the top companies — ranked by Mosaic Score — presenting at LSI USA’s 2025 Spring Conference.

We’ve used generative AI, combined with our proprietary data on these companies and their markets, to create the following scouting reports — in just one click on CB Insights.

CB Insights customers can download the book using the sidebar.

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AI in clinical trials: How the tech is serving pharma’s riskiest bet https://www.cbinsights.com/research/ai-in-clinical-drug-development/ Mon, 17 Mar 2025 19:05:03 +0000 https://www.cbinsights.com/research/?p=173267 This is the third and final report in a 3-part series on how AI is reshaping discovery, preclinical, and clinical research in drug R&D. Read part 1 on the discovery phase and part 2 on preclinical development. Clinical development represents …

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This is the third and final report in a 3-part series on how AI is reshaping discovery, preclinical, and clinical research in drug R&D. Read part 1 on the discovery phase and part 2 on preclinical development.

Clinical development represents one of pharma’s costliest and riskiest investments.

Trials average $55M each, per a study in JAMA Health Forum, and can take more than a decade to complete. However, over 90% of drugs still fail. AI is emerging as a game-changing force in clinical development, tackling its biggest pain points head-on.

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Our 6 predictions for the insurance space in 2025 https://www.cbinsights.com/research/insurance-tech-predictions/ Wed, 12 Mar 2025 15:06:23 +0000 https://www.cbinsights.com/research/?p=173126 Insurance executives are facing a pivotal moment in 2025, as rapid advancements in AI — including increasingly capable LLMs — drive sweeping changes across the sector, from underwriting to catastrophe response. Now, the strategic question for insurers isn’t whether to …

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Insurance executives are facing a pivotal moment in 2025, as rapid advancements in AI — including increasingly capable LLMs — drive sweeping changes across the sector, from underwriting to catastrophe response.

Now, the strategic question for insurers isn’t whether to adopt generative AI but how quickly.

We’ve developed 6 predictions — informed by CB Insights datasets, including financing and acquisition data, Business Relationships, Earnings Transcripts, and Exit Probability — that we think will guide competitive dynamics over the coming year:

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The generative AI in healthcare and life sciences market map https://www.cbinsights.com/research/generative-ai-healthcare-life-sciences-market-map/ Tue, 11 Mar 2025 15:02:56 +0000 https://www.cbinsights.com/research/?p=173192 Healthcare and life sciences companies are turning to generative AI to address 2 critical challenges: soaring costs and staffing shortages. Estimates indicate that US hospitals lose $262B annually to revenue cycle inefficiencies, while drugmakers spend more than $1B on average …

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Healthcare and life sciences companies are turning to generative AI to address 2 critical challenges: soaring costs and staffing shortages.

Estimates indicate that US hospitals lose $262B annually to revenue cycle inefficiencies, while drugmakers spend more than $1B on average to develop a single drug. Meanwhile, the healthcare workforce in the US faces high burnout and a projected shortage of 124,000 physicians by 2034, according to the Association of American Medical Colleges.

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What’s next for AI agents? 4 trends to watch in 2025 https://www.cbinsights.com/research/ai-agent-trends-to-watch-2025/ Fri, 28 Feb 2025 15:12:35 +0000 https://www.cbinsights.com/research/?p=173098 AI agents are dominating the conversation. Mentions on corporate earnings calls grew 4x quarter-over-quarter in Q4’24. And they’re on pace to double again this quarter. These LLM-based systems mark an evolution beyond copilots: AI agents can accomplish complex tasks on …

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AI agents are dominating the conversation. Mentions on corporate earnings calls grew 4x quarter-over-quarter in Q4’24. And they’re on pace to double again this quarter.

These LLM-based systems mark an evolution beyond copilots: AI agents can accomplish complex tasks on a user’s behalf with minimal intervention, from sales prospecting to compliance decisioning. 

In the rapidly growing landscape for agent infrastructure and applications, over half of companies in the market have been founded since 2023. Meanwhile, funding to startups in the space nearly 3x’d in 2024.

