“There Are Too Many Entrenched Interests”

Data Provocation: Hospitals are broken and ripe for technological disruption. I have been following General Catalyst’s bold moves lately, including helping found several healthcare companies and most recently acquiring an entire healthcare system in the United States. My hope is that this leads to a vertically integrated re-imagination of healthca

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Techno-Industrials are addressing larger markets than most software companies can.

They use whichever tools they need to provide better solutions to key bottlenecks with better unit economics than incumbents.

They are more capital efficient than most investors expect.

And they have to be more strategically sound than the average software company.

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Rather than trying to improve them, the most exciting health tech companies will ignore the parts of healthcare that have become obviously anachronistic, actively discarding convention. The seeds of this difference have been sown in a handful of companies started in the last few years. They are painstakingly taking relationships from incumbents, wi... See more