- 5 hours ago
Healthcare is steadily moving beyond the clinic. Advances in wearable technology, connected diagnostics, and AI are making it possible to monitor health continuously and integrate care more naturally into daily life. The ambition is not simply to digitize healthcare, but to intervene earlier, personalize support more effectively, and create a amore proactive model of care. Yet the biggest challenge is increasingly one of coordination. Data remains fragmented, patients move between disconnected systems, and many promising technologies still operate in isolation. Bringing together leaders working across digital health infrastructure, diagnostics, and consumer health experiences, this conversation explores what it will take to build truly connected care and whether technology can finally help bridge the gap between healthcare systems and everyday life.
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00:21Well, thank you for joining us today here, especially Friday at four is always a tough
00:28slot, but I'm really excited about our discussion today.
00:33And just building on top of what Ariane just said, I'm really excited, we're really excited
00:40about digital health and the role that's playing in everybody's lives.
00:45So in the past, I would say five to 10 years, there's been a real shift in how I think
00:53everybody
00:53in this room thinks about health, from reactive to proactive, reactive, you get sick, you
01:00take an aspirin, you feel sick, you may go to the hospital, proactive, it becomes health
01:07as a part of your day to day life.
01:09So in the beginning, tracking steps, now it's about how does the food that I eat affect how
01:15I feel?
01:16And so with that, I think there's a realization, a belief that no one company can address that
01:25type of reactive lifestyle, that it really takes an open approach of many different companies
01:31working together.
01:32And some of them are on stage with me here today.
01:35And along with that openness, there's this idea of somehow it has to be connected.
01:42somehow there needs to be an ecosystem.
01:45And that idea of building an open ecosystem, we believe is the winning approach to address
01:53this new lifestyle of reactive health.
01:57So with that, I'm really happy to have, well, all of the panelists, but especially three of
02:05the panelists, because Samsung Next, we've had the opportunity and the privilege to invest
02:10in three of them.
02:11One of them has actually joined us to become a part of Samsung.
02:16But first, I want to bring it back to Han.
02:21When you think about, when people think of Samsung, you know, they think of our TVs, our
02:29watches, our phones, obviously.
02:33Why Samsung?
02:34What role does a technology company play in this new future of digital health?
02:40So, bonjour.
02:42Great to be here.
02:43Thanks, David.
02:44Before I answer your question, though, I want to tell a little story.
02:48It's a story of Ahmed.
02:50He's a healthcare worker.
02:53He's living in Jordan with his family.
02:57And he wakes up perfectly healthy.
03:00And then during the day, he gets repeated notification from his Galaxy Watch saying that he may have some
03:08arrhythmias that is showing up.
03:11And with that, he decides to go to the hospital just to be safe.
03:14He had no symptoms.
03:17And then when he's examined by the doctor in the hospital, he's found to have occlusion of his
03:23blood vessels or the arteries in his heart that led to immediate procedure to get him, get his
03:32heart vessels open that saved his life.
03:35I share this because this is why Samsung is where we are, right?
03:41It is really with this conviction, and I think few of you, or some of you may know, but Samsung
03:47actually started as a grocery store.
03:49I don't know if you know that.
03:50It was during, after the Korean War.
03:53Really, the Korea back then was very different than what you know today.
03:59And it is out of that our conviction is around innovation for all.
04:04It is about health as a right, not as a privilege.
04:09That innovation really should be for all people.
04:13And in that context, given what David mentioned about the shift of care from the hospitals now
04:20into the home and our privilege and honor to be in the presence of the home, being a trusted
04:26brand, we have both the responsibility and the honor of using that set of endpoints, connect
04:36them, and use them in a meaningful way to improve the health of billions of people.
04:42I would say three quick things around why we think we have a right to play in this field.
04:47And again, I think David said this is not something Samsung is going to do alone.
04:52But one is actually more expertise than most people know.
04:56We have a Samsung Medical Center that is number three globally in oncology.
05:02We have Samsung Medicine, which is a company that does medical imaging.
05:07We have Samsung Biologics that's making drugs for the world.
05:11So I just want the audience to be just aware that we have fairly long expertise around health care.
05:19Second, obviously, is our mobile device, TVs, appliances, and then smart things that connect
05:26all of these together.
05:27We have about close to 500 million connected devices to that endpoint.
05:33And then we have 77 million monthly active users on Samsung Health app globally.
05:38So this is why, given our presence, we believe that we have at least a right to play.