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The cybersecurity in healthcare market map https://www.cbinsights.com/research/cybersecurity-healthcare-market-map/ Tue, 25 Feb 2025 20:04:57 +0000 https://www.cbinsights.com/research/?p=172902 Healthcare’s exposure to costly cyberattacks is on the rise. This is being fueled by the use of legacy systems and the widespread adoption of new technologies like connected devices, which create potential access points to critical systems. The 2024 Change …

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Healthcare’s exposure to costly cyberattacks is on the rise. This is being fueled by the use of legacy systems and the widespread adoption of new technologies like connected devices, which create potential access points to critical systems.

The 2024 Change Healthcare cyberattack demonstrates the far-reaching consequences of cybercrime in healthcare. This attack compromised the protected health information of at least 100M people and cost parent company UnitedHealth around $3B.

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AI and Web3 are leading the next wave of gaming innovation https://www.cbinsights.com/research/ai-web3-gaming-trends/ Thu, 20 Feb 2025 22:24:08 +0000 https://www.cbinsights.com/research/?p=173024 The number of global gamers has nearly doubled over the past decade, reaching 3.4B in 2023. Despite this growth, increased accessibility and platform diversity have made it harder for gaming companies to build sustainable revenue streams. But AI and blockchain …

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The number of global gamers has nearly doubled over the past decade, reaching 3.4B in 2023. Despite this growth, increased accessibility and platform diversity have made it harder for gaming companies to build sustainable revenue streams.

But AI and blockchain solutions are driving innovation to create new revenue streams and stoke the existing ones. Early-stage deals in those spaces helped drive a rally in funding and dealmaking in gaming in 2024. Annual funding nearly tripled to $3.2B across 317 deals, with early-stage companies securing 77% of investments — up from 70% in 2023. 

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The automated warehouse market map https://www.cbinsights.com/research/automated-warehouse-market-map/ Thu, 13 Feb 2025 17:23:39 +0000 https://www.cbinsights.com/research/?p=172846 Early predictions envisioning fully automated “dark warehouses” — with minimal or no human intervention — have largely failed to materialize. While technologies like robotics and AI continue to gain traction, nearly 80% of warehouses still depend on manual processes.  Rather …

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Early predictions envisioning fully automated “dark warehouses” — with minimal or no human intervention — have largely failed to materialize. While technologies like robotics and AI continue to gain traction, nearly 80% of warehouses still depend on manual processes. 

Rather than full automation, the industry is embracing a more nuanced approach where technology augments human capabilities, creating hybrid workplaces where workers are upskilled to work alongside and manage robotic systems. 

Today’s modular and scalable automation solutions enable incremental modernization, allowing logistics providers to start small, prove ROI, and gradually expand their automated operations while maintaining market adaptability. 

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Should enterprises adopt closed-source or open-source AI models? https://www.cbinsights.com/research/enterprise-adoption-closed-source-open-source-ai-models/ Wed, 12 Feb 2025 16:48:32 +0000 https://www.cbinsights.com/research/?p=172959 This is part 2 in our series on the generative AI divide. In part 1, we cover the open-source vs. closed-source foundation model landscape.  Open-source AI is drawing unprecedented attention from developers and enterprises, driven in part by DeepSeek’s recent …

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This is part 2 in our series on the generative AI divide. In part 1, we cover the open-source vs. closed-source foundation model landscape

Open-source AI is drawing unprecedented attention from developers and enterprises, driven in part by DeepSeek’s recent model releases.

Cost pressures and demands to improve the performance of generative AI applications are driving enterprise interest in the ecosystem as organizations seek more flexible and cost-effective alternatives to proprietary solutions. 

