Thread by @abhi_iitdelhi

Interestingly, 8 out of 10 biggest VC funding rounds that happened in 2021 in the USA were neither e-commerce nor any of mainstream domains like D2C, Gaming, FinTech, Social, Crypto, Real Estate, etc.

Then what were those themes? 🤔

Main themes have been around cleantech, space-tech, Bio-tech, EVs, security, energy etc

To give some estimation, market size in USA:
- Cybersecurity ~ $156B(2020)
- Space Tech ~ $ 558B(by 2026)
- Clean Tech ~ $83B(in 2020)
- Biotech ~ $141B(in 2022)
- EVs ~ $208B(as of 2021)

To see if from India perspective,
- Cyber security ~ $3.05B(by 2022) but growing at a CAGR of 15.6%, almost 1.5x the global rate.
- Biotechnology ~ $63B(In 2019) with a CAGR of 16.4%.
- EVs ~ $152B(by 2030) The market is expected to expand at a CAGR of 94.4% from 2021 to 2030.

All of them hold a huge scope and growth opportunity in India as well. As of now, many traditional players hold the majority market share and interest in these categories, and looking forward, can say these categories will get disrupted with the help of tech and innovation.

Top rounds of 2021 in USA(crunchbase):
- Cruise($2.75B, autonomous cars)
- Rivian($2.65B, electric vehicles, PE funding by T. Rowe Price)
- Rivian ( $2.5B, electric vehicles, led by Amazon’s Climate Pledge Fund)
- Robinhood($2.4B, fintech)
- Generate Capital($2B, cleantech)

- Commonwealth Fusion Systems($1.8B-plus, energy)
- Databricks($1.6B, data)
- Articulate Global($1.5B, e-learning)
- Sierra Space($1.4B, space travel)
- Lacework($1.3B, cybersecurity)

If you are building something interesting in these unconventional categories, pls feel free to reach out to us at [e-mail] or [e-mail]

@TitanCapitalVC #startups #startupindia