“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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A point I’ve tried to hammer home is that tech in healthcare is only useful if enables a new workflow and as a result can change the economics of that process. For example, face-to-face telemedicine isn’t interesting because it’s the same workflow as an office visit, but asynchronous telemedicine lets you interact with many more patients and drop t... See more

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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