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This month in genAI: DeepSeek launches R1, OpenAI releases Operator agent, and Nvidia goes on partnership spree https://www.cbinsights.com/research/this-month-in-genai-january-2025/ Thu, 06 Feb 2025 21:12:51 +0000 https://www.cbinsights.com/research/?p=172908 January was a busy month for the generative AI space, headlined by DeepSeek‘s R1 model launch — matching OpenAI’s o1 model capabilities at just 5-10% of the cost, while open-sourcing the technology. The news rattled investor confidence in big tech’s …

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January was a busy month for the generative AI space, headlined by DeepSeek‘s R1 model launch — matching OpenAI’s o1 model capabilities at just 5-10% of the cost, while open-sourcing the technology.

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What DeepSeek’s model releases mean for the future of AI https://www.cbinsights.com/research/deepseek-china-models-future-of-ai/ Tue, 28 Jan 2025 22:37:52 +0000 https://www.cbinsights.com/research/?p=172801 China’s DeepSeek has upended assumptions about what it takes to develop powerful AI models.  The AI company, which emerged from Liang Wenfeng’s hedge fund High-Flyer, released an open-source reasoning model (named R1) in January 2025 that rivals the performance of …

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China’s DeepSeek has upended assumptions about what it takes to develop powerful AI models. 

The AI company, which emerged from Liang Wenfeng’s hedge fund High-Flyer, released an open-source reasoning model (named R1) in January 2025 that rivals the performance of OpenAI’s o1 reasoning model.

DeepSeek says it trained its base model with limited chips and about $5.6M in computing power — a fraction of the $100M+ US rivals have spent training similar models — thanks to some clever techniques.  

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Data centers are reshaping nuclear development, driving billions in new power infrastructure investment https://www.cbinsights.com/research/data-centers-are-reshaping-nuclear-development/ Tue, 28 Jan 2025 17:09:33 +0000 https://www.cbinsights.com/research/?p=172763 The AI boom has created a $500B power infrastructure gap for data centers, triggering a race to secure next-generation nuclear technology. US data center power consumption is projected to triple from 25GW in 2024 to over 80GW by 2030. Between …

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The AI boom has created a $500B power infrastructure gap for data centers, triggering a race to secure next-generation nuclear technology.

US data center power consumption is projected to triple from 25GW in 2024 to over 80GW by 2030. Between 2023 and 2028, data centers could drive nearly half of US electricity growth.

Tech companies are increasingly exploring nuclear energy as a reliable, carbon-free power source to support AI’s exponential growth.

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Critical infrastructure is under attack: How operational technology (OT) security platforms are helping companies better prepare https://www.cbinsights.com/research/critical-infrastructure-cyberattacks-operational-technology-security-platforms/ Thu, 23 Jan 2025 22:42:17 +0000 https://www.cbinsights.com/research/?p=172647 Cyberattacks on critical infrastructure sectors — those considered vital to a country’s security and economy, such as healthcare, telecommunications, and utilities — pose a significant threat to national and economic security. These attacks can inflict damages costing billions of dollars. …

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Cyberattacks on critical infrastructure sectors — those considered vital to a country’s security and economy, such as healthcare, telecommunications, and utilities — pose a significant threat to national and economic security.

These attacks can inflict damages costing billions of dollars. Since 2017, every critical infrastructure cyberattack causing an estimated $1B+ in damages has affected the healthcare sector in some capacity, highlighting its particular vulnerability to digital threats.

Massive cyberattacks converge on healthcare: The estimated cost of the largest global infrastructure cyberattacks in terms of reported financial impact since 2017

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This month in genAI: Databricks raises $10B, OpenAI launches Sora, and Google and Apptronik team up on humanoids https://www.cbinsights.com/research/this-month-in-genai-december-2024/ Tue, 07 Jan 2025 17:46:18 +0000 https://www.cbinsights.com/research/?p=172566 Our experts curated the content below using CBI Instant Insights, a one-click AI analysis and summarization tool. Click on company profiles for more details and sourcing information. NOTABLE DEALS Databricks | $10B Series J at a $62B valuation Data intelligence …

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Our experts curated the content below using CBI Instant Insights, a one-click AI analysis and summarization tool. Click on company profiles for more details and sourcing information.

