insurance companies

3 statements across 2 episodes · 1 bullish · 2 bearish · 2 people on the record · first statement Sep 23, 2015 by Bob Kocher · across every show →

Everything said about insurance companies, oldest first

Sep 23, 2015 negative
Assertion Partly supported
Kocher: Improved ACA margins allowed hospitals and insurers to slow tech adoption
“For the last couple years, quite frankly, the incumbents have done pretty well, and so with the expansion of coverage, there's been a nice uptick in volume of paying customers, and the bad debt that used to plague hospitals and doctors has gone down, and so ma…”
Bob Kocher Sep 23, 2015 ▶ 8:08 20 VC 074: The Future of Healthcare with Bob Kocher, Partner @ Venrock
Sep 23, 2015 positive
Assertion Not checkable as stated
Kocher: Hospitals and insurers are willing to buy from early-stage startups
“They've been jolted enough by the changes in the U.S. Healthcare economy that they're willing to take risks of trying products From earlier stage companies that, you know, may not pass the SOX to compliance, you know, tests that they used to put you through.”
Bob Kocher Sep 23, 2015 ▶ 7:38 20 VC 074: The Future of Healthcare with Bob Kocher, Partner @ Venrock
May 16, 2026 negative
Insight
US healthcare stakeholders are fundamentally misaligned with patients
“And that's what healthcare is in the United States. It's providers, health systems, pointing guns and getting pointed at by insurance companies. And then there's also life sciences companies. And those three stakeholders in some way, shape or form are misalign…”
Shiv Rao May 16, 2026 ▶ 1:06:49 The Five Year Desert to Product Market Fit & a $5.3BN Valuation with Shiv Rao, Founder @ Abridge · 20VC with Harry Stebbings
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