Opinion
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.”
Prediction Not checkable as stated
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…”
Opinion
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…”
Opinion
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”
Prediction Not checkable as stated
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 …”
Assertion Contradicted
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.”
Disclosure
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…”
Prediction Not checkable as stated
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.”
Disclosure
Tandon: Commure Uses General Catalyst's CVF to Fund GTM Expansion
“We've extensively used CBF, which is General Catalyst's non-dilutive customer value fund to fund our go-to-market expansion without needing to dilute shareholders.”
Insight
Tandon: Fund GTM with Debt and Equity Balance Sheets with R&D
“You actually don't want to use Balance sheet for go-to-market. You want to use balance sheet for R&D and these more durable long-term investments.”
Assertion Not checkable as stated
Tandon: Commure adds hours daily back to physicians at HCA
“In, in health systems like HCA, it's a very similar story. We've been able to add a couple hours to every physician's day.”
Assertion Not checkable as stated
Tandon: Commure supports 200 million patient encounters annually
“We probably, we support, I want to say, two hundred million patient encounters every year now.”
Assertion Not checkable as stated
Tandon: Commure ambient tool saves physicians 75M hours across 50M appointments
“That does about fifty million annualized appointments every year, saving, like, I want to say at least seventy-five million hours a year for physicians, and that's just productivity straight back into the American economy.”
What-if
Tandon: AWS could never have succeeded through product-led growth alone
“There's no version of the world where AWS could have been a PLG cell. It needed to, it really needed that enterprise motion where Theresa and Jassy and Garmin and the team at the top came in and sat down with these government officials And pitch them on the vi…”
Prediction Not checkable as stated
Tandon: AI insurance will converge into general cyber and liability packages
“You know, I think my prediction for the space is it's eventually all going to converge upon some sort of like general liability software, cyber insurance package.”
Assertion Open · timeframe May 2026
Tandon: RFK Jr. toured Commure's AI healthcare stack at Summa Health
“We had RFK Jr. Visit the hospital last week, and we hosted him there, and it was an amazing visit, showing him the transformation with ambient documentation on ComerStack, with ADOC, which is a, an imaging-based company that's essentially automating a lot of t…”
Assertion Partly supported
Tandon: Federal administration is funding DOJ to prosecute Cures Act violations
“They're funding the Department of Justice to come after folks that are engaging in information blocking or violating the Cures Act and as an innovator, that's welcome change.”
Assertion Not checkable as stated
Tandon: Commure transitioned Augmedix from labor-based to LLM software margins
“And also transform their margin structure using LLMs. You know, primarily labor-based business that is now primarily software-based using language models.”
Insight
Tandon: Post-merger integration requires enforcing a single winning culture
“I'd say number two is you have to be very ruthless about stating what the culture of the combined business is. You can't, I think this idea of you acquire companies and like everyone's friends and, you know, we're going to be like your little bit of your cultu…”
Assertion Supported
Tandon: General Catalyst CVF Risks Customer Cohorts, Not the Balance Sheet
“Instead of risking against balance sheet, it's risk against forward-looking customer cohorts and performance. So if you're confident that your SaaS cohorts will perform and revenue will show up, and when you put in go-to-market dollars, net new logos will show…”
Disclosure
Tandon: Commure software margins hit high 80s, RCM hits mid 70s
“We have parts of our business that run at pure SAS margins in the high eighties, mid nineties. And you have other parts of the business like full cycle RCM that have a labor component and a heavy token component. And those run at everywhere, anywhere from the …”
Assertion Supported
Tandon: Commure generates hundreds of millions in annual revenue
“We're in the hundreds of millions of dollars in revenue.”
Assertion Not checkable as stated
Tandon: Full Commure Platform Boosts Provider Revenue 15-20%
“And there's no question that when you deploy the full Kumira Thales platform, you get 15, 20% more revenue at the other end of it because everything is connected.”
Insight
Tandon: Healthtech founders can get agency meetings within weeks by emailing
“You can literally send an email in and probably get a meeting in a couple of weeks, air out your concerns, and get a very structured, rational response back.”