05:45And it is our privilege and honor to really partner with you guys to try to make a difference
05:51in health care, which everyone deserves.
05:54Got it.
05:54So what I'm hearing, it's much bigger than hardware.
05:59Getting back to what I said earlier, it's really the top three.
06:02You know, it's the three ideas of an open ecosystem.
06:08Well, an open ecosystem really serving this idea of reactive care.
06:12And there's also this notion of continuous connected care.
06:15Can you elaborate on that a little bit?
06:17Sure.
06:18So we really, as a physician myself, having practiced for a while, what I recognize is
06:24that while I can make the best diagnosis and the best treatment, what I don't always get is
06:30the first and the last mile of health care.
06:32The first mile is what happens in the home before the patient comes to me.
06:35What happens in the last mile is I give instructions, I give prescriptions,
06:40and then the patient then decides what best to do with that.
06:44And I don't always have control whether the patient decides to take medications or not.
06:50The end points that we have the honor of having gives us the ability to do some very interesting
06:55things in the first and the last mile.
06:58First mile because we sense things continuously, passively, and then alert people when needed,
07:04like our vitals that we'll talk about later.
07:06And then the last mile because in the last mile, we're able to do things like controlling
07:12the air conditioning so that you can sleep optimally.
07:16We can nudge you in interesting ways.
07:19And so really, it's really about the end-to-end experience that we bring to bear and to reduce
07:26the friction and the complexity of health care.
07:29Got it. Thanks. And as part of that end-to-end experience, I think it's really important
07:34to work with other partners. And as I said, I'm really happy to have the three panelists here.
07:41They're part of our portfolio. What we really try to do at Samsung Next is we try to invest in
07:47startups that are relevant to Samsung Electronics. One of the big areas is digital health. We've made over
07:5570 investments. And I like to say that we have some of our three standouts here for today.
08:03And so I want to... I'll start with you, Mike.
08:08Spoiler alert, Mike is an investment that later joined us, and so it's been really great.
08:14Tell us about Zelf. What do you do?
08:17Thanks, David, and welcome.
08:19Zelf is a software platform that's embedded inside of electronic medical records to easy
08:25allow doctors and clinicians to prescribe digital health tools to their patients.
08:30So we were incubated inside one of the largest hospital systems in America and then subsequently
08:35spun out of that. And we raised money from over 15 different leading hospital systems in the US,
08:41including Cleveland Clinic, Stanford, Advocate, etc. So what Zelf did when we were inside Providence,
08:49we saw that there was a need for prescribing digital health tools. Doctors
08:53doctors had ways to prescribe medications, but there was an emerging ecosystem of hundreds of
08:59thousands of apps in the app store. There were devices that had Bluetooth and cellular connectivity
09:04that were tracking chronic care needs or acute remote monitoring. And then there was just digitally
09:10facilitated health. Patients needed Uber rides to get to appointments on time or to a surgery prepared.
09:17There were meal delivery services tailored to people's chemotherapy treatments and regimens.
09:23So all of that could be digitally facilitated to allow clinicians to prescribe it to the patients.
09:30So along the way, we've worked with dozens of large leading systems in the country,
09:34and we've integrated over 100 different solutions. Pregnancy apps, diabetes management apps,
09:40behavioral health apps, connected devices tracking people's sleep apnea, diabetes management,
09:47as well as just the myriad of digitally facilitated services. And with COVID, all of that fast-tracked.
09:55Doctors didn't want patients to come in for face-to-face visits. So there was a rise of prescribing these
10:01digital tools for remote monitoring for patients. But you know what else? They couldn't come in to compare
10:07the results to the patient because they didn't want the patients to come back in. So remote monitoring
10:12fast-tracked. So then Zelt enabled a platform to allow clinicians to easily prescribe, deliver and
10:18engage something to that patient, and then for that patient to be remotely monitored. And the fidelity of
10:24that monitoring is important because if someone's blood pressure increases 5% week over week, not that
10:31concerning, just watch it. But if someone indicates suicidal tendencies in a behavioral health app,
10:38that requires a greater security alerting mechanism for intervention and prioritization. So with that,
10:47Samsung realized as they were trying to get into healthcare, this huge ecosystem of connected devices
10:54that Han referenced, it's all collecting data signals. And increasingly, these devices are getting
11:01regulatory approval for blood pressure monitoring, hypertension, sleep apnea, heart arrhythmias.
