The Heart of Healthcare | A Digital Health Podcast đź”® 2025 Digital Health Predictions | Oak HC/FT VC Annie Lamont
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Jan 6, 2025 Annie Lamont, co-founder of Oak HC/FT and a five-time Midas List investor, shares her extensive experience in healthcare investing. She discusses the transformative potential of AI in American healthcare and the possible resurgence of IPOs by 2025. Annie also warns entrepreneurs about the 'revenge of the incumbents' and emphasizes the importance of strong business models for attracting investment. Furthermore, she reflects on the implications of new healthcare policies and the challenges posed by hospital monopolies in the industry.
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Shift to Tech-Centric Healthcare
- The digital health landscape is shifting from healthcare-centric to tech-centric, driven by advancements in generative AI.
- Entrepreneurs are becoming more sophisticated, understanding healthcare economics and the importance of aligning with payers.
Building and Fundraising in 2025
- Focus on building companies with lower costs by leveraging AI tools for various tasks, from branding to development.
- Fundraising is returning to a more normal pace, with increased diligence on both sides.
Challenges in AI Drug Discovery
- AI-driven drug discovery is a risky investment area due to the difficulty of proving real-world efficacy.
- Established players like Google can quickly outpace startups with their resources and rapidly evolving AI models.