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AI’s moment in preclinical drug development arrives: Why formulation tech is the next frontier https://www.cbinsights.com/research/ai-in-preclinical-drug-development/ Fri, 03 Jan 2025 14:15:16 +0000 https://www.cbinsights.com/research/?p=172513 This is the second report in a 3-part series on how AI is reshaping discovery, preclinical, and clinical research in drug R&D. Read part 1 on the discovery phase here. For pharma companies, it’s critical to maximize efficiency in preclinical …

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This is the second report in a 3-part series on how AI is reshaping discovery, preclinical, and clinical research in drug R&D. Read part 1 on the discovery phase here.

For pharma companies, it’s critical to maximize efficiency in preclinical development — the stage after drug discovery and before clinical trials — as poor processes can mask early warning signs of drug candidates that are likely to fail.

The stakes are high: Studies show that 90% of drugs fail in clinical trials. In Phase 1 trials alone — which have a median cost of $3.4M per trial40% of drug candidates fail.

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The industrial AI agents & copilots market map https://www.cbinsights.com/research/industrial-ai-agents-copilots-market-map/ Mon, 23 Dec 2024 23:11:44 +0000 https://www.cbinsights.com/research/?p=172504 From early-stage startups to established firms, companies are racing to develop AI agents & copilots across the industrials sector.  While AI copilots — which work alongside humans to speed up their workflows — currently comprise 90% of company activity, the …

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From early-stage startups to established firms, companies are racing to develop AI agents & copilots across the industrials sector. 

While AI copilots — which work alongside humans to speed up their workflows — currently comprise 90% of company activity, the tech will serve as a stepping stone to more autonomous solutions in the coming years. Eventually, AI agents could manage entire industrial processes, shifting human roles from operational tasks to strategic oversight.

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Inside the AI drug discovery arms race: Record M&A activity, a biologics funding spree, and more https://www.cbinsights.com/research/ai-in-drug-discovery/ Wed, 11 Dec 2024 21:10:17 +0000 https://www.cbinsights.com/research/?p=172394 This is the first report in a 3-part series on how AI is reshaping discovery, pre-clinical, and clinical research in drug R&D. Bringing a drug to market traditionally involves staggering costs — averaging $1.3B when accounting for all failed compounds …

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This is the first report in a 3-part series on how AI is reshaping discovery, pre-clinical, and clinical research in drug R&D.

Bringing a drug to market traditionally involves staggering costs — averaging $1.3B when accounting for all failed compounds — and costs continue to rise as productivity in the drug R&D process declines. 

AI has the potential to break this pattern by dramatically accelerating drug discovery and reducing costs.

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The next big cancer tech acquisition could be one of these 5 liquid biopsy players https://www.cbinsights.com/research/liquid-biopsy-acquisition-market-trends/ Wed, 11 Dec 2024 18:47:31 +0000 https://www.cbinsights.com/research/?p=172368 As pharma companies invest in precision oncology, liquid biopsies — which enable real-time, non-invasive tumor profiling through simple blood draws — stand to improve patient adherence, which remains as low as 60% for some common tests like colorectal cancer screening. …

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As pharma companies invest in precision oncology, liquid biopsies — which enable real-time, non-invasive tumor profiling through simple blood draws — stand to improve patient adherence, which remains as low as 60% for some common tests like colorectal cancer screening.

Liquid biopsy tests also offer the ability to track treatment response, detect resistance early, and adjust therapy dynamically — advantages that could improve outcomes while reducing failed treatment costs.

As incumbents look to expand their footprint in oncology tech, there are several key shifts in the liquid biopsy landscape to watch:

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The genAI recruiter is coming: How AI agents & copilots are making hiring more efficient and who to watch next https://www.cbinsights.com/research/recruiting-ai-agents-copilots-market-traction/ Fri, 06 Dec 2024 19:37:57 +0000 https://www.cbinsights.com/research/?p=172351 Hiring workflows, from sourcing candidates to scheduling interviews, are ripe targets for generative AI-led task automation. More than 30 companies have emerged in the AI recruiting agents & copilot market, which leverage large language models (LLMs) to streamline time-consuming and …

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Hiring workflows, from sourcing candidates to scheduling interviews, are ripe targets for generative AI-led task automation.

