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<table role="presentation" cellpadding="0" cellspacing="0" width="100%" class="" style=""><tbody><tr><td class="hs_padded" style="font-family:Arial, sans-serif; font-size:15px; color:#000000; word-break:break-word; padding:10px 40px"><div id="hs_cos_wrapper_module_17449047009021" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="module"><div id="hs_cos_wrapper_module_17449047009021_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"><p style="line-height:150%">Hi there,</p>
<p style="line-height:150%"> </p>
<p style="line-height:150%">Here’s what we’re watching this week.</p></div></div></td></tr></tbody></table>
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<img alt="v2teal-1_banner-1" src="https://research.cbinsights.com/hs-fs/hubfs/v2teal-1_banner-1.png?width=1050&upscale=true&name=v2teal-1_banner-1.png" style="outline:none; text-decoration:none; max-width:100%; font-size:16px" width="525" align="middle">
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<table role="presentation" cellpadding="0" cellspacing="0" width="100%" class="" style=""><tbody><tr><td class="hs_padded" style="font-family:Arial, sans-serif; font-size:15px; color:#000000; word-break:break-word; padding:0px 20px 0px 40px"><div id="hs_cos_wrapper_module_178102225999824" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="module"><div id="hs_cos_wrapper_module_178102225999824_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"><h1 style="margin:0; font-family:Arial, sans-serif; font-size:20px; line-height:150%">Insurtech recorded its best funding quarter in four years, but deals continue to collapse.</h1></div></div></td></tr></tbody></table>
<table role="presentation" cellpadding="0" cellspacing="0" width="100%" class="" style=""><tbody><tr><td class="hs_padded" style="font-family:Arial, sans-serif; font-size:15px; color:#000000; word-break:break-word; padding:10px 40px 0px"><div id="hs_cos_wrapper_module_178102225999825" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="module"><div id="hs_cos_wrapper_module_178102225999825_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"><p style="line-height:150%">Global insurtech funding hit $2.4B across 107 deals in Q2'26, the highest quarterly funding total since Q3'22.</p>
<p style="line-height:150%"><br>Most of the capital went to a handful of companies, with eight mega-rounds driving the quarter. Investors are writing bigger checks, but to fewer companies, a trend that matches the wider venture market.<br><br></p></div></div></td></tr></tbody></table>
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<img alt="Chris_webinar_lockup-1" src="https://research.cbinsights.com/hs-fs/hubfs/Chris_webinar_lockup-1.png?width=180&upscale=true&name=Chris_webinar_lockup-1.png" style="outline:none; text-decoration:none; border:none; max-width:100%; font-size:16px" width="90" align="middle">
