Proprietary insight into private companies
Carbon Tech Industry Poised for Transformative Growth
Generative AI: Nearing the Ultimate Promise of AI
Digital Payments: Huge Untapped Market in B2B Payments
Pre and Post: IPO Returns Analysis
Initiation Report: KoBold Metals A Leading Player at the Intersection of AI and Climate Tech
Initiation Report: Anyscale - Pioneering Scalable Deployment in Generative AI
Initiation Report: Runway - Reshaping Multimedia Production with Generative AI
Initiation Report: Relativity Space
Initiation Report: Carbon Health
Initiation Report: Aurora Solar
Initiation Report: Nuro
Initiation Report: Wiz Inc
KoBold Metals
KoBold Metals discovers the battery minerals containing Ni, Cu, Co, and Li critical for the electric vehicle revolution.
Xpansiv
Market Infrastructure for an Evolving World
Celestial AI
Develops audacious AI computing platforms that elevate performance, energy and economic efficiencies, enabling our customers to rapidly deploy innovations
Lambda Labs
An enterprise-grade cloud GPU provider for AI development. Offers the largest cluster of NVIDIA H100 chips, exceeding Google and Oracle. It is the most cost-effective cloud GPU provider and is well-positioned to benefit from the scarcity of GPU compute. Customers include Intel, Microsoft, Amazon Research, Kaiser Permanente, Stanford, Harvard, Caltech, and the Department of Defense, among others.
Abridge
An AI-powered electronic medical record platform. Adoption by around 5,000 doctors attests to the efficacy of the platform. Physicians claiming timesaving of 12-16 hours a week, underscores the platform's credibility. Marquee investors include Lightspeed Venture Partners, Bessemer Venture Partners, CVS Health Ventures, and Spark Capital, among others.
Anyscale
Offers a platform to scale compute-intensive AI & ML workloads. It holds the first-mover advantage in the Python-native distributed computing framework. Its solutions offer 23x higher throughput and a 75% reduction in cost compared to conventional solutions. Key investors include Addition, Andreessen Horowitz, and Intel Capital, among others.
Reddit is a network of more than 100,000 communities where people can dive into anything through experiences built around their interests, hobbies and passions.
Climeworks
Climeworks is a climate technology startup, that operates the world's first and largest direct air capture and storage facility.
Beta Technologies: eVTOL & eCTOL Aircraft Manufacturer
Beta Technologies, an electric vertical take-off and landing (eVTOL) and electric conventional take-off and landing (eCTOL) aircraft manufacturer.
Runway: A Generative AI Platform
Runway, a generative AI platform focused on multimedia creation and editing, is positioned to disrupt various markets including VFX, animation, and video editing, among others.
Relativity Space: Reshaping Rocket Manufacturing with 3D Printing
Driven by exploration missions, satellite constellation deployments, and satellite and space station maintenance, space tech industry is experiencing remarkable growth.
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Groq: Delivering Ultra-low Latency AI Inference
Sudden proliferation of LLMs and the growing need for high computing power has led to a supply and demand mismatch for AI chips. Software-defined hardware approach of Groq involves building chips ground up from an end-user perspective.
Anduril: Enhancing Autonomy in Defense Tech
Well-positioned to benefit from the evolving nature of warfare, which is becoming increasingly autonomous. Ongoing geopolitical conflicts such as Russia-Ukraine, China-Taiwan, and US-China call for deeper integration of technology into defense.
Ramp: FinTech
Ramp uses automation and machine learning to help customers with expense management, payments, reporting, and more.
Aurora Solar: Cloud-based solar software solutions
Aurora Solar develops cloud-based software, that enables solar PV engineering design.
Carbon Health: Hybrid-care tech startup
Carbon Health is a modern health chain that provides urgent and primary care for easier everyday health.
Lacework: Automated cloud security
Lacework is the data-driven security platform for the cloud.
