Venture Elite Hotlist 2

1 SPECIAL REPORTA Brownstone Research PublicationVenture Elite Hotlist Jeff BrownVenture Elite Hotlist Jeff Brown, Editor, The Near Future ReportSpecial Report2021 Back in 2016, I published my first Venture Elite Hotlist report. It described a basket of extraor-dinary companies that I expected to go public within the next couple of at which point, they would potentially be excellent investment years later, it s clear that many of my pre-dictions came true. Most of the names on that list have gone public and a number of them are making major headlines right now, such as Coinbase, CRISPR Therapeutics, Palantir, Slack, and Snap, to name just a ve invested in several of those Venture Elite companies within my services as well, making returns like 95%, 332%, 255%, 238%, 173%, and 100% in the time since.

2 It was a fun process the first time around, and I know that many subscribers valued a look behind the curtain at up-and-coming private companies gearing up for their public offerings. And it was clearly profitable. So it s time to do it again. Readers may not have heard of all the names on this list, but these companies are solving prob-lems with innovative solutions and making excit-ing technological advancements. We ll keep a close eye on these companies going and be ready to strike when the time is right. So read on to discover the next 10 companies on my Venture Elite Hotlist Near Future ReportCOMPANY: Instacart WEBSITE: : $ billionVALUATION: $39 billionBACKED BY: Sequoia Capital, Andreessen Horowitz, Khosla Ventures, General Catalyst, Sam Altman, Y CombinatorBUSINESS: Instacart enables consumers to shop for groceries online and have them delivered right to their homes.

3 It s been the perfect pandemic offering over the past year. Even more exciting, the company is making a big strategic shift. It is planning to deploy autonomous robots to pick and package non-fresh goods for consumers. Humans will still be required to fulfill orders for fresh vegetables, eggs, meat, and fish due to their fragile nature. But robots will be able to handle everything else. And Instacart is also looking into building its own fulfillment centers around the This would allow the company to stock its own groceries and optimize its selection based on consumer with several large Venture capital rounds under its belt, it has the funds to complete these plans.

4 What s more, I wouldn t be surprised to see Instacart go public before the year is out to raise additional funds to support its expansion. If Instacart is successful, it could permanently alter how Americans shop for : Insilico Medicine WEBSITE: : $ millionVALUATION: $107 millionBACKED BY: Sequoia Capital, Warburg PincusBUSINESS: Insilico Medicine built its business around the idea that artificial intelligence (AI) can drive drug discovery much faster than the standard trial-and-error model. On average, it takes a standard pharmaceutical company years to complete the drug discovery phase.

5 But using AI, Insilico has been able to complete this process in as little as 46 days. And while most pharmaceutical companies end up spending an average of 12 years before they can bring a drug to market, Insilico s AI-driven model cuts the time it takes to get a drug approved by about one-fourth. This convergence of AI and biotech is a huge area of interest right now, and Insilico will only get better as application-specific AI semiconductors become more powerful. With its monster Series C raise of $255 million this past June, I believe it s likely to go public in the near future to continue capitalizing on this growing Near Future ReportCOMPANY: Relativity Space WEBSITE: : $ billionVALUATION: $ billionBACKED BY: Mark Cuban, Lux Capital, Social Capital, Tiger Global, BlackRock, Spencer RascoffBUSINESS: Relativity Space is 3D printing rockets.

6 This may be the most disruptive approach in the aerospace industry I ve ever seen. By using 3D printing, Relativity Space can build a rocket from scratch in 60 days. What s more, Relativity Space uses 100 times fewer physical parts compared to normal rocket manufacturers. Fewer parts mean a simpler design and fewer things that can go wrong. Relativity has also kept the raw materials it uses down to a short list, which makes for a simple supply from speed of manufacturing, the advantage of 3D printing is that it can create physical parts that just aren t possible using traditional manufacturing processes.

7 That allows for the complete optimization of each rocket company is hitting an inflection point and scaling up it has a new manufacturing plant and is nearing the point of regular launches. And I anticipate it will follow in the path of the handful of aerospace companies that have gone public via special purpose acquisition corporations (SPACs) over the last 18 : Prime Medicine WEBSITE: : $315 millionVALUATION: $ billionBACKED BY: ARCH Venture Partners, Casdin Capital, F-Prime (formerly Fidelity Biosciences)BUSINESS: Prime Medicine is a CRISPR genetic editing company.

8 CRISPR is like software programming for DNA. First-generation CRISPR companies generally operate by cutting out mutations and inserting healthy copies of the gene. Prime Medicine, however, takes this technology a step further. It can scan a mutated cell s DNA for the source of the problem and then repair it on the spot even for multiple mutations at a time. It can do this by changing any nucleotide from one letter to opens the door to an entirely new universe of disease targets. Roughly 40% of all genetic diseases are caused by two or more simultaneous mutations.

9 Prime editing technology can now be turned loose on is a big step. Up to this point, almost all the companies working in this space have been targeting therapies that address less-complex mutations or sometimes just a single Medicine was founded by David Liu, who also founded Beam Therapeutics a company we re profiting from in my Exponential Tech Investor research service. And I expect Prime Medicine will follow Beam s path with an initial public offering (IPO) in the near Near Future ReportCOMPANY: Sila NanotechnologiesWEBSITE: : $590 millionVALUATION: $ billionBACKED BY: Samsung Ventures, Daimler, 8VC, T.

10 Rowe Price, Coatue ManagementBUSINESS: Sila Nanotechnologies has developed a way to improve the energy density of lithium-ion batteries by at least 20%. What s more, it believes it can ultimately achieve a 40% improvement in energy density. The key is the silicon-based anode that Sila Nano developed to replace its graphite-based counterpart. And as a bonus, the silicon anode can be produced using semiconductor manufacturing technologies. That means high-volume, low-cost which will make things like electric vehicle (EV) batteries cheaper to Sila Nano succeeds, both the EV industry and the consumer electronics industry will benefit.