Transcription
We continue the investment committee with Oscar. I try to look for those business models that will spread around the world, that will create value everywhere in the world and allow local entrepreneurs to build something unique. We are now, in principle, going through a period of deglobalization, right? You see what is happening with tariffs. Borders are being raised, obstacles are being put up so that each country has its own, its own search engine, its own credit card, everything its own is needed. Today is very pragmatic. Opportunity always exists where there are problems, where there is a big trend, something new appears, where new champions emerge, and when new business models are created, they solve some problem, which is what we will focus on today. The first company is Reno AI. Why is this company what I would do if I were starting from scratch now? Because Reno AI solves a crazy problem. All businesses in the world are becoming IT businesses. All these IT technologies are rapidly becoming obsolete. All these IT technologies that are used in companies depend on people. These people then leave. Then no one can figure out what this code is, how it is written. Transitioning to new IT systems when a company wants to update. This is a crazy problem for medium-sized businesses, for large businesses, and even for small businesses, it is already a problem. What will Reno do? They solve this problem with artificial intelligence. You have several million lines of code there, some scattered databases. Once upon a time, something was programmed 20 years ago, it does something. Who can figure this out? Only artificial intelligence. This is exactly what artificial intelligence does a million times better than a human. It can immediately read these millions of lines. It understands where what is, from where. This is a special forces company. They are approached when either the team has left and it's unclear how to save IT, how to put it on a new platform, or when, uh, it's simply necessary in the normal process to transition to new technologies. First, AI automatically outputs all of this into some understandable portfolio, then analyzes, documents, and proposes a strategy for transitioning to new technologies. And all of this is migrated, all data is migrated. And AI can do this very easily, because this is purely a consulting job. A small special forces team with the help of crazy AI, which enters various situations and saves companies, helps companies transition to new infrastructure. This is immediate money, companies will be ready to pay in advance. There is a minimum fee, and then an additional fee for success. And I think that here, uh, well, this is just cash. I'm betting almost immediately on step three, but we don't skip step one or two. Step two is good questions that need to be answered. Are there competitors, how exactly do they do it, how much of their own development do they have, how much do they use known solutions. There are important questions. In every business model, they are different. And then the financial model is built. How can this business model be built? And in the case of Reno AI, you first generate revenue and then account for expenses. Therefore, this business model can be built without large initial investments. Just people with computers - that's all you need. The healthcare trend. Everyone knows, you need to get check-ups. But how will it be in the future? Well, NeoHealth does one scan of your entire body, like at the airport when you go through security. Only it gives you the complete body composition, skin. You immediately give blood, plus a scan and early diagnosis with a doctor. A full check-up. You come, bam, and you get everything. Now let's see how much it costs. 2,750 kronor, 300 dollars. Who is willing to pay 300 dollars for a scan? I think everyone. In general, this is a big trend of the future. More and more is being learned now. Sensors are getting better and better. And these body scanners, they can do more and more. Naturally, such check-ups, places for check-ups, this is, well, this is very cool. I'm now, well, a lot of podcasts, everyone talks about check-ups, check-ups, check-ups. But how to do them, where to do them, which hospital to go to, well, not everyone understands. I think it's an interesting business model, but it's capital-intensive, naturally. Here you need to do renovations, equipment. Here it's more like a clinic, like opening a clinic, only a super-specialized clinic purely for check-ups. I would bet on step two and I think it's interesting. Tempus AI for medicine, an assistant for doctors that helps them write everything, this is a big topic. Of course, 100% accuracy is very important here. If you take this on, uh, you need to have a lot of patience, of course. It requires a lot of refinement. In general, this is a super high-tech company. Who will help build this? And how many local champions will there be, that's a big question, because here, of course, there is a lot of development, big data, a lot of training. There are companies that specialize purely in one service. So. But Tempus is a very expensive company. 