Voice AI in healthcare doesn’t really remove friction it speeds up simple things, but adds more steps everywhere else and if you need a human, you’re now 10–15 minutes deep in a decision tree harder to resolve anything complex, just with more tokens in between

Spent time with healthcare PE investors I respect yesterday what surprised me most was how focused they are on services, even with all the AI hype the play: buy big services first, then layer in AI via M&A one thing’s clear: legacy SaaS is sitting alone at the lunch table

I’ve been struggling to keep a straight face when people say AI will automate away the healthcare back office cloud fax is still growing ~10-12% a year as long as friction is someone’s business model, it just takes on a different form

This is getting framed as hospital market power. But in the commercial market, TPAs pass costs through & take flat PEPMs. They sell network access & the real "buyers" (employers) can’t access their own contracts/claims. Cost control never had a chance. wsj.com/health/healthc…

DTC in healthcare has much potential but a lot of the consumer demand is really about bypassing the usual steps we saw it with Cerebral and we’re seeing it now with GLP-1s the intent was access to care & less friction, but the business model has bent around that demand

everyone who’s worked in a clinical setting has had many ideas that would dramatically improve patient or clinician experience and also the frustration of knowing they’ll never get built -- because there's no real incentive to pay for them

the mckinsey version of "healthcare but not opioids, I promise"

3 hours ago we were debating building an in-house AI orchestration layer and hiring for it and now this feels like you can go to lunch and come back to a different decade

everyone talks about AI in diagnostics and imaging meanwhile in ICUs and operating rooms (especially anesthesia), we already have continuous real-time data -- vitals, vents, & drips and we’re still making most decisions with a person at the bedside that can’t possibly last..

medicine has been closed off for a long time now more people in tech are engaging with health + research people who question established systems are good to have in the room you’ll get bad takes you’ll also get new thinking that’s how things move forward

best part of being a medically trained patient is knowing when “let me check” means uptodate

healthcare health care cost care billing

imagine going through med school and ending up at the AMA turning billing codes into a rent-seeking business can i send you prozac?

in med school i spent a few weeks rotating at a top ICU in Germany it made me appreciate how strong clinical care is at major academic medical centers in the states the uncomfortable reality: US healthcare is best in the world if you ignore affordability

healthcare “innovation” is a lot of new layers fixing problems from the layer below

at some point it’s easier to fly to Mexico every 3 months for medications than to navigate getting them here

a lot of the frustration with healthcare comes from expecting it to behave like a normal market it doesn’t too much is constrained, negotiated, and hidden for it to work like one

work hard // play hard