Ismael Soto Cantero

Reevaluating competitive advantage goes beyond accounting profits. Real value creation includes sharing wealth with non-shareholder stakeholders. This research from IESE considers how much value companies distribute to employees, revealing a truer picture of economic value. Firms that share more with stakeholders aren't less competitive—they're just measuring success with a broader lens. https://lnkd.in/gbTqy2sJ #Finance #CompetitiveAdvantage #StakeholderValue

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"Scaling gen AI in banking: Choosing the best operating model", interesting article published in March 2024 by McKinsey & Company. 👇 The focus of this report centers on the #transformative impact of #GenAI within the #financialservices sector, presenting avenues for enhancing efficiency and fostering #innovation. It delves into the rapid deployment of #GenAI by #banks and underscores the critical role of an appropriate operating model in unleashing its full potential. Link: https://lnkd.in/dBJgbNWF #ailaw #machinelearning #deeplearning #artificialera #web3 #web4 #web5 #fintech #digitalera #digitaltransformation #generativeAI #trustworthyAI #explainableAI #aiethics #artificialintelligence #explainableAI #responsibleAI #foundationmodels #GPAI #GAI #LLMs #NLPs #GenAI #frontierAI #narrowAI #AGI #ethicalAI #adversarialAI

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The Diff-in-Diff checklist (by Pedro Sant'Anna) allows to navigate this very popular model while not getting lost in all the details and literature evolution. What I love the most is step 1. If you want to know more check the fascinating series of post and blog articles by Scott Cunningham on his sub stack (link to the first in the comment). What I like the most about this list is how it starts with incredibly simple but yet powerful tools. The first step is just a simple plot allowing to visualize which entities are not treated, treated and when. Such plot are so fundamental and allow to detect coding issues, data issues and confirm or not what we have in mind with respect to the treatement allocation. And yet, it takes less than a min to do. Rigorous Exploratory Data Analysis is the incredibly valuable and often do not require any fancy code or statistics. "Simplicity is the ultimate sophistication." It might not be sexy, but being very careful with EDA prevent many problems down the line. What's your approach to EDA? ------------------- 🧠I help you go from intuition and correlational analysis to causal analysis, leading to effective data-driven decisions. 🤝Connect with me to learn the causal mindset through my daily posts. 𝐓𝐡𝐢𝐧𝐤 𝐂𝐚𝐮𝐬𝐚𝐥𝐥𝐲, 𝐀𝐜𝐭 𝐖𝐢𝐬𝐞𝐥𝐲 #causalinference #causality #llm #ai #ml #causalai #causalml #statistics #econometrics #datascience #causaldiscovery

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🎙️ I recently had the pleasure to talk about how Deloitte is innovating with our Web3 proposition in Rumi Morales’ podcast by Outlier Ventures. 🚀 We are continuously trying to find the convergence of Web3 into enterprise adaption, exploring everything around digital assets, enterprise blockchain, extended reality and decentralized ecosystems. You can listen to the episode at https://lnkd.in/eYiSKwEi #web3 #deloitte

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While in Europe we continue to discuss and debate AI, focusing more on problems than benefits... Less than 24 hours after the launch of GPT-4omni, the system experienced an overload due to the high number of American users logging in. Despite this, instability of platform has been fixed quickly and I was able to perform a test. Although not all the announced features are active yet, the system is significantly faster and more responsive; in the conversational part, the interaction is much smoother and clearer. Even the Internet search is much faster than before, making ChatGPT4 from two days ago seem outdated. 😲 Presented as a substantial advancement rather than just an evolutionary step, GPT-4omni showcases the rapid pace of progress in AI. The potential applications are truly impressive, especially when integrating this solution into CRM in any business context, production, research and education. Perhaps we are not fully realizing the transformative potential this technology offers: all industries, starting with those with the simplest processes, can benefit immediately and risk falling behind in global competition if they do not act in the medium term. While Europe is watching, America is already running. Once again. #GPT4 #Omni #AI #Innovation #CRM #Education

