WeWork strategy teardown. Challenger banks breakout. Food CVCs gobble up startups.

The Google Analytics bounce

Hi there,

Over the weekend, Elon Musk took exception to a tweet we'd sent about our brief on the 8 industries Elon Musk is disrupting.

The rest of the weekend was a steady stream of Musk fanboys and fangirls getting his back.

I think we've arrived.

Whistle while WeWork

With its $4B+ in funding, WeWork is expanding aggressively in the US and beyond. Though its recent diverse investments have raised some eyebrows, WeWork's real-estate-as-a-service offering and data stash on optimal office design are nothing to scoff at.

Our new teardown analyzes WeWork's strategy and the overall health of its business. Check it out here.

Lies, lies, everywhere lies

Last week, we'd talked about the impacts of technology enabling increased moral outrage and the resulting societal polarization it causes. 

From the We're So F'd category comes more great news.

Lies spread much further and faster than truth online, according to a recent study by MIT researchers that appeared in Science (see The Blurb).

I keep reading about technology solutions being built to stem the fake news tidal wave using AI or even human editors, but that seems like a losing battle.

Has anyone developed or seen a really cogent, coherent, practical plan for how we might address this?

Challenge accepted

Digital banking startups are challenging traditional banking with low fees, faster services, and a better user experience through digital interfaces. That's why they're called "challenger banks."

Europe has seen the first batch of challenger banks break out, collecting a combined $1B in funding and 2.5M+ customers since 2014. We analyze the playbooks of 6 notable challenger banks.

Responsibility for fake news

In our recent conversation with Matt Mullenweg, the creator of WordPress, we asked him about whether he feels a responsibility to stem fake news on his platform.

You can hear the conversation here.

Jack of all trades

Office space is not WeWork's only focus. The company is extending its brand around the world with initiatives like WeLive, WeGrow, WeLabs, and more.

Learn more about WeWork's ambitions here.

Thanks, Gillian

Gillian Muessig, the founder of Seattle-based Moz, was recently interviewed by Geekwire — and while all of her answers are great, one is particularly outstanding.

Thank you.

If someone forwarded you this newsletter, sign up here and join 412,300+ others. It's free, and if you don't like it, we'll give you your money back.

The hunger is real

This month, Mars Petcare launched two pet-focused venture funds while Kraft Heinz launched an incubator and accelerator program.

We created a timeline of major food corporates launching venture funds and incubator programs.

Ford’s got moves

Since 2016, Ford has ramped up its mobility efforts, acquiring ride-sharing app Chariot, investing in autonomous driving company Argo.ai, and completing a fews more deals.

At our first Point of View event on March 29, Ford’s director of global strategy Sai Yagnyamurthy will offer insight on Ford’s work around autonomous vehicles, IoT, smart cities, and machine learning.

PoV is a free client-only event. You can RSVP here.


Five things: March Councils meeting

At the March CBI Councils meeting, Cisco CDO Kevin Bandy shared insight into the company’s reinvention.

Otsuka’s Sang Le gave an inside look at its first FDA-approved digital pill it launched in partnership with Proteus Digital Health.

If you are an SVP or higher from a company with $1B+ in revenue and want to learn how to make growth happen in your org from your executive peers, join Councils. Apply here.

The Industry Standard

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

Forbes. Alan Crystal (@SmartBizLoans) discusses the seven factors lenders use to measure small business credit and refers to CB Insights research.
New York Times. Michael J. de la Merced (@m_delamerced) reports that Dropbox could drop by 25% in its IPO and cites CB Insights’ downround tracker.

Quartz. Noёl Duan (@noelduan) writes about the Korean and Japanese beauty industries and references CB Insights' 2018 Beauty Trends Report.

I love you.


P.S. On March 22, we'll be exploring trends and technologies in the P&C insurance industry. Register for the briefing here.

The Blurb

A curated mix of articles worth sharing.

Lies, all lies. A new study by MIT researchers shows that fake news spreads faster than the truth on social media.
Pro tips. “Startup whisperer” Gillian Muessig (@SEOmom) shares advice on being a CEO and a parent.

Ice, ice, baby. Scientists have discovered a form of ice that was not previously known on Earth trapped inside diamonds.
Los Angeles Times
We need structure. Sir Tim Berners-Lee believes technology companies need more regulations to preserve the internet as we know it.
Nope. President Trump has blocked Broadcom’s $117B bid for the chip maker Qualcomm, citing national security concerns.
New York Times
You say you want a revolution. Justin Palmer, CEO and founder of Synapse, wants to lead America’s energy-efficient housing revolution.
FastCo Design
It’s not easy being clean. A pound of lab-grown “clean” meat now costs $2,400 to produce — a huge drop in price from last year.
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.
Copyright © 2018 CB Information Services, All rights reserved.
498 7th ave, 17th floor, New York, NY 10018