Fascinating post Manuel. I’m intrigued by your idea to spin out the AI/ML engine within Lockheed under different branding. I wonder if simply adjusting branding will help attract talent / convince people to work on these technologies? Is there a reason the newly branded organization won’t be quickly affiliated with Lockheed / military applications? Excited to see where this goes next!
Great post Patric, I think its very interesting to think about how Insitro can think about structing their deals with pharma. How can they best align their incentives with major pharma players? Is it worth exploring licensing deals or equity sharing structures (sort of like Ginko) or is it better to price more like a CRO where you provide a service for a fee?
I think this is a phenomenal idea. I think there is a huge market also to be had with second-generation speakers (e.g., someone who’s parents moved from another country). In many cases accents, intonation, and issues such as this pose the largest barrier to entry for someone to learn a language. What a great solution to a broad issue.
Hi Irina, this is a fascinating post and TGTG sounds like an amazing organization. I’m response to Saad’s point above I wonder the extent to which this does take away from charity. I feel like the specific restaurants and stores that are looking to sell this excess produce are more likely to donate than other organizations that are simply throwing their produce away. However, I would imagine that as the overall scale of the TGTG intuitive grows, more and more companies are made aware of the option and are likely to consider it as an alternative revenue source.
Feifei this is very interesting. My sister is a prolific user of Pinterest and at one point was averaging about 1M monthly views on her Pinterest board. I think one thing Pinterest could consider is having more direct brand marketing content. For example, leveraging certain high-influence users to post and pin about specific content could be used to drive sales for advertisers. Do you know if they do anything like this?
Hi Patric, this was a very engaging read. I’d be interested in knowing if Evidation has considered integration of other health data as well beyond PGHD. For example, integration with Apple Health to port in data from Epic’s MyChart could serve as a way for patients to monetize their own clinical data as well. I imagine this sort of data could also be worth a lot more for pharma and other players as well since it’s more comprehensive.
I think the potential for Garmin to expand into the health space is quite interesting. They could even consider using their wearables to collect data for other healthcare players, similar to what apple has been doing with their Apple watch or what Google has begun to do with FitBit and Verily.
Louis, this is a fascinating company. It seems super interesting to consider the potential for this sort of data to be used as all the diabetes companies are searching for the holy grail of T1D and late stage T2D – the artificial pancreas. That can be moderate your insulin levels to keep your blood glucose within appropriate ranges. I’d also be very interested to learn how other metabolic information could be used as well to better understand our health (sodium levels, BP, etc.). Real-time tracking could expose so many interesting things we don’t even know to look for!
Thanks for this Patric, this post to me truly highlights the risk associated with healthcare data. The mixing of commercial products and healthcare data creates a situation with potential perverse incentives. I can only imagine how this data could be used to market fertility drugs and IVF to women who have indicated to the app that they are trying to get pregnant but have been unsuccessful. With areas like fertility, people often become extremely price inelastic, which can pose a risk!