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"Capturing the multitrillion-dollar Digital Asset market - Strategies to win the race", very interesting article published in May 2024 by Roland Berger. 👇 This article examines what #executives need to consider to position their companies for success in the #digitalassets space, capture upcoming growth opportunities, and establish a solid #competitive advantage. Link: https://lnkd.in/dHSxur4t #web4 #web5 #fintech #digitalera #defi #cryptocurrency #digitalcurrency #virtualassets #digitalassets #virtualcurrency #digitaltransformation #blockchain #dlt #stablecoins #cryptoassets #web3 #tokenization #RWAs #NFTs #DAOs #RWAs #staking #mining #ZKPs #tokenomics #gamefi #lending #CEXs #DEXs #DePIN #LSTs 

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A month ago, I posted an AI framework for enterprise healthcare, inspired by a16z. Today, I am focusing on the top left quadrant: Clinical AI x Consumer facing. Why focus on this quadrant? Because it is the most transformative. Companies in this quadrant are empowering people to take care of their health. They are accelerating the shift towards patient-centered-care (or rather people-centered-care). I wrote down a few additional thoughts. 1️⃣ 𝐇𝐞𝐚𝐥𝐭𝐡𝐓𝐞𝐜𝐡 𝐕𝐂𝐬 𝐝𝐨 𝐧𝐨𝐭 𝐥𝐢𝐤𝐞 𝐃𝟐𝐂 Direct-To-Consumer (D2C) business models often mean out-of-pocket revenue streams, which are not "truly #healthcare". D2C also means that you need a lot of cash to convert millions of customers. HealthTech VCs prefer to provide "warm intros" (and less cash). 2️⃣ "𝐓𝐡𝐞 𝐛𝐢𝐠𝐠𝐞𝐬𝐭 𝐜𝐨𝐦𝐩𝐚𝐧𝐲 𝐢𝐧 𝐭𝐡𝐞 𝐰𝐨𝐫𝐥𝐝 𝐰𝐢𝐥𝐥 𝐛𝐞 𝐚 𝐜𝐨𝐧𝐬𝐮𝐦𝐞𝐫 𝐇𝐞𝐚𝐥𝐭𝐡𝐓𝐞𝐜𝐡 𝐜𝐨𝐦𝐩𝐚𝐧𝐲" However, VCs with deep pockets, like Andreessen Horowitz in the US, are willing to invest in D2C business models in healthcare. Andreessen Horowitz even claimed that "The biggest company in the world will be a consumer HealthTech company" and invested therefore in Function Health in June 2024. Function Health was co-founded by Mark Hyman, an American physician, author, and prominent HealthTech influencer with millions of followers across various social media platforms. Function Health is where social media meets Clinical AI. 3️⃣ 𝐑𝐢𝐠𝐡𝐭 𝐧𝐨𝐰, 𝐃𝟐𝐂 𝐱 𝐂𝐥𝐢𝐧𝐢𝐜𝐚𝐥 𝐀𝐈 𝐜𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬 𝐚𝐫𝐞 𝐚 𝐡𝐮𝐠𝐞 𝐟𝐚𝐥𝐬𝐞 𝐩𝐨𝐬𝐢𝐭𝐢𝐯𝐞 𝐠𝐞𝐧𝐞𝐫𝐚𝐭𝐨𝐫 As my fellow business angel, Andreas Schmidt (PhD.), puts it: "For large-scale data-driven disease detection, data analysis remains a significant bottleneck. For instance, the creation of virtual twins for a single disease is already at the cutting edge of scientific research. This approach may therefore lead to a substantial number of false positives, especially in the initial phase with the first million patients. Instead, I would therefore rather invest in the central provider responsible for follow-up check-ups 😅" 4️⃣ 𝐏𝐮𝐛𝐥𝐢𝐜 𝐩𝐚𝐲𝐨𝐫𝐬 𝐚𝐫𝐞 𝐟𝐨𝐥𝐥𝐨𝐰𝐢𝐧𝐠 𝐭𝐡𝐢𝐬 𝐜𝐚𝐭𝐞𝐠𝐨𝐫𝐲 𝐜𝐥𝐨𝐬𝐞𝐥𝐲 In a recent article, Germany’s Handelsblatt reported that public payors may begin reimbursing certain tests from Aware if they facilitate early detection and intervention to halt, slow, or reverse disease progression. This reflects a broader trend, where payors are shifting from a reactive reimbursement role toward earlier intervention in the care pathway. ---------------- This topic will (obviously) be discussed at HLTH Europe, the #1 #HealthTech conference in Europe, in June 2025 in Amsterdam. Make sure you join! #ai #d2c #consumers