11:07That's indeed clinical diagnosing, clinical detection. So Samsung realized that they needed to figure out a
11:14way to get all of that device data and diagnostic and future home data that's going to represent healthcare
11:22into the clinical workflow. So they approached Zelt, they approached my board of investors,
11:26and it's been really fun and interesting telling all of the medical community, the traditional healthcare
11:32and hospital ecosystems of Samsung's vision for connected care. And we believe it's going to lead to
11:37more proactive, preventative, connected care that's going to benefit the billions of people that touch
11:42Samsung's devices and always hit the traditional healthcare systems at some point in their care needs.
11:48That's great. And I mean, you're a repeat founder. Mike actually has worked with Samsung before.
11:56He created, I don't know if you know, the swipe app, the swipe keyboard back in the mobile days. And
12:02so
12:03you have a deep background in technology and health. So I'm sure you could have gone many different ways.
12:08What was it where you decided, you know, I want to be a part of Samsung and not just a
12:14partner with Samsung?
12:15Yeah, thanks, David. And this is where I'm going to give you and Samsung Next, Samsung Ventures,
12:20a shout out. For all the startups in the room, Samsung has invested in two separate companies
12:26for Zelt. Great partner, great investor. And as you're trying to grow and scale your companies,
12:32seek David and his team for potential investment. They've been a phenomenal asset and resource for us.
12:37My prior company, the keyboard was preloaded on every single Galaxy device since inception from
12:43their very first phone. And so I saw the scale and execution of Samsung when they make a committed
12:48strategic priority bet. They dominated the Android ecosystem and still do. And so that's been a
12:54tremendous bet from Samsung. I see them making that same commitment towards health care.
12:58And when they approached us, I obviously knew about their scale and execution on device creation,
13:05device management, and building an ecosystem around hardware. But I did not realize the extent and
13:11depth of their health care ambitions nor services. And so as Han referenced, they own Korea's largest
13:17hospital system. They have medical division. They've got biologics and pharmaceutical. They've been in
13:22health care for decades delivering care. And now with the digital health ecosystem and the connected
13:27wearables, they're extending into that. So when Samsung approached Zelt about investment, we said,
13:34certainly I can see the vision coming together. When I learned more about their whole depth and
13:38penetration of health care and learned about their ambitions, that's when the acquisition conversation
13:44started. And as a startup, you build your baby. You want it to succeed, thrive, grow. And you obviously
13:50have global ambition for what your software can create and save the world, help people. And that's why we
13:57created the software in the first place. But as we looked for global scalability, there's no better
14:02partner than Samsung. None in the world. Not a single better partner. I mean, we're here in France, right?
14:06We had only been a US company and we're now having European conversations for our infrastructure here
14:12with European systems. So I could not have found a better partner to scale globally. And then when I
14:19take a look at the entire ecosystem and how the world is evolving with LLMs and AIs and the nascent
14:27data
14:27infrastructure that is inevitably going to combine traditional health care data sets and this world
14:32of connected and wearable and other data sets that my colleagues here will represent. But I'm thrilled
14:38with the partnership. They bought us eight months ago and it's scaling beautifully.
14:44Thank you, Mike. And, you know, really, I think the reason why we're all here
14:49is to live better, longer, healthier, happier lives. And so I'm really excited, Alina, to hear from you.
14:59Tell us about Generation Labs and what they what you do to contribute to why we're all here.
15:05Yeah. Well, first of all, let's do a hand of poll. In the audience who is sitting here,
15:11who cares about having a younger and healthier, longer time?
15:19Almost all of us right here, right? But surprisingly, no one is actually studying about
15:24longevity or aging. We're sitting in this sick care world that people are treating sickness,
15:30but no one is actually looking at preventive health or how do you prevent sickness from happening.
15:35And Generation Lab is a longevity company that we study aging and intervene and even reversing aging
15:42through diagnosis and also therapeutics. It's a lab that's been out from Harvard Medical School
15:48and UC Berkeley based on 20 years of the science. And now we have created into this company. And for
15:54me,
15:54as a CEO and one of the founders of the company, my intention of setting up this company is started
16:00out from a personal story from my grandpa. He is a founder who passed away when he was early 50s.
16:09So I never got to see him in my entire life. That got me thinking in very early days,
16:15if every single one of us is only having 30,000 days in this world, what am I going to
16:21do with my 30,000 days?