65% of all medical centers in America already use Tempus. Yes, I would bet on step two, but the main question in this business model is: where to start and how to continue, right? What value can be quickly created to then develop it to this great future, to get there at all? Oh, I know him. Eric Levkovsky. He was the founder of Groupon and it turns out he's not from medicine at all. He was involved in discount services. For some reason, it was he who built Tempus. This surprises me very much. Sometimes, by the way, in medicine, breakthroughs are made by internet entrepreneurs, because they are used to working with prints quickly. And, strangely enough, they don't accept this pace, which comes from science, where things move for decades, and they make breakthroughs faster. Every entrepreneur can find their unique business model. Every problem awaits its entrepreneur. Every opportunity seeks its entrepreneur as strongly as an entrepreneur seeks their opportunity. For this, you need to be in a different information flow, because if you are in the same information flow as everyone else, you will have the same result as everyone else. For this, I created a chat with Oscar, so that you are in the same information flow as me, because I truly have unique access to the best minds. Over the last 4 months, I have met more than 150 people from all over the world who are making investments. We are constantly communicating, but unfortunately, all this information is nowhere to be found. But I want this information to spread faster, so that these opportunities are seized faster by someone. The future is already here, it is just unevenly distributed. Everything needs to be spread out, spread out, so that all the value that exists appears everywhere in the world. It only appears with business angels, with investors. Therefore, whoever is not yet in the chat with Oscar, definitely do it. It's a good investment. I decided to become modern. I'm already 40 years old, but I'm not a dinosaur. I will be in the chat. Let's move on. Go One. I've looked at this company in enough detail. Ah, it's an educational company. And it brings everything together on one platform. You basically get one subscription, and it absorbs all the corporate education that can possibly be. In general, this is for companies that want to invest in the education of their employees, and they are willing to pay for it. 75 integrations, and everything is visible, yes, what a person has used, what they haven't used. Their specialty is precisely that they partner with all content providers. 80,000 courses. You can simply like a constructor, yes, like a constructor, assemble what your company needs. Then you say: "This person who comes to this position, they must complete 1, 2, 3, 4, then they can do this. Then they complete this, this, this." You can also add your own and use it. That's the platform. This is a billion-dollar company, I think. They will go public in the next few years, it's interesting. But the problem here is that you need to sell to large companies. I think, yes, local champions are needed, because all these programs are different in each country. Well, this is specifically the American ecosystem, they naturally focus on it. Let's move on. I really like industrial AI. Imagine how many systems there are in each country that someone has to service. It's unclear when they were last serviced, or not serviced. Complete mess, mostly. Well, here's one such system. This is essentially the main application for a service worker. A database is created, virtual support, and everything in one application. It collects data, it's told what to do, it takes a photo, something is described there, what the condition is. AI, you can even communicate with the instruction manual of any equipment, yes, look at everything quickly, you have everything in the database, it gets better and better, and then specific actions are taken, it's said who needs what, when it's time in terms of servicing all of this. But it's not easy to sell, of course. Most likely, it can be done for a specific industry. If in Switzerland, you need to do AI for pharmaceuticals, yes, in countries, uh, where there is a lot of energy, you need to do AI for energy. Take the country's economy and bet on the largest industries. For those interested, bet on step two. Six Sense, a company that everyone hates. It enriches databases from internet service providers who, for example, have the right to share your browsing history. They know which sites you visited. Mobile operators know. Six Sense buys this data and then helps other companies see a signal, yes, some kind of signal. This client in your database visited this site, it's your competitor, so you need to call them now. The whole main purpose of this company Six Sense, well, it's a very, very successful company. Essentially, it's a super sales assistant. The American market is certainly a thousand times ahead of the rest of the world in terms of professionalism, how they work, well, the rest of the world is so far behind. Well, it will still work everywhere. AI predicts who will do what. They know who makes decisions, what they have done, which sites they have visited, where they are in the cycle, and they increase conversion. There is a company that does the exact opposite. How to make sure this doesn't happen? I don't want internet service providers to give away or sell data about which sites I visited. I just don't want to. Every time you call somewhere, just called somewhere or visited some site, then within 30 minutes you start getting spam calls. I even recently tried to go to Dubai specifically, visited three real estate sites, and within half an hour, everyone who bought the data that I visited started calling me, spamming. And I want to get rid of this. And this company Delete Me says: "Your data, your data." You actually have the right, you write to them, they will send you a form, you sign it, then they will remove you from these lists. You can make sure that your data is not used. It's just a very long process. But Delete Me already has agreements with all companies. They know what needs to be done. They know how to achieve this. This right. This is consumer right. Protection of personal data. You say once: "Okay, Delete Me, protect me." And they remove you everywhere. Then Delete Me also has additional services. Managing your data. In general, where am I, you know, now in Telegram there are a lot of such chatbots where you can look up people. Everything about you is known. How to get rid of it? Well, Delete Me knows. This is pure. This company is pure cash. This business model will work everywhere. 