① 他说过的话

11 条

制药公司花在研究上的外部资金有 50% 流向了中国。
50% of the outside dollars they’re spending on research are going to China.
—— Annie Lamont · [08:10]

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每天都在变得更好，但他们现在极其高效，比没有他们的实验室高效一百倍。
It’s getting better every day, but they’re incredibly productive right now, like a hundred times more productive than a lab without them.
—— Annie Lamont · [11:55]

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而你得到的是一家，我想说，未来几乎不可能与之竞争的公司。
And you have a company that is, I would say, almost impossible to compete against in the future.
—— Annie Lamont · [15:59]

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它绝对是最 AI 化的，可能是目前世界上 AI 应用于医疗健康的最好例子。
Like it is definitely the most AI, probably the best example of AI applied to healthcare in the world right now.
—— Annie Lamont · [16:39]

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所有医疗成本中有 25% 到 30% 实际上是行政成本。
It is 25 to 30 percent of all health care costs are really administrative.
—— Annie Lamont · [18:14]

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30% 的影像被放射科医生读错。
30% of images are read wrong by radiologists.
—— Annie Lamont · [18:42]

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我是说，da Vinci 相比我们将要看到的，就是暴力硬干。
I mean, da Vinci was a brute forcing in those compared to what we’re going to see now.
—— Annie Lamont · [19:51]

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并购失败的可能比成功的多，而这很大程度上取决于收购方如何对待员工、如何留住人才，还是说只是一次产品收购。
They’re probably more failures than successes, but that has so much to do with how an acquirer treats the people and retains the people and the talent, or whether it’s just a product acquisition.
—— Annie Lamont · [36:42]

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我认为市场中的通胀是恰当的，因为只有，我不知道，5% 的这些公司值它们被给的那个数，你知道，那些 100 亿美元的估值、200 亿美元。
And I think the inflation in the market is appropriate for 10, I don’t know, 5% of these companies are worth the number that they’re given, you know, the $10billionvaluations,$20 billion.
—— Annie Lamont · [45:24]

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我只是认为，你有 10% 的公司是物有所值的，而 90% 不是。
And I just think you’ve got 10% of the world that’s worth it and 90% that’s not.
—— Annie Lamont · [46:14]

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在我 30 多年的投资生涯中，还没有什么东西像这样有意思。
I, you know, in my over 30 years of investing, there has nothing been as interesting as this.
—— Annie Lamont · [47:08]

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② 出现在这些集

1 集

• 《40 年传奇投资人 Annie Lamont:AI 正在重写医疗与投资》 — 作为嘉宾

③ 他谈到的

点进去有真内容 —— 本页主要出口

Oaks HCFT · AI · 大型语言模型 · 智能体 · 强化学习环境 · Devoted · CHI · Halluminate · Augur · CareBridge

④ 也在聊「创业与行业」的人