CBInsights-2021年第三季度人工智能报告（英）-2021-168正式版.docx

WhatisCBInsights?SIGNUPFORAFREETRIAL777777OOOOOOESCBINSIGHTSOOOOOOOOCBInsightshelpstheworld,sleadingcompaniesmakesmartertechnologydecisionswithdata,notopinion.OurTechnologyInsightsPlatformprovidescompanieswithcomprehensivedata,expertinsights,andworkmanagementtoolsthatenablethemtodiscover,understand,andmaketechnoloqvdecisions.CscbinsightsCollections Manageandcommunicateaboutyourtechnologypipelineandfunnelfromanywhere Filterpotentialvendors,partnersandtargetswithreal-timedataAlCross-Industry*RecommendedStartupPipelineContactsInternalTeams+SHEETClicktoaddadescriptionShowing'00of100rowsIfCcmpaniesDescriptionSectorTotalFundmOButterflyNetwork.BultefflyNetwcrkistransformingdiagnosticMobiIeATeiemmunlcatio(is$6§MoneyUonPMoncyLlcnIssnnobik?p0,sonofinanceandMoblleATeiccommunIcotionsSSTamumPTjBnlUml£aerot-bordrpaymentPcXftSSfxthatIntafWrt/rtm4SottwKaSAMUy$3口Lemonade修lemnadeisaR7Bf11R11a1productprouderthatottersinternet；lrtem«Sott8riSer/ices-S3DefPNorthPDeepNorthcapturesJMytiCGbasedonYtCCoBiisinossIntelligence.Ar创ytics&Sco-ChedaPUrumeoffersbankingKervMXfKIhRl抑“"C?MudHHMobilesTItUnaEmUni8IiocuS3IfLEXabearnPExubvarriKwriMh"personsroncecompanyInternetflrfpmc*Softsrzare&ServicesS2faAffirmPAffirmisapersonalfinancecom311ytnatisfocusedonImernetZIrteme!Softcore&ServiceS4J*TeniorFBghtPTc11rHtout(NT½tcallyCiriaIyzbSSdlelUeaeraUrternot/lrtom«SoflwiHeMSerjcesqFluroeatPFkjrosatuseshyper-soectralcamerasmountedOndMe、MofailflATelAnornmiinicfltionRSnwrtNewsPGEartNRw专«globalnewsdiscoverycompanyotteringMobile&Tcicnnmunicotions$rAffirmPAffirmisapersonalfnceinternet,.<AlCross-Industry.：StartupPipelineContactsXButterflyNetworkPTaniumBtrttefllyNetworkistransfomungd<agncsbcnerapevt<mg11gWfthdevices,deepIeemthecloud.BtVNetworkopefCGattc.MoneyUoni«amobilepecsonalmrcandconsumerIendngPtedonnthatinspirescontotakcontrolofthfiiwiciallivthroughQMoneyLionDuDilbgnceTnumQ«ve$enterpfisetMpownmere(x9anizat0ftstheab<ktytosecure.CoaaroI.&managerv11>orsofendpointsacrosstheel口55Microsoft+s:CbinsightsWithCBInsights,Microsoftcanquicklyidentifydisruptivetechnologiesandpinpointtherightmarketopportunities.Thisenablesustocreatedigital-firstofferingsthatempowerourcustomers.MoranHavivStrategicInnovation,MicrosoftCBInsightsshapesNestle'spointofviewonwhat'shappeninginthemarketsowecanbuilddigitally-enabledservicesandbusinessmodelsthatdrivegrowthandscale.AmyThompsonDigitalInnovationManager,NestleNestleb:CbinsightsDigdeeper.CBInsightsclientscanfindandtrackcompaniesusingouranalyst-curatedExpertCollections.ArtificialIntelligence=BscbinsightsTrysearchingforcompaniesorkeywords口ExpertCollectionCompaniesB%TensorFlight-Flurosatc)Categoricon'SmartNewsEzoicMK4rHalotoOurMostPopularClient-ExclusiveAlResearchTheUnitedStateSOfArtifiCialInteIIiaenCeStartUPSAlACaUiSitiOnSAreRed-HoMnTheSeSeCtOrSAlHaSATranSParenCVProblem.ThiSTeChCOUIdHelPEntenJriSeSAvoidCoStIVAndDanQeroUS-ErrorSRetailAlTrendsTOWatChIn2021AlDrUgDiSCOVeryPlatformSInHealthCareESPVendorMatriXAlDiagnOStiCImaqingIrHealthCareESPVendorMatriXTeChMarketMaPReDOrtAUtOnOmOUSDriVinaTeChInAUtO&MObiIitVAIISDriVinQEffiCienCieSInTheBeaUtVIndUStrVAndHOWBrandSCanBenefit70+SVmhetiCMediaComPanieSUSinaAlTOQUiCklVCreate&PerSonaliZeDiqitalComemTheBiaTeChInPhaITnaReport:FrOmDiQitalPharmacies,AlForDrUcIDiscovery,&APPSFOrMediCalRecords,HOWAmaZOrLMiCrOSoftApple,andGoOqIeWiilReimaaineTheIndUStrVValUeChainESGSCoreSAreCrUCialForAChieVinqCorDOrateSUStainabiIitVGoaIS&DriVinqInVeStorConfidence.AlISTakinqThemBeVondGreerWaShirqCOmDUterViSiOnFOrUnderWritirgAndCIaimSInP&CIrSUranCeESPVendorMatriXWithSemiCondUCtOrDemardSurQinq,Here'sWhereSmartMoneVVCsSeeTheFlItUreOfTheIrdUStrVShouldBrandsAndRetailersAdoptSyntheticMediaTheAlForDiqitalContent?ContentsGlobalTrends21GeographicTrendsInvestmentTrends22USUnicorns&Valuations57CanadaExitTrends67AsiaInvestors75EuropeLatAmCollectionSpotlights84HealthcareAl85FintechAl98RetailAl111StateOfAl123124134143152161$2.7B43%$17.9BInglobalfunding.Newrecord.Alstartupsraised$17.9Binfundingacross841dealsinQ3'21.Thismarksan8%increaseinfundingand43%increaseindealsQoQ.At$50B,2021YTDfundinghasalreadysurpassed2020levelsby55%.75%GrowthinmegaroundsYTD.Thenumberof$100M+mega-roundshasreachedarecord-high138in2021YTD.Therewere45+megadealsineachofthefirst3quartersin2021thehighestquarterlynumbersever.100+Alacquisitions.QuarterlyM&Adealshavesurpassed100for2consecutivequarters,puttingtotalM&Aexitsatarecord253in2021YTD.AnnualIPOsandSPACsarealsoupthisyear.InQ3,21,therewere3SPACsand8IPOs.AcquisitionbyPayPal.ThelargestM&AdealofQ3,21wasPayPasacquisitionofbuynow,paylater(BNPL)startupPaidyfor$2.7B370%biggerthanthenextlargestdeal.Paidyusesmachinelearningtodetermineconsumercreditworthinessandunderwritetransactionsinstantly.QoQincreaseinmedianUSdealsize.InQ3,21,globalmarketssawstrongQoQgrowthinthemediansizeoffundingrounds:43%intheUS,64%inAsia,and67%inEurope.Acrossregions,mediandealsizewas$7M,whileaveragedealsizereachedarecord$33M.$4,NewAlunicorns.IQ3,21,13newAlunicorns9intheUS,and2eachinLatAmandAsia一broughtthetotalnumberofbillion-dollarAlstartupsto119.1.atAmsawitsfirst$1B+Alvaluationsin4years,withnewunicornsNotCo(Al-poweredfoodtech)andUnico(digitalidentityprotection).Startupsreach$2B+valuations.SmartsearchdeveloperAlgoliawasthehighestvaluednewunirninQ3,21at$2.2B.ComputervisionstartupBlackSesameTechnologiesanddrugdiscoverystartupXtaIPiwereeachvaluedat$2B.HealthcareAlannualfundinghigh.HealthcareAlhasraised$8.5Bin2021YTD,surpassing2020,srecordof$6.6B.Q3,21washealthcareAsstrongestquarterever,with$3.2Braisedacross149deals.AsiaAlquarterlyfundingrecord.AlfundinginAsiahassurpassed$13Bin2021YTD,witharecord$4.8BinQ3,21alone.Asia-basedstartupssaw13$100M+mega-roundsinQ3,21.TotalfundinginAsiaexceeded$4Bineachofthefirst3quartersin2021.$1.5BCanadaAlfundingYTD.AlfundinginCanadain2021YTDhasalreadysurpassedlastyear,s12-monthtotalby206%,fueledbyafundingspikeinQ2'21.Despiteadropinfunding,Q3,21wasthesecond-highestquartereverforAlfundinginCanada.StateOfAle:Cbinsights10GlobalAlfundingbreaksitsownrecordfor4thstraightquarterFundingDeaism'$17.98$17.9B$100M+mega-roundsskyrocketin202201516$12.8B201620172018StateOfAlGlobalTrendsInvestmentTrends1sofarYTDAlsees2ndconsecutivequarterof100+M&Adeals,triplingYoYinQ3,21104 M&A dealsI Q1M&A, 104 