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New York vs. Boston - who wins? Best of September. Smart money VCs pull back on eCommerce.


Unbundling the Corporate Giants
 
Hi,


With today's news of HP's split, I recalled a couple of stats I recently saw:
  • From 1973 to 1983, 350 corporations fell out of the Fortune 1000.
  • From 2003 to 2013, 712 corporations fell out of the Fortune 1000.
It's becoming increasingly difficult for incumbents to stay ahead.

Interestingly, today, the threat to large corporations rarely comes from a single company or business model. If you unbundle a large corporation into its underlying businesses, there are tens or even hundreds of emerging companies attacking their products, their markets and their customers.

It is death by a thousand cuts.

Welcome to Redhat's CTO office

Redhat's CTO office and strategic investments group is using CB Insights to track emerging industries and market opportunities. Welcome aboard. See why they love CB Insights here.

New York - all sizzle, no steak

Of any market outside Silicon Valley, NY has probably garnered the most praise and buzz recently. So when Dan Primack of Fortune took NY out behind the woodshed recently, we had to dig into the data.

Have a great week ahead.

 
Anand
P.S. I know there are some very rich people receiving this newsletter. This review of the $23k airline suite on Singapore Airlines might be a useful primer for you.

Yahoo in Snapchat? Who has invested in the $10B club

Yahoo is the latest rumored investor in Snapchat at a $10B valuation. Take a look at the most prolific investors in the $10B club.
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Digital health investments in H1 2014 top all of 2013

Apple is making moves in the space as are VCs and angels who are investing at a breakneck pace. Take an in-depth look at the financing, exit, startup and investor landscape in our digital health industry report.
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CB Insider Posts

The following research is only available to paid subscribers with CB Insider access:

 

The NY VC hype machine

A comparison of VC financing and VC-backed exit data for NY vs Massachusetts prompted by Dan Primack's recent love letter for NY. Is NY's tech scene really overhyped?
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The smart money in venture capital is investing less in eCommerce

Wayfair and Alibaba just went public but YoY eCommerce deal activity by the smart money is falling. We break down where the smart money is going in Internet and mobile commerce.
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7 things to read this week

A selection of 7 articles that the CB Insights team found entertaining, engaging or thought-provoking.

At CIA Starbucks, even baristas are covert. Welcome to the stealthy Starbucks.

49 straight days of Olive Garden pasta. A blogger embarks on the journey of a lifetime.


Life and death on the Avocado trail. 'A fearless chef routinely travels 2,000 miles all for a decent mole poblano for her NY customers.'

The man who smuggles Trader Joe's into Canada. 'What if corporate finds out? They're too stoned to find out.'

Snapchat murders Facebook. Casey Neistat's latest video on Snapchat is a must-watch.

Young, brilliant and underfunded. "We’ll never know what medical breakthroughs were missed because young scientists were not provided with resources."

Prioritizing in a world of overwhelming demand. How do we prioritize when so much is coming at us?

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