healthcare
6 statements across 6 episodes · 4 bullish · 0 bearish · 5 people on the record · first statement Apr 27, 2023 by Elad Gil · across every show →
Everything said about healthcare, oldest first
Apr 27, 2023 positive
Gil: AI will be adopted fastest in healthcare operations and delivery
“Usually I think the places in healthcare where this will really get applied fast. Is on the more operational or services intensive related side. It's healthcare delivery. It's lowering the cost of a doctor visit or telemedicine. It's making payments easier and…”
May 18, 2023 neutral
Gil: Healthcare is 20% of GDP; pharmaceuticals are 20% of that
“If you look at healthcare, it's 20% of GDP. Pharmaceuticals are about 20% of that. And then drug development is a fraction of that, right? So really what you folks are focused on in terms of the types of models that you're building is at least, you know, 16% o…”
Jun 22, 2023 neutral
Simo: AI healthcare bottleneck is clinical workflow adoption, not the technology
“I think it's all about like adoption, like on the healthcare side, I think it's all about adoption in the clinic and in the real workflows of doctors. And so the technology is there. It's more about like How do you embed that into clinical workflows in a way t…”
Jul 27, 2023 bullish
Jul 18, 2024 bullish
Guo: Healthcare AI startups hit $5M to $10M ARR in year one
“That's why you get actually a series of companies that are democratizing capabilities and really more on the prosumer side, but, you know, beginning to see things even in, for example, healthcare, traditionally really slow industry where you go zero to five or…”
Jan 8, 2026 bullish
Huang: Without open-source AI, startup and enterprise development would suffocate
“Without open source, as you know, startups would be challenged. Companies that are in, in different industries, whether it's manufacturing, or transportation, or it could be in healthcare. Without open source today, all of that AI work would be suffocated.”