Pep Gubau

Incredibly excited to share our updated Healthcare AI thesis. This is not a market map – in 4,000 words, we dive deeply into the research, products, business models, and market entry points that are reimagining healthcare with AI. More specifically, we cover: • Translating AI research into real-world products • Mapping modalities (software, copilots, agents, services, diagnostics, therapeutics) to problems in healthcare • Designing AI business models that unlock billion-dollar markets • Closing current gaps in healthcare AI infrastructure • Distinguishing AI platforms from point solutions Let us know what you think ⤵️

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One more intresting presentation of Paul Tremblot de la Croix "How Generative AI Can Help Startups Succeed" at the #VDS2024. And my note on how AI can drive success: 💬 speakers emphasized that data is the foundation. Generative AI applications are only as good as the data they're built on. The ability to combine real-time data with generative capabilities is a game-changer for startups. 🕵‍♂️ shared the importance of customization. Don’t adopt generative AI just because it's trendy. Tailor it to your business needs, ensuring it’s the right tool for your use case. 👮‍♀‍ discussed data privacy and security concerns, emphasizing GDPR and other regulations. Startups must handle customer data carefully and integrate strong security protocols when deploying generative AI tools. Key points: 1. Generative AI + RAG = Personalization. By using AI with RAG, startups can retrieve relevant real-time information or past interactions, ensuring personalization not just based on predictions but also on actual preferences, history or external knowledge sources. 2. Customization & Use Case Fit. It's crucial to pick the most efficient AI model, considering cost, latency and accuracy. Generative AI isn't one-size-fits-all! 3. From MVP to Production. Building an AI-powered product is just the first step. Measuring, tracking and fine-tuning AI in production is essential for maintaining customer trust👌 I appreciate your meaningful insights shared about scaling AI strategically. Also on keep security tight and focus on solving real customer problems and think about there needs 😇 #AI #Startups #VDS2024 #DataPrivacy #Cybersecurity

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🌍 October Spotlight: Major HealthTech & Biotech Investments Across Regions In October, we’ve seen significant investments in HealthTech and Biotech globally, with innovative startups securing funding to advance critical research and therapies. Here’s a look at some standout deals across Europe, the Middle East, and the United States: Europe 1. AviadoBio (UK) 💰 Investment: $30M upfront, potential for up to $2.18B in milestone payments 🤝 Lead Investor: Astellas (Japan) 📈 Description: AviadoBio is pioneering gene therapies for neurodegenerative disorders, including treatments for ALS. (Source: Fierce Biotech) 2. CSPC Pharmaceutical Group & AstraZeneca (UK) 💰 Investment: $100M upfront, with potential for up to $1.92B 📈 Description: This partnership aims to develop a new preclinical lipid-lowering therapy to enhance cardiovascular health. (Source: Labiotech) Middle East Investment data in HealthTech and Biotech from the Middle East remains limited, but the region is increasingly focusing on AI-driven diagnostics and medical technology, supported by public and private funding. We can expect future updates here as investments grow. United States 1. Aliada Therapeutics 💰 Investment: $1.4B acquisition by AbbVie (Source: Labiotech) 📈 Description: Aliada’s focus is on antibodies targeting Alzheimer’s disease, promising new treatments for a complex pathology. 2. EvolveImmune Therapeutics 💰 Investment: $65M upfront, with potential for up to $1.4B in performance payments 🤝 Lead Investor: AbbVie 📈 Description: This collaboration focuses on innovative cancer therapies, with a particular emphasis on immuno-oncology. (Source: Fierce Biotech) 3. Dewpoint Therapeutics & Bayer (Germany) 💰 Investment: $424M towards developing a cardiovascular disease program 📈 Description: This partnership aims to offer regenerative solutions for cardiac tissue repair. (Source: Fierce Biotech) These strategic investments underscore a continued interest in cutting-edge innovation in health, oncology, and beyond. The future of global health technology is promising, driven by cross-border partnerships and groundbreaking R&D.

