Artiman Ventures - Industry Opportunities at the Healthcare Global Market

7/13/2019 Artiman Ventures - Industry Opportunities at the Healthcare Global Market

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Industry Opportunities at theHealthcare Global Market

Ajit Singh, Ph.D.

ARTIMAN VENTURES


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two

vignettes


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1 innovation

2 entrepreneurship


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1 innovation

2 entrepreneurship


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lets take a short

journey


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through a place of immense

diversity


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a smallarchipelago


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a richdiversity

of life


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on

land


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waterin


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skyand


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where?


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whyand


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where


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galapagos


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why


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coral reefs


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naturesinnovationplatform


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why?


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righttemperature

1


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goodmobility

2


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encouraged

diversity

3


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connectionsare made


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failuresare discarded


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quickly


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thats natures platform for

innovation


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what is man-made platform for

innovation


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silicon valley


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why is this difficult to replicate in

most cultures


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very

hierarchical

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cultures


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very poor

diversity of

2

viewpoints


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very poor

listening

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skills


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1 innovation

2 entrepreneurship


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what is

disruptiveinnovation?


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a low-end

ultrasound?


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a high-end

stethoscope?


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These innovations were all disruptive for a the following:

When they were introduced, their performance was

initially much lower than that of the existing

technologies

But, they were able to bring the cost down so

dramatically that their adoption became inevitable

sometimes in an alternative market segment (to start

with)

Eventually, their performance caught on, and led to

their mass dissemination.


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now, another type of

disruptiveinnovation


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These innovations were also disruptive, but for a differentreason:

They were able to deconstruct the existing value chain of a

business

They were able to dis-intermediate the value chain of a

business

They were able to re-configure the value chain with adifferent set of players.

Their adoption was set off by some tipping point


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two trends tiggered by

disruptiveinnovation


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thingsyou simply could not do at all before

thingsyou can do at a significantly lower cost


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redefinestandard of care

automatestandard of care


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why do

incumbentsfail at disruptive innovation?


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incumbentslisten to customers

give improved performance

look for large markets

look for high margin businesses


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incumbentsfail for exactly this reason


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insurgentslack incumbents inhibitions


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insurgents

be bold, be


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artimanwhite space investments


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attributesvery large markets, often >> $10B

innovation at intersection of technologies

technologies from other domains

intellectual property - rich, and long runway


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examplesaditazz - construction industryprysm super large display and tvguavus big data analyticscellworks drug design

click diagnostics infectious disease dx


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Airports High-riseMedical Facilities

Industrial BuildingsLarge Scale Hospitals Urban Development

Complex structures make up over 50% of the global

construction market of $8 Trillion


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thank youwww.artiman.com

Artiman Ventures - Industry Opportunities at the Healthcare Global Market

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