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Silicon Ugh
Hi there,
Since we started CB Insights, there have been two questions people have consistently been fascinated with:
- Are we in a bubble?
- Where's the next Silicon Valley?
To answer the question about whether we are in a bubble — we've been asked this since 2010 — we've learned that it's always a good time to call it a bubble. Always.
It's a surefire way to sound smart and contrarian. You know — when others zig, you zag. You crazy tech bubble prognosticating rebel you.
As Dan Gardner details in his great article for Slate (see The Blurb), the Pundit Industrial Complex has realized that the key to making good predictions is to make a lot of them, as people forget when you're wrong. Heck, there are entire multi-billion dollar asset classes built on this same thesis.
In other words, keep predicting the demise of everything and then write a Medium post about "how you saw it" when one finally hits, and nicely ignore all your misses.
Note that this strategy works with predicting M&A too. Apple should buy Tesla. Google should buy Snapchat. You get it. Whip up every permutation. Publish them all. Get 1 of 100 right, and watch the media interview requests come flying in as you were the one who saw it before everyone else.
The other big question is about where the next Silicon Valley is.
We'll dig into that below, but first, some data.
The who’s who of tech in Indonesia
We outlined the key players in Indonesia’s startup ecosystem in our periodic table of tech in Indonesia. It highlights startups, investors, and notable exits from recent years.
The next Silicon Valley
Building a tech hub outside of Silicon Valley is a good aspiration. It's a good thing for governments and communities to want, given that tech is where the world is going.
We covered this recently in our Emerging Startup Frontiers report and in this graphic of non-US unicorns, both of which highlight the potential to build a valuable private tech company anywhere.
What's interesting (or perplexing) about this noble pursuit is the extreme lengths regions go to in order to try and brand themselves as something "Silicon."
Here are some of the names regions have adopted (thanks to many of you for submitting via Twitter):
- Silicon Alley - NYC
- Silicon Beach - Los Angeles
- Silicon Prairie - midwest USA
- Silicon Wadi - Israel
- Silicon North - Canada
- Silicon Roundabout - London
- Silicon Bog - Ireland
- Silicon Savana - somewhere in Africa
- Silicon Harbor - Charleston, South Carolina (yes — this is real)
- Silicon Forest - Portland, OR
- Silicon Slopes - Utah
- Silicon Docks - Dublin, Ireland
- Silicon Fen - Cambridge, UK
- Silicon Gorge - Bristol, UK
- Silicon Bayou - New Orleans, LA
- Silicon Cape - Capetown, South Africa
- Silicon by the Sea - Lisbon, Portugal
- Silicon Hills - Austin, TX
Perhaps this is smart, as it immediately brings an association with Silicon Valley, but some of these are so tortured and terrible, I'm not sure they help.
Of course, our initial name was ChubbyBrain (the CB in CB Insights) and our logo was what you see below, so maybe you should do the exact opposite of what we think on branding.
Apple in health care
We analyzed Apple’s strategy in the health space, the types of companies likely to be affected, and what some of its next moves might be.
As medical devices start becoming more enabled by software, Apple’s competency in bundling software and hardware is a major advantage. The company is bolstering its software offering as a whole through a number of recent acquisitions of artificial intelligence companies, seen below.
Expert research clients can log in and view the entire analysis here.
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The Next Big Thing
A look at the research coming out of universities, corporate R&D teams, and government research labs that CB Insights thinks you should know about.
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We rounded up 140+ companies, investors, and exits that have come to define Indonesia's tech ecosystem. See the periodic table.
The market opportunity in health care is huge, and Apple sees health care and wellness as a core part of its app, services, and wearables strategies. See the analysis.
We dug into iCarbonX's private market footprint and its ambitious plan to digitize your entire body. Read about it.
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The Blurb
A curated mix of articles worth sharing.
Heads, I win — tails, you forget we had a bet. Journalists and the public alike tend to remember the hits, not the misses.
Slate
The frontiers of impact. Where technology and new entrepreneurship can help us address climate change, rapid urbanization, unsustainable food systems, and more.
Good Tech Lab
The SaaS founder's journey. David Skok (@dskok) on what matters at each stage of the process.
For Entrepreneurs
The American fix. How a startup hopes to treat the rural opioid epidemic.
The Verge
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