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Game Changing Startups

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We used CB Insights data to surface 55 companies that we believe are solving very important and/or big problems, or that are building truly innovative technology. While some of these companies are what many would call moonshots, all have admirable goals and are thinking outside the box in order to solve real problems. We call these companies the CB Insights Game Changers.

Game Changing Startups

  1. CB1#CBIGAMECHANGERS CBINSIGHTSTM WE WANTED FLYING CARS, INSTEAD WE GOT...
  2. CB2#CBIGAMECHANGERS GAME CHANGERS There’s been a lot of talk about companies building things that don’t have a material impact on the world. This concern has also spread to the venture capital world and its investments. Peter Thiel of Founders Fund famously criticized the lack of real innovation in VC investing with this motto: “We wanted flying cars, instead we got 140 characters.” More recently, Chamath Palihapitiya may have described the problem best when he said: “And this is the biggest problem with venture capital right now. We have replaced “venture” capital with “product-market fit” capital.” We used CB Insights data to surface 55 companies that we believe are solving very important and/or big problems, or that are building truly innovative technology. While some of these companies are what many would call “moonshots,” all have admirable goals and are thinking outside the box in order to solve “real” problems. We call these the CB Insights Game Changers. To learn more click the website image/logo of any company.
  3. CB3#CBIGAMECHANGERS EXAMPLES Private Space Travel, Global Internet Access, 3D Printed Rockets Autonomous Drone Delivery, Personal Robots, Smart Security Robots Fusion Energy, Nuclear Waste Powered Energy Water-Intensive Food Replacement, Lab Grown Meat & Leather Grow Your Own Bones, Human Lifespan Extension, Gene-Editing Technology Ingestible Health-Sensing, Mood Altering Wearables Driverless Cars, Hyperloop, Environmental Sensor Networks TABLE OF CONTENTS # CATEGORY 4 Aerospace 13 Robotics/Drones 17 Energy 20 Food Tech 25 Healthcare 31 Digital Health 36 Other
  4. CB4#CBIGAMECHANGERS AEROSPACE
  5. CB5#CBIGAMECHANGERS Want access to the underlying data that made this report? GET THE DATA
  6. CB6#CBIGAMECHANGERS Description: Accion Systems develops electric propulsion systems for small satellites. Electric (versus chemical) propulsion is more efficient, and removes the risk of combustion, a key issue as small satellites often hitch rides on larger launch spacecrafts. Born out of MIT, the company has seen the rise of small satellites like those used by Planet Labs, Spire, and many others as a large market opportunity. Total Disclosed Funding: $5M Select Investors: Founder Collective, Founders Fund, Galvanize, GettyLab, RRE Ventures, SDF Ventures, Slow Ventures, TechU Angels Laboratory grown meat & leather...SMALL SATELLITE PROPULSION
  7. CB7#CBIGAMECHANGERS Description: OneWeb is building a constella- tion of 640+ satellites in order to provide global broadband internet access to the world. The internet coverage is planned to extend to air- planes, vehicle cell networks, as well as direct- to-home systems. Total Disclosed Funding: $500M Select Investors: Airbus Group Ventures, Qual- comm Ventures, Totalplay, Virgin Group, Intelsat Holding Corporation, Bharti Enterprises, Hughes Network Systems, The Coca-Cola Company Similar Companies: O3B Networks, SpaceX Laboratory grown meat & leather...GLOBAL HIGH-SPEED INTERNET ACCESS
  8. CB8#CBIGAMECHANGERS Description: Planet Labs is a satellite imagery company that utilizes constellations of “Dove” imaging satellites to collect information about the planet. Planet Labs is one of the leaders in small satel- lite development and applications. The company has deployed 101 satellites on 9 launch vehi- cles, the largest satellite fleet in history. Total Disclosed Funding: $196M Select Investors: AME Cloud Ventures, Capri- corn Investment Group, Data Collective, Draper Fisher Jurvetson, Felicis Ventures, First Round Capital, Founders Fund, Industry Ventures, In- novation Endeavors, Lux Capital, O’Reilly Al- phaTech Ventures, Rothenberg Ventures, Space Angels Network Similar Companies: Spire, Orbital Insight, Wind- ward, OmniEarth Laboratory grown meat & leather...DAILY SATELLITE IMAGERY OF EARTH
