healthcare

9 statements across 9 episodes · 3 bullish · 3 bearish · 8 people on the record · first statement Feb 12, 2025 by Jordi Hays · across every show →

Everything said about healthcare, oldest first

Feb 12, 2025 bullish
Prediction Didn’t hold up
Hays: Next trillion-dollar consumer company will be in healthcare
“You can make an argument that generally the next, that the next trillion dollar consumer company will be in healthcare.”
Jordi Hays Feb 12, 2025 ▶ 17:35 REVIEW: HIMS Super Bowl Ad (Controversy)
Mar 14, 2025 negative
Assertion Supported
Mares: 90% of $4.5T Annual US Healthcare Spend Goes to Chronic Conditions
“Like healthcare, four and a half trillion dollars a year in spend. 90% of that goes towards chronic conditions.”
Justin Mares Mar 14, 2025 ▶ 16:27 Justin Mares talks Tru Med, MAHA, and the Future of CPG.
Mar 28, 2025 negative
Insight
2010s SaaS failed healthcare because web apps didn't beat filing cabinets
“The last big technological wave, like web apps, which is sort of like web apps and like SaaS tools and APIs, which is what a lot of the successful startups of like the late 20 tens were it didn't hit healthcare in the same way. Cause frankly, like a web app is…”
Pavel Asparouhov Mar 28, 2025 ▶ 10:52 Pavel and Delian Asparouhov's $27M Bet on Healthcare Efficiency
Apr 9, 2025 negative
Opinion
Kirsten Green observes education lags behind healthcare and finance in transformation
“I think if you look at, like, the foundational pillars of life, your healthcare, your finance, your career, and your education, Like, education is, is arguably behind them all in terms of transformation.”
Kirsten Green Apr 9, 2025 ▶ 22:49 WELLNESS Is the New WEALTH | Kirsten Green ON TBPN April 4th
Apr 10, 2025 bullish
Prediction Not checkable as stated
Huber: In 10 years, the poorest could have better healthcare than today's billionaires
“Like it is very possible the poorest people on earth today, or, you know, in 10 years, we'll have access to better healthcare better legal representation you know, better financial services than, like, billionaires have today.”
Jeff Huber Apr 10, 2025 ▶ 16:14 The Most UNDERRATED Use Case in AI | Jeff Huber on TBPN April 8th
Apr 26, 2025 positive
Assertion Partly supported
Calley Means: Europe spends 3x less on healthcare and 2x more on food per capita
“They spend three times less on average per capita on healthcare, but two times more per capita on food in Europe.”
Calley Means Apr 26, 2025 ▶ 21:13 The Real Cost of Ultra-Processed Food | Calley Means on TBPN
Aug 21, 2025 neutral
Prediction Not checkable as stated
Cuban: Five to six foundational models will exist before consolidation
“There's not, there'll be five, six, whatever it is, foundational models before there's consolidation, but beyond that, there's going to be millions of models, millions and millions of models, and every brand is going to need a model, particularly like in healt…”
Mark Cuban Aug 21, 2025 ▶ 13:08 Mark Cuban on AI, Career Advice, and Running for President.
Feb 12, 2026 neutral
Insight
Coogan: AI sustains the stock market while healthcare sustains the economy
“I almost prefer AI is holding up the stock market, but healthcare is holding up the economy because that's where we're seeing job gains and that's where like, The real economy. Like, there's always this disconnect between what's happening in the markets that's…”
John Coogan Feb 12, 2026 ▶ 21:37 AI Isn’t Covid, FBI probes Tai Lopez, Mistral’s $2B Sweden bet | Diet TBPN
Feb 20, 2026 neutral
Assertion Supported
Coogan: Healthcare drove all US net job growth over the past year
“Healthcare accounted for all of the net job growth in the last 12 months, reflecting the needs of an aging society.”
John Coogan Feb 20, 2026 ▶ 28:43 The SaaSpocalypse is Cancelled, WB Back in Play, Zuck Grilled in LA Trial | Diet TBPN
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