Thomas Fredell

Too many teams treat PAS 2080 as a reporting burden. It’s not. It’s a competitive filter. What we’ve laid out here is a faster, cleaner path to compliance, aligned to how preconstruction processes already work. Required reading if your bids are heading into regulated territory 👇 https://lnkd.in/eQWZQVB8

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Seth Levine nailed it! The concentration problem isn't just a GP pain point... it's choking innovation. When capital pools around the same 20 funds, emerging managers and founders get shut out. Love that he's using his platform to call this out. Foundry has backed 50+ emerging managers. That's the diversification the ecosystem needs. This is exactly why Carta exists — making capital allocation visible and accessible. Capital Evolution hits at exactly the right moment. Thanks for having us Daniel Dart. Team Carta loves the community of FUTURE TITANS you have built 🚀

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As we are getting close to the holidays, this will be the last issue of the SNR (Signal Noise Ratio) newsletter for 2025. In this edition, let's look at the $5T healthcare industry, which counts for 20% of the entire US economy, and yet accounts for only 12% of software spending. But the good news are, that gap is closing fast: AI adoption in healthcare is now 2.2x the broader economy, signaling a shift from experimentation to inflection. Here are my selected signals that stood out this year: - Big Pharma scales AI: Lilly + Nvidia build an AI supercomputer to accelerate drug discovery. - Enterprise AI pivots: J&J refines its AI strategy, focusing on drug discovery optimization and clinical trial enrollment. - Surgical Robotics expands access: Medtronic’s Hugo system earns FDA clearance for urologic procedures. - Obesity drugs enter mass market: Medicare coverage reshapes pricing and access for millions. - Startups surge: OpenEvidence (“ChatGPT for medicine”) called out by Jensen Huang; AI dominates Business Insider’s top 18 health-tech startups. - Academic breakthroughs: Stanford’s CRISPR-GPT accelerates gene-editing experiment design. Read the details below, and cast your vote on SNR score. https://lnkd.in/grF55Dgz #Healthcare #LifeSciences #AIinHealthcare #MedTech #BioTech #Techbio #DigitalHealth #SignalVsNoise #TechnologyStrategy #EmergingTech #BrandonOnTech #NextBigThing #Innovation

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I’ve been talking with founders about how painful enterprise customization still is — even in 2025. David Dworsky and Gordon Ritter just put words to what we’ve been seeing: the age of point-and-click configuration is ending, and the next category winners will make customization conversational. For early-stage founders, this is the wedge: - Own one painful workflow - Capture the data - Build toward becoming a system of record If you’re building in this space, I’d love to hear how you’re approaching it. Link to the full article on this in the comments. 

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Healthcare SaaS companies operate in environments where precision and accountability matter. Revenue leadership influences more than top-line numbers. It shapes financial resilience, operational discipline, and the ability to build systems that last. Welcoming James Aylward as Chief Revenue Officer reflects that understanding as Knowwn continues its next phase of growth. Recently featured by The Associated Press. Read more: https://lnkd.in/eB4rs3Qe

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🎙 I recently joined Jason Scharf on the Austin Next podcast to talk about the rise of Vertical AI - and why it’s not just a trend, but a structural shift in how work gets done. We covered a lot in this one: - Why 2% wrong isn’t good enough in industries like medtech, finance, and law - What truly defines a vertical AI company - Why domain knowledge + AI-native thinking is the killer combo - Why pricing, TAM, and talent look different in vertical AI - How Austin could be uniquely positioned to become a global hub for this wave Huge thanks to Jason and the Austin Next team for the thoughtful conversation and sharp questions. If you’re thinking about how AI actually gets adopted in complex, regulated industries - or you’re building in one - I think you’ll find this one useful. Link to listen in comments 👇

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