16:24And for me, it was quite obvious. I want my loved ones, including myself, having a longer and healthier
16:32time. And that's why we got into longevity and aiming to do more, not just research,
16:40but actually spinning out the research into a product that you guys who are sitting here can
16:45actually experience. The first product is called Organ Age Biological Test. So if you guys heard
16:51about biological aging, that means how fast is your body and each different organs are aging,
16:58speeding up even before the disease is happening five to 10 years away. And according to this,
17:04it's an in-home blood test. And Mike will show you one of the devices that we all use. It's
17:11a very
17:11simple blood test at home. You don't need to go to any doctors or clinic, do a blood trial at
17:16home.
17:16After that, we'll see all of the 21 different systems and organs in your body. According to that,
17:22having your aging profile, and according to your aging profile, we'll tell you, hey, in your body,
17:29now we are seeing your muscular system or your liver system is aging faster than it used to be.
17:36You need to do your lifestyle differently. You need to do supplement or longevity therapies,
17:42everything that's personalized for you specifically. What can you do to reverse your age?
17:47Can I ask, you see a lot of these tests that do that, and they say, hey, they'll help you
17:58live happier lives. Can you talk about the science behind it? And then also, can you tell us about
18:04some of the people, if you can, who have decided to sign up? And can I sign up?
18:12Yes.
18:12Yeah. We'd love to hear about the science behind it, why this is different, and then also
18:18some of the momentum so far.
18:21Yeah. So think about DNA is the hardware of your body that's deciding what is the color of your skin,
18:27of your hair, of everything. But the main cause of aging actually happens from epigenetic,
18:33which is how your gene is being expressed. And that's the software of your body. Your environment,
18:39what are you eating, your stress, your sleep, all of these are controlling 80% of why you're currently
18:44aging. And based on this, what we are seeing is what is the biological noise of your epigenetic
18:50expression to see how noisy is your gene currently are being controlled. If you're young,
18:56the noise is very small. If you're old, the noisy is going to be getting higher and higher,
19:02just like entropy that's happening in this universe. It also happens in your body. And this is what we
19:07have published on over 120 peer review journals on science, the cover of aging, discovered by my
19:14professor and now my co-founder, Dr. Irina Conboy. And that's also why there's more than 750 clinics
19:21and hospitals that we work with starting from in the United States, got this into the hands of
19:27celebrities that you guys probably heard of, like Kim Kardashian, Zac Efron, Joel Montana from NBA.
19:34A lot of these guys are using our product to actively manage their aging to prevent disease
19:41from happening. That's great. Thank you for that. And related to data, related to collection, Michael,
19:48I want to move on to you. You know, a lot of companies are doing diagnostics, taking blood,
19:54taking swabs. We got really excited about your approach. Can you talk a little bit about
19:59what SciFox is doing? Sure. Thanks. Alina is such a great public speaker.
20:11Anyway, so we, we originally started out as a semiconductor company, actually. So when you
20:16use the internet at the end of the- You got to say why you call it SciFox.
20:20Yeah. Yeah. So SciFox stands for Silicon Photonics. And so six and a half years ago,
20:24when we started right before COVID, Silicon Photonics is this technology, it's the chips
20:30at the end of the fibers in the internet. So when you, when you send data through the internet,
20:35it's transmitted optically, but it has to be turned into electronic signals. And so I'm sure
20:40you've been hearing about data centers ad nauseum. So in the 2010s, this really became commercial and
20:46has been scaling, you know, to infinity ever since. And if you open a blood testing instrument,
20:52it turns out that 70% of the cost and most of the complexity ends up being optics. So that's
20:58really
20:58the reason we haven't seen a lot of progress in the last 30 years in blood testing in terms of
21:03like
21:03miniaturization and home use is, is that there's this very expensive, you know, $100,000 optical system
21:09that's blocking that, blocking that transformation. So we started out, you know, with some IP and realized
21:17that, okay, we can actually take an FDA cleared instrument and make it a home product, like something
21:21like that Samsung maybe would sell like a refrigerator or a microwave, right. Or even
21:26like, you know, like a Alexa smart speaker or whatever. Right. So, so we had that realization
21:32and have been working on it since along the way, we kind of built up a mission around where do
21:36we
21:37want to actually apply this technology? And, you know, being from outside of healthcare, you know,
21:43of course we picked up a lot of great team members from the industry, but we kind of realized that
21:47we
21:51in America, the satisfaction with the healthcare system is super low and it's like dropping like
21:55a rock while we were building our company. So I think it went from like 70% of people trusted
22:00the healthcare system when we started and now it's like 40%. So it's almost down by 50%. And so we
22:06wanted to participate in the future. And so we started looking at how do we actually, you know,
22:11contribute to preventative healthcare and just give people more time. So when we think about more time,
22:16that's our mission, it's really two parts. We look at how do we give people their time back right now.