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Reimagining Healthcare Workforce Platfforms: Turning Capital Into Labor The future isn’t just about filling shifts. It’s about scaling labor intelligently, driving better outcomes for systems, staff, and patients alike. Andreessen Horowitz and Alastair (Alex) Rampell reinforced this Vision in a recent post and it applies to the next phase of healthcare workforce evolution. Healthcare workforce marketplaces plus AI are at the tipping point of transformation, evolving into systems of record that don’t just manage labor—they optimize it. Much like EHRs centralized patient care data, these marketplaces can centralize workforce operations, aligning talent supply with clinical demand. But there’s a bigger opportunity here: turning capital into labor. Here’s what I mean. Historically, industries (including healthcare) have focused on enterprise computing tasks—streamlining data entry, compliance, and back-office functions. While valuable, this approach often stops short of transforming the real-world, repetitive processes that make up the bulk of work in healthcare. Think beyond enterprise software. The next frontier lies in leveraging embodied AI and workforce marketplaces to automate and enhance labor-driven processes, transforming capital investments into productive labor outputs. For healthcare, this means turning staffing costs into scalable, dynamic systems that deliver value far beyond filling shifts: 1. Dynamic Labor Matching: Capital invested in marketplace platforms enables real-time matching of labor supply with patient demand, replacing outdated scheduling models with predictive, automated systems. 2. Workflow Automation: From credentialing to compliance and shift bidding, embodied AI can streamline traditionally manual tasks, freeing human resources for higher-value work. 3. Labor as a Strategic Asset: Workforce marketplaces shift the focus from static staffing budgets to proactive labor deployment, ensuring that every dollar invested in labor drives outcomes and efficiency. It is about the billions of repetitive, planned tasks that AI can improve. In healthcare, that means automating everything from staffing logistics to clinical task assignments, creating a horizontal system of engagement for labor (think Zendesk) that integrates seamlessly with vertical, workflow-specific platforms (think Toast for staffing operations). The result? Hundreds of billions in untapped market potential—and a healthcare workforce model that transforms how care is delivered. By turning capital into labor through smarter marketplaces and automation, we don’t just solve staffing challenges; we redefine what’s possible in healthcare operations and ShiftMed is leading the way with health systems moving beyond tired models. #capitalintolabor #systemsofrecord #healthworkforce #aiworkforce #healthsystems #hospitals #cno #hospitalceo #healthcareinnovation

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In our latest publication in Health, Management, Policy, and Innovation – "Why AI Is Good for Our Health but May Hurt Our Wallets," we examine how current regulatory frameworks, reimbursement structures, and business models for AI in healthcare are decoupled, creating an environment in which AI may significantly increase costs without necessarily improving outcomes. We recommend three interconnected reforms to unlock the full potential of healthcare AI: (1) Rigorous pre- and post-deployment evaluation to verify proposed clinical value, (2) Development of assessment standards through shared guidelines, and (3) Strategic alignment of AI deployment modalities with sustainable business models – "modality-business model-market" fit 👉 https://lnkd.in/d8NiczyM Sneha Shah Jain, MD, MBA, Clinical Professor and Kevin Schulman Professor of Medicine at Stanford University, Nigam Shah, Chief Data Scientist, Michael Pfeffer, Chief Information and Digital Officer, and Linda Hoff Chief Financial Officer at Stanford Health Care