Chime: FinTech
Chime is a financial technology company that offers mobile banking services.
Brex: Spend platform
Brex is a unified spend platform for corporate cards, expense management, reimbursements, travel, business accounts, and bill pay.
OpenSea: Peer-to-peer NFT marketplace
Non-fungible token marketplace offered online allows for NFTs to be sold directly at a fixed price, or through an auction.
Nuro: Robotics company developing autonomous delivery vehicles
Robotics company developing autonomous delivery vehicles
Flexport: Supply chain management and logistics
Supply chain management and logistics, including order management, trade financing, insurance, freight forwarding, and customs brokerage.
Kong: Go-to API Management and Microservice Platform for Businesses
Founded in 2007, Kong Inc is a leading cloud-native API management platform providing an open-source API marketplace for developers and engineers.
Docker: A Pioneer in Collaborative Application Development
Founded in 2010, Docker Inc is a leading provider of cloudnative application development tools, content, and services for developers.
Bolt: Bridging Browsing-Buying Gap With One-click Checkout Technology
Founded in 2014, Bolt Financial Inc operates as a payment platform offering online checkout technology to retailers.
Venture Bytes #91 - Air Mobility Startups Gaining Traction
The two lead articles: Air Mobility Startups Gaining Traction and Satellite Launch Market Heats Up, highlight the growing interest and investment opportunities in the respective markets. With their promise to usher in the age of air taxis, air mobility start-ups have received significant investor interest. Companies building electric vertical takeoff and landing (eVTOL) aircraft – which uses electric power to take off, hover, and land vertically – have been the most funded start-ups in 2022 within the aviation sector, accounting for one-third of all aviation start-up deals, per data from Lufthansa Aviation Hub, Pitchbook, and TNTM....
Venture Bytes #90 - Five Best Sector and Company Picks for 2023
Two Thousand and Twenty-two was characterized by the highest inflation in decades, a steep rate hike cycle, a war in Europe, a flurry of tech layoffs, and a historic IPO drought. Despite the messy macroeconomic backdrop, venture capital investments remained relatively resilient and continued to persevere through the headwinds. While the funding dropped from the 2021 level, it remained well above historic levels with VCs investing $195 billion in start-ups in the first three quarters, down 22% year/year but 58% more than the investments in the first nine months of 2020, per Pitchbook. And despite the market downturn, VC funds raised a record $151 billion to date, and now hold $300 billion in dry powder that needs to be.....
Venture Bytes #89 - Generative AI Finds its Day in the Sun
Businesses-to-business (B2B) payments sector in the US is nearly three-times larger than the B2C market, but well behind in its digital transformation. Only 7% of the $120 trillion B2B payment volume is conducted digitally today. Legacy systems, lack of data standards, fragmented approaches to accounts receivable and accounts payable, and limited interoperability underlie the current payments volumes. Accordingly, the space is ripe for disruption and innovation. Goldman Sachs estimates B2B payments to reach around $200 trillion by 2028, powered by innovative startups across the payments value chain, including, Checkouts, Processing Solutions, Corporate Spend Management, among others.
Venture Bytes #88—Instacart Banks on Multi-Pronged Approach as IPO Nears
While cost is an issue for satellite broadband providers, it has significantly come down since historic levels. The competitive market created by commercial launch providers such as SpaceX and Rocket Lab drove down the launch prices. SpaceX and Rocket Lab charge around $10,000 and $1,200 respectively per pound of payload to reach low-earth orbit, which is substantially less than the $30,000 charged by NASA’s space shuttles in 2011. Research by Citigroup estimates the launch cost to fall by 95% in 2040, making satellite broadband more affordable.
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MVP's Outlook 2023: Volatile. Vulnerable. Valuable.
Manhattan Venture Partners Outlook 2023: Volatile. Vulnerable. Valuable. series dives into US economic and macro views, liquidity between the public and private markets, strategies from an active CEO, and trends in investing with our panel.
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