The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified

Replay - Healthcare Deep Dive – How AI and GLP-1 Megatrends Affect the Industry, Why Specialities Need to be Integrated, and Insights on Bundling vs. Unbundling (Ambar Bhattacharyya)

Dec 30, 2024

Join Ambar Bhattacharyya, co-managing partner at Maverick Capital, as he explores transformative trends in healthcare. He shares insights on how AI and GLP-1 medications are reshaping the industry landscape. The discussion delves into the necessity for integrated specialties and the challenges with AI adoption, especially regarding diagnostic accuracy and patient privacy. Bhattacharyya emphasizes value-based care and the shift in consumer expectations, highlighting the financial implications for both providers and patients.

51:59

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Ambar Bhattacharyya

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Episode notes

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Quick takeaways

The integration of AI in healthcare is transforming the industry by enhancing digital health delivery and tech-enabled services.

Understanding the distinct roles of stakeholders in healthcare expenditures is crucial for investors to identify promising opportunities.

Regulatory risks and innovations in reimbursement codes will significantly impact the adoption of technology and new healthcare delivery models.

Deep dives

Tovala's Growth and Retail Partnership

Tovala has achieved significant success as a meal kit company, reporting three consecutive months of profitability and surpassing nine figures in revenue. The company is launching its largest retail partnership with Costco, viewing it as an ideal fit for their brand. Tovala focuses on delivering high-quality meals that are quick to prepare, taking only 30 seconds of prep time and resulting in dinner ready in 20 minutes or less. This customer-centric approach has been pivotal in countering skeptics who doubted the viability of a meal kit business.

Intro

2min

Exploring a Passion for Healthcare and Venture Capital Strategies

5min

Trends Transforming Healthcare Economics

25min

Enhancing VC Operations and Innovative Culinary Collaborations

2min

Navigating AI Integration in Healthcare and Food Quality Management

5min

AI Integration in Healthcare: Challenges and Innovations

17min

In this special replay episode Ambar Bhattacharyya of Maverick Capital joins Nick to discuss Healthcare Deep Dive – How AI and GLP-1 Megatrends Affect the Industry, Why Specialities Need to be Integrated, and Insights on Bundling vs. Unbundling. In this episode we cover:

Healthcare Trends, Including High Deductible Health Plans and Cash Pay Models
US Halthcare System, Incentives for Preventative Medicine, and Potential for Value-Based Outcome-Oriented Systems
AI Adoption in Healthcare, Including Adoption and Risks
The Future of Healthcare Technology, New Codes, and Credentialing Process
Healthcare, Aging, and End-of-Life Care

Guest Links:

The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

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