Episoder
-
Jacob sits down with Hemant Taneja, the CEO & Managing Director of General Catalyst. GC is one of the world’s largest venture capital firms, most recently raising an $8B fund in 2024. The firm has invested in companies like Livongo, Cityblock Health, and Hippocratic AI. They discuss the possibility of a $100B healthcare company, how buying a health system can accelerate partnerships, what will succeed in AI, and more.
[0:00] Intro
[0:54] Hemant’s Healthcare Journey
[2:25] A Vision for 2030
[3:36] Transforming Healthcare Systems
[6:03] The Role of AI and Technology in Healthcare
[9:04] Incubation and Investment Strategies
[13:43] Platform Focus in Health Tech
[21:42] Exploring International Healthcare Opportunities
[24:48] AI Transformations Across Industries
[25:51] Innovative Financing in Venture Capital
[34:41] The Future of AI and Venture Capital
[38:18] QuickfireOut-Of-Pocket: https://www.outofpocket.health/
-
Jacob sits down with Stef van Grieken, Co-Founder & CEO of Cradle. Cradle has raised over $100M from investors like IVP and Index Ventures to build and expand their AI-enabled protein engineering platform. They discuss how Cradle plans to use their new Series B funding, what’s been happening in AI bio, the technical underpinnings of Cradle’s platform, and more.
[0:00] Intro
[0:22] Cradle Bio's Rapid Growth and AI Innovations
[0:53] The State of AI in Drug Development
[1:15] Challenges and Opportunities in AI Biospace
[2:21] Cradle Bio's Approach to Biologics Development
[3:11] AI's Role in Hit Identification and Lead Optimization
[7:42] Cradle Bio's Software and Customer Base
[10:33] Inside Cradle Bio's Lab and Data Strategy
[24:10] Future Directions and Protein Modalities
[26:21] Navigating the Pharma SaaS Market
[28:48] Challenges in Adopting New Protocols
[30:15] Software vs. Service Companies
[31:47] Gaps in Drug Development
[33:46] Advances in AI and Bio
[41:28] Future of Drug Discovery
[44:18] Advice for Aspiring Bio Entrepreneurs
[48:03] QuickfireOut-Of-Pocket: https://www.outofpocket.health/
-
Mangler du episoder?
-
Jacob sits down with Dr. Angela Fitch, the Founder and CMO of knownwell. knownwell has raised $25 million from investors like a16z and Flare Capital Partners to provide weight-inclusive primary care and metabolic health care. They discuss the future of obesity care, where we are with GLP-1s, the need to expand coverage, and more.
[0:00] Intro
[1:06] Current State of Obesity Medicine
[2:47] The knownwell Approach
[6:06] Challenges in Obesity Treatment
[7:23] The Future of Obesity Medication
[12:40] Insurance and Access Issues
[32:19] Supply Chain and Distribution
[35:38] Final Thoughts and Resources
Out-Of-Pocket: https://www.outofpocket.health/
-
Jacob and Nikhil sit down with Parth Mehrotra, CEO of Privia Health. Privia is a physician enablement platform partnering with 4500+ providers towards practice improvement and value-based care. They discuss the most important ways to manage risk, building effective physician enablement solutions, the future of value-based care programs & contracts, and more.
[0:00] Intro
[0:55] Privia's Business Model and Footprint
[3:26] Physician Choices and Privia's Role
[6:06] Evolution of Value-Based Care
[8:42] Future Role of Payers in Healthcare
[10:48] Choosing Geographic Markets for Expansion
[11:53] Physician Enablement Market Dynamics
[15:02] Influencing Practice Processes Without Ownership
[18:52] Evaluating Value-Based Programs
[21:47] Capabilities Needed for Risk-Based Contracts
[24:28] Risk Pooling and Healthcare Economics
[28:31] Future of Value-Based Care
[31:40] Primary Care and Specialist Roles
[36:18] Commercial vs. Medicare Value-Based Care
[39:30] AI in Healthcare: Current and Future Applications
[43:02] Quickfire
Out-Of-Pocket: https://www.outofpocket.health/
-
Jacob and Nikhil sit down with Bryony Winn, President at Carelon Health. Carelon is the diversified services business within Elevance Health (formerly Anthem), serving 1 in 3 Americans through advanced primary care, behavioral health, specialty enablement, and whole health solutions. They discuss what payers are thinking about, making value-based care work, creating effective provider partnerships, and more.
