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EP 58: Annie Lamont (Co-founder, Oak HC/FT) - The State of the Market and Being a VC in the 90s
The Logan Bartlett Show
The Future of Healthcare Enabled Services
One question we've had as we think through the, these different healthcare enabled services companies is ultimately what is the end state that these things are actually valued at. Is this, do you think that the answer is, hey, maybe not at the SaaS enterprise software multiples that exist, but if you're taking the risk, then there should be better margins associated with it? Well, you know, a lot of these are service businesses and they're going to be more capital intent. They're not going to be SaaS businesses. So I mean, what we like about it is you can really create massive scale, yes, more capital intensive at times,. If you can have
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