22:21So like when they actually go get a blood test, it's appointments, it's visits to clinics. It's
22:27waiting for the results. The results come back in a PDF that nobody can interpret. They spend their
22:31time running around trying to figure out what does this mean. Then they need another blood test that
22:35takes more time. So it's really saving them time today that they can take back and use it for their
22:40family, use it for their work, et cetera, where they actually want to spend time and then giving them more
22:44time in the future. So in America, people live 12 and a half years, 12 and a half fewer healthy
22:51years than the average person in the world. So, and America is very good at exporting its culture,
22:56right? So we export Hollywood and, you know, we're also exporting this, right? So it's starting to happen
23:00in other places as like chronic disease climbs all over the world, India, Europe, et cetera. But,
23:06you know, we're kind of at the leading edge of that. And the way that we do that, you know,
23:11do what we do
23:12is we first help people collect their blood at home with a simple patch. So you put a patch on
23:16your arm,
23:16press a button, and there are some small needles that actually make like scratches on your arm and
23:22blood is pulled out with a light vacuum into a tube. And so that tube is either mailed by mail
23:28carrier
23:29like FedEx to a central lab where it can be processed for up to 60 biomarkers. That's one of the
23:32products
23:33we sell. And then over the last six years, we've been developing an espresso machine. So like a little
23:37coffee machine where you actually put the tube of blood and you get the results immediately. And
23:41all of that goes through the cloud into your phone. Your doctor can see it, your health coach,
23:45you can directly talk to the results, which are analyzed by AI and explainable through AI.
23:52So we think that, you know, this is a critical bottleneck for the entire health ecosystem.
23:57A lot of our customers connect their wearables and are able to see their wearable data
24:00directly next to their blood test data. So a lot of these things kind of interplay with each other.
24:04And then if you're taking longevity treatments, for example, you know, they don't work the same
24:08for everybody. And so being able to do these blood tests as you're trying to stay healthy,
24:13we think is a critical thing. And, you know, we're excited to be working with the folks on the stage
24:17to bring it to more people. That's great. And can you tell the audience, again, as you mentioned,
24:25silicon photonics is such a critical technology for such a wide, for AI data centers and such a key part
24:33of that, that conversation, but you're applying it to digital health. What was it about Samsung where
24:38you felt, Hey, I want to be a part of this ecosystem?
24:41I think in general, you know, if you, you kind of have a choice when you're doing healthcare is
24:47like, do you go with the traditional system or do you sometimes actually like self is an example
24:52of working with both, you know, but that's, that's actually pretty rare. Like in our case,
24:55we had to make a choice and we wanted to work with it. You know, it's just the quality of
25:01the
25:01relationships you can have and the speed at which people move. And the scale is just so much greater
25:06in consumer electronics than it is in healthcare. Like every year, you know, this ring is going to do
25:11twice as much in two years, right? So today it's not measuring my blood pressure. It probably will
25:15be in a couple of years. So we just, because we're coming from the chip industry, we know that like
25:20every two years, everything changes, everything gets better. And we wanted to,
25:24as much as we can ally ourselves with companies that are on that same, you know, set of rails.
25:29Got it. And so, um, you know, one of the great things I've been an investor in digital health for
25:36probably almost 12 years. And we like, as an investor, you like to think that, um, there's more
25:43bad timing than bad ideas that they're really, the ideas are there, but the technology has to emerge.
25:50The ecosystem has emerged. And what I'm hearing from all of you is that, or hopefully you're hearing
25:56this idea of data connecting to devices in novel ways with a person, sort of the patient, the user,
26:06at that third link or at the hub, and also connected to services. And so this idea of connected care,
26:13I think has been around for the last 10, 15 years, but the timing is really, is really now.
26:21And so, but I think one of the issues that's always been around with digital health is trust.
26:26And so with trust, it's about our personal data. It is the most critical and sensitive data for many.
26:33Han, what are your thoughts around trust and the role that, uh, how we approach it at Samsung,
26:38how you think about it as the leader of our digital health efforts?