  9. CB9#CBIGAMECHANGERS Description: Planetary Resources is an asteroid mining company that plans to conduct low-cost robotic space exploration to identify commer- cially viable near-Earth asteroids. The eventual goal is to extract raw materials such as pre- cious metals and water (the latter can be con- verted to rocket fuel and oxygen). Most recently, Planetary Resources deployed its first spacecraft from the International Space Station and plans to be at the forefront of the in- space refueling economy in the next 10 years. Total Disclosed Funding: $12.2M Select Investors: 3D Systems Ventures, Space Angels Network, James Cameron, Larry Page Similar Companies: Deep Space Industries, Moon Express Laboratory grown meat & leather...ASTEROID MINING
  10. CB10#CBIGAMECHANGERS Description: SpaceX designs, manufactures, and launches advanced rockets and space- crafts. The company was founded by Elon Musk in an effort to eventually enable human beings to colonize other planets. SpaceX has become one of the leaders in pri- vate sector space travel, as well as in the de- velopment of reusable rockets. Their efforts to significantly bring down the cost of space travel as well as enable other aerospace ecosystems via launch services has proven critical for the overall private space industry. Total Disclosed Funding: $1.19B Select Investors: Capricorn Investment Group, Draper Fisher Jurvetson, Fidelity Investments, Founders Fund, Google, Rothenberg Ventures, Valor Equity Partners Similar Companies: Deep Space Industries, Moon Express, Blue Origin Laboratory grown meat & leather...PRIVATE SPACE TRAVEL
  11. CB11#CBIGAMECHANGERS Bagaveev is designing and testing 3D printed “aerospike” rocket engines for nanosatellite launches into low-earth orbit, a huge growth area for companies like Planet Labs and more. Eventually, the company has plans to compete with SpaceX and others for larger commercial launches. Golden Spike intends to commercialize moon landings by providing full-service lunar missions to countries and large agencies willing to pay to get there. The company plans to charge upwards of $900M in order to get humans back on the moon. Total Disclosed Funding: $0.66M Select Investors: Boost.vc, Sand Hill Angels, Y Combinator Total Disclosed Funding: $0.15M Select Investors: Space Angels Network SpacePharma provides simple end-to-end microgravity services for research. The microgravity experiments helps scientists in areas ranging from vaccine development to virus studies to agricultural innovations. World View Enterprises is building a high-altitude balloon for travel to “nearspace” for leisure, research, or education. The company’s platform is a cheaper, and longer duration alternative to other orbital and suborbital options. Total Disclosed Funding: Undisclosed Select Investors: State of Mind Ventures Total Disclosed Funding: $8.78M Select Investors: Space Angels Network, Tencent, Rothenberg Ventures OTHER GAME-CHANGING AEROSPACE COMPANIES
  12. CB12#CBIGAMECHANGERS WANT TO SEE HOW WE DID IT? GET THE DATA
  13. CB13#CBIGAMECHANGERS ROBOTICS & DRONES
  14. CB14#CBIGAMECHANGERS Description: Bossa Nova Robotics is developing a fully autonomous, mobile robot. They hope their personal robots will be able to bring robots out of the lab and into consumers lives, bridging the emotional connection between each in order to accomplish daily tasks. Total Disclosed Funding: $9.11M Select Investors: Innovation Works, Riverwood Capital Laboratory grown meat & leather...PERSONAL ROBOTICS FOR THE HOME
  15. CB15#CBIGAMECHANGERS Description: Gamma 2 Robotics produces intel- ligent and autonomous robots for commercial security. The company has developed the “Cybernet- ic Brain,” which is artificial intelligence that enables the robots to operate independently while detecting and making judgments related to invaders, fire, smoke, water, suspicious new objects, and more. Total Disclosed Funding: $3.55M Select Investors: Foxlink Group Laboratory grown meat & leather...INTELLIGENT AND AUTONOMOUS SECURITY ROBOTS
  16. CB16#CBIGAMECHANGERS Description: Matternet is a drone delivery com- pany that is building an automated delivery net- work for goods based on a fleet of autonomous UAVs/drones. The company ran initial tests with Swiss Post to deliver parcels in areas that are difficult to ac- cess via traditional infrastructure. Total Disclosed Funding: $2M Select Investors: Undisclosed Investors Similar Companies: Flirtey Laboratory grown meat & leather...AUTONOMOUS DRONE DELIVERY
  17. CB17#CBIGAMECHANGERS ENERGY
