Investment Thesis Map

Analyzing In-Q-Tel’s investment strategy: Where the global security investor is betting to enhance the national security of the US and its allies

Analyzing In-Q-Tel’s investment strategy: Where the global security investor is betting to enhance the national security of the US and its allies

In-Q-Tel’s investment activity has implications for the private and public sectors. We mined its bets since Q2’22 to uncover the technologies it’s prioritizing, from biological computing to AI security.

Jul 26, 2024

Analyzing OpenAI’s investment strategy: Where the ChatGPT maker is betting on AI disruption

Analyzing OpenAI’s investment strategy: Where the ChatGPT maker is betting on AI disruption

The AI powerhouse is backing areas of AI it believes will deliver the most impact, from humanoid robotics to personal health to learning. We profile its key investments and acquisitions.

Jul 26, 2024

Where Y Combinator is investing in financial services, healthcare, and industrials

Where Y Combinator is investing in financial services, healthcare, and industrials

From pharma AI to space tech, we analyzed Y Combinator’s latest cohort to discern the investor’s bets outside of generative AI in key verticals.

Apr 11, 2024

Y Combinator’s recent generative AI bets privilege productivity and LLMOps

Y Combinator’s recent generative AI bets privilege productivity and LLMOps

We analyzed Y Combinator’s latest cohort to discern the investor's priorities in generative AI.

Feb 22, 2024

Analyzing Index Ventures’ generative AI investment strategy: Which tools are grabbing the VC’s attention?

Analyzing Index Ventures’ generative AI investment strategy: Which tools are grabbing the VC’s attention?

We mined Index Ventures’ investments to discern the company's strategic priorities in generative AI.

Feb 5, 2024

This is where Bill Gates’ Breakthrough Energy Ventures is prioritizing its climate tech investments

This is where Bill Gates’ Breakthrough Energy Ventures is prioritizing its climate tech investments

Breakthrough Energy Ventures is investing heavily in climate tech across categories including energy, food, construction, and more.

Aug 8, 2023

Where the AWS Generative AI Accelerator is placing its bets across 7 industries

Where the AWS Generative AI Accelerator is placing its bets across 7 industries

We identify the AWS Generative AI Accelerator’s top priorities across healthcare, education, finance, and more.

Jun 27, 2023

Analyzing Y Combinator’s manufacturing investment strategy: Where is the accelerator betting on the future of the space?

Analyzing Y Combinator’s manufacturing investment strategy: Where is the accelerator betting on the future of the space?

We identify Y Combinator’s top manufacturing priorities across factory analytics, warehouse tech, and more.

Jun 23, 2023

Andreessen Horowitz is pulling back on digital health, but care delivery and wellness tech remain priorities

Andreessen Horowitz is pulling back on digital health, but care delivery and wellness tech remain priorities

Andreessen Horowitz has shifted its digital health investment strategy to focus on earlier-stage deals. We look at where it has placed its recent bets.

May 25, 2023

Y Combinator’s healthcare investment strategy prioritizes drug R&D, care delivery, and insurance

Y Combinator’s healthcare investment strategy prioritizes drug R&D, care delivery, and insurance

Over 20,000 founders applied to Y Combinator's Winter 2023 cohort. We analyze the 20 healthcare companies that made the cut.

May 25, 2023

Y Combinator’s fintech investment strategy focuses on B2B offerings, especially treasury automation

Y Combinator’s fintech investment strategy focuses on B2B offerings, especially treasury automation

We analyze the 48 fintech startups in YC’s Winter 2023 cohort that are transforming treasury management, payments, crypto, and more.

May 24, 2023

Analyzing a16z’s gaming & entertainment investment strategy: Where did the VC place its biggest bets in 2022?

Analyzing a16z’s gaming & entertainment investment strategy: Where did the VC place its biggest bets in 2022?

We identify a16z’s top priorities in gaming & entertainment across blockchain games, digital content & creator tools, and more.

May 17, 2023

Analyzing Y Combinator’s climate tech investment strategy: Where did the venture firm bet big in 2022?

Analyzing Y Combinator’s climate tech investment strategy: Where did the venture firm bet big in 2022?

We identify Y Combinator’s top climate tech priorities across electric vehicles, energy analytics, and more.

May 4, 2023

Analyzing Saudi Arabia Public Investment Fund’s venture strategy: Where is Sanabil Investments placing its bets?

Analyzing Saudi Arabia Public Investment Fund’s venture strategy: Where is Sanabil Investments placing its bets?

We identify Sanabil Investments' top priorities across data management, cybersecurity, restaurant tech, and more.

Apr 18, 2023

Analyzing a16z’s AI investment strategy: How the VC is funding the AI global takeover

Analyzing a16z’s AI investment strategy: How the VC is funding the AI global takeover

Andreessen Horowitz has invested in AI companies disrupting the status quo across industries. We break down its top priorities across enterprise tech, healthcare, and beyond.

Apr 17, 2023

Analyzing a16z’s investment strategy in consumer & retail tech: Where did the VC place its biggest bets in 2022?

Analyzing a16z’s investment strategy in consumer & retail tech: Where did the VC place its biggest bets in 2022?

We identify a16z’s top priorities across travel tech, e-commerce enablement, food tech, and more.

Apr 10, 2023

How Y Combinator’s Winter 2023 batch is bringing generative AI to the enterprise

How Y Combinator’s Winter 2023 batch is bringing generative AI to the enterprise

We analyze the 59 generative AI startups in YC’s latest cohort that are disrupting software engineering, sales, data & analytics, and more.

Apr 6, 2023

Analyzing Vista Equity Partner’s investment strategy: Where the PE firm is betting big across key industries

Analyzing Vista Equity Partner’s investment strategy: Where the PE firm is betting big across key industries

We identify Vista Equity Partner's top priorities across cybersecurity, financial services, enterprise tech, and more.

Mar 23, 2023

Analyzing AXA Venture Partners’ investment strategy: What the CVC’s investments reveal about the future of insurance

Analyzing AXA Venture Partners’ investment strategy: What the CVC’s investments reveal about the future of insurance

AXA Venture Partners has invested in companies addressing some of the most pressing risks across insurance. We break down where the firm is placing its bets and what it means for the industry.

Mar 20, 2023

Analyzing Thoma Bravo’s investment strategy: Where the PE firm is betting big across key industries

Analyzing Thoma Bravo’s investment strategy: Where the PE firm is betting big across key industries

We identify Thoma Bravo's top priorities across cybersecurity, financial services, enterprise software, and more.

Mar 8, 2023

Analyzing OpenAI’s investment strategy: How the ChatGPT maker is building a generative AI ecosystem

Analyzing OpenAI’s investment strategy: How the ChatGPT maker is building a generative AI ecosystem

By investing in the next generation of AI startups, OpenAI could cement its status as the go-to AI model developer — and chart a course toward profitability. We break down where it’s investing and the areas it could target next.

Feb 24, 2023

Analyzing Sequoia Capital’s investment strategy: How the VC is keeping its faith in fintech

Analyzing Sequoia Capital’s investment strategy: How the VC is keeping its faith in fintech

We identify Sequoia Capital’s top priorities in fintech across capital markets, payments, payroll tech, and more.

Feb 21, 2023

Analyzing a16z’s fintech investment strategy: Where did the VC place its biggest bets in 2022?

Analyzing a16z’s fintech investment strategy: Where did the VC place its biggest bets in 2022?

We identify a16z’s top priorities in fintech across payments, blockchain, banking, and more.

Jan 26, 2023