[0:00] Introduction to Vital Signs Podcast
[0:41] Understanding Elevance Health and Carelon
[1:49] The Future of Healthcare Integration
[2:57] Carelon's Strategy and Partnerships
[3:47] Navigating Healthcare Transitions
[5:22] Lessons from Healthcare Partnerships
[8:10] The Role of Value-Based Care
[9:55] Innovations and Challenges in Healthcare
[21:59] The Commercial Healthcare Landscape
[25:00] Cross-Business Initiatives and Medicaid Innovations
[28:15] The Impact of Generative AI in Healthcare
[32:32] QuickfireOut-Of-Pocket: https://www.outofpocket.health/
-
Jacob sits down with Kristina Saffran, the Co-Founder and CEO of Equip. Equip delivers at-home, virtual eating disorder treatment for both adolescents and adults. They discuss Kristina’s journey to founding Equip, getting payors on board, evidence-based treatments for eating disorders, and more.
[0:00] Intro
[1:06] Kristina's Personal Journey
[3:27] Founding Project Heal
[4:07] Challenges in Eating Disorder Treatments
[5:15] The Role of Evidence-Based Treatments
[6:40] Transition to Venture-Backed Startup
[13:33] Virtual Care Model for Eating Disorders
[17:23] Adapting Treatment for Different Populations
[22:42] Working with Insurance Companies
[24:37] Equip's Year-Long Care Program
[25:15] Challenges in Operationalizing Innovative Payment Models
[28:21] Patient Archetypes and Outreach Strategies
[32:41] Provider Education and Partnerships
[34:16] Growth and Future Plans for Equip
[39:07] The Role of Peer Support in Treatment
[43:05] Quickfire
Out-Of-Pocket: https://www.outofpocket.health/
-
Jacob and Nikhil sit down with Savvy CEO Suril Kantaria to discuss the future of the ICHRA market and what he would do differently if he was starting Savvy today.
[00:00] intro
[00:35] ICHRA
[06:20] is this better for employees?
[15:20] is ICHRA policy doomed to fail?
[19:10] venture’s role in healthcare
[24:00] early founders building in “stealth”
[29:00] making the decision to “stop” as a founder
Out-Of-Pocket: https://www.outofpocket.health/
-
Jacob sits down with Amir Dan Rubin, the CEO and Founding Managing Partner at Healthier Capital. Amir previously served as the CEO of One Medical and Stanford Health Care, as well as an EVP at United/Optum. They discuss payer-provider integrations, lessons learned from leading One Medical, applications of generative AI, and more.
(0:00) intro
(0:44) when does venture capital make sense in the healthcare world?
(3:04) the future of health systems as we move towards value-based care
(5:14) dealing with staffing shortages and leveraging new technologies
(11:49) hospitals investing in companies
(16:13) the gold standard of United Optum
(18:57) is the payer-provider combo inevitable?
(27:21) the key to successful acquisitions
(33:36) Amazon’s acquisition of One Medical
(38:25) over-hyped/under-hyped
(40:23) surprises and decisions at One Medical
Out-Of-Pocket: https://www.outofpocket.health/
-
Jacob and Nikhil sit down with Dr. Vivek Garg, the Chief Medical Officer & SVP, Primary Care at Humana; Chief Medical Officer at both CenterWell and Conviva; and a former clinical leader at CareMore, Oscar, and One Medical. They discuss Vivek’s insights around primary care, value-based care, and more.
(0:00) intro
(0:52) how different care models compare
(7:28) best areas to outsource
(11:15) where are we in the adoption of value-based care?
(14:40) how do we get hospitals on board with value-based care?
(19:38) payer acquisition of provider assets
(22:42) payers vs. providers
(25:18) something Vivek thought would work that didn’t
(26:43) AI in healthcare
(29:29) ambient clinical documentation
(33:59) over-hyped/under-hyped
(35:59) another company Vivek would want to run
Out-Of-Pocket: https://www.outofpocket.health/
-
Jacob and Nikhil sit down with Virgílio (“V”) Bento, Founder and CEO of Sword Health, the $3 billion company focused on improving pain management. They discuss Sword’s new AI care model, the evolution and key decisions behind Sword’s success, customer acquisition, and more.