26:42So obviously trust is everything to us. I mean, we're honored for
26:47billions of people that hold our phones in their hands. Uh, we have in the US, for example,
26:5470% of households have at least one Samsung appliance or device. With that, we think about trust in few
27:01ways. One, um, the data that we have on our devices that we collect on behalf of our consumers is
27:11not
27:11ours. I want to make that clear. It's not our data. It's the consumer and the patient data, and we're
27:17mere custodians. Two, two things about trust. One, I would say
27:25patients or consumers trust us in context of is what we say accurate and reliable. Are we giving you
27:36as accurate of a measure that we possibly can? And we work with universities, MIT,
27:43Mass General, a number of other universities across the world to create validation and ensure that what
27:50we say is accurate. Second is around data privacy, data storage, how secure is the data? Are we being
27:59good custodians in that regard? And I would say our Knox solution or capability is a defense grade
28:07security that is baked into the chip. So we call it, it's care by design in what we do, but
28:13it's also
28:13secure by design in that that security layer is baked into the chip so that the Samsung health data that
28:22we collect, the encryption key that holds that encryption is actually in that container that
28:28keeps it very from, uh, from intrusion. It makes it very difficult, uh, or it's not impossible to get at.
28:35So that's, that's how we think about it. But, you know, in Europe, I recognize or we recognize
28:41there are regulatory differences and a different level of sensitivity around sharing data. And so
28:49we work with GDPR, EHDS to ensure that we are compliant. And, uh, we're really excited. We know
28:56it's a privilege to hold that data and we will do everything possible to, uh, keep that trust from you.
29:02Thanks. Um, yeah, it's, uh, again, as you said, it's, it's, it's an area or a topic that's so
29:10important for everybody here, anybody in the digital health ecosystem. Alina, I have to ask you,
29:17um, you forgot to mention Chris Helmsworth is also somebody. And so I think all of our panelists
29:23here are like, Oh, okay, we'll take the test. Um, how do you get the, how do you, can you
29:28say a few
29:28words about how you think about trust and how you get patients or people to actually trust you with
29:37some of their most sensitive data? Yeah. Well, when it comes to trust, the most important thing is
29:42we have to be ethical that longevity is not for a few, but for all of us, it's not for
29:49just Chris
29:50Helmsworth or Kim Kardashian, but actually for everyone who is sitting in the audience. Right.
29:55And that also means that first, not only we need to protect the data of whenever we're collecting it,
30:02you guys can actually see whatever that we are using is going to having a barcode that makes the
30:09data, not collecting your name, but actually using it as SPOT 135, using this kind of things to protect
30:17whatever is the data that we are analyzing to not leak the data. But second is that we need to
30:23actually
30:23translate the right science to the audience. And for example, we see after having 650 millions of aging
30:31data sets, we realize founders are aging two times faster than investors or normal people.
30:38And that's why we die faster. Like it's kind of obvious thing, but we didn't even actually able
30:45to see that. Similarly, we also found women and men are aging very differently. Like men, for example,
30:52is first starting to age is heart starting from 35 years old, but women is starting out from their
30:58reproductive system. That's why their bone density is lower and it's impacting their neuron plasticity
31:04as well. So there's a lot of things that sex-based or different job-based is getting your aging faster
31:10in a different way. And all of that is counting as trustability of the data, trustability of the
31:16science and the technology all in once. Yeah. Michael, you must deal with, you obviously think about
31:23this as well. Can you say a few words about how you think about trust and user trust?
31:29Yeah. I think you were asking Mike or Michael? Oh, good question. Why don't we go with you, Michael?
31:35Okay. Yeah.
31:39Yeah. I mean, I think in our case, you know, there are all these standards that you comply with around
31:44data,
31:45which actually makes it like relatively easy. I think the challenge that we face
31:51is the thing I mentioned that like people just don't trust the health, health system in general,
31:56and maybe they don't trust doctors and so on, or that's like, that's decreasing. And I think the
32:01best way to handle that, there's no like, there's no GDPR standard for that. Right. So it's the best
32:07way to handle it is just being on the side of the customer the way that, you know, I don't
32:13know,
32:13like Amazon, you know, a big principle that they have is like, you really have to focus on making the
32:17customer happy. And that's how you eventually will make money. That's not in healthcare. That's
32:21like, you rarely hear something like that. You know, there's so many stakeholders normally. So
32:26I think just the way you run a company like this, it's really, if you make it user focused,
32:32I think that's a way to build trust with people. It takes a long time and there's no like one
32:35shot
32:36solution. But obviously, you know, it's being science backed and then actually user focused in
32:42the small things, like when the user actually has a challenge, trying to solve that at a loss,
32:46like a normal company, like an Amazon type company would, versus, you know, all these
32:51frustrating experiences that people often have in healthcare. Got it. And Mike from Zelf,
32:57your issue of trust, I mean, given that you're a marketplace of sorts, and you have all the
33:03different constituents of healthcare, providers, patients, the digital therapeutics, how do you think
33:11about trust in the overall ecosystem of health?