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<table role="presentation" cellpadding="0" cellspacing="0" width="100%" class="" style=""><tbody><tr><td class="hs_padded" style="font-family:Arial, sans-serif; font-size:15px; color:#000000; word-break:break-word; padding:10px 20px 10px 40px"><div id="hs_cos_wrapper_module_17854399005403" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="module"><div id="hs_cos_wrapper_module_17854399005403_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"><p style="line-height:150%">"The $100M+ mega-rounds grab a lot of attention, but insurtech deal sizes are rising across the board. For the insurance industry, that means many insurtech startups are showing up better capitalized to compete at a larger scale than ever before."</p>
<p style="line-height:150%; text-align:left" align="left"><span style="color: #000000;"> </span></p>
<p style="text-align:left; font-weight:bold; line-height:125%; font-size:13px" align="left">Chris Sekerak,</p>
<p style="text-align:left; font-weight:bold; line-height:125%; font-size:13px" align="left">Lead Analyst, Insurtech Research @ CB Insights</p></div></div></td></tr></tbody></table>
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<table role="presentation" cellpadding="0" cellspacing="0" width="100%" class="" style=""><tbody><tr><td class="hs_padded" style="font-family:Arial, sans-serif; font-size:15px; color:#000000; word-break:break-word; padding:20px 40px 10px"><div id="hs_cos_wrapper_module_17836169347682" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="module"><div id="hs_cos_wrapper_module_17836169347682_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"><p style="line-height:150%">P&C specifically had a strong quarter, with four companies (<a href="https://research.cbinsights.com/e3t/Ctc/T5+113/c4SYk04/VWjTHb83q7hKW2mnkp24V7NkRW3fCDQw5SHgRsN5j5FR63qgz0W8wLKSR6lZ3mHW8C_y3h716ps-N5Pp7_729Ng2W1JKmHg1JBSY5W3_JTxQ8p69lNW7PkB3d928xDcW5_Rdvg2mlZwbN6DrpsTnGXTKVPCxJp6rz7MwW8_WyMM1H6V8cW1cgfjy49jzvPW5SFW5j4cjgQ3W57NS5n3zhfT6W8sHN8c8k4SDpVF--wy1S67PbW3X6BBB93CVT5W23FJb18qd2PTW49DHKH3MGj-cW2hKY39386Wg5W26HjNR2NyNHpW7vzjJv1Phhn6W7Btfjw360SHBW2NqJ-771FtqgW7-FX_75P0qSdW2MycKk69LJc5N5G1tw_8J017W5qgq9M99TyL_W2s1lwM5X_HdnW2GZ6gG1vlwT_f3SQCjM04" style="color:#006699; text-decoration:none" data-hs-link-id="0" data-hs-link-id-v2="qDyThkO5" target="_blank">Corgi</a>, <a href="https://research.cbinsights.com/e3t/Ctc/T5+113/c4SYk04/VWjTHb83q7hKW2mnkp24V7NkRW3fCDQw5SHgRsN5j5FR63qgz0W8wLKSR6lZ3pGVcd15s4rD0Y8W714CBx4FLMyyW31snsl8PlTLJW8F_zmg6YrMJnW3jfmYz7L5fbBW7jK7fz354yV1W3ZS_gb287n3wTpdxn5kgSdyW8Xv2PQ4c0dzYW6F247p7-lvC2Vg_ZS88n2TsgW3wwpbl8Rf_KMMm8Dn1mT1WBW8dg6xk24b-JyVJkf3c4Ff5pwW6jW9Q67B_m37W98v2bc1xV8JrW85bw9J1RCfT8W2FP9GM70ybMFW6rv74c8dNnS8N1pgbpdBHJJlw1tfWvy5ZWN1WJqYGFqYVBW4bzCGQ5p_fnhW537tQc6b603FW465t503GcwzxW6shTCt7W53fdW3zjxJc3zH1Fxf6Ry3mv04" style="color:#006699; text-decoration:none" data-hs-link-id="0" data-hs-link-id-v2="SeSOHX13" target="_blank">ICEYE</a>, <a