Incumbents and Insurgents in Healthcare Vinod Khosla
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Dec 18, 2025 
Vinod Khosla, founder of Khosla Ventures, is a venture capitalist renowned for his insights on AI and healthcare. He discusses how AI can disrupt healthcare by democratizing expertise and cutting administrative overhead. Khosla emphasizes the potential for AI to expand clinical capacity through ‘AI interns’ and explores its impact on mental health delivery. He also raises concerns about the U.S. potentially falling behind in AI healthcare advancements, urging for standards and regulatory measures to ensure safety and efficacy.
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Expertise Approaches Free
- AI will make almost all expertise effectively free, compressing costs across specialties outside high-acuity interventional care.
- Incumbent payers or providers who instigate this change will gain dramatic competitive advantage in risk-bearing markets.
Slash Admin Work Fast
- Cut administrative headcount drastically and automate intake, scribing, prior auth, and follow-up with AI to free clinicians for higher-value work.
- Target halving admin staff in five years and give physicians 3–5x more patient face time through AI assistance.
Deploy An AI Intern Model
- Use an 'AI intern' model: let AI handle low-acuity interactions under physician supervision to expand capacity and engagement.
- Double physician panel sizes while maintaining or increasing physician income, especially under risk contracts.