CBinsightsGoogle计划如何使用AI来重塑3万亿美国医疗行业英文201847页

IHowGooglePlansToUseAIToReinventThe$3TrillionUSHealthcareIndustryIIGoogleisbettingthatthefutureofhealthcareisgoingtobestructureddataandAI.ThecompanyisapplyingAItodiseasedetection,newdatainfrastructure,andpotentiallyinsurance.InthisreportweexploreGoogle’smanyhealthcareinitiativesandareasofpotentialfutureexpansion.Googlehasalwaysseenitselfasmorethanasearchandadvertisingcompany.Nowit’sturningitsfocustohealthcare,bettingthatitsAIprowesscancreateapowerfulnewparadigmforthedetection,diagnosis,andtreatmentofdisease.Inshort,Googleseemstobegoingafterthehealthcarespacefromeverypossibleangle.Forexample,didyouknowthatGooglehasaprojecttoreleasesterilizedmosquitoestocontrolthespreadofinfectiousdisease?Orthatthecompanyhasstartedalimitedcommercialrolloutofitsdiabetesmanagementprogram?Orthatitappearstobeexploringinsurance?IIIInthisanalysis,wedivedeepintohowGoogleispushinghealthcareforwardwithafocusondataandAI,including:·ThespecificdiseaseareaswhereGoogleisstudyingdiag-nosticsandmanagement—includingdiabetes,Parkinson’sDisease,andheartdisease,amongothers·HowGoogleisrebuildingthehealthcaredatainfrastructurelayertopotentiallybecomethenewdatapipesforhealthgiants·Possibleareasofexpansion,includinghardwareforproviders,insuranceandmore·HowGooglecouldmakeeventuallymoneyoffitsmanydispa-ratehealthcarebets·Obstaclesbetweenwherethecompanyistodayandwhereit’stryingtogoNote:Forsimplicityweuse“Google”asshorthandforthelargerAlphabetcompany,underwhichmanyofthesehealthcareinitiativesfall.WeexplaintheAlphabetstructurebelow.Sotomorrow,ifAIcanshapehealthcare,ithastoworkthroughtheregulationsofhealthcare…Infact,Iseethatasoneofthebiggestareasiswherethebenefitswillplayoutforthenext10–20years.—SundarPichaiCEOOFGOOGLEIVGoogle’sstructure&AIadvantage·GoogleprioritizesAI·Google’sstructureHowGoogleisusingAItotacklespecificdiseases·Eyedisease·Diabetes·Heartdisease·Parkinson’sdisease·MultiplesclerosisPoweringthehealthcaredatainfrastructurelayer·Creatingdatapipesforhealthgiants·PushingGoogleCloud·BuildingdatasetsforthirdpartiesGoogleinhealthgoingforward·Diseaseareas·Toolsfordoctors·Diagnosticsforpatients·Populationhealthinterventions·Googleinsurance·HowwillGooglemakemoneyofitshealthcareinitiatives?CanGooglepullitoff?15162336TableofcontentsVAtCBInsights,webelievethemostcomplexstrategicbusinessquestionsarebestansweredwithfacts.Weareamachineintelligencecompanythatsynthesizes,analyzesandvisualizesmillionsofdocumentstogiveourclientsfast,fact-basedinsights.FromCiscotoCititoCastroltoIBMandhundredsofothers,wegivecompaniesthepowertomakebetterdecisions,takecontroloftheirownfuture—andcapitalizeonchange.VITheCBInsightsplatformhastheunderlying dataincluded inthisreportWHEREISALLTHISDATAFROM?CLICKHERETOSIGNUPFORFREEVIIBetiCung,CORPORATESTRATEGY,MICROSOFT“WeuseCBInsightstofindemergingtrendsandinterestingcompaniesthatmightsignalashiftintechnologyorrequireustoreallocateresources.”TRUSTEDBYTHEWORLD’SLEADINGCOMPANIESVIIIBethesmartestpersonintheroomCheckoutmoreofourresearchandexpertintelligence.GOOGLEINHEALTHCARECOLLECTIONVERILYINVESTORPROFILEAPPLEINHEALTHCARERESEARCHBRIEF1Google’sstructure&AIadvantageGOOGLEPRIORITIZESAIAsGoogleentershealthcare,it’sleaningheavilyonitsexpertiseinAI.Healthdataisgettingdigitizedandstructured,fromanewelectronicrecordstandardtoimagingtoDNAsequencing.GoogleisbothhelpingspeedupthisprocessbycreatingnewmeansofingestinghealthdataandbettingthatitcanuseAItomakesenseofthedataquicklyandpotentiallymoreaccuratelythancurrentmethods.Amongthebig5techgiants(Facebook,Apple,Microsoft,Google,Amazon),Googleemphasizesitsprogressonmachinelearningmuchmorethantherest.Assoftware,andmorespecificallyartificialintelligence,becomesadifferentiatingfactorinthehealthcarespace,Googleiswell-positioned.Thecompanyisdoublingdownonthenumberofresearchpapersitpublishes,openingmoreAIresearchcentersaroundtheworld,anddevelopingitsownchipsandhardwarededicatedtorunningAI/MLprocesses.Inaddition,Googleisthemostactiveinvestor/acquirerofAIcompaniesamongbigtechcompanies,scoopinguptalentandbuildingrelationshipswithup-and-comingAIapplications.12GOOGLE’SSTRUCTUREIn2015GooglerestructuredintoAlphabet,andAIbecomethecenterpieceofnearlyeachdivision’sstrategy.Inthatrestructuring,healthcareprojects,whichpreviouslyhadfallenwithintheR&DlabsofGoogleX(Google’ssecretivespecialprojectslab),insteadmovedtonewsubsidiariesatthecompany.Toanextent,thisrestructuringsiloedGoogle’shealthinitiativesabitmore—butalsopushedthembeyondthe“moonshot”arenaintospecificsubsidiarieswithatightersetofmandates.3ThethreesubsidiariesfocusedinhealthcareareVerily,DeepMind,andCalico.Verily—VerilyiswhereAlphabetisdoingthebulkofitshealth-carework.Thesubsidiaryisfocusedonusingdatatoimprovehealthcareviaanalyticstools,interventions,research,andmore.VerilyisrunbyAndrewConrad,whoco-foundedtheNationalGeneticsInstitute.ThesubsidiaryhaslargelyfocusedonpartneringwithexistinghealthcareinstitutionstofindareastoapplyAI,especiallyviaitsStudyWatch,awearabledevicethatcapturesbiometricdata.TheStudyWatch,whichiscurrentlyawaitingFDapproval,hasbecomeacenterpieceof