Eric Kutcher

BCG and Massachusetts High Technology Council–in collaboration with leaders from industry, hospitals, and academia–examine AI’s transformative potential in patient care and life sciences in a recent white paper. Read to learn how we plan to lead in applied #AI, focusing on better patient outcomes and groundbreaking innovations: https://on.bcg.com/3xqah2s

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M&A should be transformational not transactional. This compelling article delves into how forward-thinking organizations are shifting from transactional to transformative approaches, unleashing new avenues for growth. Learn why mindset matters and how embracing agility can turn uncertainty into opportunity. Packed with practical insights and real-world examples, this article is a must-read for leaders ready to navigate the dynamic landscape of M&A with confidence and innovation. Read Here: https://lnkd.in/g2kjKGKY Branded Hospitality Ventures #business #technology #venturecapital #MandA #networking #innovation Noah Stern Matthew Lerner Steven M. Elinson Lisa M. Negele Harvard Business Review Robin Elledge, PCC, SPHR Soren Kaplan Clifton Carmody, PCC

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Earlier this year, we surveyed our fellow Los Angeles-based GPs to get a pulse check on the LA venture ecosystem. Here’s what we found: 💗 Deal flow is healthy, and most LA venture investors (68%) are seeing the same or more deal flow YoY. ✈ LA investors are spending time in a variety of markets, with NYC, Austin, and SF following closely on LA’s heels. 🔍 Innovation is concentrated in AI and machine learning, space, and commerce. 💸 Funding is happening, but it’s barbell-shaped, with deals concentrated at the early and late stages. Funding post-Series A has been challenging. 🚩 LA is differentiated, but not without its challenges. Key difficulties include not attracting enough AI talent (despite having the largest number of engineers graduating from our region over any other in the United States); talent relocated to more tax-friendly or less expensive locations; and the great SoCal / NoCal divide 🙏 Thank you to all our many respondents! I’m so glad to be part of a venture ecosystem that includes great minds like Anna Barber, Brent Murri, W. Christine Choi, Sarah Tomolonius, Rob Smith, Win Chevapravatdumrong, John Tabis, Jill Royster, Jesse Draper, Ashley Balla, Britt Danneman, Tram Lai, Carmen Palafox, Elaine Russell, Deborah Benton Amanda Schutzbank, Brian Lee, Petra Griffith, Minnie Ingersoll, Shamin Walsh, Gabe Greenbaum...wow, this list could go on forever...plus too many other exceptional humans to name. You know who you are! Explore our findings more deeply with our survey dashboard: https://bit.ly/3JsaLaB

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If you will be at the Milken Institute Global Conference 2024 #MIGlobal, be sure to stop by BCG’s (@) Greg Emerson’s panel: Market Impacts in the Digital Age: Realizing Value and Redefining Industries tomorrow at 11:30AM. How will leaders lean into tech innovation growing at an exponential rate while keeping regulation at the forefront? Greg and the executive panel will discuss this as well as finding the value in the intersection of tech and the economy. Let me know if you're at Milken ! Learn more about BCG at Milken: https://on.bcg.com/3WFOcXV #BCGatMilken

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There is a huge demand for major capital projects coming from AI, renewables, manufacturing and general electrification - this article from Utility Dive highlights recent work from my colleagues on how to drive a step change in major capital project execution! #energytransition #Bain #majorcapitalprojects

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🚀 Exciting Update! 🚀 Our latest Q1 report reveals the dynamic performance of companies within McRock's Industrial Software index! 📊💼 📈 With an average EV/Revenue multiple of 15.4x and EV/EBITDA at 46.1x, the growth potential is immense! Not to mention, a staggering revenue growth of 29% and a solid Gross Margin of 68%. 💰💥 🤝 Plus, don't miss out on the buzz surrounding two major M&A transactions involving three Index companies! Synopsys Inc's acquisition of Ansys for a whopping $35B and Thoma Bravo's reported $1.8B acquisition of Everbridge. 🤯💼 Stay ahead of the game and check out the full report! 💡 Scott MacDonald, Whitney Rockley, Ha Nguyen, Mike Dawson, Fasih Kareem CPA #IndustrialSoftware #BusinessInsights #MergersAndAcquisitions #GrowthOpportunities #IndustryTrends #MarketAnalysis #InvestmentPotential #IndustrialSoftwareIndex #VentureCapital

