Sarah Ketterer

speaker

355 appearances 1 recordings 1 series first heard Jul 2026 last heard 6 Jul

Sarah Ketterer’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

Appearances

newest first · ▶ plays the moment

Merryn Talks Money · The Biggest AI Investment Mistakes Investors Could Make · 6 Jul 2026 podcast

That's another way to accelerate the process and get output that can get that drug into the market more quickly.

So for health care, we think this is going to be fantastic.

Healthcare companies, they gather lots and lots of data.

And their ability to use it in ways they never could before with AI is not that dissimilar from other industries.

It's just they have so much intellectual property.

And their ability to innovate now is improved.

And innovation equals pricing power.

And pricing power is margin.

And margin is profitability.

And profitability leads to cash flow.

And cash flow gets returned to shareholders.

It's part of the moat.

And regulation and compliance and the need for audible outcomes are one of the reasons why some industries, they just won't have the sort of AI competition the market might be inferring they're going to incur.

So a moat is a plus and a minus.

A moat can protect the business from competition, but it can also mean that it can inhibit growth.

Yeah, you need competition.

Yes, yes, you do.

But working their way for the regulatory maze is what healthcare companies do very well, and the large ones have whole teams for this.

And the teams may be able to harness AI to be more efficient doing that, which could be also a cost savings as well as a time saving.

It depends.

Showing 81–100 of 355 · page 5 of 18