How to start an investment conversation?

Weekly Investment Conversation Starters No. 138

Thanks for reading this newsletter, this week we talk about a smart ring that detects illness, AI-driven diagnoses beating human doctors, and a solar paint to charge EVs.

Three ideas to start a thematic investment conversation

1. A smart ring that detects Illness

Oura's smart ring uses a "Symptom Radar" to track respiratory health monitoring.

2. AI could outperforms human doctors in diagnosing patients

ChatGPT outperformed doctors in diagnoses, scoring 90% versus 76% (with assistance).

3. A new “solar paint” to power your electric car

Mercedes-Benz develops solar paint enabling EVs to self-charge from the sun.

1?? A smart ring that detects Illness

• Oura's smart rings can now detect when you're getting sick.
• Its ”Symptom Radar” can identify signs of respiratory illness.

Why you should know?

1. This feature can alert users and helps identify recovery factors.
2. Algorithm is not 100% accurate, so this can not be a diagnostic.
3. The race for health prevention is on, and it is a data-set challenge.

How did it work?

• It uses metrics like resting heart rate, heart rate variability, temperature trends, breathing rate.
• It then compares to personal long-term baselines for signs of strain.
• If signs appear, it suggests “Rest Mode” for recovery.

Start an investment conversation on Medical Devices:

Medical devices can assist in the treatment of many conditions and help reduce the risk of worsening of a treated condition.

???? Next step: issuing automatic sick notes?

2?? AI could outperforms human doctors in diagnosing patients

• A study found that doctors assisted by ChatGPT scored 76% in diagnoses, vs 74% without.
• Meanwhile ChatGPT alone scored 90%, outperforming human doctors.

Why you should know?

1. This study highlights the potential role of AI in medicine.
2. The use of an AI did not significantly enhance diagnostic reasoning performance.
3. It shows that workforce training is required to maximise doctor-AI collaboration.

How did it work?

• The research was done on 50 doctors examining six case studies each.
• The experiment used the older ChatGPT-4 Turbo version.
• Medical professionals did all the hard work of presenting information to the AI.

Start an investment conversation on HealthTech:

Healthcare is still one of the least digitised major global industries, but there are growing signs that healthcare providers recognise the potential for digital technology to improve efficiency.

???? Could a chatbot be your doctor someday?

3?? A new “solar paint” to power your electric car

• Mercedes-Benz is working on a "solar paint" that harnesses solar energy.
• Under ideal conditions, an electric vehicle could charge enough to drive up to 20'000 km p.a.

Why you should know?

1. This could eliminate daily EV charging for the average driver in Los Angeles.
2. In Stuttgart, it might generate 62% of energy needs for 52 km daily travel.
3. This innovation is promising not only for vehicles, but also for buildings.

How does it work?

• It is a new type of nanoparticle-based paint, allowing 94% solar energy capture.
• The 5-micrometer solar coating is applied on car body panels, under the coloured paint.
• The energy produced is used for driving or stored in the high-voltage battery.

Start an investment conversation on Smart Mobility:

Regulatory changes, consumer preferences and technological advances will likely lead to even greater electrification and automatisation of means of transport.

???? A super-cheap way to turn large areas into solar panels!

About Investment Conversation Starters

Hand-picked for relationship managers and investment advisors,?Weekly Investment Conversation Starters?is a series of ideas to start a conversation with clients, spark their curiosity and gauge their appetite for thematic investments.

If you liked these, you can:

• Find the 3 "most-read" ideas of the week in my LinkedIn Newsletter, or
• Receive it directly by email, by pressing "View my newsletter" on my profile above.

Leave your question, comment or suggestion below, thanks!