  18. CB18#CBIGAMECHANGERS Description: General Fusion is working on a Magnetized Target Fusion system. Fusion power is touted as an abundant, clean, and incredibly efficient energy source. Experts say that if properly done, fusion power could supply the world’s energy needs for mil- lions of years. Total Disclosed Funding: $71.8M Select Investors: BDC Venture Capital, Bezos Expeditions, Braemar Energy Ventures, Cenovus Energy, Chrysalix Global Network, Entrepreneurs Fund, GrowthWorks, New Ground Ventures, Ro- beco, SET Venture Partners, Sustainable Devel- opment Technology Canada Similar Companies: Tri Alpha Energy, Helion Energy Laboratory grown meat & leather...NUCLEAR FUSION ENERGY
  19. CB19#CBIGAMECHANGERS Description: Transatomic Power takes the pre- viously harmful nuclear waste generated from nuclear power and turns it into an affordable, carbon-free energy source. Total Disclosed Funding: $6.73M Select Investors: Founders Fund Laboratory grown meat & leather...NUCLEAR WASTE-POWERED ENERGY
  20. CB20#CBIGAMECHANGERS FOOD TECH
  21. CB21#CBIGAMECHANGERS Want access to the underlying data that made this report? GET THE DATA
  22. CB22#CBIGAMECHANGERS Description: Hampton Creek Foods is a compa- ny working on disrupting the world’s food indus- try by replacing eggs as well as other water-in- tensive foods with plant-based substitutes. Hampton Creek’s plans extend globally, hoping to eventually make over 30 different food prod- ucts, including high-protein snacks for emerging markets that can be cheap, easily produced and help fight hunger. In March 2015, the company said its foods had led to water savings of over 1.3B gallons in the past year. Total Disclosed Funding: $120M Select Investors: AME Cloud Ventures, Bill Gates, Collaborative Fund, Eagle Cliff Partners, Founders Fund, Horizons Ventures, Khosla Ven- tures, New Ground Ventures Similar Companies: Beyond Meat, Impossible Foods Laboratory grown meat & leather...EGG- AND WATER-INTENSIVE FOOD REPLACEMENTS
  23. CB23#CBIGAMECHANGERS Description: Modern Meadow is a company that uses a tissue-engineering technique called “biofabrication” to grow meat and leather in a lab from skin and muscle cells. The current process of making in vitro meat has raised concerns around cost (a pound of meat would cost well over $75). But the expected sales increases for leather over the next 5 years, as well as rising costs associated with produc- tion, bodes well for Modern Meadow if they can figure out their process. Total Disclosed Funding: $10.3M Select Investors: ARTIS Ventures, Collaborative Fund, Horizons Ventures, Ulu Ventures, Red Swan Ventures, Breakout Labs, Sequoia Capital Similar Companies: Beyond Meat, Impossible Foods Laboratory grown meat & leather...LABORATORY GROWN MEAT AND LEATHER
  24. CB24#CBIGAMECHANGERS Description: Soylent is a food replacement company that has created a powder and drink that is meant to provide low-cost, healthy, and complete meals in liquid form. Initially, Soylent was greeted with complaints about poor taste and texture, not to mention some strong resistance to the concept of food replacement. Soylent has since iterated on its recipe to its latest version (2.0) which is a bot- tled meal replacement at less than $5/meal. While the idea of replacing every meal with Soylent is still controversial, the implications of a healthy, low-cost replacement aren’t just for the tech crowd. Total Disclosed Funding: $21.5M Select Investors: Andreessen Horowitz, Index Ventures, Initialized Capital, Lerer Hippeau Ven- tures Similar Companies: Mosaic Nutrition Laboratory grown meat & leather...LOW-COST, HEALTHY, MEAL REPLACEMENT
  25. CB25#CBIGAMECHANGERS HEALTHCARE
  26. CB26#CBIGAMECHANGERS Description: Editas is one of the leading com- panies developing the gene-editing technology called CRISPR. This technique will allow us to edit genes and potentially cure previously intrac- table diseases. The company is already partner- ing with several other companies to treat disor- ders such as sickle cell anemia, LCA10 (a retinal disease), and blood cancer. Total Disclosed Funding: $163M Select Investors: Flagship Ventures, Polaris Partners, Third Rock Ventures, T. Rowe Price, Viking Global Investors, Google Ventures, Fidelity Investments, Partners Innovation Fund, Casdin Capital Similar Companies: CRISPR Therapeutics Laboratory grown meat & leather...GENE-EDITING TECHNOLOGY
  27. CB27#CBIGAMECHANGERS Description: EpiBone uses stem cell technology to allow patients to “grow their own bones.”The technology utilizes a scan of the patient’s bone defect and the patient’s own stem cells to con- struct and cultivate a bone graft. Total Disclosed Funding: $0.35M Select Investors: Breakout Labs Laboratory grown meat & leather...GROW YOUR OWN BONES