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Saindo do forno: BCG’s 2024 M&A Report. https://lnkd.in/dx3KWz6U Dealmakers in 2024 are balancing both challenges and opportunities. On one hand, market volatility, evolving regulations, and geopolitical tensions are complicating things. Yet, on the other, inflation is stabilizing, and private equity firms are holding record levels of dry powder ($2.1 trillion at the end of September), ready to act. #BCGMAReport

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AI could offer pharma companies a once-in-a-century opportunity - but only if they learn to scale it and address the industry’s unique challenges. My colleagues explore the opportunities and challenges at the link below ⬇️

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It’s no secret that #ESG is increasingly vital in M&A. Our 2024 ESG in M&A survey pulls together insights on how it’s shaping the future of dealmaking. https://deloi.tt/3yoYVvA

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After the pandemic, two years of hyperinflation and a 2024 characterized by uncertainty, non-grocery retail in Europe looks very different than it did 5 years ago. Winning retailers have been able to identify and monetize pockets of growth, and to transform into faster, tech-powered organizations. #retail #europe #transformation

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MEDTECH AND DIAGNOSTICS MARKET: 2023 TRENDS AND 2024 OUTLOOK 2023 FUNDING FIGURES Medical Devices: According to the HSBC Venture Healthcare Report 2023 Year-End Recap and 2024 Outlook, medical device companies raised $7 billion in venture capital (VC) financings over 474 deals. This represents a 19% decrease from 2022. Medical device companies that were raising their first investment rounds (either Series Seed or Series A) brought in $778 million over 108 deals, representing an 18% decrease from 2022. Interestingly, the first financing rounds decreased in each successive quarter throughout the year, with the highest number of financing deals in Q1, and the lowest number in Q4. All of that to say, it was difficult for companies seeking new funds to raise them in 2023. In 2023, first-round financing deals tended to favor devices with the quicker 510(k) pathway to market, as opposed to those requiring premarket approval (PMA). This is notable because only a few years ago, investors/funders were most interested in seeing PMAs—truly novel medical devices—as opposed to something on the 510(k) path. However, it seems this has shifted, as devices that take the 510(k) pathway are currently favored. More than 30% of the later-stage deals (Series B and beyond) in 2023 were down rounds and done at valuations that were lower than their earlier financing. This resulted in a significant reset of valuations in a subset of the financings moving forward. Last year, the top indications for VC financing were for neurotech, particularly focused on neurostimulation technology and brain-computer interfaces, with 40 deals worth more than $1.3 billion collectively. Imaging, including equipment and software, was also very popular, with 65 deals amounting to more than $903 million. Additionally, surgical ventures had 46 deals worth more than $852 million. Tools and Diagnostics: Tools and diagnostics companies raised only $6.2 billion in VC financings across 423 deals in 2023. This represents a substantial 37% decrease from 2022. Tools and diagnostics companies raising their first investment rounds brought in $1.1 billion over 126 deals, a 31% drop from 2022. In particular, deals that exceeded $100 million in value decreased significantly last year. In 2022, there were 20 deals that exceeded $100 million in value but only eight such deals in 2023. Research and development (R&D) tools, including computational biology tools, was the leading subsector, raising $3.3 billion over 187 deals. R&D was followed by diagnostic analytics, with 99 deals worth $1.4 billion. Finally, diagnostics tests raised $1.4 billion over 119 deals. #medtech #medicaldevice #healthtech #healthcaretechnology #newtechnology #healthcare

