“There Are Too Many Entrenched Interests”

Distribution — arguably the most important driver of failure or success in the fast-growing digital health domain — was historically a very steep hill to climb. Some of that was simply due to the overall immaturity of the market and its inability (or resistance) to absorb and pay for novel, technology-based products that didn’t slot easily into exi... See more

This is why my bet is that the biggest winners in healthcare going forward will be ones that:

Other industries, though, are matter industries .

Think energy or agriculture. These things are necessarily physical. Electricity requires electrons. Digital food doesn’t fill bellies.

For the past few decades, as software has eaten the world, entrepreneurs and incumbents alike have attempted to fix these industries with software. They’ve made them m... See more

Because these companies are being built from the ground up, there’s disruptive potential against the larger incumbent insurers, who have optimized themselves around fee for service. These incumbents may not properly prioritize customer experience, since their success to-date has arisen from an adversarial relationship with providers that actually c... See more

Accrue the efficiencies that tech can bring. If you’re just selling a tool then eventually you’ll handoff to the legacy healthcare system and most of those efficiencies will vanish. If you build a tech-enabled service from the ground up, you can build workflows for the services component that actually take advantage of the tech.

Insurance companies move too slowly to incorporate healthcare service innovations....Lower cost catastrophic insurance + Primary Care 3.0 will be the most cost-effective way to solve health problems.