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438. Healthcare Deep Dive – How AI and GLP-1 Megatrends Affect the Industry, Why Specialities Need to be Integrated, and Insights on Bundling vs. Unbundling (Ambar Bhattacharyya)
Jun 17, 2024
Financial expert Ambar Bhattacharyya from Maverick Capital dives into Healthcare Deep Dive, discussing AI and GLP-1 mega trends, integration of specialties, and insights on bundling vs. unbundling in the healthcare industry. Topics include healthcare trends, AI adoption, future of healthcare technology, impact of private equity on patient outcomes, and the debate on bundled vs. unbundled solutions. The episode also explores the evolution of healthcare and proactive thinking towards aging and quality of life.
53:07
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Quick takeaways
- Identifying major megatrends in healthcare sector for early investments.
- Importance of understanding healthcare stakeholders and evolving models for strategic investments.
Deep dives
Ambar's Background and Path to Becoming an Investor
Ambar shares his upbringing in rural America as the son of an immigrant physician, highlighting how his early exposure to healthcare fostered his interest in the industry. He delves into his career trajectory from consulting to joining Minute Clinic and ultimately venturing into the world of capital investment. Ambar's unique experiences shaped his deep appreciation for healthcare and community relationships.
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