33:15Well, thanks. And I'm going to comment on something Michael referenced earlier, the
33:20diffusion of trust, the fragmentation of trust. People don't trust the healthcare systems and the
33:28opacity related to insurance reimbursement and the infrastructure to all of that, but they trust their
33:34doctor. And there are other people in their lives that they trust as well, caregivers, family. I just
33:40learned of a story today downstairs, La Poste, the mail service here in France. They've incorporated
33:46wellness checks in their daily mail drop off. And children, their children, the parents, you know,
33:54that have seniors, they have an app where they can request a specific wellness visit to their
33:59their parents. La Poste is also giving bans to the seniors for fall risk detection. So here you
34:06have the mail service playing a very significant role in aging in place in senior care here in this
34:13country. So that's an example of the fragmentation of trust, but a very, very relevant, strong position
34:19to help provide that care. I'd like to think that, you know, as Han referenced, over 70% of homes
34:25have a Samsung device in there. The refrigerator door gets opened dozens of times per day. What
34:30happens if, you know, your elderly senior is not opening that, or they didn't turn on their air
34:35conditioner when the heat is so high? So I think there's going to be ambient intelligence that plays
34:41a role in conjunction with the more proactive check-in. Now, to your specific question, David,
34:47we have traditionally represented traditional healthcare. So doctors representing hospital systems
34:55asking their patients to do things. When we send an email or an SMS to the patient saying,
34:59Dr. John Smith wants you, Jane Doe, to do this, we oftentimes get over 80% compliance with that
35:05patient downloading the app, watching that video, answering that questionnaire. You'd never see that in
35:10any kind of consumer marketing effort. But traditional healthcare is failing patients. I've seen this
35:17recent stat. There's over a billion search queries per day, some Google, some other search engines,
35:23some LLMs per day. There's only 8 billion people in this world. So, and you know what's crazy? 70%
35:30of that is not during clinical office hours. It's in the morning, it's at night, it's at home.
35:36So people are seeking care and convenience and information when the traditional hospital system
35:41can't give it to them. And I think in combination with everything we're discussing here today,
35:48is an opportunity to bring that convenience to patients. I believe, this is my prediction,
35:55but you know, combination of the watch, the ring, the glasses, the earbuds, the phone,
36:01it's going to represent a doctor in your pocket. It's going to be the first sign that has detected a
36:06change in your temperature, a change in your heart rate, a change in your sleep pattern. You're going to
36:13have an LLM dialogue with that patient or with that individual about what's going on in their health.
36:19And you're going to be mixing data sets. You're going to be pulling epigenetic data set, you know,
36:23lab data, traditional EHR data, as well as the signals coming from all these wearable and connected
36:29devices. And that's going to be the best prediction of what care type you should seek. So we're going to
36:36help patients route to the appropriate sites of care, be it an in-clinic visit, like a telehealth,
36:42you know, type visit, or a digital app or therapeutic that's going to help that patient
36:47in their care journey. And we're all capacity-constrained in healthcare systems around the
36:52world. Not enough doctors, not enough nurses. So when you send only the appropriate triaged
36:57patients to the right sites of care, you care for them against that disease or that issue,
37:04and then hopefully Samsung has an ecosystem that can catch them at home so they can leave
37:09that hospital system earlier because that connected home ecosystem will help them recover at home using
37:15the myriad of devices and sensors. But I'm going to add, we have traditionally operated under privacy
37:21guidelines, legal guidelines. Healthcare data has a lot of restrictions in each and every country,
37:27has its own different laws and regulations around that. Samsung is largely, you know,
37:31focused on brand reputation. Consumer companies care more about their trust, their brand,
37:36their goodwill. It's one of the most valuable brands in the world. They're not going to squander
37:40that. We live in the middle here where patient consent is they're uploading all their personal
37:46data to LLMs and asking chat GPT, you know, questions about their health. They're looking at third-party
37:52services, non-traditional services for additional health signals. The EHRs,
37:58the traditional sources of truth, are not keeping up because they're not aggregating all these data
38:04sets. So they're sort of in a race to gather all this wearable data. So the combination of all these
38:10data sets, the interoperability, the permissioning, that story hasn't exactly been told, but patient
38:17consent, patient rights ultimately trump. But if the doctor asks you to do something, it falls under their
38:23care guidelines. The doctor and that hospital system now also have rights to that data because
38:30they're asking you to do something, you do it under the care guidance. So there's going to be this
38:34circle of trust that's going to have to be created from traditional consumer-oriented
38:38health care and wellness devices, as well as the traditional medical devices and infrastructure.
