AI companies are hitting growth milestones in record time—some reaching $100 million in revenue in just two years. But while this pace feels familiar in tech, healthcare has always been slower to adopt new tools. That may finally be changing.

Kent Bennett and Sofia Guerra of Bessemer Venture Partners join Steve Kraus to unpack findings from Bessemer’s State of AI 2025 report and what they mean for healthcare. From “supernovas” and “shooting stars” to the rise of systems of action, they explore how AI is reshaping not only software businesses but also the way doctors, health systems, and patients interact with technology.

We cover:

🚀 Why some AI companies are growing faster than the best SaaS businesses of the past decade

🏥 How healthcare AI adoption is starting to catch up with other industries

📊 The difference between systems of record and systems of action—and why it matters for doctors and patients

🔎 Whether general-purpose models like ChatGPT will dominate healthcare search, or if specialized tools will win out

⚖️ Why evals and data lineage may become make-or-break for safe AI deployment in healthcare

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About our guests:

Sofia Guerra is a vice president at Bessemer Venture Partners, where she invests in seed to growth healthcare and life sciences companies. She is the co-author of State of Health Tech report, Benchmarks for Growing Health Tech Business, and how to scale health tech businesses to $100M and beyond, a study of 100+ best-in-class companies to understand key metrics relevant for scalability in healthcare software and tech-enabled services.

Sofia began her career as a consultant at Bain and Company, where she worked on strategy, operations, and due diligence projects across healthcare and technology.

Prior to joining Bessemer, she was an investor at BoxGroup Ventures and the co-founder and co-president of Nucleate, a national life sciences entrepreneurship program helping PhDs, Post-docs, and students commercialize scientific projects.

Sofia earned her MBA from Harvard Business School and her BA with high honors in Chemistry from Harvard University. While in school, she conducted research alongside Bob Langer, a serial entrepreneur and one of 12 Institute professors at MIT widely recognized for his contributions to drug delivery and tissue engineering fields.

She was born and raised in Guatemala, went to boarding school in Singapore for the last few years of high school, and has traveled to over 35 countries. In her free time, she enjoys listening and dancing to reguetón and traveling to new places with her fiancé Alex.

Kent Bennett is a partner in Bessemer’s Cambridge office focusing on B2B application software and consumer “earthquakes.”

Before his career in venture capital, Kent was a creative executive for an entertainment production company, where he developed and sold original material including a network television pilot and a feature film. He began his career with Bain & Co., where he worked on projects in industries spanning IT, retail, consumer products, healthcare, and biotech.

Kent earned an MBA from Harvard Business School, where he was a Baker Scholar, and graduated summa cum laude in systems engineering from the University of Virginia, where he was a Jefferson Scholar.

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🙏Thank you to our show sponsor, LookDeep. LookDeep pioneers AI that can see, hear, and respond with care to help hospitals be Ever Present for Every Patient. Learn more at lookdeep.ai/aimee.

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