healthcare industry
8 statements across 7 episodes · 2 bullish · 4 bearish · 7 people on the record · first statement Jul 28, 2017 by Yubin Park · across every show →
Everything said about healthcare industry, oldest first
Jul 28, 2017 negative
Jan 2, 2019 bullish
Ballinger: Healthcare will reorganize vertically around specialized AI data networks
“So this is a case where probably we'll see the healthcare industry maybe reconstitute itself by vertical. With AI-based diagnostics or therapeutics, because if you think right now providers are geographically structured, but with AI, every data point makes the…”
Apr 29, 2020 negative
Jan 27, 2023
Jul 14, 2023 negative
Jun 28, 2024 negative
Yoo: Healthcare labor crisis driven by technological administrative burdens
“One of the number one crises that our healthcare industry is facing right now is a labor crisis. And that we have both, both have a shortage of labor to do these kind of highly specialized jobs that we have, whether it be clinical or whether it be administrati…”
May 30, 2025 neutral
Wolf: Legacy integration is the biggest hurdle for horizontal healthcare platforms
“Like if you're going to be the Amazon of healthcare, you've got to onboard every provider in America. You have to onboard every insurance company. You've got to work with, you know, the pharmacy benefit managers. And so it's just going to take time to infiltra…”