Q3 2021Q32015201620172018201920202021IPO, 8SPAC, 3197%increase YoY35 M&A deals Q3 2020PayPal's$2.7BPaidyacquisitionisbyfarthebiggestofQ3l21CompanyValuationAcquirerCountry1PayPaIJapan2Chorus.ai$575MZoominfoUnitedStates3ZebraMedicalVision$200MNanoxIsrael4SoundTechAl$150MInternationalConsolidatedCompaniesUnitedStates5WayCareTechnologies$61MRekorSystemsUnitedStates6Heyday$48MHootsuiteCanada7Voyage81$40MILMAKIAGEIsrael8ToposLabs$25MNuixUnitedStates9GAMEFACE$24MSlingerBagAustralia10Supahands$20MOmnyliticsMalaysia201620172018S3MTheUSclocksarecord-highmedian2015StateOfAlGlobalTrendsInvestmentTrendsdealsizethisyear13newAlunicornsbringtotalnumberofbillion-dollarAlcompaniesto119119totalunicorns467Q1Q2Q3Q42015Q3202116Q1Q2Q3Q4Q1Q2Q3Q1Q2Q3Q4201620172018201920202021CscbinsightsincrealeYoY75totalunicornsQ32020NewUnicorns,13StateOfAlGlobalTrendsUnicorns&Valuations16Company1224FuIIStory5NotCo6RebellionDefense6People.ai8Xiaobing8Bluecore8Amperity8Unico8ShieldAl8SnorkelAlStateOfAlGlobalTrendsUnicorns&ValuationsUh$2B+valuationsLatestValuationCountryUnitedStatesChinaUnitedStates$1.8BUnitedStates$1.5BChile$1.1BUnitedStates$1.1BUnitedStates$1.0BChina$1.0BUnitedStates$1.0BUnitedStates$1.0BBrazil$1.0BUnitedStates$1.0BUnitedStatesHealthcareAlfundinghasalreadybeatlastyear'srecordby29%130S0.5B2015$8.5B2021YTD29%increase$6.6B2020AlinAsiasees3rdstraight$4B+quarter,reachinganewhighinQ3,21Deals321Funding23676756885218S3.1B165165$2.8B144$2.5B$4.6B213210178262224199189$4.8B250243$2.9B120108$20B$2.3BS2.5B$1.8B$2.1BS1.8B46455251$0.7BS0.8B$1.0B$1.2B$1.2BS0.8B$0.1BS0.2B$0,3BS0.2B$0.3BS0.5B$2.1B$4,2B231$4.8BQ32021Q1Q2Q3Q42015Q1Q2Q3Q42016Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q320172018201920202021mereeYoY$2.1BQ32020CanadaAlfundingin2021hasalreadygrown206%vs.lastyearistotal$1.5B2021 YTDFunding$1,493M88321.201536S34M201678Deals20172018201920202021YTD<<<Q32021Bscbinsights21InvestmentTrendsQ32021Bbcbinsights22GlobalAlfundingreachesrecord-high$50Bin2021YTD,up55%vs.20202,667Funding2015201620172018201920202021YTDGlobaldealssoar43%QoQinQ3i21,alongsideanewfundingrecordUSdominatesAlfundinginQ3,21,WCanadaLatAmState Of Al Global Trends Investment TrendsEurope、$1.6BUS$10.4B324 Deals$0.5B2 Deals142Deals，hileAsianarrowsgapindealcountIOther1Regionsk$0.1B18DealsUSfundingsetsrecordinQ3,21,AsiaandLatAmfundingtrendupQoQEuropeLatAmCanadaAll Other Regions$10.4B$4.8BEurope, 17%Asia, 38%US, 39%All Other Regions, 2%Canada, 3%LatAm, 1%VCsIeadinvestordealshareinEquity,8%9%7%Management,10%andCVC,18%e: CbinsightsStateOfAlGlobalTrendsInvestmentTrendsAverageglobaldealsizenearlydoublestoreach$33Min2021sofar$33MAverageSizeMedianSizeMediandealsizeincreasesacrossrStateOfAlGlobalTrendsInvestmentTrendsnajorglobalmarketsLatAmCanadaAllOtherRegions$5MMediandealsizeisupacrossallinvestorcategoriesin2021AngelAssetZInvestmentManagement$79MCorpandCVCPrivateEquityVCOther$8M2021YTDNumberof$100M+mega-roundsYTDsurges,up75%comparedto2020S12.8B49S7.5BSlM$2.0b2015201620172018Funding$31.2B79$12.7B201920202021YTDAlstartupshaveraised45+mega-roundseveryquarterin2021S1O.9BDeals45Funding$10.2B2847S5.4B22S5.7B20S1O.1B$1.0B$0.4BQ1Q2Q3Q42015Q1Q2$4,1B$4.1B13S3.0BS0.8B$0,9BQ3S0.2B$1.0BS3.6B$2.7BS2.4B201620172018201920202021StateOfAlGlobalTrendsInvestmentTrendsBscbinsights33Europe$650M4DealsCanada$305M2DealsUSStateOfAlGlobalTrendsInvestmentTrends1.atAm$6.2B24Deals$355M2DealsinQ3i21$2.7B13DealsAsiaandLatAmseeupticksinmega-roundsinQ3,21US, 