href="https://research.cbinsights.com/e3t/Ctc/T5+113/c4SYk04/VWjTHb83q7hKW2mnkp24V7NkRW3fCDQw5SHgRsN5j5FR63qgz0W8wLKSR6lZ3pFVl61D22GbGHmW8xbs192L9W3zW6_5yLY5jCrFVMNm9C5vJ9GJW5GhSS06xVr5CW6FNkVx6Y5g3FW23r93H51W_1BW7H3MwR3DkVgNW7T6MRp2pTlxVW4ZWLvz2QyjhVW514S9h8hWdVfW6ct0f731xPXRW4-mBFn8crGZ1N3_kykpX_5zCVRn64P1SC6QnW5Z4hsc3s5sd-W21gsxW5m2yCXW9h6LF82YPGV7W9b6T-92FR9vlW2q96GK9738QnW4Mwflm2y3mZMW1tJrRX5GvVfKW4_jfc63qsYdnN5_zqZrKdSXWW5S6NDM5l8F5LVycghv7sn9t6N3PVM5thLdl0W1zs6Sq4W9Cgmf1pwjvd04" style="color:#006699; text-decoration:none" data-hs-link-id="0" data-hs-link-id-v2="ArLwWIOJ" target="_blank">Reserv</a>, and <a href="https://research.cbinsights.com/e3t/Ctc/T5+113/c4SYk04/VWjTHb83q7hKW2mnkp24V7NkRW3fCDQw5SHgRsN5j5FR63qgz0W8wLKSR6lZ3n9W25kPCS7n_fdqVfDwK12FmmsfN66lJHWLlh1GW7mffcR58hH0VVj5pQt8rqCWcW4X69lw3lshfkW2Rhxxl6ckd-xN65Nq5qBvVtDW8jDSXD6lfdTCW3YWk-83QyZKJW6blj0G8XW8K1W3wdp3K2jffZWW83BXF68vX1TkW69zxyl3h4QtPW8GCTpp5WLs72W1q4KFS4X0rBpN16x0VRc1gBnW6Hc36S2l1Py_W9cZnjY960NMGW80mByg36Mbn0W5B4DrJ8wPMYqW67bxvM5f8jcNW2bwmg28VFXb7W4-scS240dx4QW4kFqtZ1JCGFRW4Zk0RS8QNZ5qW8_NZwW7rBlQ0W6wfY7M4RfnWFf70z1Wd04" style="color:#006699; text-decoration:none" data-hs-link-id="0" data-hs-link-id-v2="KLntXl09" target="_blank">Upstage</a>) raising a combined $1.4B, representing 58% of the total.</p>
<p style="line-height:150%"> </p>
<p style="line-height:150%">Get the full quarterly breakdown in our <a href="https://research.cbinsights.com/e3t/Ctc/T5+113/c4SYk04/VWjTHb83q7hKW2mnkp24V7NkRW3fCDQw5SHgRsN5j5FPl5nR3bW50kH_H6lZ3lgN7hzXGW2RNHYW6pR3Md9hF9FGW2--rlt8B76KMW4sFcYB47xB_VW7Ql_jl3pG59tW1gq40z4pP-PdW5tr8xK2qy6zmW7rnkzF7CG-WmVqtr1Q4VS1nNW7_m7pM46c-8tW76LdWk3ck1ckW8WwN-F6KT8JMW7PRWnY96PLPcW6lh-82479J26W4cZr7_7DF241W5T3wrr8d6f75W6Nn0hP6-pKmrW4kFg3D3DZXYjW24D8KW2S7X8HVWGVjh2n8LQyW5r56k183SygrW32-0h213fwJsW7g8dFz1kdl8yW7yrD1J1NqrvlW41Gnpd21TgKYW1x435B2l86q1W1-j7cs7bd3Q6W64MLB48ZwZVwW8SLHWm1t1FmLW8ln2yP3blBTPW7HZZfD8yF_fdW1GBnNz5nqh11f6qNQqs04" style="color:#006699; text-decoration:none" data-hs-link-id="0" data-hs-link-id-v2="POD8kOUE" target="_blank">State of Insurtech Q2'26 report</a>.</p></div></div></td></tr></tbody></table>
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<table role="presentation" cellpadding="0" cellspacing="0" width="100%" class="" style=""><tbody><tr><td class="hs_padded" style="font-family:Arial, sans-serif; font-size:15px; color:#000000; word-break:break-word; padding:10px 40px"><div id="hs_cos_wrapper_module_17824215141601" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="module"><div id="hs_cos_wrapper_module_17824215141601_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"><p style="line-height:150%">It seems like forever ago when we were first promised autonomous vehicles, but this week they got one step closer to reality.</p>
<p style="line-height:150%"> </p>
