healthcare

“I think it's going to be in healthcare.”

“Yeah, I think you know, something like I would say healthcare and probably financial services, particularly in certain sectors, can be slow moving.”

“Matching a patient to a person that's very expert at their exact problem and their exact procedure leads to better outcomes and lower cost because there's fewer complications.”

“We, and certainly I, are pretty hot on consumer-facing financial services opportunities at the moment and we're also big believers in healthcare.”

“So, so I think it's completely flawed for any business in a highly regulated industry. You know, this is obviously healthcare, a lot of FinTech. These are areas where the regulators have a huge say in what you can and can't do.”

“The U.S. Spends about 18% of GDP on healthcare. You know, Germany, Japan, Switzerland, other rich countries in the world spend maybe 10, 11% on healthcare, and those countries, by the way, tend to not have single-payer systems either.”

“It's the last, I think, bastion pretty much anywhere in industry where the fax machine is still the primary means of communication. That is how healthcare works.”

“As an angel investor myself, frankly, I love those. I'm not looking for the Get rich quick scheme. More what I'm looking for is things that are going to have massive, massive impact on the world. What are the next Google, the next Apple, but let's go after the…”

“I think the guy is a giant doofus, and I would continue to hold my belief that he's a giant doofus, and I'll be very specific about why. I think Keith Raboy is probably a phenomenal technical investor, software company investor. It seems to me to be an amazing…”

“After we've been on board in that experience, nobody's going back to the old way. Like the old way of, I pick up the phone. I punch a lot of buttons to go through a call tree. I finally end up with a human being. They send me up on a schedule four weeks from n…”

“In the US, there's no downturn in healthcare right now. There's nothing, and I can't imagine it's different in the UK.”

“I think if you're in. Like finance or healthcare, you'd probably be completely on-prem for the foreseeable future.”

“And I think the founders that I invest in and the categories I invest in self-select for uncommonly resilient entrepreneurs. If you're building in healthcare, in climate, in education, even in some of the tools serving small businesses that I invest in, like t…”

“The thing we built and the work we did at Amazon, it's not, it's the only Big tech company that's actually providing healthcare and doing real things in healthcare”

“The reason that most of healthcare is as fucked up as it is, is that almost no one is actually building for the customer that's, that is using the service”

“I think that Customers are ultimately going to shop healthcare like they shop everything else, and that until, until that happens, like, healthcare is going to remain as fucked up as it is right now.”

“Especially in healthcare, where I'd say about three quarters where investing has been, it's a state by state game. Medicaid in Texas may be very different than Medicaid in Utah. You have to know the nuances, and so what would be a really good physical therapy …”

“If you want to draw a Venn diagram of companies or startups in healthcare, you've got the circle of startups with good technology, and you've got a different circle of startups that understand how healthcare actually works, and the overlap is very small.”

“It's also at the experimental stage in my many other functions and for Core applications in the industry in, I guess, telecom the telecom industry and in healthcare, this is still In the playground, but I think it's going to evolve in the next year.”

“If you're going to sell, A product that only goes to one vertical, you're seriously limiting the size that the company can be, right? Just think about the TAM. Like, if I'm gonna sell into healthcare, that's all I can sell into. That's, you better crush health…”

“25% of series A's in New York are related to healthcare. That's a really different mix than San Francisco.”

“I think if healthcare works it will be very large, because if you just do the math on it, right, like, a compound ED medication costs a hundred to a 130 dollars per month subscription and, you know, people, I think, average Kind of lifetime value of a user is …”

“There's a lot of verticals, whether healthcare or scientific discovery that I think have increased Incredible promise where we're going to see real tangible progress within five years that are going to change completely the face of what we can do. So that's pr…”

“I think in financial services and healthcare, The only way to build something that will last the test of time and that will truly go mainstream is to work with regulators, to do it clean, to do it right.”

“I actually think AI training will be used next in banking and healthcare, and then after that in, in many other different enterprise contexts.”

“I actually think the biggest disruption you're gonna see is in, like, manufacturing, is in, like, healthcare, is in you know, think about, like, the companies that can figure out how to get drugs to market much faster than anybody else. Like, I think AI could …”

“We have verticalized sales teams right now in specific markets. Markets that are much bigger or markets that are much more mature, 100%. We'll have people that only do like VFSI, only teams that do like healthcare.”

“It was this thesis that this idea, the secret hiding in plain sight, that this data set, this, like these conversations, it's the most human signal and it really powers healthcare. And you can build a whole new set of rails on top of this signal.”