8 dollars a month and you are protected. Pay 200 dollars, please. There is for yourself, for a couple, and for a family. Protect the whole family for 2 years immediately. Children need to be protected. Children's data is sold. It is sold. This is a fact. This is a fact. We need to fight this. But it sells well, because it's such a fear. Great. Let's move on. Criteo. Another company in analytics. A company that collects data, takes actions based on this data that create value. There are some templates, and you can use them immediately. Difficult work, for those who like to create such CRM systems, complex companies for advertising. Many unicorns, of course, in this, yes. Accordingly, uh, this all helps sales, marketing. Uh, I'm not so interested, but for those who are interested in such business models, they can look further. Safely You. There is a problem. Old people fall, coordination suffers, no one moves now. And people fall constantly. Therefore, there is Safely, which specializes in this problem. It sees that someone has fallen, immediately helps. Sensors are installed. This can be in nursing homes or hospitals. And 50% of all centers already have this technology. Here there will definitely be local champions. I think the technology itself is very simple. The software is very simple. Let's bet on step two. Red AI. Artificial intelligence for radiology. Well, this is definitely it, X-rays are already solved, MRIs are already solved. The question, of course, will be whether there will be one global technology or closed systems where each hospital cannot build it itself, right? There must definitely be some kind of centralized training system, at least for the country, right? A billion-dollar company, already working technology. For those interested, you can take it and do it. A simpler business model, Adopt, a French company. The best perfumes are cheaper. The best suppliers of these scents, and then they form top perfumes from them. Cheap, 11 euros, please. And now they are doing the same for cosmetics. Well, their main business model, of course, is perfumes. Free delivery, subscription. And they have offline stores, yes, this is important. It's not just e-commerce, they open such stores. Well, you need to study the company's history. Another advantage is that it's in France. And France is associated with the best perfumes. Well, they managed to create accessible luxury without excess. You don't need to overpay 300 euros, you buy the same thing for 10. Okay. Kinzi robot. Of course, every country should have its own robot. Hardware is already solved. There are many solutions. Now software is appearing and everyone will make different robots, who will make them for some specific use, yes? Accordingly, this company specifically trains in the physical world. There, this whole decade will be dedicated to studying the laws of physics, studying what is difficult, what is easy, how to distinguish it. A robot doesn't have to be humanoid, right? Perhaps something like this for warehouse work and so on is much better. And there will be many specialized robots. Here is Kinzi, which, look how well it can reach high. A great solution specifically for warehouses. Let's move on. Better LEP. The idea is very simple. In every country in the world, there is a job board or some platform where people look for work. But these sites work very poorly for certain segments. You can find out exactly in which segment the main marketplace works poorly. For example, in HeadHunter. What works poorly in HeadHunter? I, for example, hear endless complaints from healthcare workers, very big problems in hiring, in healthcare. And this company Betterlip, which has only five employees. I just love it. Now you can build huge companies with five employees. Such a special forces team that does a huge business. And they made the number one platform specifically for job searching in healthcare. Other needs, different distribution of power. Yes, if we talk about America, job boards for healthcare and for lawyers work poorly there. And there is Betterlip for healthcare, there is a separate platform for lawyers. Here you go. Half a million dollars salary. Nothing complicated, it seems to me. Well, for some reason it works. They have some features that are not satisfied by the usual ones. The company is developing very well, it's profitable, and I think this problem exists in many markets. Step two. For Travel, valued at a billion dollars. Some new online travel agency, but they specialize in where a person is still needed. Cruises, someone who can give you advice, some complex tours, connecting several places, several hotels, some kind of chain where you don't want to do it yourself, right? Accordingly, they have partner hotels, partner villas, cruises, and then they have 18,000 experiences. If you want to see the Great Migration, you need several points, some other providers, and they connect it all into a chain through these people who know, local super agents who really know something very well, and you can book online not just a hotel, not just a plane, but some kind of chain and events. A very simple idea, but they somehow managed to do it, and they do it on a mass scale, just on a mass scale. An interesting company, especially for those involved in travel, should know about Fora. Let's bet on step two. Let's move on. Niche, another platform for managing correspondence. Yes. Integrates with Facebook, with WhatsApp, Instagram. You can manage the entire customer experience in one place, use AI. There are many such companies. But they all find their own clients, grow through different countries. Well, it starts for free, then for a company it's 15 dollars. Well, we've discussed this many times. That's all for today. Through companies, we learn about the world better. Why are there so many companies in security? Why are there so many companies in analytics? This is truly the new oil. This is a huge growing segment. And you need to understand all of this. Uh-huh.