Why will healthcare be the industry that benefits the most from AI?. ⚡️ the leapfrog opportunity given lack of sunk cost bias due to low adoption of enterprise SaaS tools in the last 2 decades.⚡️ the existential supply-demand mismatch crisis.⚡️ the existence of regulatory rails.

thanks all for flagging the incorrect axis labels in the first figure - corrected in the SS post:

VC-Backable TAM in Healthtech: Challengers and Enablers. One of the biggest unlocks in VC-backed tech was when companies started going full stack to challenge incumbents head-on ("Challengers"), versus just building tools for incumbents ("Enablers"). This evolution didn't

"We're bankrupting our country, and the entire sector's answer to this unsustainable situation is 'give me more money' or 'don't cut my money'." With that fiery statement, Paul Markovich, CEO of Ascendiun (parent company to @BlueShieldCA) led us into our fireside chat at AHIP

And we’re seeing this in recent organic growth / adoption rates, esp in provider facing tech:

RT @a16zBioHealth: Headed to AHIP 2025 in Las Vegas?. Don’t miss Next-Gen Health Care: Disruptive Business Models in Action — a dynamic pan….

RT @a16zBioHealth: Medical coders are expected to read the equivalent of half a To Kill a Mockingbird—about 50,000 words—just to process a….

@dhaber's OG map:

with a h/t to @dhaber's OG "unbundling of Craigslist" map, we're already seeing the "unbundling of ChatGPT" based on the emergent behaviors of how consumers are using gen AI chatbots, including several healthcare use cases. the length of the pole between generalist chat and a

RT @a16zBioHealth: AI tools are being applied to healthcare to transform a ~$4 trillion market offer up immense opportunities for startups….

The exact phenomenon I described below at the @hr_transform Conference is manifesting in the form of @thatch_ai’s Marketplace, which was announced today; as consumers have become a "new class of payor" (we spend a collective ~$500B / yr out of pocket on healthcare products and.

This will happen in healthcare - rather than having to use your judgment about which digital health app to use for what, there will be an AI doctor superapp that knows your full personal context and auto triages across a network of subcontracted providers in the backend based on

ICYMI:

A clinical co-pilot, an administrative co-pilot, and an autonomous clinical agent meet in a bar. actually, they met on stage at the J.P. Morgan Healthcare Leadership Conference (@ShivdevRao of @AbridgeHQ, Joan Butters of @Xsolis_Health, @munjalshah of @hippocraticai), to talk

Theirs: (h/t to the @healthapiguy shout-out).

Ours:

Yes, we planned the publication of our podcast with @HeyEpic's SVP of R&D, @sethHain, to occur exactly 5 days before @AcquiredFM's piece on Epic. Definitely listen to both. Ours is much shorter. @a16zBioHealth

Acquired citing HISTalk ☠️.