  28. CB28#CBIGAMECHANGERS WANT TO SEE HOW WE DID IT? GET THE DATA
  29. CB29#CBIGAMECHANGERS Description: Human Longevity is building the largest human sequencing operation in an effort to address age-related human biological decline. Total Disclosed Funding: $70M Select Investors: Draper Fisher Jurvetson Similar Companies: Color Genomics Laboratory grown meat & leather...EXTENDING THE HUMAN LIFESPAN
  30. CB30#CBIGAMECHANGERS Intarcia Therapeutics develops an implantable matchstick-sized diabetes pump that lowers blood glucose levels and continuously delivers a diabetes drug for up to a year. One Medical Group has re-invented the primary care system in the US, with a focus on user experience and digital health technology such as telemedicine. Total Disclosed Funding: $689.1M Select Investors: Brentwood Associates, Delphi Ventures, Alta Partners, New Enterprise Associates, Venrock Total Disclosed Funding: $117.5M Select Investors: Benchmark Capital, DAG Ventures, Serent Capital, Oak Investment Partners, Maverick Capital Stemcentrx aims to cure cancer by targeting stem cells instead of the typical approach which focuses on “rogue” mature cells. SynCardia Systems manufactures the Total Artificial Heart, which serves as a bridge to transplant for people suffering from end-stage heart failure. Total Disclosed Funding: $373.5M Select Investors: ARTIS Ventures, Elon Musk, Fidelity Investments, Founders Fund, Sequoia Capital Total Disclosed Funding: $55M Select Investors: Desert Angels, Solstice Capital, Athyrium Capital Management, SWK Holdings OTHER GAME-CHANGING HEALTHCARE COMPANIES
  31. CB31#CBIGAMECHANGERS DIGITAL HEALTH
  32. CB32#CBIGAMECHANGERS Description: Cue makes a consumer-focused deep-health tracker device that measures five key health indicators via different cartridges that take samples for identifying molecule level data at home. The tracker pairs with a mobile phone to show users how their health choices affect them. Currently, the test tracks testosterone, influenza, vitamin D, fertility, and inflammation. Total Funding: $7.5M Select Investors: Immortalana, Sherpa Capital Laboratory grown meat & leather...AT HOME MOLECULE LEVEL HEALTH DATA
  33. CB33#CBIGAMECHANGERS Description: Proteus Digital Health develops services and personal health analytics based on its ingestible sensor technology. The digital health feedback system provides a detailed view into an individual’s personal health choices and physiologic responses. Total Funding: $367.2M Select Investors: Adams Street Partners, Spring Ridge Ventures, The Carlyle Group, Asset Man- agement Ventures, Fletcher Spaght Ventures, Kaiser Permanente Ventures, Novartis, Oracle, Frazier Healthcare Partners Laboratory grown meat & leather...INGESTIBLE HEALTH-SENSING
  34. CB34#CBIGAMECHANGERS Description: Thync is engineering a wearable device that uses neurosignaling algorithms to optimize people’s mental state by calibrating energy, focus, and stress. Total Funding: $13M Select Investors: Andreessen Horowitz, Khosla Ventures Laboratory grown meat & leather...MOOD ALTERING WEARABLES
  35. CB35#CBIGAMECHANGERS Flatiron Health operates the OncologyCloud platform which uses big data analytics to allow cancer care providers to gain deep clinical intelligence. Glooko offers a diabetes-management solution for patients and healthcare professionals. The company’s mobile app allows clinicians to remotely access their patients’ data. Total Disclosed Funding: $138M Select Investors: BoxGroup, First Round Capital, Google Ventures, SV Angel, The Social+Capital Partnership Total Disclosed Funding: $28M Select Investors: Canaan Partners, LifeForce Ventures, Medtronic, Samsung Ventures, The Social+Capital Partnership Oscar Health Insurance is a health insurance provider that utilizes technology to create a new type of insurance provider. Psious helps treat behavioral health issues through augmented and virtual reality, including claustrophobia, agoraphobia, and more. Total Disclosed Funding: $327.5M Select Investors: BoxGroup, Founders Fund, General Catalyst Partners, Khosla Ventures, Red Swan Ventures, SV Angel, Thrive Capital Total Disclosed Funding: $1.1M Select Investors: Rothenberg Ventures, River Accelerator OTHER GAME-CHANGING DIGITAL HEALTH COMPANIES
  36. CB36#CBIGAMECHANGERS OTHER
  37. CB37#CBIGAMECHANGERS Description: Aclima designs and deploys envi- ronmental sensor networks that collect, process, and understand real-time data about the envi- ronment. Aclima deploys sensors indoors, outdoors, and on vehicles in order to provide a “high-resolu- tion picture of the world around us.” Total Disclosed Funding: None Select Investors: None Laboratory grown meat & leather...ENVIRONMENTAL SENSOR NETWORKS