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We have an another lineup of star investors for MELT. Let me introduce 23 amazing VCs and Angels ! ☞ Stedde Capital Sector: Biotech, B2C, B2B ☞ The Collective Sector: Fintech ☞ Muivona Capital Sector: Healthtech, Legaltech, Retailtech, AI, E-commerce, B2B ☞ Touring Capital | AI SaaS Fund Sector: SaaS, B2B, AI ☞ Forum Ventures Sector: Fintech, Climate tech, Govtech, Legaltech, Cybersecurity, AI, B2B, SaaS ☞ Plain Sight Capital Sector: Fintech, Insurtech, Retailtech, Legaltech, Govtech, Adtech ☞ Fantastocker INC Sector: Fintech ☞ Biran Capital Sector: Fintech ☞ Lynx Ventures Sector: Fintech, Proptech, Legaltech, AI ☞ CLNM Capital Sector: Fintech ☞ Brilliant Minds Sector: AI, Fintech, Climate tech, Retailtech, Biotech, Neurotech ☞ Woodside Capital Partners Sector: Adtech, E-commerce, B2B, B2C, SaaS ☞ Generous Ventures Sector: Fintech, Healthtech, Climate tech, Edtech, Insurtech, Proptech, Agtech, Govtech, Legaltech, Retailtech, Biotech, Adtech, Mobility, Cybersecurity, AI, B2C, Gaming, Web3, Robotics, AR/VR, Neurotech, Spacetech, B2B, E-commerce, SaaS ☞ 615.vc Sector: Spacetech ☞ seedlabs co / Harvard Sector: AI ☞ Bullpen Capital Sector: Fintech, Healthtech, Climate tech, Edtech, Proptech, Insurtech, Agtech, Govtech, Legaltech, Retailtech, Adtech, Biotech, Spacetech, Gaming, Web3, Mobility, Robotics, Cybersecurity, AR/VR, Neurotech, AI, B2C, B2B, SaaS, E-commerce ☞ Connecticut Innovations Sector: SaaS, B2C, B2B ☞ Matr (Matter) Ventures Sector: Fintech, Cybersecurity, Healthtech, Climate tech ☞ Sanctor Capital Sector: Web3, AI, AR/VR, Gaming ☞ Clockwork // 171 Ventures Sector: Fintech, AI ☞ W Ventures Sector: Fintech ☞ BASE64 Capital Sector: B2B, SaaS, AI, Cybersecurity, Robotics ☞ Conscience VC Sector: Healthtech, AI, B2C Founders x Investors Dynamic Network 『MELT』 6/3 5pm https://lu.ma/ldbfgkez 【💎VIP Sponsored】 ​Bradley Kam ​・Founded 2 companies Unstoppable Domains & Talkable ・Raised over $70M ・Unstoppable Domains recently raised $65M in a Series A round led by Pantera Capital, reaching a $1B valuation. Aquibur Rahman ​Founder of Mailmodo, has received funding from Sequoia and is an alum of Y Combinator S21 ​Nathan Stevenson ​CEO and Founder of ForwardLane Inc. has been featured by Forbes, the World Economic Forum, and American Banker ​Rene Anziani & Leevar Williams ​Founded by MIT alumni, APrime Technology Technology is an elite team of experienced engineers, product managers, and data experts intent on helping startups build innovative products that matter. Our customers operate in complex, data-driven, highly regulated industries such as quantitative finance, healthtech, fintech, and edtech. We have received 400+ registrations. ​・76 VC and Angel Investors ​・280+ Founders/CEOs ​3 Series D companies ​2 Series C companies ​6 Series B companies ​35 Series A companies ​15 Pre-Series A companies ​106 Seed companies ​146 Pre-Seed companies ​26 Bootstrap companies ​50+ Executives Meet at us MELT!

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The future of mental health treatment lies in innovation and integration

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Open-source models can be a strong lever for increasing gross margins at AI companies, especially those that have hefty cost structures (e.g., enterprise sales orgs that require significant customer success or implementation resources, as well forward-deployed AI services models common in healthcare and life sciences). One of many reasons to maintain a modular and flexible stack with minimal dependencies when building an AI company. More on the importance of flexibility in the AI stack: https://lnkd.in/eA2XATRk h/t Delip Rao #ai #artificialintelligence #generativeai #healthcare

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Suppose you are a VC, Early investor, or CIO trying to keep your eye on the industry trends. In that case, you’ve probably heard already about hallucinations, context shifts, and accuracy measurement problems in LLMs. These scary concepts kill motivation to invest in LLM-based projects and build RnD departments. Are they really so scary? Yes, but just for now, you have a good strategy to cope with them. Is this strategy already known? Yes, old but still one of the most effective approaches- knowledge graphs in combination with fresh new RAGs will allow you to keep your models free of hallucinations, stable in accuracy, and easily adaptable for context change. Btw, do you know that knowledge graphs are seeing as one of the most impactful AI enables during this year?🙌🏻 How big companies like Deutsche Telekom and Microsoft are seeing the future of LLMs adoption you can find here https://lnkd.in/d4B3t56z

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We're trying a new thing: Company spotlights to help people better understand what various health IT vendors actually do 🔦 We’ll be cutting through the marketing speak to give short, to-the-point descriptions of a company’s product and/or service + some context on how they see their differentiators. Tag any companies in the comments you'd like to see us cover (and follow Elion if you want to stay in the loop!)