<p style="line-height:150%"><a href="https://research.cbinsights.com/e3t/Ctc/T5+113/c4SYk04/VWjTHb83q7hKW2mnkp24V7NkRW3fCDQw5SHgRsN5j5FR63qgz0W8wLKSR6lZ3mJW8wp7YT79WX5mW7cFBxM1t5CJ5W5Ykjb47Py1LQW282Rst31cwxkW1Vr_JH21HD_2W6mR3ZX54Bl55W7xrBlf1ldTT2W6tBlbl5b2HqdN9jR9wyJ6z4YW3WRkLf19b9FvW2xlr4n3tXddcW6n_3yd4x4CP0W65pPpx7mzZJ2W9563K37hBdJ0N6wg0r7QPYl3N80Dg3wWpCy5W81wclL5wfRV7N3QxpWk4qB8HW891RZl5clqRwN1n9tSj1h_jFW1vPv2M1Rm105W7WClGf5vCTGYW1hw3rY1fk2bfW64t21j4YSfBHW1kfryJ5t2j1LW5C4WJ71FghFpW7w0t_y5XMqKdW4hYcbF3ftrT4f3t8GCH04" style="color:#006699; text-decoration:none" data-hs-link-id="0" data-hs-link-id-v2="MVlXXryZ" target="_blank">Zoox</a> started charging fares in Las Vegas on August 10, the first autonomous vehicle with no steering wheel or pedals to ever collect a fare in the US.</p>
<p style="line-height:150%"> </p>
<p style="line-height:150%">While <a href="https://research.cbinsights.com/e3t/Ctc/T5+113/c4SYk04/VWjTHb83q7hKW2mnkp24V7NkRW3fCDQw5SHgRsN5j5FR63qgz0W8wLKSR6lZ3mnVhdDSK3zj3C4W7yJcCl9bJbXyW7wKWvy1JLtzdW17XwcZ8HPGS0W6yvvTf58QH8bW3S8Dh12FKr4BW3JP6Tp2FQ5cTVZdbT07wR73mW7gl_fj4Rr3mTW1xlJS17qVGnyW5jNBkg5_KJfrVZsNXv7zPgNzW5nxNQy4F4X2xW1F0b3h3jtd3VW5L7bjx8TLWxQW9hkfnd6SzPvbW7npycN4fQ6NRW1kTbTD7tdtJGW8kLD4Y3ppTBLW5FLH0f2ZNnJ1W7CQ_Bh15Gn7wW36tjBq5xnHVbW4RcWkd22Ffy5W81f76z24g655W2g9ZQ334P8vZN5Y_s9T9lS7nW3fk5Tg8gPV1WW2vjqM32XrFrRf4qb_7204" style="color:#006699; text-decoration:none" data-hs-link-id="0" data-hs-link-id-v2="NW9v4TgQ" target="_blank">Waymo</a> is the clear robotaxi leader with 500,000 paid rides per week across 10 US cities, others are starting to catch up.</p>
<p style="line-height:150%"> </p>
<p style="line-height:150%">Beyond Zoox, <a href="https://research.cbinsights.com/e3t/Ctc/T5+113/c4SYk04/VWjTHb83q7hKW2mnkp24V7NkRW3fCDQw5SHgRsN5j5FR63qgz0W8wLKSR6lZ3mhW67qJcZ6t45fBM6qNW1Dj-PQW7yh8SC9f_bRMW7yj22l4hXTfrW7NvH2K1s2Hb_W4Gw3kD8c_KS_W2tSQX46S_l65W83mDKT49k8gmW2SVjNy1X5W6bW5hWhjl5QKYRCW2By4G-4tfpHSW3LqKPv2Htcz2W2VhbpQ3lfNxxW2SDchL4Ql531W5Xl5KM7J4TL-W8NGsl86YTPGQW1x3rSf43PRF_W8YwcwZ7XxwnJW3k_yl38pPXkFW4Gnpcz6b0nxxW2_4hYv2Zfcc6W75dVMZ2F1RDnW5fBpG_3Lnx_RW1XgC-g4RTpTjW3Shtb380ZzxBV8jtjz6lV-F4W78C2-v77v3TbW52rbHw6c3GKhdnrW4004" style="color:#006699; text-decoration:none" data-hs-link-id="0" data-hs-link-id-v2="a1J+UzJ4" target="_blank">Tesla</a> operates across several cities, while <a href="https://research.cbinsights.com/e3t/Ctc/T5+113/c4SYk04/VWjTHb83q7hKW2mnkp24V7NkRW3fCDQw5SHgRsN5j5FRq3qgz0W95jsWP6lZ3mxW17d_Tl6YpCyhW14kKw76_LVxZVQ5zqr56c1J1W7zCQmf99tcBfW5G30F33FNMjDW4lT4YV1_WS8QW3m2TkT81yB9_W4TyfXL4NVgYfW3ql71n6mDmPqW2H_Pj46gDXM4W6dX7Kv8gJCwJW897KB96zqrtfW1jG9ks2jJYGjW7T4j_T16QRTyW3fnHv665LF3tW5wcH1j6JhpF6W2GHZ8q95n5KNW50T4G059V6wXW2khq_S5HdY0qN8P3_cXF-48XW6t8mdw5Z8XsXW3_JZG98w73f1W3xdqR43XCSjBW61hlp_2rW57sW3RsZRn1qn7DVW5S4hN62MJfNtW5kK7v959_nlDN3FgHX0ljQW9W94jgRx878ltXW7h55Ck1dlzJwf5gfB9604" style="color:#006699; text-decoration:none" data-hs-link-id="0" data-hs-link-id-v2="cv/nkDFB" target="_blank">Motional</a> is targeting fully driverless service in Las Vegas via Uber by year end.</p></div></div></td></tr></tbody></table>