  38. CB38#CBIGAMECHANGERS Description: Cruise Automation makes auto- mated driving technology. Their first product is a highway autopilot system that installs in any existing vehicle. It uses sensors and machine vision to autonomously drive your vehicle. Total Funding: $16.8M Select Investors: Sam Altman, Signia Venture Partners, Spark Capital, Y Combinator Laboratory grown meat & leather...DRIVERLESS CARS
  39. CB39#CBIGAMECHANGERS Description: Hyperloop Technologies designs, builds, and tests every aspect of the world’s next transportation system, Hyperloop. The expected speeds for transporting people and cargo top 500 MPH. Total Funding: $8.5M Select Investors: Formation 8, Sherpa Capital Laboratory grown meat & leather...HYPERLOOP
  40. CB40#CBIGAMECHANGERS WANT TO SEE HOW WE DID IT? GET THE DATA
  41. CB41#CBIGAMECHANGERS Description: Premise Data develops software and mobile infrastructure that collects millions of discrete data points every day from local sources. This data allows clients to navigate various financial-market related industries, as well as get a more detailed view about a given region’s economic stability than previously avail- able. Total Disclosed Funding: $61M Select Investors: Andreessen Horowitz, Bowery Capital, Google Ventures, Harrison Metal, Neu Venture Capital, SK Ventures, The Social+Capital Partnership, Valor Equity Partners Laboratory grown meat & leather...DETAILED ECONOMIC DATA VIA MOBILE PHONES
  42. CB42#CBIGAMECHANGERS Description: Privateer Holdings is the cannabis industry’s first private equity firm. The fund in- tends to build a portfolio of investments around the emerging legal cannabis industry. Total Disclosed Funding: $82M Select Investors: Founders Fund Laboratory grown meat & leather...PRIVATE EQUITY FOR CANNABIS
  43. CB43#CBIGAMECHANGERS AltSchool is re-imagining K-8 education via “micro- schools” that offer personalized and child-centric learning experiences. Magic Leap is a developer of cinematic augmented reality software and technology. Total Disclosed Funding: $136M Select Investors: Andreessen Horowitz, Baseline Ventures, First Round Capital, Founders Fund, Harrison Metal, Learn Capital, Omidyar Network Total Disclosed Funding: $592M Select Investors: Andreessen Horowitz, Google, Kleiner Perkins Caufield & Byers, KKR, Qualcomm Ventures, Obvious Ventures, Legendary Entertainment Palantir Technologies utilizes proprietary software applications to aid in big data analysis with a focus on security, scalability, ease of use, and collaboration. Veniam turns vehicles into Wi-Fi hotspots, building city- scale vehicular networks via mesh networking, while also collecting mass amounts of urban data. Total Disclosed Funding: $1.49B Select Investors: Founders Fund, In-Q-Tel, Reed Elsevier Ventures, Ulu Ventures, Youniversity Ventures Total Disclosed Funding: $4.93M Select Investors: Cane Investments, True Ventures, Union Square Ventures OTHER GAME-CHANGING COMPANIES
  44. CB44#CBIGAMECHANGERS CBINSIGHTSTM CB Insights is a National Science Foundation backed company that uses data to provide VCs, corporate strategy, M&A teams, and business development professionals with intelligence on emerging companies and disruptive technology trends. CB Insights is based in NYC, is revenue-funded with an amazing and talented team and is growing like a weed. To see how our data can make your life easier, visit www.cbinsights.com www.cbinsights.com [website] @cbinsights [Twitter]
  45. CB45#CBIGAMECHANGERS FRONTIER TECH STARTUPS RAISE NEARLY $3.5B SINCE 2014, OVER $2.5B IN THREE QUARTERS OF 2015 Frontier tech startups (focusing on space, drones, and AR/VR) have raised a combined $3.5B in equity financing since 2014, across 238 deals. Funding has now topped $500M for three of the last four quarters, with Q1’15’s $1.3B in funding being the highest quarterly total of all-time, largely buoyed by SpaceX’s $1B Series D financing. As the industries develop, there have been 11 $50M+ financings to frontier tech companies since 2014. FRONTIER TECH INVESTMENT ACTIVITY Q1’12 - Q3’15 $35 $86 $20 $17 $57 $68 $124 $256 $88 $74 $144 $671 $1,307 $867 $347 9 8 8 6 11 14 20 24 23 18 25 32 50 41 49 0 10 20 30 40 50 60 0 200 400 600 800 1000 1200 1400 Q1'12 Q2'12 Q3'12 Q4'12 Q1'13 Q2'13 Q3'13 Q4'13 Q1'14 Q2'14 Q3'14 Q4'14 Q1'15 Q2'15 Q3'15 Dollars ($M) Deals
