New MoneyTree report. There's a water market? Fintech cos are staying private.

Jack of all trades

Hi there,

Last week, I shared some resume red flags.

The one that garnered the most anger was “frequent job hopping.”

Some pointed to valid reasons, i.e. working at startups that pivot or shutter, thus forcing you to job hop.

Many also said that mastery of subjects is quicker these days than in years past and so job hopping makes sense.

Essentially, they were making the argument that people acquire knowledge in dog years now, i.e. what took 4-5 years before can now be mastered in 18 months.

I asked them all to name 2-3 skills that someone can master in 18 months and so far no responses.

Hmmm.


I dip, you dip, we dip

Global funding dropped 22% in Q1'19 to $52B. Deals also declined, falling to 3,327 from 3,508 in Q4'18.

Download PwC and CB Insights' Q1 2019 MoneyTree report for more venture capital trends.




Fully vested

ICYMI, Patagonia has decided it’s not going to sell its power vests to financial firms anymore. Instead, it’s going to focus on selling to “mission-driven” companies.

I always preferred the banker bag, TBH.



Let's speed things up

In the next 10 years, the rise of connected devices will require networks to transmit huge sums of data in near real time, and 4G won't be sufficient.

But 5G might be. We explain how the next generation of wireless technology works, how it's transforming industries, and more. Check it out here.





Biz model deep dives

Recently, we’ve been analyzing the business models of startup fintech companies.  

We’ve analyzed:

  1. Affirm — point of sale payments & lending (unicorn)
  2. Root Insurance — usage based auto insurer (unicorn)
  3. Brex — provider of credit card to startups (unicorn)
  4. Guideline — retirement plan robo-advisor
  5. Earnin — no interest, payday advance app

In each research brief, we dig into:

  • Business model and traction
  • Customer acquisition strategy
  • Market size / total addressable market
  • Competition

BTW, Affirm, Root, and Brex are all speaking at Future of Fintech.

If you’re a paying client, click any of the briefs above to see them or just run this search on the keyword “business model” to see them all in search.

There is tons of juicy data in these briefs.




 Come on in, the water's fine

One of the hottest new beverage battlegrounds is good old H2O.

From sustainable packaging to new flavors to added vitamin supplements, we take a look at some of the trends shaping the growing water market.

Expert Intelligence clients can check it out here.





Thanks, but no thanks

At the beginning of last year, there were 25 VC-backed fintech unicorns around the world, worth a combined total of $75.9B.

Many speculated that these startups would ride the hype wave and go public. But only 3 fintech unicorns actually did it.

We examine why fintech startups aren't going public.





East Coast vs. West Coast

New York Metro funding increased 110% over Q4'18 to $4.5B. Meanwhile, SIlicon Valley funding dropped 19% to $4B amid declining deal activity.

For more venture capital trends, check out the latest PwC and CB Insights MoneyTree report.




No BS money advice

There’s a reason 490,000+ readers love Ramit Sethi’s "I WIll Teach You to Be Rich," a newsletter with advice on money, psychology, and entrepreneurship.

Subscribe to learn about earning more money, creating new income streams, and living a richer life.  



The Industry Standard

CB Insights data is the most trusted by those in the industry and the media. A few recent hits.

CNBC. Christina Farr (@chrissyfarr) reports that healthcare startup Livongo has selected bankers for its IPO and quotes CB Insights senior director of research Marc Albanese (@marcjalbanese).

Axios. Kaveh Waddell (@kavehwaddell) writes about auto companies exploring quantum computing technology and quotes CB Insights senior analyst William Altman (@altmanw).

Nasdaq. This article discusses American Express’ new partnership with SAP Ariba and refers to CB Insights research.


I love you.

Anand
@asanwal 

P.S. Do you want to join the CB Insights team and help us grow? We're hiring a customer engagement analyst.

The Blurb

A curated mix of articles worth sharing.

Don’t forget your bags. Trader Joe’s doesn’t have any international locations or e-commerce business, giving rise to a semi-underground resale market in which its products are marked up as much as 564%.
Refinery29

Another man’s treasure. Trash pickers in Silicon Valley make a living from selling items that their millionaire neighbors throw away.
New York Times

Great barrier robots. Researchers in Australia are using autonomous underwater vehicles to deliver millions of coral larvae to the Great Barrier Reef.
Sierra Club

Call me. When major Chinese tech companies are ready to go public, they call Julie Gao.
Wall Street Journal

Play ball. Ball pits have made a comeback in the last few years. Here’s why everybody loves them.
Vox
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