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When a healthcare AI founder in our portfolio asked for advice, "everyone" (experts in his industry etc) told him to focus on the providers or payers first, not the patients (at least not directly). Yet the founder had conviction and passion that he wanted to go direct to patients. That's where his heart was. He admitted the experts' advice was probably right, but still... he wanted to try. A Design Sprint gave him the opportunity to take a shot. He didn't need to commit months of his life. He just needed to run an experiment. By focusing your effort and constraining the cost, Design Sprints give you an opportunity to follow your conviction and try things that are outside the consensus. More at jakeandjz.com

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Hot off the pre-print server – an important publication authored by the Atropos Health team exploring the performance of LLMs in answering real-world clinical questions. LLMs excel at summarizing and contextualizing existing literature, but cannot generate de novo medical evidence today. The results of the study highlight performance gains attributable to injecting novel, relevant, and up-to-date medical evidence into LLM-powered clinical decision support systems. Brigham Hyde Nigam Shah Saurabh Gombar Read the study here: https://lnkd.in/ecuU25Pq

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🧩 One thing we've noticed with #VentureIQ technology is how well it can distill and communicate complex technical material 🧩 Whether it's a #deeptech venture, a novel #AI application, or even a patent submission, we can quickly distill the business and strategic implications for investors...and sometimes even the founders/PIs themselves! 🤯 Based on our work so far, the tech can handle a wide array of research areas and technological sectors -- anything from blockchain algorithms to vaccine development. It handles the nuance of the field, the specific terminology, and extracts the key concepts which matter for venture-building. 🤓 To demonstrate, I took a patent I helped write with Eric Laber on reinforcement learning. I ran it through #Ventureiq to build a commercial assessment (key differentiators, target markets). Then for fun I had #NotebookLM make a podcast out of it. I've uploaded the result it here (DM me if you'd like the actual report): https://lnkd.in/eiTejsny This is more than just automation or streamlining operations - it's about unlocking clarity and insight when it was previously unattainable, and the ability to do it over and over again no matter the sector or vertical. Interested in more info? DM me so we can chat.

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Looking beyond #VC funding for your #startup? Aakash Shah of Wyndly (YC W21) reveals how he built a multi-million dollar #healthtech company using creative capital strategies. Learn how he leveraged Y Combinator's network and alternative funding methods to revolutionize allergy treatment. In case you missed it, you can watch the #FundraisingDemystified #podcast here: https://lnkd.in/eZT63YS4

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AI chatbots, robotic coffee shops, and breakthrough biotech: week 4 of my 30 Days 100 Demos challenge showcased an eclectic mix of startups solving diverse problems. Discover how these founders are reshaping their industries: 🔎 Career Karma's Ruben Harris on connecting career switchers with job training programs, addressing the needs of 375 million workers expected to switch careers by 2030 👩‍🔬 How Ivana Djuretic and Andy Yeung of Asher Biotherapeutics are developing highly selective immunotherapies to fight cancer without severe side effects 🏗️ Harkunwar Singh's demo of Novatr (previously Oneistox), addressing the growing demand for skilled designers in the AEC industry through online cohort-based courses Plus, insights from other Y Combinator luminaries like Vitau, Clayton Farms, and Queenly. Dive into this week's article for a glimpse into the future of tech across multiple industries! https://lnkd.in/g43S7x63 #SaaS #ProductDemo #SalesEnablement #B2BSales #StartupDemo #ProductMarketing #GTM #AI #Biotech #AgTech

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"In H1 2024, U.S. digital health startups raised $5.7B across 266 deals🤑. If investment patterns continue, 2024 could exceed 2019 and 2023 year-end totals ($8.2B and $10.7B, respectively)." - sounds promising and inspiring, doesn't it? [Link to report in comments👇] As our company builds customer software solutions for various industries, including HealthTech🏥, I've been diving deep into recent reports. And I've compiled a list of some insightful HealthTech reports and resources!📈 Just drop a comment with "HealthTech"✍ and I'll send this list of useful resources to you📩 #healthtech #startup #startups #healthtechindustry #digitalhealth #healthtechsoftware #healthtechstartups

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🏅This is an awesome list of startup accelerators that Kevin Jurovich has compiled. Joining an accelerator can be a fantastic way for first-time founders to gain valuable resources, mentorship, and networking opportunities. Here are some benefits of joining an accelerator: 1. Mentorship: Access to experienced entrepreneurs and industry experts who can provide guidance and advice. 2. Funding: Many accelerators offer seed funding in exchange for equity, which can help you get your startup off the ground. 3. Networking: Opportunities to connect with other startups, investors, and potential partners. 4. Workshops and Training: Structured programs that often include workshops on business development, marketing, and pitching. 5. Visibility: Accelerators often culminate in a demo day where startups pitch to a room full of investors, increasing your chances of securing additional funding. If you're considering joining an accelerator, make sure to research the ones that align with your industry and goals. Good luck on your entrepreneurial journey! #startups #accelerator #fundraising

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