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51,416 slides across 1229 decks match.
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The US Secretary of Defense targets 2024 for real-life AI vs human dogfight
AirStreetCapital · case_study
The US Secretary of Defense targets 2024 for real-life AI vs human dogfight
 Many actors attempt to define principles for responsible use of AI
AirStreetCapital · industry_trends
Many actors attempt to define principles for responsible use of AI
 Two of the leading AI conferences adopt new ethics codes
AirStreetCapital · industry_trends
Two of the leading AI conferences adopt new ethics codes
 Google is leaning into fairness, interpretability, privacy and security of AI models
AirStreetCapital · client_example
Google is leaning into fairness, interpretability, privacy and security of AI models
 White House extends its ban on Chinese companies with ties to surveillance in Xinjiang
AirStreetCapital · context
White House extends its ban on Chinese companies with ties to surveillance in Xinjiang
 Huawei is an increasingly dominant player in smartphones and is investing heavily in machine learning technology
AirStreetCapital · market_landscape
Huawei is an increasingly dominant player in smartphones and is investing heavily in machine learning technology
 Semiconductors amplify the geopolitical significance of Taiwan and particularly TSMC
AirStreetCapital · context
Semiconductors amplify the geopolitical significance of Taiwan and particularly TSMC
60% — TSMC sales from US
 Taiwan’s TSMC remains dominant in R&D expenditure and semiconductor manufacturing
AirStreetCapital · market_landscape
Taiwan’s TSMC remains dominant in R&D expenditure and semiconductor manufacturing
$6.7B — R&D expenditure
 Chinese government sets up an additional $29B state-backed fund reduce its dependency on American semiconductor technology
AirStreetCapital · industry_trends
Chinese government sets up an additional $29B state-backed fund reduce its dependency on American semiconductor technology
$29B — Total Return (Cumulative)
 China hires over 100 TSMC engineers in push to close gap in semiconductor capabilities
AirStreetCapital · case_study
China hires over 100 TSMC engineers in push to close gap in semiconductor capabilities
100 — TSMC engineers hired
 US Senate proposes the CHIPS for America Act
AirStreetCapital · context
US Senate proposes the CHIPS for America Act
12% — Number of 300mm semiconductor fabs
 Given mounting concerns over chips, cross border M&A remains highly politicised
AirStreetCapital · case_study
Given mounting concerns over chips, cross border M&A remains highly politicised
 AI Nationalism: Governments increasingly plan to scrutinise acquisitions of AI companies
AirStreetCapital · industry_trends
AI Nationalism: Governments increasingly plan to scrutinise acquisitions of AI companies
 The likely sale of Arm to NVIDIA is questioned by many, including its founder
AirStreetCapital · case_study
The likely sale of Arm to NVIDIA is questioned by many, including its founder
 AI Nationalism in the US: AI budgets continue to expand
AirStreetCapital · industry_trends
AI Nationalism in the US: AI budgets continue to expand
$1,503M — Federal AI R&D Budget
 AI Nationalism in the US: A major new bi-partisan act is proposed
AirStreetCapital · context
AI Nationalism in the US: A major new bi-partisan act is proposed
$100B — funding
 AI Nationalism in China: Decentralising policy experimentation to cities
AirStreetCapital · industry_trends
AI Nationalism in China: Decentralising policy experimentation to cities
 AI Nationalism in the UK: China hawks in the UK become more active
AirStreetCapital · context
AI Nationalism in the UK: China hawks in the UK become more active
 Another wave of countries declare national AI strategies
AirStreetCapital · geographic_map
Another wave of countries declare national AI strategies
 Evidence suggests that the US tax code incentivises replacing humans with robots
AirStreetCapital · industry_trends
Evidence suggests that the US tax code incentivises replacing humans with robots
 Bengio, Hassabis, Ng and other AI research leaders unite at NeurIPS 2019 in a call to action for climate change
AirStreetCapital · case_study
Bengio, Hassabis, Ng and other AI research leaders unite at NeurIPS 2019 in a call to action for climate change
 8 predictions for the next 12 months
AirStreetCapital · key_messages
8 predictions for the next 12 months
