Curious Compass

Curious Compass

Share this post

Curious Compass
Curious Compass
The Future Funded: Big Tech’s Role in Shaping Tomorrow’s Innovators

The Future Funded: Big Tech’s Role in Shaping Tomorrow’s Innovators

Tracing the Investment Strategies of Alphabet, Amazon, Apple, Meta, and Microsoft in Emerging Startups

Bernardt Vogel's avatar
Bernardt Vogel
Jun 18, 2024
∙ Paid
5

Share this post

Curious Compass
Curious Compass
The Future Funded: Big Tech’s Role in Shaping Tomorrow’s Innovators
1
Share

Post Powered by:

Save hours of Research

Introduction

In the dynamic world of technology, innovation is the key to staying ahead of the curve. Big Tech companies like Alphabet, Amazon, Apple, Meta, and Microsoft have consistently demonstrated their prowess not just through their groundbreaking products and services, but also through their strategic investments in emerging startups. These tech giants have a keen eye for identifying and nurturing the next wave of innovators, and their venture capital arms play a crucial role in shaping the future of technology.

This comprehensive research looks into the venture strategies of these five industry leaders, uncovering how they strategically invest in startups to align with their long-term visions. We analyzed their key themes, recent investments, and strategic goals that drive these tech giants. From healthcare and artificial intelligence to robotics, media, and cybersecurity, we examine how each company leverages its investments to create synergies, drive innovation, and maintain their competitive edge.

Join us as we trace the venture strategies of Alphabet, Amazon, Apple, Meta, and Microsoft, and uncover the startups they are betting on to shape the future of technology. This deep dive offers valuable insights into the intricate web of venture capital and innovation that underpins today’s technological advancements.

  • Alphabet’s venture strategy in healthtech aims to improve healthcare by investing in medical research and technology startups. These investments can synergize with Alphabet’s subsidiaries like Verily and DeepMind, fostering collaboration and technological integration within the company.

  • Amazon’s focus on AI and robotics investments is aimed at automating and optimizing its operations, including warehouse management, logistics, and delivery. These investments enhance operational efficiency, reduce costs, and streamline supply chain and fulfillment processes.

  • Apple’s media investments involve startups focused on music distribution to expand its content ecosystem. This expansion allows Apple to offer a wider range of content on platforms like Apple Music and iTunes, enhancing the overall user experience.

  • Meta’s investments in AI startups help the company understand user preferences and behaviors, improving targeting for advertisers and content creators. Investing in ecommerce startups strengthens Meta’s market position in online retail.

  • Microsoft’s AI-focused investments enhance its product portfolio with innovative applications and cybersecurity solutions. Startups supported by Microsoft include those specializing in AI-driven services like Azure AI, GitHub, Microsoft Defender, and Sentinel, which add value to Microsoft’s offerings.

In the next few paragraphs I will profile a couple of startups for each tech giant.

Share Curious Compass

Curious Compass is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

Alphabet

Pioneering Healthtech and AI

Alphabet’s investments in healthtech are particularly noteworthy. The company has strategically targeted startups that can enhance its capabilities in medical research and healthcare delivery. By investing in healthtech startups, Alphabet not only advances its technological prowess but also addresses pressing global health challenges.

National Resilience

National Resilience specializes in biopharmaceutical manufacturing and drug development, focusing on biologics, cell therapy, gene therapy, nucleic acids, and vaccines. Leveraging AI, the company accelerates drug development processes with its innovative platform technologies and strategic partnerships.

  • Headquarters: United States

  • Sector: Pharmaceuticals and Healthcare

  • Year Founded: 2020

  • Total Funding: $2.05 billion

  • Latest Funding: $625 million

  • Latest Series: Series D

  • Key Investors:

  • Recent Updates:

    • February 2024: Expanded clinical and commercial drug product manufacturing capabilities.

    • February 2024: Partnered with Taiwan Bio-Manufacturing Corporation for biomanufacturing innovation.

    • January 2024: Announced a strategic partnership with VGXI to accelerate biomanufacturing of advanced medicines.

Insitro

Insitro leverages machine learning and biology to transform drug discovery and development. Its platform uses human genetics, functional genomics, and ML to create disease models that predict clinical outcomes, accelerating the development of new treatments.

  • Headquarters: United States

  • Sector: Technology and Communications

  • Year Founded: 2018

  • Total Funding: $643 million

  • Latest Funding: $400 million

  • Latest Series: Series C

  • Key Investors:

  • Recent Updates:

    • January 2024: Unveiled efforts in ALS, cancer, and liver disease at the JPMorgan Healthcare Conference.

    • May 2022: Formed a scientific advisory board to support platform and pipeline advancement.

Alphabet’s AI Advancements

Alphabet’s commitment to AI is evident in its diverse portfolio of AI-focused startups. The company’s investments span various applications of AI, from healthcare and cybersecurity to media and digitalization.

Sambanova Systems

SambaNova Systems develops next-generation computing platforms for machine learning and data analytics applications. Its AI platform, designed for complex AI workloads, provides organizations with pre-trained models to enhance their AI and deep learning capabilities.

  • Headquarters: United States

  • Sector: Technology and Communications

  • Year Founded: 2017

  • Total Funding: $1.13 billion

  • Latest Funding: $676 million

  • Latest Series: Series D

  • Key Investors: Google Ventures, others

  • Recent Updates:

    • March 2024: Introduced Sambaverse, a platform for testing numerous open-source LLMs.

    • February 2024: Announced Samba-1, a one trillion-parameter generative AI model for enterprises.

