Press Space to continue
Press Space to continue
7x Midas List Investor, Annie Lamont has spent 40+ years backing founders. She says this new generation of AI native founders represents a significant “leveling up of an entrepreneur.” “I've never seen a group of entrepreneurs work harder than this generation of entrepreneurs.” “The people you are backing have to be better than in the past. Not the top .1 percentile, but there have to be many more entrepreneurs closer to that level in order to build these great companies.”
Molly O’Shea@MollySOShea11h ago
BREAKING: Only 10% of AI companies are worth their valuations. The other 90% aren't. Annie Lamont, Co-Founder & Managing Partner of @OakHCFT #1 healthcare investor on the Midas List, 40+ years investing, 70+ exits, 15 IPOs, & $7B+ firm that just closed $2B Fund VI FULL INTERVIEW We sat down at the @NYSE to talk AI drug discovery, China's rise in pharma research, Devoted Health as the leading example of AI in healthcare, & frontier labs as the next healthcare acquirers. We cover: › Pharma now sends 50% of its outside research spending to China, a shift from the last 4 years › @chaidiscovery's AI makes antibody design labs 100x more productive › @DevotedHealth tripled in size in the last year › Oak committed $100M on day 1 to Auger, ex-Amazon exec Dave Clark's AI supply chain startup › Oak’s latest investment in Halluminate, a data research lab building reinforcement-learning environments for financial services 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Annie Lamont, Co-Founder & MP at Oak HC/FT (00:56) How AI reshaped Healthcare & Fintech (05:35) Why AI in biotech is finally exploding (08:35) The China threat to American drug development (17:03) Are Hospitals actually at risk from AI? (23:26) How AI will transform your healthcare experience (26:32) How the AI shift changed the way Oak evaluates companies (32:58) How M&A is changing in Healthcare (35:43) What a great acquisition looks like (50:26) Halluminate (53:20) Augur (58:49) What's kept Annie Lamont going for four decades
View