  46. CB46#CBIGAMECHANGERS ROTHENBERG VENTURES, GOOGLE VENTURES, INTEL CAPITAL LEAD MOST ACTIVE VC INVESTORS SINCE 2012 Rothenberg Ventures, Google Ventures, and Intel Capital have been the most active VCs in frontier tech companies since 2012. Rothenberg Ventures has made multiple early-stage bets including Altspace VR, Matterport, and Dronebase. MOST ACTIVE VCS IN FRONTIER TECH Unique Companies, Q1’12 - Q3’15 RANK INVESTOR RANK INVESTOR 1 Rothenberg Ventures 6 Andreessen Horowitz 1 Google Ventures 7 Bessemer Venture Partners 1 Intel Capital 7 Promus Ventures 4 Lux Capital 7 Felicis Ventures 4 Qualcomm Ventures
  47. CB47#CBIGAMECHANGERS While the splashiest acquisitions in recent years in frontier tech were acquisitions by Facebook and Google, there have been few investor-backed exits overall. However, multiple companies have made acquisitions within the space, drone, and AR/VR industries. These notable M&A transactions include: • KMel Robotics, acquired by Qualcomm in January 2015 • Modelco, acquired by Goliath Games in April 2014 • Composite Engineering, acquired by Kratos Defense & Security Solutions in May 2012. Other Notable Exits The maker of the Oculus Rift, a virtual reality headset with use- cases ranging from gaming to media and more. A commerical remote sensing company that utilized satellites to provide insight into daily activity on the planet. Acquired by Facebook, 3/14 $2 billion Acquired by Google, 6/14 $500 million Provides end-to-end solutions across geospatial value chain including satellite operations, imagery distribution, and more. Aims to provide a near-live HD video feed of earth with multiple cameras attached to the International Space Station. Acquired by Planet Labs, 7/15* Undisclosed IPO via Reverse Merger, 7/13 $63.5 million** NOTABLE INVESTOR-BACKED FRONTIER TECH EXITS SINCE 2012 * This acquisition took place in Q3’15, however was included in report for informational purposes. ** There is some uncertainty due to the reverse merger in Urthecast’s valuation at time of IPO. For up to date valuation data the company’s ticker is UR:CN.
  48. CB48#CBIGAMECHANGERS “It’s one of the few things I’ve ever experienced in my life where I came out and said, ‘This changes everything. This is a marker of the future.” Thomas Tull CEO, Legendary Entertainment, speaking about Magic Leap INVESTOR INVESTMENTS OTHER NOTABLE STRATEGIC INVESTMENTS Source: Fast Company Image Source: Gage Skidmore
  49. CB49#CBIGAMECHANGERS SPACE STARTUPS: LAUNCHES, AMBITIONS, AND SETBACKS Startups gathering and analyzing data from space utilize emerging satellite imagery technology to provide unique insights to a wide range of industries, including maritime, weather, wildlife conservation, and economic indicators. The surge in innovation has not come without setbacks. Recently a launch failure by SpaceX negatively impacted many satellite startups, which utilize SpaceX rockets as launch vehicles to put satellites into orbit. PARTNERSHIPS & USE CASES BROADER TRENDS
  50. CB50#CBIGAMECHANGERS Nanosatellites are significantly smaller and affordable satellites that many of today’s space technology companies are utilizing. Cubesats, which led the nanosat movement, emerged in 1999 out of Cal Poly San Luis Obispo and Stanford in an effort to get aerospace companies to launch low-cost satellites for research. Since then, multiple startups have raised financing to deploy larger constellations of these satellites into low-earth orbit in an effort to upend existing players such as Airbus and DigitalGlobe in earth imagery. These startups, such as Planet Labs and Spire, look to utilize the lower-cost, larger constellations to gather imagery of the earth at a much higher rate (called the “revisit rate”), with eventual goals to have daily or even multiple daily satellite images of any given location on earth. The use-cases borne out of this unprecedented cost efficiency and agile development when it comes to satellite imagery frequency are abound. However, the imagery analysis often lays in the hands of companies like Orbital Insight and Windward, which utilize deep learning to analyze large datasets. The addressable markets span both public and private sectors. These include financial institutions, which analyze construction, parking lot traffic, crop health for commodity trading, and more, to national weather services, which can utilize sensors on the nanosats to gather better data and provide a clearer picture of weather patterns, to governments, which can analyze imagery to detect deforestation and environmental impact of areas over time. Industry Analysis: Nanosat/microsat Imagery Enablement Image credit: Planet Labs