More than 30 companies have emerged in the AI recruiting agents & copilot market, which leverage large language models (LLMs) to streamline time-consuming and repetitive recruiting tasks end-to-end.

The genAI recruiter is coming

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This month in genAI: xAI raises $5B, Microsoft announces multi-agent system, Anthropic partners with Palantir and AWS https://www.cbinsights.com/research/this-month-in-genai-november-2024/ Fri, 06 Dec 2024 15:02:42 +0000 https://www.cbinsights.com/research/?p=172335 The content below was curated by our experts using CBI Instant Insights, a one-click AI analysis and summarization tool. Click on company profiles for more details and sourcing information. NOTABLE DEALS xAI | $5B Series C at a $50B valuation …

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The content below was curated by our experts using CBI Instant Insights, a one-click AI analysis and summarization tool. Click on company profiles for more details and sourcing information.

NOTABLE DEALS

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Why fleet management leaders are racing to acquire next-gen telematics capabilities — and which M&A targets could be next https://www.cbinsights.com/research/fleet-management-telematics-market-shifts-acquisitions/ Wed, 04 Dec 2024 18:37:41 +0000 https://www.cbinsights.com/research/?p=172315 As major fleet owners like Amazon and Walmart invest billions to embrace electric and autonomous vehicles, it’s pushing fleet management leaders to make strategic acquisitions to better serve these blended fleets. In fact, annual M&A exit volume in the fleet management …

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As major fleet owners like Amazon and Walmart invest billions to embrace electric and autonomous vehicles, it’s pushing fleet management leaders to make strategic acquisitions to better serve these blended fleets. In fact, annual M&A exit volume in the fleet management & telematics space has more than doubled since 2020.

Through M&A, leaders like PowerFleet and Element Fleet Management are layering on expanded capabilities that help fleet managers optimize for elements like charging schedules, battery range, autonomous routing efficiency, and maintenance cycles.  

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Roche targets two emerging battlegrounds — obesity and AI diagnostics — for its next growth phase https://www.cbinsights.com/research/roche-strategy-map-investments-partnerships-acquisitions/ Wed, 27 Nov 2024 19:08:25 +0000 https://www.cbinsights.com/research/?p=172228 Roche — the world’s second-largest pharma company, with $65B in revenue in 2023 — is looking for new growth avenues amid a 7% drop in revenue YoY.  Using CB Insights data, we uncovered 4 strategic priorities highlighted by Roche’s acquisitions, …

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Roche — the world’s second-largest pharma company, with $65B in revenue in 2023 — is looking for new growth avenues amid a 7% drop in revenue YoY. 

Using CB Insights data, we uncovered 4 strategic priorities highlighted by Roche’s acquisitions, investments, and partnerships since Q1’23. We then categorized companies by their relationships with Roche across these priorities.

Here are 3 key takeaways from our analysis:

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Robots are coming for healthcare — here are the emerging hotspots according to recent deals https://www.cbinsights.com/research/healthcare-medical-robotics-efficiency-automation/ Mon, 18 Nov 2024 15:30:56 +0000 https://www.cbinsights.com/research/?p=172119 The US healthcare industry faces a looming staffing crisis — projected shortages of over 139,000 physicians and 63,000 nurses by 2030 amid a rapidly aging population that will push up demand for healthcare services. In response, robotics companies are seeing …

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The US healthcare industry faces a looming staffing crisis — projected shortages of over 139,000 physicians and 63,000 nurses by 2030 amid a rapidly aging population that will push up demand for healthcare services.

In response, robotics companies are seeing an opportunity to deploy their solutions across the healthcare industry — from automated medication dispensing to robotics-assisted physical therapy. Broader interest in the space is also rising, with healthcare robotics news mentions reaching a new high in October.

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The post Robots are coming for healthcare — here are the emerging hotspots according to recent deals appeared first on CB Insights Research.

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