 Every year, L.E.K. surveys several hundred hospitals across the APAC region to understand their priorities and support MedTech companies make key decisions
LEK · 2023 · context
Every year, L.E.K. surveys several hundred hospitals across the APAC region to understand their priorities and support MedTech companies make key decisions
 The 2021/2022 hospital survey was conducted when COVID-19 infection rates were low; the 2023 survey was conducted similarly when rates were low
LEK · 2023 · context
The 2021/2022 hospital survey was conducted when COVID-19 infection rates were low; the 2023 survey was conducted similarly when rates were low
 L.E.K.'s 2023 hospital priorities survey included directors across hospital types, sizes, and locations
LEK · 2023 · context
L.E.K.'s 2023 hospital priorities survey included directors across hospital types, sizes, and locations
50 — respondent mix
 Compared to the 2022 survey, the 2023 survey respondent pool contains more large hospital types and respondents from the Tokyo region
LEK · 2023 · context
Compared to the 2022 survey, the 2023 survey respondent pool contains more large hospital types and respondents from the Tokyo region
44% — Respondent mix
 In the 2023 survey pool, private respondents have a larger contribution from Hokkaido & Tohoku and larger hospital sizes compared to public respondents
LEK · 2023 · segmentation
In the 2023 survey pool, private respondents have a larger contribution from Hokkaido & Tohoku and larger hospital sizes compared to public respondents
N=50 — Respondent mix
 The financial situation of most hospitals in Japan has improved over the past year and shows a positive outlook for the coming 3 years, including continued growth of elective procedures
LEK · 2023 · key_takeaways
The financial situation of most hospitals in Japan has improved over the past year and shows a positive outlook for the coming 3 years, including continued growth of elective procedures
 Public hospitals recovered slightly during the pandemic due to COVID-19 subsidies; budgetary outlook is expected to improve significantly
LEK · 2023 · financial_analysis
Public hospitals recovered slightly during the pandemic due to COVID-19 subsidies; budgetary outlook is expected to improve significantly
82% — Budget status
 Private hospitals experienced a minor dip during the pandemic which persisted into 2022, but is forecast to rebound significantly
LEK · 2023 · financial_analysis
Private hospitals experienced a minor dip during the pandemic which persisted into 2022, but is forecast to rebound significantly
90% — EBITDA margin
 Elective procedures, strongly affected during the pandemic, are recovering, with hospitals reporting a significant increase in volume for 2023 and expecting further growth for 2024
LEK · 2023 · financial_analysis
Elective procedures, strongly affected during the pandemic, are recovering, with hospitals reporting a significant increase in volume for 2023 and expecting further growth for 2024
96% — Elective procedure volume
 Public hospitals are focused on improving clinical outcomes; private hospitals are focused on emergency preparedness; acute capacity is projected to continue declining
LEK · 2023 · key_takeaways
Public hospitals are focused on improving clinical outcomes; private hospitals are focused on emergency preparedness; acute capacity is projected to continue declining
 Public hospitals are focused on improving clinical outcomes and reducing cost; private hospitals prioritize emergency preparedness and operating efficiency
LEK · 2023 · peer_benchmark
Public hospitals are focused on improving clinical outcomes and reducing cost; private hospitals prioritize emergency preparedness and operating efficiency
73% — Percentage of respondents with 6 and 7 rating
 The MHLW projects the overall number of hospital beds in Japan is expected to continue their decline, with decreasing number of acute beds and increasing number of recovery beds
LEK · 2023 · industry_trends
The MHLW projects the overall number of hospital beds in Japan is expected to continue their decline, with decreasing number of acute beds and increasing number of recovery beds
-1% — CAGR
 Purchase standardization is most anticipated for medical consumables and clinical support appliances in general, as well as diagnostic imaging equipment in private institutions
LEK · 2023 · market_landscape
Purchase standardization is most anticipated for medical consumables and clinical support appliances in general, as well as diagnostic imaging equipment in private institutions
53% — Percentage of respondents
