Stef van Grieken, Co-founder and CEO of Cradle, spearheads AI innovations in protein engineering for drug development. They delve into the rapid growth of Cradle, fueled by a $100M funding round, and discuss the complexities of AI's integration into drug discovery. Stef highlights the challenges of selling SaaS to pharma and the critical need for effective lab automation. With insights into future trends, he explores what the next 25 years hold for biotechnology and the evolving landscape of AI-driven drug development.

Dr. Angela Fitch, Founder and CMO of knownwell, shares her expertise on obesity medicine, emphasizing the need for innovative care. She discusses the transformative potential of GLP-1 medications, highlighting their impact beyond obesity treatment to conditions like Alzheimer’s. The conversation also addresses challenges in insurance coverage and the importance of continuous and integrated care. Dr. Fitch advocates for recognizing obesity as a serious medical condition and stresses the necessity of creating a supportive environment for effective treatment.

Jacob and Nikhil sit down with Parth Mehrotra, CEO of Privia Health. Privia is a physician enablement platform partnering with 4500+ providers towards practice improvement and value-based care. They discuss the most important ways to manage risk, building effective physician enablement solutions, the future of value-based care programs & contracts, and more. [0:00] Intro[0:55] Privia's Business Model and Footprint[3:26] Physician Choices and Privia's Role[6:06] Evolution of Value-Based Care[8:42] Future Role of Payers in Healthcare[10:48] Choosing Geographic Markets for Expansion[11:53] Physician Enablement Market Dynamics[15:02] Influencing Practice Processes Without Ownership[18:52] Evaluating Value-Based Programs[21:47] Capabilities Needed for Risk-Based Contracts[24:28] Risk Pooling and Healthcare Economics[28:31] Future of Value-Based Care[31:40] Primary Care and Specialist Roles[36:18] Commercial vs. Medicare Value-Based Care[39:30] AI in Healthcare: Current and Future Applications[43:02] Quickfire Out-Of-Pocket: https://www.outofpocket.health/

Bryony Winn, President of Carelon Health and a leader in advanced primary care, shares insights on the evolving healthcare landscape. She discusses the critical role of payers in fostering effective provider partnerships and enhancing value-based care. Bryony highlights the challenges and innovations in integrating behavioral health and the significant impact of generative AI on operations. She also reflects on the importance of collaboration, especially in the context of mental health support for working parents, emphasizing a holistic approach to healthcare.

Jacob sits down with Kristina Saffran, the Co-Founder and CEO of Equip. Equip delivers at-home, virtual eating disorder treatment for both adolescents and adults. They discuss Kristina’s journey to founding Equip, getting payors on board, evidence-based treatments for eating disorders, and more. [0:00] Intro[1:06] Kristina's Personal Journey[3:27] Founding Project Heal [4:07] Challenges in Eating Disorder Treatments [5:15] The Role of Evidence-Based Treatments [6:40] Transition to Venture-Backed Startup [13:33] Virtual Care Model for Eating Disorders [17:23] Adapting Treatment for Different Populations [22:42] Working with Insurance Companies [24:37] Equip's Year-Long Care Program [25:15] Challenges in Operationalizing Innovative Payment Models [28:21] Patient Archetypes and Outreach Strategies [32:41] Provider Education and Partnerships [34:16] Growth and Future Plans for Equip [39:07] The Role of Peer Support in Treatment [43:05] Quickfire Out-Of-Pocket: https://www.outofpocket.health/

Jacob and Nikhil sit down with Savvy CEO Suril Kantaria to discuss the future of the ICHRA market and what he would do differently if he was starting Savvy today. [00:00] intro[00:35] ICHRA[06:20] is this better for employees?[15:20] is ICHRA policy doomed to fail?[19:10] venture’s role in healthcare[24:00] early founders building in “stealth”[29:00] making the decision to “stop” as a founder Out-Of-Pocket: https://www.outofpocket.health/

Former One Medical and Stanford CEO, Amir Dan Rubin, discusses payer-provider integrations, lessons from leading One Medical, generative AI applications, future of health systems, staffing shortages, hospitals investing in companies, Amazon's acquisition of One Medical, and more

Dr. Vivek Garg, CMO at Humana, discusses primary care, value-based care models, AI in healthcare, and challenges in healthcare innovation. Topics include payer acquisitions, ambient clinical documentation, and overhyped/underhyped health tech aspects.

Virgílio Bento, Sword Health CEO, discusses the company's new AI care model, key decisions, customer acquisition, challenges in the US healthcare system, and flying across the world for dinner with Vinod Khosla.

Dr. Atul Butte, a professor at UCSF and Chief Data Scientist of the UC Health System, discusses healthcare AI opportunities, challenges, hype, and more. Topics include AI adoption timeline, converting skeptical doctors, commercialization in AI, regulating consumer-facing AI apps, coolest AI demos, and what company Dr. Butte would want to run.