Sublime
An inspiration engine for ideas
Healthcare is experiencing the mother of all supply-demand mismatch crises - we’re short 100K+ doctors relative to demand projected in the next 5 years. One of the ways the system has tried to solve this is by stacking layers of *non-doctors* at the front lines to triage as much as possible _away_ from doctors and save our scarce doctor capacity... See more
Julie Yoox.com
There's a new kind of biotech company in silicon valley, the 'human enhancement company'. I believe this is the next new category of technology company to yield not only a >$100B household name, but to truly uplevel human health and wellbeing.
These companies are mission-driven, led by elite founders with high... See more
Quintin Frerichsx.com
Why Is Healthcare the Hottest Sector in the Market Right Now
AI is no longer creeping into healthcare -- it’s bulldozing through it, forcing a fundamental reset of how medicine is developed, delivered, and monetized. Investors are no longer speculating; they’re reallocating capital toward the companies driving this... See more
Labcorp quietly entered the longevity testing game.
Their new Whole Health panel covers 1,000+ biomarkers—similar to what startups like Function & Superpower offer, but DTC.
As labs make these moves, the value will shift to interpretation, care, and outcomes. https://t.co/4kEoQoxgst
Abridge grew their contracted ARR from $50M to $117M in ~5 months https://t.co/5zuXUFgaxp
I’m increasingly convinced that AI value is going to accrue to companies that deliver services in healthcare. 3 specific places:
1) micro private equity that acquires companies and then injects AI into their operations. Traditional success in acquiring healthcare businesses has been around negotiating better rates,... See more
Nikhil Krishnanx.com