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An intriguing perspective for both investor umbrellas and operating/portfolio companies. The AI family, and beyond the Gen AI hype, is poised to become our next indispensable team player and strategic growth partner. As we continue to explore AI's capabilities, new avenues for innovation and efficiency shall become more accessible and plausible.

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This analysis, at least anecdotally makes sense to me. In many situations, infringe and holdout is the least painful option for large infringers. The system enables it. - The plaintiff must allocate the time and $$ to assert, taking time and $$ away from selling and developing products. Even if they engage litigation financiers they are limiting their upside potential. - The infringer continues to infringe while employing stall tactics or simply relying on the painfully slow, overburdened legal system. - The cost benefit analysis for infringers - "infringe and pay lawyers" typically outweighs the cost of design around or license. - Enhanced damages and injunctions are rare. - Litigation insurance products reduce risk all around. "The Marcum report shows that there is indeed something wrong with the patent system in the United States but it’s not excessive litigation or patent trolls. The real problem is the inability of patent owners to enforce their rights against infringers. Given the difficulty of obtaining injunctive relief and the limited enhancement of damages, it is unsurprising that predatory infringement has become a standard business practice when, at worst, all an infringer can be expected to pay is a reasonable royalty and, at best, nothing at all."

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NEW PODCAST - I chatted with Zane Ball former head of data centers, current head of AI for Intel Corporation about everything the energy business needs to hear from Silicon Valley about the continued growth of the Cloud and AI. Zane’s pretty thoughtful and lays out the Uber Electricty demand case AND a more moderate case for power demand. His key premise is that market forces are pretty powerful: how much AI will we be willing to pay for? Energy prices will drive innovations and there’s a lot of potential for continued developments in energy efficiency. This is a must listen for anyone in the energy business because if we aren’t courting Silicon Valley, they’ll choose nukes and not natural gas. Watch it https://lnkd.in/eFjkYskq or listen https://lnkd.in/eAUQAWxi

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I love this! Thank you to Rachel Brown from Beauty Independent to kick-off this exchange with Andrew Ross' provocative thesis and have us all react to it. I truly enjoyed reading everyone's thoughts on the topic of the shortening lifecycle of beauty brands. Here is a snippet of mine: "Because beauty brand lifespans are shortening, it is important that we are able to differentiate brands with staying power from brands that will end up being a flash in the pan. There are much more of the latter than the former in the market right now, and if a brand is not well-positioned, it will be challenging for that brand to survive over the long-term. That’s why we focus on understanding each brand’s differentiators and long-term relevance." See more here: https://lnkd.in/esVbwnu2 and you will discover what Kevin Murphy, Odile Roujol, Rich Gersten, Tina Henry Bou-Saba, Oliver Nordlinger, Claire Chang, Manica Blain, Sonya Brown, George Birman had to say. #beautyindustry #beautyinvesting Stride Consumer Partners

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Discover BCG Henderson Institute (BHI)'s Idea Explorer, an immersive, self-directed interface designed for curious minds to explore the universe of ideas published by my BHI colleagues. Shuffle between perspectives. Zoom in. Zoom out. And if you like what you discovered, share it with others. Start your exploration journey now!

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Amid a challenging macroeconomic environment and rapid change, CEOs are searching for the next engine for growth. The answer may be right in front of them: a redefined and reinvigorated relationship with their CMO.

