David Haber
18 statements across 7 episodes · 12 bullish · 2 bearish · 1 people on the record · first statement May 9, 2023 by David Haber · said 2 times in 2 episodes since 2026 · across every show →
On the record as a speaker too: David Haber's record, appearances and statements → this page counts the times other people say the name.
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brought up most by Packy McCormick (1)
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2026 2 mentions in 2 episodes 1 per episode
Everything said about David Haber, oldest first
May 9, 2023 bullish
Haber: Healthcare fintech's biggest prize is a unified financial operating system
“Healthcare FinTech's biggest prize was the financial operating system for healthcare. And I think the core kind of ethos was you have a lot of patient data, right, living in practice management systems or in an EHR that are often unbundled or kind of separate …”
May 9, 2023 bullish
Haber: Every healthcare company will eventually become a fintech company
“Certainly one of our core theses at ASICS and Z has been that every company is going to become a fintech company. And Julie and I have been riffing that, you know, Either every healthcare company is already a fintech company or is certainly going to become a f…”
May 9, 2023 positive
May 9, 2023 bullish
Haber: Embedded fintech playbooks from vertical software apply to healthcare
“I think you've seen that play out over the past, you know, five plus years in areas like vertical software, where again, you know, companies have started by solving kind of a software workflow in lots of different categories, and then it become kind of layerin…”
Jan 14, 2025 bearish
Jan 14, 2025 bearish
Haber: AI wedge features will commoditize and model moats are ephemeral
“Is that wedge product alone defensible? I would argue no, right? Today, it feels like magic to the providers that they're working with, but I think that capability is going to become commoditized over time. They may have an advantage because they've trained a …”
Jan 14, 2025 bullish
Haber: Tenor reduces patient intake admin costs by 90%
“We have a company, you know, it's an example called Tenor that is doing this in a healthcare context. So, you know, the problem that they're solving specifically is is around patient referrals. So you go to your general practitioner, they're referring you to a…”
Jan 14, 2025 neutral
Jan 14, 2025 bullish
Haber teases unannounced a16z investment in a legal tech startup
“We have a company that we haven't announced yet, so I won't mention the name, but that is solving a lot of the workflow challenges in in plaintiff law. So they operate in both employment and personal injury, Where in, in that model, unlike on a per hour basis,…”
Dec 3, 2025 neutral
Dec 3, 2025 bullish
Haber: Contingency law firms have an unlimited appetite for AI adoption
“In lots of areas of legal if you make your employee 50 times more efficient, you're eroding your billable hour. In their business, they operate on a contingency basis. Meaning, You know, they only get paid if they make, if they win. So there's no sort of limit…”
Dec 3, 2025 neutral
Haber: AI capabilities offer product differentiation, not long-term defensibility
“But the source, the AI-ness of that capability, in my opinion, is not a source of defensibility. It, it's largely differentiation. The defensibility of a software product resides, in my opinion, you know, from owning the end-to-end workflow, you know, from the…”
Dec 19, 2025 bullish
Dec 31, 2025 bullish
Haber: AI model labs cannot access non-public legal outcome data
“Ultimately by being able to process Cases, again, from intake all the way to outcomes, that outcomes data is not public, right? That is not a source of information that, you know, model companies and labs can actually train on and, you know, on the public inte…”
Dec 31, 2025 bullish
Haber: Revenue-generating AI applications will see stronger market pull than cost-cutters
“But I think in instances where AI is actually reinforcing the business model in driving revenue, there's really no limit to the amount that customers may want to adopt that technology. And so the market pull in examples like that are just, you know, so much st…”
Jan 19, 2026 bullish
May 12, 2026 bullish
May 12, 2026
Haber: Funds maximize short-term carry while firms build compounding competitive advantages
“The objective function of a fund is how do I generate the most carry with the fewest people in the shortest amount of time possible? And a firm, you know, you have to deliver exceptional returns, which is sort of a prerequisite for doing that well. But I think…”