38:43So you stole my thunder, Mike, in terms of prediction. We're in our home stretch now. So I want
38:53to look, as I mentioned, you know, with all due respect to Han and me, we like to think that
38:58most of the future is going to look outside the four walls of big companies. So lightning round. You know,
39:05one of the areas that we haven't talked a lot about but is an obvious mega trend, a puncture in
39:12the
39:12equilibrium is AI. And so, Michael, I'll start with you. What does this connected care of data, devices,
39:22patients, services, what does that look like in five years in the era of AI? And then I'll move
39:28on to you, Alina. Yeah, I mean, I think people discovered pretty quickly that actually LLMs are
39:34very good at at least blood data, interpreting blood data. They're incredible at that.
39:38And they one sentence, by the way, they were even this is just one from the heuristic,
39:43one sentence. What do you think about five years? Come back to me. What's that? All right,
39:48Alina, I'll go to you. Okay, it's definitely having better understanding about your body
39:54with more sense than any of the doctor in the world that you have. And that's what AI empowers. Yes.
40:02Mike, I'll go to you. And you kind of laid it out, but I want it in one sense. Personalized,
40:09proactive,
40:09and invisible care, guiding you through a healthier, happier, longer life.
40:16Michael, did I give you enough time? Yeah, I think the, you know, kind of AI health coach
40:22is what everyone expects. And that's definitely going to happen. I think the second thing that might
40:27happen that's, that'll be really interesting is, you know, being able to diagnose all the different
40:32variants of disease and all the different rare diseases, which now can take like decades sometimes
40:36to diagnose. So I think we're going to have a lot more visibility on what's happening to people on a
40:41like individual level, which will change the way their diseases progress. So you might see a lot
40:46better, you know, a lot fewer people that just kind of feel unwell all the time and aren't sure what's
40:50going on. Got it. So Han, I'm going to, I'm going to try to bring it home with you. I'm
40:54going to ask you two
40:55questions. First lightning round, age of five years, what's your one liner? How does AI impact
41:04connect? I'll say a true healthcare companion that knows where you are, knows what you need,
41:10and meets you and guides you to your goals. And fundamentally, it's so that we can care for you,
41:16so that you have the capacity for the care, those around you. Great. And building on that,
41:26how do you see, I mean, I think health healthcare globally is about scale. How do you think about
41:33Samsung in the future, the world looking forward? Like what, what's your vision for the future of
41:38healthcare and Samsung's role in it and the whole ecosystem's role? So I'll just briefly say, you know,
41:44when we talk about connected care centered around the home to really improve the health of billions
41:48of people, we think about three things in the connected care. One is connecting the data and
41:53the devices, connecting the people to each other, because it's a team sport, and then connecting the
41:59services, which means we need a whole lot of innovation that is represented in the audience to
42:03be part of it, so that we can achieve our goals. Ultimately, we believe that healthcare is still largely
42:11fragmented. We need a lot of help. And so we really hope that you'll take a look at our new
42:18launch of
42:19our features that are coming up, something called the vitals that will actually overnight sense how
42:24you're doing with heart rate, SPO2, respiratory rate, and give you a change in the baseline and see
42:31if you need to get some care. Or we're really excited about heart health score. For the first time,
42:36we're taking the four pillars of wellness, sleep, nutrition, activity, stress, and then saying,
42:41how does your daily activity and what you choose to do or not do actually impact your cardiovascular
42:48risk over time? These are the things that are coming. Now we add biomarkers, blood biomarkers.
42:55The world is going to be a very interesting place. Yeah. Well, you know, I just want to thank everybody
43:01here. As I mentioned, the number one thing that I always think about when it comes to investing in
43:08startups, investing in generally is timing. And hopefully, all of you have gotten a sense of,
43:16you know, of startups from the earliest stage to a company like Mike, Mike from Zelth's,
43:22in terms of the timing right now and the opportunity for digital health. And if you,
43:27I encourage you to look at, go downstairs to our booth where you can see some of the
43:34technologies and developments and ideas that Han has been talking about. And I really thank you for
43:41coming here on a Friday at 4 p.m. and hope to see you downstairs.
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