The Newcomer Podcast

From Deus Ex Medicina: Vinod Khosla, Bob Kocher & Annie Lamont

16 snips
Sep 12, 2025
Annie Lamont, Founder of Oak HC/FT, and Bob Kocher, Partner at Venrock, discuss innovative business models in healthcare and the rise of AI applications, along with the future of Medicare Advantage. Vinod Khosla, Founder of Khosla Ventures, weighs in on AI's transformative role, regulatory hurdles, and the challenge of global competition. They also explore the promise of GLP-1 longevity drugs, the impact of telehealth, and how startups can reshape the entire healthcare landscape.
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ADVICE

SaaS Plus Impact Wins In Health

  • Sell software (SaaS) to providers because it yields high margins and scale.
  • Pair software with measurable impact to win payers and build long-term adoption.
ADVICE

Design For Up-Front Revenue And Long Contracts

  • Get paid up front and secure long contracts to protect ROI and cashflow.
  • Build software-heavy products so margins support growth and sustained investment.
INSIGHT

Multi-Year Policies Unlock Preventive Care

  • Multi-year insurance aligns incentives and enables preventive ROI.
  • Annual plan churn prevents long-horizon investments in member health.
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