Copy
Alibaba and Tencent's first co-investment. Unbundling FedEx. Asia unicorns get more valuable. 


Don't Tell Me, Show Me

Hi there,

Going to try something different today and use more images. Tell me what you think.

Before the main event, if you were part of the GigaOm Research biz dev team and were a top performer, I'd love to chat. We are tripling the size of our sales team and looking for some more great people. All our open jobs are here.

Unbundling FedEx and UPS

Inspired by analyses done by Andrew Parker & David Haber of Spark Capital and Tom Loverro of RRE, we took a look at the startups attacking FedEx and UPS and the trends in funding to the logistics industry.



Frenemies

Alibaba and Tencent are Asia's most active investors in US tech companies, but their investment streams have never crossed paths until now. Snapchat is bringing Alibaba and Tencent together for the first time.



Early Stage Deals Get Bigger - Plateau & Rise

Our early stage review for February finds over $1 billion invested in early stage tech companies in just 28 days. It also highlights the companies with the most momentum and overall funding trends at the early stage (Spoiler alert: early stage momentum continues to get stronger).

But the most interesting thing is the steady climb of early stage deal sizes. As the graph below illustrates (focus on the median), the deal sizes plateau for several quarters and then rise. In 2013, they stood at $1.0M and now are at $1.6M.



Have a great week.

Best,
Anand
@asanwal

P.S. Like the image format? Respond to this email or tell us on Twitter @cbinsights. Be nice.
Charts: Why Asian eCommerce is the hottest industry in the world
In the last week, China and India startups including Quikr, Mogujie and Ola have been reported to be raising or in talks for new funding at big $1B+ valuations. See how much Asia's eCommerce industry funding is exploding.

Tweet this

CB Insights Top Deal Searches

CB Insights users can query our database in powerful ways. See a few below or sign up free:

 

Snapchat: Alibaba and Tencent's first shared investment
Alibaba and Tencent have been the most active Asian investors in US startups. But the two have never invested in the same company - until Snapchat. See a network map of their investments and acquisitions.

Tweet this
The startups unbundling FedEx and UPS
From Shyp to Haven to Uber, companies like FedEx and UPS are being unbundled by an army of startups. See an infographic of the startups disrupting logistics.

Tweet this

The Blurb

A curated mix of articles on tech, media, what's next and recent news.

How Canada Goose parkas migrated South. In the past 10 years, annual revenue at Bain Capital-backed Canada Goose has grown from $5 million to $200 million. 
Bloomberg Business

Inside Lululemon's booming underground resale market. Lululemon is the only label in the athletic apparel space to retain, and even inflate, its value when resold.
Racked

California has about one year of water left. California isn't just up a creek without a paddle, it's lost the creek too.
LA Times

How Apple makes the watch. A detailed narration of what can be seen in Apple's Watch Craftsmanship videos.
Atomic Delights

Meet the billionaire who's earned over $80M in AmEx points in less than a year. "Liu was unclear on exactly how many points he earned today".
Skift

 
If you loved this newsletter, send it to a friend.
If you hated it, send it to an enemy.
All the data in this newsletter comes from CB Insights. Join NEA, Cisco & hundreds of other clients and get access to the industry's best private company data.

Sign up for access.

Our Last Two Newsletters

In case you missed them:

Copyright © 2015 CB Information Services, All rights reserved.