Jacob Peters, founder of Superpower, describes the recurring revenue model of biologic drug treatments prescribed for autoimmune conditions like Crohn's disease.
Prediction Not checkable as stated
Peters: Consumers will disintermediate traditional healthcare using AI pocket doctors
“In the limit, we think every person in America, and frankly the world, will have an AI doctor in their pocket, and consumers will fully disintermediate the existing healthcare system as it stands.”
Insight
Peters: As AI makes replication easy, brand is the most powerful moat
“In a world where, you know, AI and vibe coding is only proliferating and making it easier to replicate products, brand is possibly one of the most powerful motes and defensible aspects of a business.”
Assertion Contradicted
Peters: Nearly 85% of US health system revenue comes from drugs and surgery
“In America, close to 85% of health system revenue comes from two sources.
Do you know what those are?
Tell us.
Pharmaceuticals and surgery.”
Opinion
Peters: Foundation models eliminate compute constraints in medicine
“With the advancement of foundation models compute is no longer a constraint in medicine, which has opened up this market opportunity in this portal for healthcare to really be built as a product.”
Prediction Not checkable as stated
Peters: The largest consumer health companies will own fintech and underwriting
“What does the biggest health consumer health company in the world look like?
And it's probably some combination of,
Becoming the fintech layer and owning the, you know, insurance and the underwriting, the ability to actually cover and figure out, you know, t…”
Insight
Peters: A doctor's core role is an informatics problem triangulating three databases
“Basically healthcare is, a doctor's job is an informatics problem, right? You're computing between, when you're a doctor and you go see a patient, you're computing between a database of what you know about a patient, what you know about medicine, and what inte…”