24Asia, 13Europe, 4Canada, 2LatAm, 2Mega-roundsmakeuponly5%oftotaldealsinQ3l21Non-mega-rounds, 95%Mega-rounds, 5%Buttheycontinuetoaccountforover50%ofdollarsinvestedglobally3 0%3 8%54%48%49%54%56% 57%39Non-mega-rounds, 43%62%60%60%71%76%80% 78%78%Sscbinsights 37StateOfAlGlobalTrendsInvestmentTrendsGlobal:Top10equitydealsinQ3,21CompanyRoundRoundAmountDateLatestValuationSelectInvestorsCountry%ofTotalFunding1Databricks$1.6BSeriesH2021-08-31TigerGlobalManagement,T.RowePrice,$38.0BBIackRock1AndreessenHorowitz,FranklinTempleton,GICUnitedStates8.9%2ESWIN$464MSeriesB2021-07-30GoIdStoneInvestment,AddorCapital,TrinitiN/ACapital,ZWCPartners,ChinaInternetInvestmentFundChina2.6%3Dataiku$400MSeriesE2021-08-05InsightPartners,BatteryVentures,FirstMark$4.6BCapital,TigerGlobalManagement,DawnCapital,ICONIQGrowthUnitedStates2.2%3Olive$400MSeriesH2021-07-01$4.OBTigerGlobalManagement,VistaEquityPartners,Base10PartnersUnitedStates2.2%3XtaIPi$400MSeriesD2021-08-11OrbiMedAdvisors,SequoiaCapitalChina,$2.OBTencentHoldings,SinoBiopharmaceutical,5YCapitalUnitedStates2.2%Global:Top10equitydealsinQ3,21CompanyRoundRoundAmountDateLatestValuationSelectInvestorsCountry%ofTotalFunding6Snyk$300MSeriesF2021-09-09$8.6BAccel,CanaanPartners,TigerGlobalManagement,T.RowePrice,BIackRockUnitedKingdom1.7%6DataRobot$300MSeriesG2021-07-27NewEnterpriseAssociates,TigerGlobal$6.3BManagement,T.RowePrice,SutterHillVentures,BIackRock1FranklinTempletonUnitedStates1.7%6Momenta$300MCorporateMinority2021-09-23$1.0BGeneralMotorsChina1.7%6Deeproute.ai$300MSeriesB2021-08-27N/AAlibabaGroup,YunqiPartners,FosunRZCapital,GloryVentures,JenerationCapitalChina1.7%10Cybereason$275MSeriesF2021-07-14$2.4BSoftBankGroup,NeubergerBerman,IrvingInvestors,LibertyStrategicCapitalUnitedStates1.5%Early-Stagedealshareslidesin2021YTDbutcontinuestodominateOther, 6%Late-stage, 11%Mid-stage, 22%Early-stage, 61%Asialeadsinearly-andmid-stagedealshareinQ3'21AllOtherRegionsCanadaLatAmEuropeAsiaUSEarly-StageMid-stageLate-stageOtheresCbinsights 小StateOfAlGlobalTrendsInvestmentTrendsMedianlate-stagedealsizenearlydoublestoreach$95Min2021YTDEarly-StageMid>stageLate-stage$95MMedianmonthsbetweenstagesdownacrossmostroundsin2021YTDSeedZAngel to Series ASeries A to BSeries B to CSeries C to DSeries D to E+2015201720192021201520172019202120152017201920212015201720192021YTDYTDYTDYTD2015201720192021YTD1GeometricalPal$62MSeedVC2021-08-02MatrixPartnersChina,SilergyCorp.,PuhuaCapital.GloryVentures.XinyuYiheManagementConsultingPartnershipChina2HOUMO.AI$46MSeedVC2021-08-24QimingVenturePartners,SequoiaCapitalChina,HonyCapital,MatrixPartnersChina,LenovoCapitalandIncubatorGroupChina3QScaIe$24MSeed2021-07-14GovernmentofQuebecCanada4Kronologic$20MSeedVC2021-08-12SilvertonPartners,SignalPeakVentures,GeekdomFund,NextCoastVenturesUnitedStates5BigFish$15MSeedVC2021-09-0