Getting credentialed with insurance used to take a therapist 6-12 months of forms and phone calls. We do it in weeks. That's the difference between a therapist accepting insurance and going cash-only.
We handle the business of therapy so therapists can focus on the therapy. Nobody went to graduate school for six years to argue with insurance companies.
A therapy session costs $200 out of pocket or $30 with insurance. That difference determines who gets help and who doesn't. We make the $30 option available to everyone.
Healthcare organizations still verify doctor licenses by fax. In 2024. Fax machines. That's the problem we're solving.
Credentialing is the plumbing of healthcare. Nobody sees it, nobody thinks about it, and when it breaks, everything floods.
When Optum — the largest healthcare company in America — invests in your credentialing platform, that's not just validation. That's a signal to every health system in the country.
Every state has its own licensing board with its own database in its own format. We built connectors to all of them. It was as fun as it sounds.
A doctor can wait six months to start seeing patients because their paperwork is stuck in a credentialing queue. That's six months of patients who can't get care.
We automate the most boring, important process in healthcare. Nobody talks about credentialing at dinner parties, but the entire system breaks without it.
Everyone talks about the mental health crisis. Very few people are building clinical infrastructure to actually treat it at the severity level where people are dying.
We don't compete with therapists. We compete with the emergency room. If we do our job, kids don't end up there.
Insurance-based care is harder to build than cash-pay. But cash-pay means only rich kids get help, and I wasn't willing to build that company.
The mental health crisis isn't a supply problem. There are enough therapists. It's an infrastructure problem. The plumbing between therapists and insurance is broken.
Cash-pay therapy is a luxury product disguised as healthcare. If your solution only works for people who can afford $200 a week, you haven't solved anything.
Therapists didn't go to school for seven years to spend half their time on hold with insurance companies. We handle that so they can do what they actually trained for.
We're not trying to eliminate prior authorization. Health plans need cost controls. We're trying to make it instant so it stops being a barrier to care.
The fax machine is still the backbone of American healthcare communication. That tells you everything about how much room there is for improvement.
Doctors spend 16 hours a week on prior auth paperwork. That's two full workdays not spent with patients. The waste is staggering and everyone knows it.
A surgeon wearing Magic Leap 2 can see a CT scan overlaid on the actual patient during surgery. That's not a gimmick. That's a genuine improvement in clinical outcomes. Enterprise AR has real use cases.
I believe we can replace 80% of what doctors do with AI. That's not a put-down of doctors — that's the scale of the opportunity.
We sell generic finasteride for $25 a month. A dermatologist visit plus brand-name Propecia costs $300. Same drug. Same result. 12x cheaper. That's the whole pitch.
We partner with every major cancer center in the US. Over 50% of oncologists in America use Tempus. When you have that kind of adoption, the data flywheel becomes unstoppable — more data, better insights, more adoption.
Doctors are making life-and-death decisions with incomplete data every single day. Tempus gives them the full picture — genomics, imaging, clinical history — so the decision is informed, not intuitive.
We've built the world's largest library of clinical and molecular data in oncology. Genomic sequencing, pathology, imaging, clinical records — all connected. That data set doesn't exist anywhere else.
Hospitals spend 30 percent of revenue on admin. That is a real problem. We just were not the real solution.
Healthcare administration is messy. AI that is 95 percent accurate means 5 percent errors. In healthcare 5 percent errors means denied claims and delayed care.
We made mental healthcare accessible to 700,000 people. Then we learned that accessible and responsible are not the same thing.
We save doctors two hours per day. That is two hours of patient care or two hours with their families. Both matter.
I was a cardiologist spending half my day typing notes. I thought: what if AI could just listen and write them for me?
Our first delivery was blood to a hospital in Rwanda. A doctor texted us, and 30 minutes later a drone dropped the delivery.
In Rwanda, our drones deliver blood faster than an ambulance. That difference saves lives.
If you catch a health problem early, everyone wins. The patient lives better. The insurer spends less. Incentives align.
We reduce surgery intent by 69%. That's not a marketing stat. That's a peer-reviewed clinical outcome.
The best health intervention is the one patients actually complete. Convenience drives compliance.
Back and joint pain costs the U.S. healthcare system $380 billion annually. Digital therapy can cut that dramatically.
I was told I needed back surgery. I did physical therapy instead and recovered completely. That's why Hinge Health exists.
Working with sick children at a public hospital taught me that healthcare is a right, not a privilege.
Genome sequencing will become as routine as a blood test. That's where we're heading.
Colon cancer kills 50,000 Americans a year. Most of those deaths are preventable with early screening.
Most doctor visits don't require physical presence. That was true in 2006 and it's true now.
I focus on technology and healthcare because those are the sectors where misunderstanding creates the biggest opportunities.
A database of 14 million genomes is the most valuable asset in medicine. The question is how we use it responsibly.
We bought a hospital system because venture capital should build things that actually matter, not just things that exit.
Healthcare should not be sick care. We should invest in keeping people healthy, not just treating them when they are not.
Making expensive drugs affordable is not charity. It is the biggest business opportunity in the world.
Generalist investors in healthcare are tourists. They show up when biotech is hot and leave when it’s not.
Healthcare is the greatest investment theme of the 21st century. Aging populations, rising chronic disease, accelerating innovation — it’s unstoppable.
The best healthcare investors have PhDs and MDs on their team. You can’t evaluate a drug pipeline with a finance degree.
Healthcare is not optional. People need it every day. That makes it the most durable investment thesis on Earth.
Generic medicine is not about copying. It is about making life-saving drugs affordable for billions of people.
Every child in the world deserves protection from preventable disease. Price should never be the barrier.
Healthcare is the hardest problem I have ever worked on. Finance was hard. Healthcare is harder by a factor of ten.
The pharmacist on the corner is the most underrated healthcare professional in America. Kinray existed to make sure they could do their job.
The pharmacist is the most accessible healthcare professional. People trust us with their lives, literally. That trust is worth more than any marketing campaign.