The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 14 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
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: 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: 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.”
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.”
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.”
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.”
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…”
Tandon: Commure supports 200 million patient encounters annually
“We probably, we support, I want to say, two hundred million patient encounters every year now.”
Tandon: Commure generates hundreds of millions in annual revenue
“We're in the hundreds of millions of dollars in revenue.”
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 …”
Tandon: Commure acquired public company Augmedix at 1.5x revenue
“We've also acquired some businesses like Augmetics that was, you know, a public company, and it was particularly done for distribution. They were, you know, in 40 different health systems and trading at like, 1.5 x revenue.”
Tandon: Commure has raised approximately $750 million in total funding
“In total, the business has raised about seven hundred and fifty million bucks.”