
 The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
 The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified 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. 
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 Transcript 
 Episode notes 
 1  2  3  4  5  6 
 Intro 
 00:00 • 4min 
 Evolution and Investment Trends in Healthcare 
 03:48 • 24min 
 Exploring the Impact of Private Equity Owned Healthcare on Patient Outcomes 
 28:15 • 3min 
 The Impact of AI on Healthcare 
 31:17 • 8min 
 Debate on Bundling vs. Unbundling in Healthcare Workflow Solutions 
 39:01 • 8min 
 Evolution of Healthcare and Proactive Thinking 
 46:52 • 6min 
