Commure CEO Tanay Tandon draws parallels between Commure's enterprise healthcare AI sales motion and AWS's historical cloud transformation sales to government agencies.
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.”