Julie Yu

“It's very rare that we would see a company that fails solely because their product is poor. It's more often the fact that companies struggle and see the most challenges around distribution.”

“Are feeling the pressure to really compete for our business, and it's not only that their reimbursements are shrinking and that the dynamics on the reimbursement side are very uncertain, but also that there's new entrants in the market, whether it be, you know…”

“We're still looking at, depending on what reports you read, you we're only at roughly about 20% of, All healthcare payments being in some kind of risk-based model.”

“There's an entire, like, a hundred fifty billion dollar industry dedicated to just submitting and processing claims so that you optimize your revenue flow.”

“If the first generation of the digital health tech stack, which we wrote about in 2020, was about enabling administrative and operational efficiency for virtual first providers, the next generation will be about helping providers bear risk. And enabling payers…”

“We think there's a huge opportunity for sort of neo carriers, so to speak, right? So upstart health insurance products to be built in a tech native fashion. That number one does focus on user experience. Number two does use data in novel ways, whether it be on…”

“Turns out it's a relatively universal problem. This notion of kind of a system of record, a source of truth for the finances of healthcare providers. And, you know, that, and that has such, you know, significant implications on like broad swaths of workforce, …”

“What's the number two line item in their P&L outside of payroll? It's typically healthcare expense, right? Because you have to cover your health insurance benefits for your employee base by law.”

“Until recently, it was nearly impossible to figure out what something cost.”