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📚 Holiday weekend reading: “Plurality.” This philosophical approach applies open technologies to foster diverse collaboration and coordination and solve our societal challenges. Technology can and will bring diverse viewpoints together with the transparent debates needed to come to coordinated solutions. These open technologies today encompass the powerful capabilities in our innovation systems today: open source #AI models, permissionless #blockchain, community #web3tokens, interoperable #metaverses, among the many public goods enabled by emerging technologies. Our social relationships provide the universal values and effective direction for such innovations to impact our world towards positive sum growth. “Plurality” is the central subject of a new book by Microsoft’s internal economist Glen Weyl and Taiwan’s former Minister of Digital Affairs Audrey Tang. That book collects ideas in a donation supported ebook.

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Discover how female and male leaders are responding to disruption differently. Explore the latest report from AlixPartners' annual Disruption Index, which the first time analyzes global findings through a gender perspective: https://lnkd.in/ei853UNk

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✨Generative AI is poised to transform nearly every aspect of the life sciences industry – but success at scale hinges on a clear gen AI strategy, dedicated budget, and custom solutions. In this new article, my McKinsey colleagues surveyed more than 100 pharmaceutical, biotech, and medical-device leaders to better understand their activity related to commercial applications of gen AI. Here are 4 insights they uncovered: ☑ At-scale adoption remains limited ☑ The early impact is promising ☑ Purposeful prioritization is a major differentiator ☑ Companies plan to build their own gen AI capabilities The biggest takeaway of all? Commercial life sciences leaders with a defined gen AI strategy and dedicated budgets were twice as likely to see meaningful results than those without them. Learn more here: https://lnkd.in/eNEmrxJR #commerciallifesciences #lifesciences #genAI #innovation

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“Be quick, but don’t hurry.” John Wooden, the great UCLA basketball coach coined that phrase, and this week will offer interesting opportunities to watch pros applying it: the NBA Playoffs, yes, but also SF Climate Week. I’ve been thinking about how to apply the proper balance of patience and urgency to the climate fight. First, what does Wooden’s advice mean? Prolific basketball scorers will often talk about the need to “let the game come to you.” In other words be aggressive, move with purpose, probe for openings… but not to the point where you are hurrying into the teeth of the defense and in so doing making careless mistakes or missing the right play. The notion of patience also applies over time. Joel Embiid of the Philadelphia 76ers famously talked a few seasons ago (in a very impatient sports town) about trusting “The Process” in turning the league’s worst team into one of its enduring best. Back to climate. While hundreds of functional technologies/approaches are being deployed in thousands of ways across all industries to draw down emissions, it will take time we don’t really have — maybe a generation — to scale up these new methods enough to keep us under the warming levels above which really bad things happen. It can be depressing, and I’m certainly not alone in wanting to push harder. But it occurs to me that some of that urgency could qualify as hurrying in Coach Wooden’s sense. This (possibly contrarian?) perspective comes in part from an executive coach who once reflected that I sometimes struck him as having “both the gas and brake pushed down all the way.” He—and my team it turned out—experienced a grinding between my inner drive to quickly usher everything from decisions to workstreams through to conclusion and a desire to gather more information and make the perfect set of moves. Both “pedals” represented an exertion of control; and the solution to this inner tension was actually to practice patience by easing up with *both* feet. Point being this: amidst our ever-increasing incentives to ramp up velocity with decreasing margins for error, I wonder if being a bit more methodical each day could significantly improve the end result. In a realm as complex and fraught as climate, with so many entrenched defenses, could daily 1% improvements to our patience compound our effectiveness over time? Taking the extra breath to be more present in a conversation and learn more about another perspective. Sitting with the discomfort of ambiguity while waiting on more information. Trusting in the flow of things, the skills of colleagues, the angles that will appear and allow us to make outsized impact with more leverage than if we hadn’t allowed the game come to us. Think about it this week. As a hoops fans or climate warrior, a connector or caretaker — where and how could a little more patience help improve your part of the game? #ClimateChange #Sustainability #EarthDay #Improvement https://lnkd.in/gmyV3DYt

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