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<a href="https://research.cbinsights.com/e3t/Ctc/T5+113/c4SYk04/VWjTHb83q7hKW2mnkp24V7NkRW3fCDQw5SHgRsN5j5FPl5nR3bW50kH_H6lZ3kSW23Phlj8WQqKtW6S5Wqc2gxKRCW8P2jf98ySKYJW1zrrV73vFc7sN7wkvkGD09W9W6kjD_P62Xg23W65yB1p3BzC7BVzRQXx1yWlRVW1-fsHv3BkBTLW7PH9Tl763Q7zW7m9Tnl9l8RpXVyGPS01gGRq1W99fL0b7TlD4WW7CTx153Y_5rhW5NHNbX6RZ9ndW9c9zSY8g2NJmMwQt29CqhYZW6sltQY29GSYFW867GGW8bP49NV9MhLG9krf1MW7_lwPt1b1c-mW1lq1vr8T4Kq0W76j9Y23Jl0fCVDS3X08y69ngW4tDL9M5R1D0HW6b58H44pkPsFW1gqD614gStVhW4cgH9x6BFtSsW5Gs0kr2Fz3HKW1SgMZV4BN8wkW1cK_Z81Zv5QKW95YY825b6-Vpf7RHzGK04" target="_blank" style="color:#00a4bd" data-hs-link-id="0" data-hs-link-id-v2="HTh6CH5u">
<img alt="AutonomousDrivingMM-cropped" src="https://research.cbinsights.com/hs-fs/hubfs/AutonomousDrivingMM-cropped.png?width=1120&upscale=true&name=AutonomousDrivingMM-cropped.png" style="outline:none; text-decoration:none; border:none; max-width:100%; font-size:16px" width="560" align="middle">
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<table role="presentation" cellpadding="0" cellspacing="0" width="100%" class="" style=""><tbody><tr><td class="hs_padded" style="font-family:Arial, sans-serif; font-size:15px; color:#000000; word-break:break-word; padding:10px 40px"><div id="hs_cos_wrapper_module_17866536068203" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="module"><div id="hs_cos_wrapper_module_17866536068203_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"><p style="line-height:150%">Beneath them, a quieter set of companies keeps everything moving:</p>
<ul style="line-height:150%">
<li><a href="https://research.cbinsights.com/e3t/Ctc/T5+113/c4SYk04/VWjTHb83q7hKW2mnkp24V7NkRW3fCDQw5SHgRsN5j5FR63qgz0W8wLKSR6lZ3pKW63C_H57nTNDGW7lhvJm3qPgk_W5KpSbH2msSq9W3_Zrj04z5YV9W28YDfC8RPlG3W8bWzH095C7cqW6XN8T62T10BqW2pgC-s7G2_dfW3Cytd010q69zW2FNNWt1WNYW5W3t7gD413bqf4W5-Z30P5HKk9VW3XHPkN6hxzv0W1mwtJk2m_C-7W63tzqb2r1BXhW70Rc__77-H_cW9g9_Xd7KxWcsW5H2Jxh27fNC5W3g4j7d3qd1pDW2Glhf18WsPJsW2QP2z15XfBVLW83Jdz_35MC7nW1l3nG_195fL1N2XRjJ18gXTjW7KWmdN21L7vmW1mKv886cbR7xW22mZzb6_nRYRW8-7Q784Tygcdf9kgy4n04" style="color:#006699; text-decoration:none" data-hs-link-id="0" data-hs-link-id-v2="Cyj/C0yU" target="_blank">Hailo</a> and <a href="https://research.cbinsights.com/e3t/Ctc/T5+113/c4SYk04/VWjTHb83q7hKW2mnkp24V7NkRW3fCDQw5SHgRsN5j5FR63qgz0W8wLKSR6lZ3nRN3lXW8J4FRqyW3drpQG8jhmbtW9fJn_p1XB7Z3W8cMb3Y64YX_xW2qNcL54Fxp5RW2SbBGf2sPlHpW2VVVxm6nCR_HN4L7BC0XsZ-bW8DyH8g6LDZJsW4_MZgd5dR6T8W2BDL5C78QcCSW8v1YVW8xTfxMW5VwVRG7qB15rW9bT3cp5NWMBQW7mM0mF5w7QKnW5CbLZs3wL4RzW3x2gmL722hJmW3Ljbc74z7hnhW70bkZc7vmr_WW3_lCbJ9lxNRnW597XDx4yzvzjW4HTYhF1_Hhp6W80Sm6K2CzR7VW4G_9K54d7zYCW8BFVY_51DjPcW1wcrt38mnRyrW86VDmB4mccbZN7HVPbq9wD3vf8NNtNT04" style="color:#006699; text-decoration:none" data-hs-link-id="0" data-hs-link-id-v2="J1r7hfSr" target="_blank">Robosense</a> build the chips and sensors</li>
