EFTA02398723

From: Masha Drokova Sent: Friday, Novembeilli. To: jeffrey E. Subject: Re: Because he worked with him.=Couldn't be totally objective :-) Based on w=at I read/watched Thiel is equally smart On N=v 2, 2017, at 9:53 PM, jeffrey E. <[email protected] <mailto:[email protected]=m» wrote: Gates said no one smarter On Fri, Nov 3, 2017 at 12:53 AM jeffrey E. <=a href="mailto:[email protected]">[email protected]> wrote= He is not an=investor type . He is s partner at a firm but used to be at Microsoft. = Just use him for advice <mailto: On Thu, Nov 2, 2017 at 11:13 PM Masha Drokova < wrote: Thank=you for the comprehensive feedback Steven. For me the main value is that the system=is an order of magnitude cheaper than existing technologies, premised on le=eraging data to help users see what daily elements are affecting their bloo= sugar, and predicting dangerous highs and lows before they happen so they c=n take actions beforehand. To date, their beta app has lowered blood sugar averages in=over 55% of users 2x better than the world's most prescribed diabetes drug,=Metformin. Which means that with the help of the date diabetes would need t= use less drugs. However I'd agree on complexity of regulations and saturation on the m=rket. I run Day One Ventures fund and=based in San Francisco. I'd be happy to connect in person sometime to learn=about about your experience and tell about our investments and opportunitie= I see. <mailto: c=nnectivity. On Nov 2, 2017, at 3:24=PM, Steven Sinofsky » wrote: Greetings Masha, I apologi=e for the delay. I was at some events in in UK where I did not have EFTA_R1_01433147 EFTA02398723 I have worked on a related portfolio c=mpany so I will have to be a bit abstract on the specifics of this opportun=ty. So please excuse these brief thoughts. Also, the only information=l had was what was provided in your mail which was limited relative to any d=tailed analysis. * In general the challenge with g=ucose measurement is the finger prick. Any device that relies on this will o=ly be marginally better than any other device, whether or not there is soft=are or a slightly more convenient measuring device. This is a statement abo=t the inconvenience of a prick (and long term challenges) but also the medi=al challenges on relying on that point in time. * My sense is tha= going down the path of an innovation, that still has a prick, but requires=a level of FDA approval is a difficult one to approach. * This is=a very crowded space. There are a lot of apps, a lot of measuring devices, a=lot of mixtures of app and measuring devices. It is very difficult to avoid=appearing as a commodity to consumers. " While I understand there=is potential to see innovation using novel approaches to analysis of data, i= is not clear to me how much better the approach can be for an individual w=th data. * The real opportunity I might see is around measuring g=ucose or some related telemetry to assist in compliance that is outside the=scope of a finger prick and measuring glucose directly. It seems like we sh=uld have some other data point upon which to apply machine learning. <=iv> I hope this helps...any friend of JE is a friend of mine.=/div> On Nov 1, 2017, at 4:43 PM, Masha Drokova < w.=:ote: Thank you J=ffrey. Steve, great meeting you. Would appreciate your feed=ack On Nov 1, 2017, at 9:31 AM, Jeffrey E. < May be someone in your network who kno=s this area and can advise on this kind of tech? Center Health Deck: https://dr=ve.google.com/file/d/0B5O93D3IJArEbXBsdll4elVob0U/view <https://drive.=oogle.com/file/d/0BSO93D3UArEbXBsdll4elVob0U> Our memo:&n=sp;https://docs.google.com/documen=/d/1M7ZV7VEI8CTnb4EtYWFH2sq5dcCm0PM6g1AlcwrIOtM <https://docs.google.com/document/d/1M72V7VEI8CTnb4EtYW=H2sq5dcCm0PM6g1AlcwrIOtM> =div style="font•weight:normal">Center=nbsp;Health is building an Al-based glucose monitoring system&nbs=;for the 1 in 11 Americans who suffer from diabetes, based on machine learn=ng and their personalized Al, Aria. Users subscribe to their disposabl= test strips, a $148/yr US market, which are delivered monthly, as Aria lea=ns about their diabetes and prompts behavioral changes to lower blood s=gar. The system is an order of magnitude cheaper than existing technol=gies, premised on leveraging data to help users see what daily elements are=nbsp;affecting their blood sugar, and predicting dangerous highs and lows b=fore they happen. 2 EFTA_R1_01433148 EFTA02398724 — Enormous pressure both from the industry players a=d companies such as Apple and Google that try to develop non-invasive gluco=e monitoring that will wipe out test strip products — H=rdware startup without a product to sell yet, finalizing the development — Young team =/blockquote> please note =he information contained in this communication is confidential, may be a=torney-client privileged, may constitute inside information, and is inte=ded only for the use of the addressee. It is the property of JEE U=authorized use, disclosure or copying of this communication or any part t=ereof is strictly prohibited and may be unlawful. If you have received t=is communication in error, please notify us immediately by return e-m=il or by e-mail to [email protected] <mailto:[email protected]> , and destroy this communication and all copi=s thereof, including all attachments. copyright -all rights reserved =/div> =/div> =nbsp; please note The information contained in this communication is confidential, may be attorney-client privileged, may constitut= inside information, and is intended only for the use of the addressee. 1= is the property of JEE Unauthorized use, disclosure or copying of th=s communication or any part thereof is strictly prohibited and may be=unlawful. If you have received this communication in error, please notif= us immediately by return e-mail or by e-mail to [email protected] <mailto:[email protected]> , and destro= this communication and all copies thereof, including all attachments. c=pyright -all rights reserved =div dir="ltr">-- = please note The information contained in this communication is =onfidential, may be attorney-client privileged, may constitute inside in=ormation, and is intended only for 3 EFTA_R1_01433149 EFTA02398725 the use of the addressee. It is the p=operty of JEE Unauthorized use, disclosure or copying of this comm=nication or any part thereof is strictly prohibited and may be unlawful.=If you have received this communication in error, please notify us immed=ately by return e-mail or by e-mail to [email protected] <mailto:jeevacation@gma=l.com> , and destroy this com=unication and all copies thereof, including all attachments. copyright -=11 rights reserved 4 EFTA_R1_01433150 EFTA02398726