(0:00) intro
(1:15) Sword’s journey
(9:13) advice on selling to employers
(16:45) getting employees to use the product
(18:41) building Phoenix, an AI care model
(22:50) limitations of Phoenix
(31:17) Sword’s org structure
(33:56) less successful ventures for Sword
(36:23) working with brokers
(39:01) international opportunities
(42:12) over-hyped/under-hyped
(42:37) parts of the U.S. healthcare system that don’t make sense
(44:23) flying across the world for dinner with Vinod Khosla
(46:57) decisions that were instrumental to Sword’s success
Out-Of-Pocket: https://www.outofpocket.health/
-
Jacob and Nikhil sit down with Dr. Atul Butte, a professor at UCSF, Chief Data Scientist of the UC Health System, and a co-founder of numerous healthcare startups. They discuss Dr. Butte’s takes on healthcare AI opportunities, challenges, hype, and more.
(0:00) intro
(0:31) AI hype through the years
(5:44) when LLMs don’t work
(8:42) when LLMs surpass humans
(11:07) AI adoption timeline
(13:22) converting skeptical doctors
(20:30) commercialization in AI
(24:15) how will AI change med school?
(33:28) regulating consumer-facing AI apps
(44:08) over-hyped/under-hyped
(45:44) coolest AI demos
(47:06) what company would Atul want to run?
Out-Of-Pocket: https://www.outofpocket.health/
-
Jacob and Nikhil sit down with Dr. David Shulkin, the former Secretary of Veterans Affairs who has also held roles as CMO of the University of Pennsylvania Health System, CEO of Beth Israel Medical Center, and Vice Dean of the Drexel University College of Medicine. They discuss David’s experiences innovating within the VA, meeting the health needs of a population, and more.
(0:00) intro
(0:34) footprint of the VA today
(2:38) privatization debate
(5:36) solving access to healthcare for veterans
(12:29) setting priorities as a leader
(19:34) monolithic single-payer funding
(23:41) what does the rollout of a massive EHR look like?
(32:44) things that the VA does well
(38:35) startups having success in the VA
(41:26) how will the medical education system change going forward?
(44:51) applications of AI in healthcare
(48:23) over-hyped/under-hyped
(49:20) what company would David want to lead?
Out-Of-Pocket: https://www.outofpocket.health/
-
Jacob and Nikhil sit down with Jean-Charles Samuelian-Werve, Co-Founder and CEO of Alan. Alan is a multi-billion dollar French health insurance company that has expanded to become an all-in-one health platform for its consumers. They discuss Alan’s product strategy and business model, building AI for healthcare companies, what healthcare looks like in Europe, and more.
(0:00) intro
(0:47) French healthcare 101
(6:30) similarities with Oscar
(9:50) building a healthcare super-app
(15:11) medical loss ratio
(21:58) contracting with providers
(29:29) optimizing Alan for different countries/continents
(35:08) finding new users
(38:17) AI in healthcare
(48:31) over-hyped/under-hyped
(50:36) healthcare policy changes Jean-Charles would make in France
Out-Of-Pocket: https://www.outofpocket.health/
-
Jacob and Nikhil sit down with Malay Gandhi, Head of Strategy & Corporate Development at Benchling. Malay previously served as CEO of Rock Health and SVP of Business Operations at Evidation Health, and his seminal pieces helped shape early digital health thinking. They discuss some of Malay’s early pieces, the future of life sciences & real-world evidence, building & scaling software at Benchling, and more.
(0:00) intro
(0:58) how Malay feels about his old essays
(8:00) the Benchling story
(16:29) serving customers in different industries
(22:12) how will AI change Benchling
(29:49) the state of tech in biopharma
(38:41) the real-world experiment
(42:04) have trial designs changed?
(46:24) over-hyped/under-hyped
Out-Of-Pocket: https://www.outofpocket.health/
-
Jacob and Nikhil sit down with Will Stokes, Co-Founder and Chief Growth Officer of Strive Health, a pioneer in value-based care that partners with payers and providers to care for patients with chronic kidney disease. They discuss the nuances of risk-based contracting, value-based models for specialists, selling to both payers and providers, and more.
(0:00) intro
(0:39) when do risk-based models make sense
(8:50) surprises when building Strive
(13:53) negotiating risk-based contracts
(21:08) primary care for patients with specialized conditions
(30:28) approaching risk-adjustment changes
(34:35) using LLMs at Strive
(38:44) when does it make sense to incubate a company?
