The Microsoft Nuance deal

Last week Microsoft announced it will acquire AI solutions company Nuance Communications for $19.7 billion. Nuance was a pioneer in speech recognition technology with its Dragon software which was famously used to power early versions of Apple’s Siri. Dragon is used by 70% of US hospitals, 75% of radiologists and 80% of Fortune 100 companies. … Continued

Amazon’s healthcare opportunity

News broke last week that Amazon was planning to expand its virtual health platform for employees, Amazon Care, currently in pilot in Seattle, to all its US employees and to other employers. Often when the $1.6 trillion company has ventured into new segments, stock traders respond, sometimes overzealously, by selling down positions in smaller competitors … Continued

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