<li><a href="https://research.cbinsights.com/e3t/Ctc/T5+113/c4SYk04/VWjTHb83q7hKW2mnkp24V7NkRW3fCDQw5SHgRsN5j5FR63qgz0W8wLKSR6lZ3lyN1jcxQNDZnq2W5TlMrn8l7KmyW5L8VW-91c9NdW7lwx5B8P0yr1W71y2ym1qrR6RW3dj_7H7-Nx7yW3NX8l835n1BjN783R3nssh9XW2jHVp72PsgQLV5jmwp16Cc8kW8GLMVV5wyVNTW3BZlwV7Cb2V-W238qDz2YQMrCW7WJ80-1dK-T-W5rDDvM151Jh-N1jgLHX4B8gVW3rFHZV3MwQjwW2Wxtf_8wjDXVVF8qch6d3FnPW4ZB5-p49vJckW3R4hvr7NHQ2gMn_qjp61sNTW5DwPrd1frn0RN3qcF2Dtb9lSVCzhm31MmT7GN4jQNzzhL4cgW8VQjCd8w1zBpW5rJxPk3xQNpGdpZw1K04" style="color:#006699; text-decoration:none" data-hs-link-id="0" data-hs-link-id-v2="4nKu0npK" target="_blank">Waabi</a> develops AI models and simulation tools</li>
<li><a href="https://research.cbinsights.com/e3t/Ctc/T5+113/c4SYk04/VWjTHb83q7hKW2mnkp24V7NkRW3fCDQw5SHgRsN5j5FRq3qgz0W95jsWP6lZ3pJW2X9rCJ7d-cbCW5pWJwP4m5sRsW96Tlmb2N_Sp2W4pyk398X0gzWVcKF127kW-ptN8yHyg-tGzF0W3nKVwS4DLcpwW47Vhc_76Wsy7W4Ys2Dh4RNh9jVYqYR284zC6sW45nnt75GkB4FVW-1qM5nBHFVW89D5FN7vYSJ3W6YMwtd4M2XkKW2Cfcdq7N61gVW8pmphS7WNtrkW780qfL3rL2tFVZTvcx1CqBHxW2-gGvG5Hgg5YW602GZT4Vv0VdW43JG-G4Xzs1VW7cQHg98YT0GHW2Fc6XK1dKHcyW8R6spD4PmY1CW8X4g5R4FLNDHW6LVpKF4SMQ38W4DGSfW7r9SHPW8Hz_9P3_s7C7W24_t9w5FCKqyV150w09cNtCff8-trzs04" style="color:#006699; text-decoration:none" data-hs-link-id="0" data-hs-link-id-v2="J+Krrzci" target="_blank">Point One Navigation</a> provides the precise positioning</li>
</ul>
<p style="line-height:150%">Widespread autonomous driving is still years away, but from chips to vehicles, the market is maturing.</p>
<p style="line-height:150%"> </p>
<p style="line-height:150%">See the full landscape in our<a href="https://research.cbinsights.com/e3t/Ctc/T5+113/c4SYk04/VWjTHb83q7hKW2mnkp24V7NkRW3fCDQw5SHgRsN5j5FPl5nR3bW50kH_H6lZ3mRW11_3wD2J5830W6T5XZ48SnFD6VBMfRd1-cpNmW7fW7l-2rjfnxW39l4XP2l_R-kW8Ns1wz443SnjW4W5sCb1W37LZVGFMs91x3hyCW6s1SZ11g1hYDW2Kbc0Q5ZQzZJW4m_xsx1kZBbCW76d6xP8CgSB9W5knljJ3WPvl2W2kdh-d8w0y5KW1RcK6p6FsC4mW6cRxt896VTfjW4WpLKd8K3_B-W7m6b8N4cV3PvW8FDyhL7yt1XzW6jQ6TT58Zrr-W5w2FXM8TL_PFV_ZhmC1XYcWsW8g8_dJ1fz5ggW5jZYYH8GL0fzW3cqlcH1QnY8PW5nbF9p1LcCh8W6lTwTc1wc_DSN8PZ7d-zf2s3W96WKc13fxzXkW9cLRCL76c2Y-W3B8gz23xcD-NW1l_GvG5Y_VdCdFFbNF04" style="color:#006699; text-decoration:none" data-hs-link-id="1" data-hs-link-id-v2="5rNBlTtc" target="_blank"><span style="white-space-collapse: preserve;"> </span>autonomous driving market map</a>.</p></div></div></td></tr></tbody></table>
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<img alt="v2teal-3_banner" src="https://research.cbinsights.com/hs-fs/hubfs/v2teal-3_banner.png?width=1050&upscale=true&name=v2teal-3_banner.png" style="outline:none; text-decoration:none; max-width:100%; font-size:16px" width="525" align="middle">
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<table role="presentation" cellpadding="0" cellspacing="0" width="100%" class="" style=""><tbody><tr><td class="hs_padded" style="font-family:Arial, sans-serif; font-size:15px; color:#000000; word-break:break-word; padding:0px 20px 0px 40px"><div id="hs_cos_wrapper_module_178102271055436" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="module"><div id="hs_cos_wrapper_module_178102271055436_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"><h1 style="margin:0; font-family:Arial, sans-serif; font-size:20px; line-height:150%">Y Combinator wants these startups.</h1></div></div></td></tr></tbody></table>