 The main approach to purchasing standardization is through a consolidation with a preferred supplier
LEK · 2023 · industry_trends
The main approach to purchasing standardization is through a consolidation with a preferred supplier
75% — Percentage of respondents
 Over the next three years, hospitals want to increase investment/capacity in three specialties: endocrinology, cardiology and cardiothoracic surgery
LEK · 2023 · industry_trends
Over the next three years, hospitals want to increase investment/capacity in three specialties: endocrinology, cardiology and cardiothoracic surgery
28 — Hospital investment/capacity planning
 Hospitals continue to look for ways to improve quality of care and process efficiency but are unsure if MedTech has the right solutions/services to offer
LEK · 2023 · key_takeaways
Hospitals continue to look for ways to improve quality of care and process efficiency but are unsure if MedTech has the right solutions/services to offer
 Clinical department heads are the most influential stakeholders in purchase decisions, followed by management in public hospitals and by procurement division in private institutions
LEK · 2023 · competitive_analysis
Clinical department heads are the most influential stakeholders in purchase decisions, followed by management in public hospitals and by procurement division in private institutions
33% — Influence percentage
 Public hospitals see improvement in quality of care and patient satisfaction as their top purchase criteria; private hospitals are more focused on optimizing resources and increasing efficiency
LEK · 2023 · market_landscape
Public hospitals see improvement in quality of care and patient satisfaction as their top purchase criteria; private hospitals are more focused on optimizing resources and increasing efficiency
45% — Percentage of respondents
 A growing number of hospitals expect restrictions on sales representative access to become more significant going forward
LEK · 2023 · industry_trends
A growing number of hospitals expect restrictions on sales representative access to become more significant going forward
36% — Percent of respondents
 Digital engagement is broadly accepted by public and private hospitals
LEK · 2023 · market_landscape
Digital engagement is broadly accepted by public and private hospitals
63% — Acceptance of digital engagement
 A majority of hospitals have contracts with GPOs; while public hospitals tend to prefer contracting with only one GPO, private institutions frequently use multiple GPOs
LEK · 2023 · market_landscape
A majority of hospitals have contracts with GPOs; while public hospitals tend to prefer contracting with only one GPO, private institutions frequently use multiple GPOs
80% — Number of GPOs
 The most common features of GPO contracts with hospitals include a preferred supplier list and purchase volume aggregation with other members to achieve discounts
LEK · 2023 · market_landscape
The most common features of GPO contracts with hospitals include a preferred supplier list and purchase volume aggregation with other members to achieve discounts
65% — Percent of respondents
 Although public and private hospitals differ in their views on digital solutions’ value and preferences, most hospitals are interested in exploring and trialing new digital solutions
LEK · 2023 · key_takeaways
Although public and private hospitals differ in their views on digital solutions’ value and preferences, most hospitals are interested in exploring and trialing new digital solutions
 Remote consultation and teleradiology are the two most-adopted digital health solutions among medical institutions in Japan
LEK · 2023 · industry_trends
Remote consultation and teleradiology are the two most-adopted digital health solutions among medical institutions in Japan
26% — Adoption rate
 Medical services fee revisions in 2022 mean certain AI applications are covered by insurance
LEK · 2023 · industry_trends
Medical services fee revisions in 2022 mean certain AI applications are covered by insurance
 The perceived value of digital solutions varies largely by institution type: public hospitals value the quality of care delivery; private institutions value business development
LEK · 2023 · data_table
The perceived value of digital solutions varies largely by institution type: public hospitals value the quality of care delivery; private institutions value business development
73% — Percentage of respondents
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