  51. CB51#CBIGAMECHANGERS 2000+ $5B 56%Nano/microsats projected to launch from 2014 to 2020 Projected global commercial satellite im- agery market in 2019 of nanosats will be for commercial use through 2016 Market Sizing Source: Spaceworks, The Economist, Transparency Market Research
  52. CB52#CBIGAMECHANGERS AR/VR startups with a focus on commercial use-cases accounted for 40% of all funded startups since 2012. These include Blippar, which enables augmented reality for brands and publishers, as well as Augment, which utilizes AR for sales and e-commerce. Hardware, which includes multiple companies developing hardware platforms for AR/VR applications, saw the second highest company share at 34%. Gaming/Social was third, while a few startups such as Deepstream VR and LensAR are focused on healthcare applications within the AR/VR realm. MAJORITY OF FUNDED AR/VR COMPANIES FOCUSED ON HARDWARE & COMMERCIAL APPLICATIONS FUNDED AR/VR COMPANIES BY FOCUS As % of all funded companies, Q1’12 - Q2’15 34% 40% 22% 4% Funded Drone Companies by Focus Hardware Commercial Gaming/Social Healthcare
  53. CB53#CBIGAMECHANGERS Largest exclusive American developer and distributor of video games including EA Sports Game developer and publisher including Call of Duty, World of Warcraft, Destiny, and Diablo Video game developer responsible for Half Life and Dota 2, as well as digital distribution platform Steam Market Cap $22.7 billion Market Cap $20.91 billion Market Cap $3 billion (estimated) HQ: Redwood City, CA HQ: Santa Monica, CA HQ: Bellevue, WA Diversified investment holding company with largest gaming sales in the world including video game publisher Riot Games Owns Sony Computer Entertainment which produces the Playstation line of consoles and publishes video games across console and mobile platforms Owns Microsoft Studios which develops and publishes games for the Xbox, Windows, and Steam platforms including Halo Market Cap // Gaming Revenue $171 billion // $7.2 billion Market Cap // Gaming Revenue $34 billion // $6 billion Market Cap // Gaming Revenue $375.9 billion // $5 billion HQ: Shenzhen, China HQ: Tokyo, Japan HQ: Redmond, WA AR/VR GAMING RELATED CORPORATES Gaming Revenue Source: Newzoo
  54. CB54#CBIGAMECHANGERS Description: Planet Labs is a satellite imagery company that utilizes constel- lations of “Dove” imaging satellites to collect information about the planet. Planet Labs is one of the leaders in small satellite development and applic- aitons, to date launching 101 satellites on 9 launch vehicles, the largest fleet of satellites in history. Planet Labs applies what they call an “agile aerospace” framework to rap- idly iterate on low-cost satellites in an eventual attempt to image anywhere on earth daily or more. Applications include commercial uses around real estate, construction, and mapping, as well as things such as detecting defor- estation and overfishing in specific regions. Founder Will Marshall has said “we are imaging the planet to save the planet.” Total Funding: $196M Select Investors: AME Cloud Ventures, Capricorn Investment Group, Data Collective;Draper Fisher Jurvetson, Felicis Ventures, First Round Capital, Founders Fund, Industry Ventures, Innovation Endeavors, Lux Capital, O’Reilly AlphaTech Ventures, Rothenberg Ventures, Space Angels Network Similar Companies: Spire, Orbital Insight, Windward, OmniEarth
  55. CB55#CBIGAMECHANGERS Description: OneWeb is building a constellation of 640+ satellites in order to provide global broadband internet access to the world. The internet coverage is planned to extend to airplanes, vehicle cell networks, as well as direct to home systems. This scale of coverage is enabled by OneWeb’s satellite manufacturing tech- nology which allows for mass production of satellites, as well as terminal tech- nology which provides high-speed connectivity in a small, affordable, and en- ergy efficient package. The promise of global internet access could have huge impacts on emerging markets, rural areas, and everywhere in-between. Total Funding: $500M Select Investors: Airbus Group Ventures, Qualcomm Ventures, Totalplay, Virgin Group, Intelsat Holding Corpora- tion, Bharti Enterprises, Hughes Network Systems, The Coca-Cola Company Similar Companies: O3B Networks
