Data is here
All data is from open sources and all conclusions/ideas/analysis are built only on publicly available information. For data sources see the Google spreadsheet.
A company is defined as a platform if someone can build up on it. I identify a company as a platform purely based on public sources, so if I misunderstood your startup, please do let me know.
The position of AI tech within a value chain considers only elements of a value chain that are controlled by one company. E.g. if a startup develops a smart air purifier, and manufactures it, then AI tech sits upstream relative to hardware, the purifier itself. If a startup develops software for air purifiers and licenses it to OEMs, then this startup is considered as a ‘Standalone AI startup’. If I misunderstood the value chain of your startup, please do let me know.
This newsletter does not intend to cover all AI transactions, but covers just limited geographies and the limited number of themes adjacent to industry 4.0, healthcare, smart home/cities/mobility, entertainment, and robotics.