š° Googleās Next Moat?
š° Googleās Next Moat?
Plus: Quiet Money, CIA's Side Hustle, and More
This weekās market, investing, and business insights from insiders and experts outside the mainstream media:
Google secures a major share of the biotech market.
Scent technology is on the rise.
Thereās a demand for quieter industrial equipment.
CIAās side hustle.
Sam Altman placing HUGE bets on behalf of OpenAI.
And moreā¦Letās get to it!
Top 5 Insights of the Week
1. š° Googleās Next Moat?
Googleās AlphaFold 3 uses AI to accurately predict protein, DNA, and RNA structures.
Potential for drugs that specifically target cancer cells with minimal side effects.
Reverse aging by promoting specific DNA sequences without adverse effects.
Cuts time and costs in drug discovery and development, potentially saving billions.
Google controls AlphaFold 3.0's IP, securing a major share of the biotech market.
Biotech market valued at $552B in 2023, and projected to reach $1.79T by 2033.
2. š The Business of Noses
Multi-sensory experiences, focusing on scent technology is on the rise.
A few under the radar companiesā¦
Osmo: working to give computers the ability to "smell." Raised $65M.
Moodify: developed patented Scent AI technologies for applications. Raised $10.7M.
OVR: makes a device that adds scent to any VR headset.
63% of consumers crave multisensory experiences. 65% recall scents after a year.
Digital scent market valued at $1.22B in 2023, and projected to reach $2.41B by 2031.
3. š¤« Quiet Money
Rising regulations and noise hazard awareness are driving demand for quieter industrial equipment.
Engineers at Johns Hopkins invent a quieter leaf blower. MIT Engineers develop a sound-suppressing silk, barely thicker than a human hair.
A few under the radar companiesā¦
DeNoize: smart window technology to mitigate outdoor noise.
Acoufelt: "Making Quiet" product line uses noise-absorbing materials to reduce ambient noise.
Loop Earplugs: noise-canceling ear wear. ~$137M+ in revenue in 2023.
Noise reduction market valued at $100B in 2023, and projected to reach $194.87B by 2031.
4. š CIAās Side Hustle
CIAās investment arm, In-Q-Tel, started in 1999, primarily funds data analytics, cybersecurity, quantum computing, ai, and biotechnology.
A few hits from themā¦
Keyhole Inc: acquired by Google and is now known as Google Earth.
Palantir: provides global big data analytics and went public in 2020.
A few moonshot projectsā¦
D-Wave Systems: develops quantum computers for complex problem-solving.
Editas Medicine: CRISPR technology for advanced genetic engineering.
Colossal Biosciences: working on bringing back extinct animals, like the Woolly Mammoth.
From 2017 to 2021, government contributions to In-Q-Tel totaled ~$500M, with assets growing to over $1B.
5. š° OpenAIās Other HUGE Bets
Sam Altman has been busy running OpenAI and making deals on their behalfāOpenAI gets all the equity.
Top investments so farā¦
Rumors suggests heās seeking $5T to $7T to build semiconductor chips for AI applications.
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Top 3 Charts of the Week
1. š Employee Walkouts Increasing
Apple faces its first-ever retail employee strike at the Towson, Maryland store.
16.7M days lost to work stoppages in 2023 due to large-scale strikes.
Union action continues in 2024ādriven by demands for job protections and inflation-matching salaries.
2. š” Changing Trends in U.S. Living Arrangements
42% of Millennials buy homes alone. 14% purchase with friends. 47% with partners/spouses.
Only 1% of Baby Boomers and 4% of Gen X have bought homes with friends.
3. šµāš« GameStop's Absurd Trading Volume
GameStop shares surged over 180%āechoing 2021's meme stock craze.
Trading volume exceeded $10Bāfar above the $94 million average for similar-sized companies.
Ranked among the most-traded stocksāalongside giants like Nvidia, Tesla, and Apple.
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