<table role="presentation" cellpadding="0" cellspacing="0" width="100%" class="" style=""><tbody><tr><td class="hs_padded" style="font-family:Arial, sans-serif; font-size:15px; color:#000000; word-break:break-word; padding:10px 40px"><div id="hs_cos_wrapper_module_17830257002304" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="module"><div id="hs_cos_wrapper_module_17830257002304_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="color: inherit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"><p style="line-height:150%">Y Combinator just published its Fall 2026 Requests for Startups list.</p>
<p style="line-height:150%"> </p>
<p style="line-height:150%">We ran each category against our data to see where the market already exists. Here’s a snapshot of what we found:</p>
<ul style="line-height:150%">
<li><strong>The future of American defense:</strong><span style="white-space-collapse: preserve;"> </span><a href="https://research.cbinsights.com/e3t/Ctc/T5+113/c4SYk04/VWjTHb83q7hKW2mnkp24V7NkRW3fCDQw5SHgRsN5j5FQx5nR3bW7lCGcx6lZ3k-W73BvcG4RPskqW1KKlXd9dmPqfW3W9cS634Hcq5W6P_GV736BpGGW3QXrNj7g-mKBW1rJFsK8n0zb5W6hw4Ks7jjNb5W2L5X0g5SdK8QW6gTMTS6NMgf2Mt3hpJd47MZW2v1gSG4tLQfTW6HQTkn3lvn9bW89HZBr7Kxp8ZW1dr5hy5WdPShW47cSzZ4KVMsQW5L1v9C8j81QWW413h5T94KPW3W191L613xLsTMW2LhcKR9jBnMdW1pz5FY484_gZN8xb9SQRrbb_W5whqg73Md5W7W13wRHN8SGn5hVvy8nY5_l8TpW1TwmDY8rwXkSW3lH_VG2st530W6T4HgG3WCprVW8_pJTG93BnLtW5TSL0Y2TDKm8N1xMMwZ1RFXXW13Q8v95v6-y7W3m0YpT6pqgdcW3XyzJK2d59w0W55cJ0x1_WVmFVF60hv34tmP9W4TYvMQ1wgG8QW3SNFZ63_V_GGW3jnMbb2SzCb3W3r95Hd6WY034W9gvNs08hNLx_f7DZ0Sb04" style="color:#006699; text-decoration:none" data-hs-link-id="0" data-hs-link-id-v2="sxMtsTbE" target="_blank">Defense tech funding</a> already hit a record $29.9B this year, with $21.2B in the US, across technologies like drones and orchestration platforms.</li>
<li><strong>Data for the real world:</strong> Over <a href="https://research.cbinsights.com/e3t/Ctc/T5+113/c4SYk04/VWjTHb83q7hKW2mnkp24V7NkRW3fCDQw5SHgRsN5j5FPF5nR3bW5BWr2F6lZ3p4VMJ6WY8fMGYfW6_b8WS6vFML7W99jcqm2ns7v2VMMpL13DTZlrVQRvJT977XXCW7WbCd54vf9GZN5z2p97GvXkQW62nLHH79WKjmW4-qG7W7fZzN4W2RHdpF7f0s78W4wXSSN7BgR6FW6CHSZt8rKVfGW86QvGx3xj9HlW5g1DpL80D_-HN1KPSZDWv-CjW1nWmnn3p_SxnW7kf1TD8Vn5bWW3DJYLZ8Kxs8ZW2JNKhV2mlcvYN350sr4Yb_-SW3vmKC967N3yCVFcTRj4yjqk2W4S2yG86wnqBSW6sv3kx65bKr3N54h3K05PcLRMCFMx7HK4ZhW85zCNd6f6kKwW5BDNGX2w6bnLW7PDtZR34q9GMW4dYrv17RT8xvW5XdhqT3VP6xLW26b4x85J7vcHVnqHSH6tN_GgVd6x8R4hD8Gnf5ZFmRd04" style="color:#006699; text-decoration:none" data-hs-link-id="0" data-hs-link-id-v2="ABky20gM" target="_blank">750 companies</a> on our platform are capturing physical world data through robotics, teleoperation, and sensor networks.</li>