    • September 2023: Unveiled the new AI chip, SN40L.

Synthesia

Synthesia is a video production platform powered by generative AI, allowing users to create professional videos without requiring traditional equipment. The platform offers AI avatars, voices, and video assistants, supporting multiple languages and use cases.

  • Headquarters: United Kingdom

  • Sector: Technology and Communications

  • Year Founded: 2017

  • Total Funding: $155.6 million

  • Latest Funding: $90 million

  • Latest Series: Series C

  • Key Investors:

  • Recent Updates:

    • January 2024: Launched an AI video assistant that turns text into synthetic videos.

    • June 2023: Raised $90 million in a Series C funding round to simplify video production.

Amazon

Automation and Operational Efficiency

Amazon’s venture investments focus on AI and robotics, reflecting its commitment to automating and optimizing operations. By investing in startups that enhance warehouse management, logistics, and delivery, Amazon aims to improve operational efficiency and reduce costs.

Robotics and IoT

Amazon’s investments in robotics and the Internet of Things (IoT) are aimed at streamlining its supply chain and fulfillment network. The company’s focus on automation is designed to improve operational efficiency and reduce costs across various aspects of its business.

Agility Robots

Agility Robotics develops bipedal humanoid robots for logistics and manufacturing operations. Its flagship product, Digit, and the cloud automation platform, Agility Arc, enhance operational efficiency in warehouses by simplifying robot fleet management.

  • Headquarters: United States

  • Sector: Technology and Communications

  • Year Founded: 2015

  • Total Funding: $178 million

  • Latest Funding: $150 million

  • Latest Series: Series B

  • Key Investors:

  • Recent Updates:

    • April 2024: Partnered with Manhattan Associates to bring humanoid robots into warehouses.

    • March 2024: Launched Agility Arc, a cloud platform for managing Digit fleets.

    • December 2023: Conducted a pilot for Digit robots with GXO Logistics.

Scythe Robotics

Scythe Robotics designs and manufactures autonomous commercial mowers. The M.52 mower features 360° sensors and AI capabilities, optimizing landscaping tasks with precision and efficiency.

  • Headquarters: United States

  • Sector: Technology and Communications

  • Year Founded: 2018

  • Total Funding: $77.2 million

  • Latest Funding: $42 million

  • Latest Series: Series B

  • Key Investors:

  • Recent Updates:

    • April 2024: Unveiled expanded headquarters and manufacturing facility in Colorado.

    • March 2024: Expanded production facility for robot mowers.

Amazon’s AI Advancements

Syntiant

Syntiant produces AI semiconductors that enable machine learning on edge devices. Its Neural Decision Processors provide real-time data processing and decision-making capabilities, extending deep learning to battery-powered devices.

  • Headquarters: United States

  • Sector: Technology and Communications

  • Year Founded: 2017

  • Total Funding: $120.05 million

  • Latest Funding: $55 million

  • Latest Series: Undisclosed

  • Key Investors:

  • Recent Updates:

    • April 2024: Unveiled NDP250 Neural Decision Processor with next-generation architecture.

    • January 2024: Added radar to Edge AI software solutions for computer vision applications.

    • January 2024: Announced new algorithms for smarter, more efficient vehicles.

Comet ML

Comet ML offers a machine learning platform that helps data scientists track, compare, monitor, and optimize ML models. It supports integrations with popular ML tools and provides comprehensive ML lifecycle management.

  • Headquarters: United States

  • Sector: Technology and Communications

  • Year Founded: 2017

  • Total Funding: $69.8 million

  • Latest Funding: $50 million

  • Latest Series: Series B

  • Key Investors:

  • Recent Updates:

    • October 2023: Launched a course on building with LLMs.

    • November 2022: Introduced Kangas, an open-source smart data exploration and analysis tool.

    • June 2022: Expanded alliances across the ML lifecycle and announced integrations with Ray, Kubeflow, and Google Vertex AI.

Apple: Expanding Content Ecosystems

Apple’s investments focus on media and software, aiming to broaden its content ecosystem. By investing in startups involved in music distribution and media content creation, Apple enhances the value proposition of its platforms like Apple Music and iTunes.

Media Expansion

Apple’s media investments are designed to create a richer and more diverse content ecosystem. By supporting startups in the media space, Apple can offer a wider array of content to its users, enhancing their overall experience.

Gamma

Gamma is a content management platform that provides resources for creators to produce and distribute music, visual content, and podcasts. Its partnerships with artists and content creators enhance Apple’s media ecosystem.

  • Headquarters: United States

  • Sector:Media

  • Year Founded: 2023

  • Total Funding: $1.1 billion

  • Latest Funding: $100 million

  • Latest Series: Undisclosed

  • Key Investors:

  • Recent Updates:

    • February 2024: Secured around $100 million in venture financing.

UnitedMasters

UnitedMasters empowers independent artists by providing music distribution, promotional tools, and licensing services. Artists retain ownership of their master recordings, aligning with Apple’s goal to support creative professionals.

  • Headquarters: United States

  • Sector: Technology and Communications

  • Year Founded: 2017

  • Total Funding: $170 million

  • Latest Funding: $50 million

  • Latest Series: Series C

  • Key Investors:

  • Recent Updates:

    • April 2024: Partnered with Davido for his nine+ records venture.

    • January 2024: Teamed up with Honda to celebrate two new artists, Deacon and Mystic Marley.

    • December 2023: Expanded collaboration with NBA across Africa.

Keep reading with a 7-day free trial

Subscribe to Curious Compass to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Bernardt Vogel
Publisher Privacy
Substack
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share