November 22, 2025

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And now, here are this week's top research briefs.

ICYMI

The AI agent market map

Using CB Insights predictive intelligence, we map 400+ promising AI agent startups across 16 categories to evaluate for build, buy, and partnership opportunities.

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The AI stack is becoming the cloud battleground

We analyzed partnership activity across major hyperscalers to understand how cloud competition is shifting and who's winning the AI startup market.

The agentic commerce market map

Using CB Insights predictive signals, we mapped the 90+ companies building the tech and tools behind autonomous buying — from orchestration platforms to agentic payments.

Early-Stage Trends Report: Stablecoins' breakout moment, real-world AI training data, and more in October

We analyzed 1,350+ early-stage deals in October to identify the most promising companies, top investors, and emerging categories to watch based on CB Insights predictive intelligence.

Customer-Exclusive Research

Mosaic and hiring signals show VPP momentum shifting to capacity markets and Europe

CB Insights signals — Mosaic movements plus hiring and headcount shifts — show VPP momentum tilting away from California and toward capacity‑market regions and Europe. We identify where providers are gaining ground and which startups are best positioned for what's next.

Space is the new cybersecurity frontier: Here are the startups leading the race

We used our CB Insights Mosaic score to identify the startups most likely to lead the expanding space cybersecurity market.

Surgical robots reach an inflection point: Here are the M&A targets leading the shift

Using CB Insights' proprietary Mosaic scores and M&A probability signals, we analyzed 40+ surgical robotics companies to surface the 6 best positioned for acquisition.

Have a great weekend.

I love you.

Anand

@asanwal

Co-Founder & Exec Chair

P.S. Did you miss our briefing on real-world use cases of AI agents in action? Download the recording to learn about agents driving ROI.

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