<li><strong>New operating systems for the physical world:</strong> We mapped the <a href="https://research.cbinsights.com/e3t/Ctc/T5+113/c4SYk04/VWjTHb83q7hKW2mnkp24V7NkRW3fCDQw5SHgRsN5j5FPl5nR3bW50kH_H6lZ3m7W2g_7yP60w0W9W6Vgxvn58ww20N9lh4DR_JjV6W1nJLmK7BJdV6W1GJTW04tXkMYW1Kbl_V5_9Lt6W5hCXwl6zmgjHW3PTg_s97HjGfW8dg9d51MK3bTW399jxy92rmh8W2YMXyy9jBHvHW2Ljfks5KBn83W3FjVS922wbCvW5lxrKW5YQsKpW7Vdv0Y4xWJ1dW92l1zS4Z1n4bW4TKnWr18Ypv9N3L-ZZ135g3FW21LDS16NtVKfW13pWz53PQ81jW2PZJg23RXF4mW6jC-VT22_cBNW8nn5DD92F9NzW36q3WK7Xsdj8W9d8yG-9gMDs4N94ZKZmKv4J8W12mCTG6qf6YDW5NgD9C3s3RQ2N1g3_1ywB4vqW2SyWV86Gm6SkW1Xnvcr845pXZW56_yYd35TBsXf7PxQz004" style="color:#006699; text-decoration:none" data-hs-link-id="0" data-hs-link-id-v2="4LIV3KCu" target="_blank">physical AI models</a> that help coordinate robots and autonomous vehicles across diverse environments.</li>
</ul>
<p style="line-height:150%">YC has a strong track record of identifying where the next wave of company formation is headed. We already got these spaces covered.</p>
<p style="line-height:150%"> </p>
<p style="line-height:150%">CB Insights clients can track all 1,700+ markets in our<a href="https://research.cbinsights.com/e3t/Ctc/T5+113/c4SYk04/VWjTHb83q7hKW2mnkp24V7NkRW3fCDQw5SHgRsN5j5FPY5nR3bW69t95C6lZ3lSW2vMRr87CZqMQW46RjY851-t2WW3R26Fm4gkR_fW3hH9wF9kjDf9VDDjd-8HmszRW8Zwmq-1T8TMJW47M8kM6V6tslVjWT096GNLWlW1nhr-X8g4mryW2vcNF93klHWcW1XQH831J72lYW90HsDx5hGLQKW9f1_NG5Y1HmMW7-Vhvd35bzKJW4fP6yz6rhJnFW5Ym31m4y5dVnW5k2nQ-1FJvGRW3YR7SM9j8NYmW7wSZ_H6FQr6hW4hrZ-Q4kf1GSW741B_13HC4wqW4lVSMW6nCrH8VXQD5p7-t2kcW6QKh0G3t5Q9NW5dmV_S2ZxkMwW8GwmZg5hyylhW5_RZf85JSs5vW4DscWh7dShg3W7H8_Qf5898jcW4J6gX670d-msW2QCrpz658v2mN27rJCfWS7R5W6pNh4H2zxl3BW6NQvkz9bT5j4W79wn587YDnK4VbszNb4j6l1Ff1V74tY04" rel="noopener" style="color:#006699; text-decoration:none" data-hs-link-id="0" data-hs-link-id-v2="Pe8xDlNU" target="_blank"><span style="white-space-collapse: preserve;"> </span>market index</a>.</p></div></div></td></tr></tbody></table>
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<li><a href="https://research.cbinsights.com/e3t/Ctc/T5+113/c4SYk04/VWjTHb83q7hKW2mnkp24V7NkRW3fCDQw5SHgRsN5j5FPl5nR3bW50kH_H6lZ3pXW28-_tP12_HJ3VM2GLh1C-r74N3CVY8FVgD-pW20Kshj7Dh8gxW13v2Bd3kmD2BW8N_xM88-H2kxW8Wpwbb3wkG9QW5X8XJk39QzjWW7SzNJ_4bDdXfW5BXz3Y28wMDMW2CdS0R1MwN7tW9ccC3r3GJzF1W6RZYKj8BJlhxW6g_JP_6JYn5hW62fhVc4Gb152W7DjQ2X4jhRgMV_7NGP6_j4TsW3WyYlB5ZyT42W4QJwpJ8Ld_LZW5ymbPJ234mNGW2ky3Nl2DZSzfW59PKwt5kWx9hW90hHbF7fvKFrW40l9d_7xd-WwW8hZpCK43_RX0W1T3PYC4sQvnsVDKN3q60WYsKW7bngR110Hql7W8DLWql5msVCZN71lCZWW4zThW6GhCN31_-HzfVm4_TY3RhMbCf7dTKzH04" rel="noopener" style="color:#006699; text-decoration:none" data-hs-link-id="2" data-hs-link-id-v2="lDQtqt2A" target="_blank">The autonomous driving market map</a></li>
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<p style="line-height:150%"><span style="font-weight: normal;">The CB Insights Newsletter Team</span></p></div></div></td></tr></tbody></table>
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