  56. CB56#CBIGAMECHANGERS Description: Accion Systems develops electric propulsion systems for small satellites. The electric propulsion (versus chemical) allows for more efficient propulsion, as well as removes the risk of combustion, a key issue as small satellites often hitch rides on larger launch spacecrafts. Born out of MIT, the company has seen the rise of small sat- ellites like those used by Planet Labs, Spire, and many others as a large market oppor- tunity. The company is innovating on the manufacturing front as well, making thrusters in batches instead of the more traditional one-off approach currently employed across the rest of the aerospace industry. With adequate propulsion, the markets could open up for these small satellites, as pro- pulsion could allow for interplanetary travel of low-cost satellites as well as increased time in orbit, among others. Total Funding: $5M Select Investors: Founder Collective, Founders Fund, Galvanize;GettyLab, RRE Ventures, SDF Ventures, Slow Ven- tures, TechU Angels,
  57. CB57#CBIGAMECHANGERS Description: Planetary Resources is an asteroid mining company founded by space tourism pioneer Eric C. Anderson and private spaceflight thought lead- er Peter H. Diamandis, M.D. . The company plans to conduct low-cost robotic space exploration to identify commercially viable near-Earth asteroids with the eventual goal to extract raw materials such as precious metals as well as water which can be converted to rocket fuel and oxygen. While the difficulty of identifying asteroids, extracting materials, and subsequently bringing back the materials from space is high, the value of some of these asteroids points to a potential 100 trillion dollar market. Most recently, Planetary Resources deployed its first spacecraft from the ISS and plans to be at the forefront of the in-space refueling economy in the next 10 years. Total Funding: Undisclosed Select Investors: 3D Systems Ventures, Space Angels Network, James Cameron, Larry Page Similar Companies: Deep Space Industries, Moon Express
  58. CB58#CBIGAMECHANGERS Description: Soylent is a food replacement company which has created a powder and drink that is meant to provide low-cost, healthy, complete meals in liquid form. While initially many complained about poor taste, bad bodily reactions, and anger to- wards the idea of completely replacing food, Soylent has since iterated on its recipe to its latest version (2.0) which is a bottled meal replacement at less than $5/meal. And while the idea of replacing every meal with it is still highly controversial, the implica- tions of a healthy, low-cost replacement aren’t just for the tech crowd. Soylent’s Founder Rob Rhinehart hopes for the drink to become almost entirely agri- culturally independent, and the product has even been mentioned as a potential aid in fighting world hunger due to its relatively low-cost and high nutritional efficiency. Total Funding: $21.5M Select Investors: Andreessen Horowitz, Index Ventures, Initialized Capital, Lerer Hippeau Ventures Similar Companies: Mosaic Nutrition
  59. CB59#CBIGAMECHANGERS Description: Hampton Creek Foods is a company working on disrupting the world food industry by replacing eggs as well as other water-intensive foods with plant-based substitutes. It’s most famous product thus far is “Just Mayo” which is an eggs-free mayo substitute. The company also makes an egg-free cookie dough which for every dozen cookies, saves 294 quarts of water. Hampton Creek’s plans extend globally, hoping to eventually make over 30 different food products, including high-protein snacks for emerging markets that can be cheap, easily-produced and help fight hunger. In March 2015 the company said that they had saved over 1.3B gallons of water in the past year. Total Funding: $120M Select Investors: AME Cloud Ventures, Bill Gates, Collaborative Fund, Eagle Cliff Partners, Founders Fund, Hori- zons Ventures, Khosla Ventures, New Ground Ventures
  60. CB60#CBIGAMECHANGERS Description: SpaceX designs, manufactures, and launches advanced rockets and spacecraft. The company was founded by Elon Musk in an effort to even- tually enable human beings to colonize other planets. Its Dragon spacecraft made history in 2012 when it became the first ever pri- vate spacecraft to visit the International Space Station on a cargo re-supply mission. SpaceX has become one of the leaders in private-sector space travel, as well as in the development of reusable rockets. Their efforts to significantly bring down the cost of space travel as well as enable other aerospace ecosys- tems via launch services has proven critical for the overall private space indus- try. Total Funding: $1.19B Select Investors: Capricorn Investment Group, Draper Fisher Jurvetson, Fidelity Investments, Founders Fund, Google, Rothenberg Ventures, Valor Equity Partners Similar Companies: Blue Origin

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