Everything Tanay Tandon said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Tandon: US antitrust targeting Google and Facebook ignores healthcare monopolies
“The fact that they're coming after like Facebook and Google makes no sense. Like it's so easy to switch between Google and some other search engine if you want. It's almost impossible to change the hospital that you visit because it is quite literally a region…”
Tandon: Healthcare is broken because it's run by politicians, not operators
“I would actually say that healthcare's biggest problem today is it is run by politicians. It is not run by ruthless, pragmatic business operators.”
Tandon: VC-backed AI point solutions will die within three years
“There's a lot of nonsense GPT wrapper businesses out there right now. I won't say them by name. Maybe I'll say them by name later, but the, you know, they grew fast. They got a lot of VC interest, but they're going to be gone in three years because companies l…”
Tandon: Epic creates extreme data friction compared to Salesforce
“For all the shit Salesforce gets as a company, if I want to move data from one, you know, place in Salesforce to another place in Salesforce, I can do it with my eyes closed. Like, there's no, I don't have to ask for permission. If I want to do that in Epic, I…”
Tandon: Healthcare systems must adopt AI or lose their staff
“And now it's just, there's no option. You either adopt AI or you lose your physicians, you lose your nurses, you lose your admin staff.”
Tandon: Healthcare's core bottleneck is administrative overhead, not clinical tools
“The clinicians had the tools they needed for the average patient to get the job done. The real problem was administrative. It was in how they ran their telehealth operations and how did, and how they did their billing and how they, you know, fought insurance c…”
Tandon: AI agents will make clean APIs obsolete by processing unstructured data
“Number two is I think the concept of agents where you don't really need A clean API per se. You can make do with unstructured data and take inputs and shoot out outputs that are processable, human readable, but also machine readable. And that to me is going to…”
Tandon: Commure is not a success unless it reaches $100B valuation
“If you think about the scale of problem that we're trying to solve in healthcare we're, I wouldn't consider it a success in, we really wouldn't have penetrated much of healthcare at all if we weren't a hundred billion dollar company.”
Tandon: AI token costs reduced software margins to service-level margins
“One of the challenges is that these token businesses have essentially turned a lot of software businesses to service level margin, and if you play the game the same way you did two years ago, you can blow up and you can burn a lot of cash in the process”
Tandon: Healthcare LLMs will improve outcomes enough to lower malpractice premiums
“That yes, occasionally you have, like, weird performance, but on the averages, and like in the 99% of cases, it improves outcomes so much that the malpractice implications are actually very net positive, and I think because of that, you will, you should see a …”
Tandon: General Catalyst bought Summa Health as it faced impending bankruptcy
“And part of that means going to Akron, Ohio, buying a system that was on track to go bankrupt in, in the next couple of years and transforming it with AI.”
Tandon: Startup acquired blood samples through friends with hospital security guards
“Our residual blood sample partnership with this health system was actually nothing more than Deepika being friends with the security guard and the front desk lady. And so we had accumulated hundreds of samples, and they were, you know, anonymized, and, you kno…”
Tandon: AI agents will execute end-to-end EMR tasks autonomously this year
“And this year you're going to see agents where you give it a task in an EMR and it just goes and does all the work and dollars show up at the other end of it.”
Tandon: People Addicted to Pain Make the Best Startup Leaders
“When you find someone who actually is addicted to pain, they tend to perform really well at startups and they tend to make great leaders. They tend to grow very quickly. And our thesis has always been find these people and make them celebrities in the company.”
Tandon: AI and LLMs will transform healthcare labor by late 2020s
“The story of the late 20 twenties in healthcare is definitely one of language models and AI replacing standard labor or augmenting that labor to make it much more efficient.”
Tandon: US healthcare creates $500B in annual administrative bloat
“And then if you just look at what we call work tax or admin bloat and admin expense, probably about half a trillion dollars. So there's like five hundred billion dollars worth of exhaust that the system creates.”
Tandon: Healthcare transaction costs run at 15% to 20%
“That, that system runs at, you know, two to three percent cost of transact. Healthcare probably runs at 15 to 20% cost of transact. So there's so much room to make it more efficient and look and feel more like a credit card swipe.”
Tandon: Early healthcare startups without distribution will lose to legacy players
“My recommendation to the early stage founders is, unless you have that distribution advantage, healthcare is still actually a very hard market to get into, and you're better off either working with a larger company or distributing through a larger company or c…”
Tandon: Point Solutions Cannot Win the Largest US Healthcare Customers
“The issue in some ways, though, is if you're a one trick pony, you're not going to get the biggest customers in the country. The biggest customers and most important customers in the country want a platform partner.”
Tandon: Commure Powers 7% of All US Healthcare Visits
“So for Ambien and charge entry and charge capture, the, it's about seven percent of all healthcare visits in the US run on our platform.”
Tandon: Agentic AI resolves healthcare claim denials in seconds
“I think the thing that many health systems haven't realized is just how we gentick some of these models have gotten in terms of solving tasks end to end, getting a claim back, reading the contents, reading the patient's demographic file and their chart history…”
Tandon: Purely AI-Driven Clinical Care Is the Wrong Approach
“And that's why, you know, purely AI driven care, in my opinion, is not the right approach. You need to have a human in the loop. And that's what physicians are trained for. They're trained for accountability.”
Tandon: 85% of Commure's Claims Are Processed Entirely Autonomously by AI
“And for us, 85% of our claims don't touch a human. They're entirely autonomous. And everything from the packaging of the claim, the submission, the coding of the claim, and then the back and forth with the pair is done by a model, which is very exciting.”
Tandon: HCA cited AI appointment gains and reduced denials on earnings calls
“And HCA talked about this in their earnings call. I think a couple of our other customers have now talked about this on earnings calls as well. They've seen the productivity lift very clearly in terms of the number of appointments that a physician can do. And …”