Out-Of-Pocket: https://www.outofpocket.health/ -
Jacob sits down with Dr. Amy Abernethy, whose health tech career spans from clinician and researcher to CMO at Flatiron Health to Principal Deputy Commissioner and Chief Innovation Officer at the FDA to CMO and President of Product Development at Verily to co-founder of her own non-profit to accelerate evidence generation. They discuss the current and future states of real-world evidence, how clinical research can improve, the adoption of GenAI in healthcare, Verily’s growth story, her new venture, and more.
(0:00) intro
(0:40) real-world evidence
(13:48) the future of control arms in clinical trials
(22:16) startup ideas
(25:04) generative AI in healthcare
(27:18) regulating AI
(35:09) the evolution of Verily
(38:26) what is next for Amy?
(42:59) over-hyped/under-hyped
(43:37) one policy change to improve healthcare in the U.S.
Out-Of-Pocket: https://www.outofpocket.health/
-
Oscar Health is a $4B public healthcare company, providing healthcare insurance to nearly 1 million members. Oscar is at the forefront of AI adoption, continuously developing new AI use cases in healthcare. On this week’s episode, we sat down with Oscar Health Co-Founder, former CEO, and now President of Technology Mario Schlosser to talk about where AI will have the biggest impact in healthcare, limitations of GPT-4 in healthcare, and why can't we have robot doctors today.
(0:00) intro
(1:06) how will AI change healthcare in the next decade
(9:09) how Oscar uses AI
(18:40) how to build around healthcare requirements
(25:46) when would GPT-4 fail "miserably" and fundamental limitations of LLMs
(36:28) we shouldn’t piss off our smartest robots
(38:15) sharing AI knowledge between companies
(41:50) developing healthcare-specific models
(44:35) hackathons and karaoke nights at Oscar
(49:07) the need for a safety layer in LLMs
(51:33) best commercial opportunities in healthcare
(55:19) will their be AI doctors this decade?
(59:18) over-hyped/under-hyped
(1:00:49) most exciting AI company?
(1:08:46) over-hyped/under-hyped
Out-Of-Pocket: https://www.outofpocket.health/
-
Jacob and Nikhil sit down with Sarah London, CEO of Centene Corporation, the largest managed Medicaid organization in the country, serving 15 million Medicaid members. They discuss Medicaid partnerships and redeterminations, SDoH innovation and outcomes, and payers vertically expanding their ownership.
(0:00) intro
(0:39) Centene’s footprint today
(1:37) working with startups
(6:24) Centene’s priorities
(12:23) how state RFPs have changed over time
(15:04) differences between states
(18:40) Medicaid redeterminations
(22:35) will every payer end up looking like United Optum?
(29:09) what kind of data is most helpful?
(31:46) where Gen AI can be implemented in healthcare
(35:20) ICHRA markets
Out-Of-Pocket: https://www.outofpocket.health/
-
Jacob sits down with Dr. Ezekiel Emanuel again to discuss the future of health policy and care delivery, hyped innovations in healthcare, market trends among payers and providers, and more.
(0:00) intro
(0:57) generative AI
(4:08) the ethics of NOT using AI
(7:04) ML-based risk adjustment
(11:46) why didn’t hospitals become payers?
(19:37) what does the future of hospitals look like?
(26:15) can insurance cover mental health treatment for everybody?
(29:45) GLP-1s
(35:02) the future of healthcare policy
(41:07) what should we be learning from the way other countries do healthcare?
(45:57) Ben Franklin
(49:37) Zeke Bar update
Out-Of-Pocket: https://www.outofpocket.health/
-
Jacob and Nikhil sit down with Toyin Ajayi, Co-Founder and CEO of Cityblock Health, an SDoH-focused provider of primary care, behavioral health, and chronic disease management for Medicaid and dual eligible patients. They discuss innovating in Medicaid, engaging patients with digital solutions, building sustainable companies, and more.
(0:00) intro
(0:50) the state of Medicaid innovation today
(2:33) Toyin’s time at Commonwealth
(7:33) incubators in the current climate
(11:02) biggest risks starting Cityblock
(14:46) surprises in building Cityblock
(23:06) how Cityblock chooses which services to offer and which to outsource
(29:22) lower acuity patients
(33:23) state-by-state differences
(37:59) policy changes to improve Medicaid
(42:15) a shift towards profitability
(45:01) generative AI
Out-Of-Pocket: https://www.outofpocket.health/
- Se mer
