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The AI Health Podcast

Like the Internet in 1999: Andreessen Horowitz‘s Julie Yoo on Investing and Modernizing Healthcare

Feb 21, 2022
Julie Yoo, General Partner at Andreessen Horowitz, discusses opportunities in digital healthcare, their approach to healthcare investing, and her journey from operator to investor. Topics include the market for patient data, the value of robust patient data, unbundling hospital systems, and the mindset shift from operator to investor.
46:08

Episode guests

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Quick takeaways

  • Digital health companies leverage patient data to compete with legacy providers.
  • Sharing patient data facilitates referrals and enables digital health companies to manage their own economics.

Deep dives

Digital Health Companies and Data Interoperability

Digital health companies are leveraging technology to compete with legacy providers in novel ways. One advantage of these companies is their sophisticated use of patient data. Current regulations, such as HIPAA, protect personal health information, but de-identified data can be sold without explicit patient refusal. However, there are concerns about the adequacy of de-identification rules. Patient data is sold to various entities, including pharma companies and analytics companies. Providers also spin out companies to improve clinical diagnostics and develop AI algorithms on patient data.

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