{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/674ecc69acec010eef51a4ab/6981e1fec8310ac486e2675f?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Is AI About to Collapse the Cost of Healthcare — Or Is This Another Tech Bubble? | Edward Kliphuis","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/674ecc69acec010eef51a4ab/1770119610375-7e7ab0ff-65d3-4df8-92a6-c2728854acc8.jpeg?height=200","description":"<p>If AI is collapsing the cost of healthcare — are we on the brink of a historic breakthrough… or another bubble?</p><p><br></p><p>This week on Leading Beyond the Lab, we sit down with @Edward Kliphuis, Partner at @Sofinnova Partners, one of Europe’s leading life-sciences venture capital firms.</p><p><br></p><p>With over 20 years of experience spanning venture capital, digital health, tech-bio investing, and global life-sciences strategy, Edward has been at the forefront of investing where biology, computation, and healthcare collide.</p><p><br></p><p>In this episode, Edward covers:</p><p><br></p><p>- What’s genuinely different about AI in drug discovery and digital medicine today, and how collapsing healthcare costs could unlock a $10 trillion opportunity by reshaping long-term global supply–demand dynamics.</p><p><br></p><p>- Edward explains how @Excelsior, backed by Sofinnova Partners, @Khosla Ventures and @Deerfield Management, and led by @Mike Foley, is using an AI-driven, modular chemistry platform, originating from @Marty Burke at the @University of Illinois, to create entirely new, de novo small-molecule drugs.</p><p><br></p><p>- Why the US pharma &amp; tech landscape may resemble a bubble, or a once-in-a-generation inflection point</p><p><br></p><p>- He talks about @Latent Labs, (led by @Simon Kohl) a Sofinnova-backed company designing entirely new proteins that do not exist in nature, unlocking new therapeutic possibilities.</p><p><br></p><p>- Edward outlines Sofinnova’s investment in @Bioptimus and discusses @Moon Surgical, exploring how AI and robotics are improving drug discovery and augmenting clinicians in complex procedures.</p><p><br></p><p>- Edward reflects on the broader AI landscape, referencing an @HSBC investment banking report questioning the long-term economics underpinning large AI models such as @OpenAI, before highlighting comments from @Geoffrey Hinton on the scalability limits of current AI architectures.</p><p><br></p><p>From AI-driven drug discovery and robotics in surgery, to healthcare economics, venture capital philosophy, and Europe vs the US innovation gap, this is a deep, unfiltered look at where life sciences is heading next.</p><p><br></p><p>To listen to (or watch) the full episode, search \"Leading Beyond The Lab Edward Kliphuis\" on your preferred streaming platform, or click on the first link in the comments below!</p><p><br></p><p>Follow ARTO</p><p>LinkedIn: https://www.linkedin.com/company/artotalent</p><p>Spotify: https://open.spotify.com/show/0kEcRZOiJChOoN1KF2n1ng</p><p>Instagram: https://www.instagram.com/arto.talent?igsh=MWdhbWl5N204a253NQ%3D%3D&amp;utm_source=qr</p><p>TikTok: https://www.tiktok.com/@artotalent?_t=ZG-8tHbGACAZaj&amp;_r=1</p><p>Apple Podcasts: https://podcasts.apple.com/us/podcast/leading-beyond-the-lab/id1783115575</p><p>Youtube: https://www.youtube.com/@life_sciences</p><p>Website: https://arto-talent.com</p><p><br></p><p>Edward Kliphuis</p><p>Partner at Sofinnova Partners</p><p>LinkedIn: https://www.linkedin.com/in/ekliphuis/</p><p><br></p><p>Lawrence Rose</p><p>Co-Founder + Talent Solutions Director At ARTO</p><p>LinkedIn: https://www.linkedin.com/in/lawrencerose/</p><p><br></p><p>Timestamps:</p><p>00:00 Sofinnovas Partner's Investments</p><p>17:41 The US Pharma \"Bubble\" &amp; AI</p><p>28:02 Investing in the Right CEO / Company</p>","author_name":"ARTO Talent"}