85 original AI-venture articles from SVTR
A look back at SVTR Venture Salon #012 (Feb 22, 2025): drug-evaluation expert Dr. Yuan argues the hardest-but-right AI-in-healthcare opportunity is not the hot pre-clinical drug discovery but post-market real-world evidence (RWE)—using reproducible, third-party-neutral causal inference (confounding control, counterfactuals, propensity scoring, synthetic data for privacy) to replace each party’s self-serving efficacy claims across pharma, government payers, and hospitals; the moat is an ‘independent yet collaborative’ neutral methodology, not data monopoly.
At a February 2025 SVTR members’ roundtable, Epictopia founder Kaitan used her own years-long ‘life ledger’ to read North America’s personal-growth market: winners compete not on model strength but on shrinking users’ uncertainty about the future, bringing niche-but-good habits to everyone, and embedding into a user’s existing day. The moat is experience detail and intent design, not tech. Includes the China-US divide in willingness to pay and intent, a desensitized portrait of a burnt-out attendee, and a spine check against ~160 AI productivity companies in the SVTR database.