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It's Time To Build in Healthcare
A collection of pontifications on this topic...
Jan 3, 2021
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Julie Yoo
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It's Time To Build in Healthcare
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VC-Backable TAM in Healthtech: Challengers and Enablers
As Marc talks about here (~5:17), one of the biggest unlocks in VC-backed tech was when companies started going full stack to challenge incumbents…
Jul 4
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Julie Yoo
21
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VC-Backable TAM in Healthtech: Challengers and Enablers
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Disruptive Business Models in Healthcare
"We're bankrupting our country, and the entire sector's answer to this unsustainable situation is 'give me more money' or 'don't cut my money'." With…
Jun 20
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Julie Yoo
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Disruptive Business Models in Healthcare
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VC-Backable TAM in Healthtech: Challengers and Enablers
Jul 4
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Julie Yoo
21
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VC-Backable TAM in Healthtech: Challengers and Enablers
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Customer Concentration in Healthcare
Nov 1, 2024
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Julie Yoo
29
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Customer Concentration in Healthcare
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The AI Doctor Superapp
Apr 26
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Julie Yoo
9
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The AI Doctor Superapp
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No Longer A Mythical Beast: Competitive Market-Driven Adoption of Healthtech Products
Feb 5
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Julie Yoo
18
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No Longer A Mythical Beast: Competitive Market-Driven Adoption of Healthtech Products
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Unbundling of ChatGPT
May 14
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Julie Yoo
7
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Unbundling of ChatGPT
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The Technical Side of the PillPack Story
Apr 1
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Julie Yoo
7
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The Technical Side of the PillPack Story
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Unbundling of ChatGPT
With a h/t to David Haber's OG "unbundling of Craigslist" map, we're already seeing the "unbundling of ChatGPT" based on the emergent behaviors of how…
May 14
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Julie Yoo
7
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Unbundling of ChatGPT
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The AI Doctor Superapp
This will happen in healthcare - rather than having to use your judgment about which digital health app to use for what, there will be an AI doctor…
Apr 26
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Julie Yoo
9
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The AI Doctor Superapp
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The (Epic) Arc of a Patient Journey
Yes, we planned the publication of our podcast with Epic's SVP of R&D, Seth Hain, to occur exactly 5 days before @AcquiredFM's piece on Epic.
Apr 25
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Julie Yoo
3
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The (Epic) Arc of a Patient Journey
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The Technical Side of the PillPack Story
"10% of the US population and $200B of pharmacy spend is people taking more than 5 medications." The line that started it all at PillPack, which is now…
Apr 1
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Julie Yoo
7
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The Technical Side of the PillPack Story
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Slingshot AI: Building a Model of the Mind
Part 4 of our "Healthcare in a Post-LLM World" series: Slingshot AI, founded by Daniel Reid Cahn and Neil Parikh, building a "Model of the Mind" to…
Mar 12
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Julie Yoo
3
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Slingshot AI: Building a Model of the Mind
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Counsel Health - Ironman Suits for Doctors
Healthcare in a Post-LLM World: Part III
Feb 26
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Julie Yoo
2
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Counsel Health - Ironman Suits for Doctors
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Eva - Infinitus' AI Agent For Patient Access
Healthcare in a Post-LLM World: Part II
Feb 18
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Julie Yoo
1
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Eva - Infinitus' AI Agent For Patient Access
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