The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 9 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Rughani: Three specific market conditions justify building two-sided healthcare networks
“While two-sided networks can be more complex to execute, founders who choose this go-to-market strategy are typically addressing at least one of three situations in which it can be worth the effort. One, broken data flows between two or more sets of constituen…”
Rughani: B2C2B lets health startups engage users before contracting payers
“While B to C to B can be more complex to execute, it gives startups the power to acquire and engage users directly without first contracting with the payer.”
Jay Rughani: Dual B2C2B GTM creates long-term defensibility despite resource intensity
“The biggest challenge we hear about with B to C to B is that you're signing yourself up to execute two go-to-market motions in parallel with the limited resources of a startup. The upside though is that if you achieve a high engagement and stickiness in both m…”
Rughani: Start enterprise B2B sales after establishing repeatable usage patterns
“We generally recommend turning on enterprise when you see repeatable usage patterns among a core customer group through concrete data gathering.”
Rughani: Enterprise buyers expect digital health startups to present RCT ROI data
“Several digital health founders have told us that their enterprise buyers basically expected them to have a randomized control trial demonstrating the ROI before signing the partnership.”
Rughani: Network effects make parallel go-to-market motions easier
“And when one company successfully executes two independent go to market motions in parallel, a powerful network effect kicks in, and each go to market motion becomes easier because the other exists.”
Rughani: a16z benchmarks healthcare network sides against standalone software standards
“Well, we take each side in turn, and we benchmark each side's individual performance to best-in-class healthcare software businesses.”
US out-of-pocket health spending projected to reach $800B by 2026
“There's a recent report estimating nationwide out-of-pocket spending on health, i.e. Not reimbursed by insurance, is set to hit almost five hundred billion in the U.S. In 2021 and projected to grow to about eight hundred billion by 2026.”