frisco

Fun fact: lighthouses in a general area will all have different periods so sailors can easily tell them apart and know which one they are looking at

agreed but that is not what they are talking about banning -- "PE" is expansive and includes all those other things. If they narrowed this proposal to just what people are thinking of as "PE" here rolling up clinics and gaining local pricing power that would be different and I'd agree with you

"Private equity" also includes venture capital here. It means all private direct investment. The thing you are imagining is one small corner of what private equity actually is.

I'm sorry, compared to what? We're not talking about a routine doctor's office for healthy people. Advanced care is extremely technologically intensive and your local surgeon is not personally buying the $20M in infrastructure required for many modern advanced treatments. Venture capital has been essential for progress in medicine, and many advanced therapies are going to be increasingly delivered vertically integrated for the widest accessibility and best outcomes.

Medicine is extremely capex intensive and only become more so. Sucking private capital out of healthcare is going to make it vastly worse for everyone; higher prices and less innovation. I think we can criticize the often ruthlessness of PE while realizing that limiting medicine's ability to invest would be a huge self-own and only force further centralization into the biggest non-profit centers.

Medicine is already held back enough by the lack of ability to use debt to finance its sales, unlike almost every other industry; you can repossess a car but you can't repo an implant or administered drug, forcing everything to be paid for in cash upfront. Medicine needs as much access to capital as it can get.

Many new medical treatments/approaches involve heavy capex (robots, light and ion sources, imaging systems, etc) and removing private money that doesn't belong to individual physicians personally will suck a vast amount of capital out of healthcare, creating significant forces against innovation and deployment.

These laws are effectively retroactive wrt Uber, and are protectionist nonsense anyway. Good luck.

This is pure revenue extraction from American tech. The EU now makes more in fines from American companies than it does in taxes from its own tech industry. It is clearly impossible to fill these roles with humans without breaking the economic case for Uber, which is obviously the goal. Europe is so fucked man.

Sorry how else are they supposed to do it at Uber scale?

For large corporates and other entities of any size, the threat of the core of your infrastructure getting suddenly disabled because of something like this is going to be untenable. I predict the pressures for on-prem, offline access (whether by licensing weights or getting them in a restricted setting like TEE/CC) will be overwhelming and one the players will fill the need.

Personally knowing four people with GBM and not being an oncologist is exceptional and worrying. That feels like it should be raised to… someone. It is very possible something bad is happening and a commonality needs to be tracked down urgently.

Someone please make a player for these things for Vision Pro and/or Quest!