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The capital markets industry is constantly evolving, driven by technological advancements. Oliver Wyman Celent's 2024 Dimensions IT survey reveals key insights from over 200 executives on IT investment drivers, AI/Generative AI adoption, and evolving budget priorities. Key findings, include: ⏺ IT budgets are set to grow by an average of 4.1% in 2024. ⏺ Top IT strategy drivers include regulatory compliance and enhancing customer experience. ⏺ Gen AI is a top technology priority, with 64% of firms exploring its potential. Curious to learn more? Janey Speed, Analyst on their Capital Markets team, dives deeper into these findings in her latest blog > https://lnkd.in/gYAbdmJP #CapitalMarkets #AI

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Generative AI is no longer futuristic but an imminent reality, one offering financial services leaders both unparalleled opportunities and new business and societal risks. To achieve responsible AI goals and minimize risks, successful companies should focus on these five design principles. https://atbain.co/453BJiw #BainatMoney2020

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Generative AI is no longer futuristic but an imminent reality, one offering financial services leaders both unparalleled opportunities and new business and societal risks. To achieve responsible AI goals and minimize risks, successful companies should focus on these five design principles. https://atbain.co/453BJiw #BainatMoney2020

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What’s top of mind for nongrocery retail CEOs in Europe? Margin pressures and consumer downtrading, driven by rising costs and heightened price sensitivity, remain top concerns for CEOs in the coming year. Executives are prioritizing investments in omnichannel experiences to meet evolving consumer demands, as more than 70% of CEOs believe that by 2030 delivering a seamless omnichannel shopping experience will be the cornerstone for success. For more insights directly from CEOs, read our inaugural ‘State of Retail Europe’ report, published with EuroCommerce: https://mck.co/3CL4pmu #StateofRetail #RetailTrends #Consumer #Retail #CEO

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𝐔𝐧𝐥𝐨𝐜𝐤𝐢𝐧𝐠 𝐃𝐢𝐠𝐢𝐭𝐚𝐥 𝐕𝐚𝐥𝐮𝐞: 𝐊𝐞𝐲 𝐈𝐧𝐬𝐢𝐠𝐡𝐭𝐬 𝐟𝐫𝐨𝐦 𝐌𝐈𝐓 𝐂𝐈𝐒𝐑 𝐑𝐞𝐬𝐞𝐚𝐫𝐜𝐡 MIT CISR's research on over 700 companies reveals how top performers unlock new digital value. The study found that these companies grew nearly 12 percentage points above their industry average and led in innovation, with 45% of their annual revenue coming from new products introduced in the last three years. Here are the four key levers they focused on: 1. 𝐂𝐮𝐬𝐭𝐨𝐦𝐞𝐫: Identifying unique customer types to tailor experiences. 2. 𝐂𝐚𝐩𝐚𝐛𝐢𝐥𝐢𝐭𝐲: Driving shared capabilities as services across customer types. 3. 𝐂𝐨𝐦𝐦𝐞𝐫𝐜𝐢𝐚𝐥𝐢𝐳𝐚𝐭𝐢𝐨𝐧: Leveraging core strengths to generate new revenue. 4. 𝐂𝐨𝐦𝐩𝐨𝐧𝐞𝐧𝐭: Embedding, nurturing, and reusing self-contained digital modules. 𝐊𝐞𝐲 𝐈𝐧𝐬𝐢𝐠𝐡𝐭: A top-executive perspective is crucial. Moving beyond a tech-leader view enables organizational buy-in and drives the change needed for industry-leading digital benefits. Discover more in the European Business Review article and the MIT CISR study. European Business Review: https://lnkd.in/d9WYtf2U MIT CISR Study: https://lnkd.in/dE7nCyJg #DigitalTransformation #Leadership #Innovation

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Inflation, AI, and geopolitics are in the spotlight, but Bain research shows that CEOs and consumers still value sustainability. Drawing from our work with hundreds of companies and executives, we've identified four critical questions to help leaders in any industry set their ambition and chart a clear path forward. https://bit.ly/3ZiWvds

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