Vital Signs with Jacob Effron and Nikhil Krishnan

Exploring risk-based contracts, value-based care for specialists, and incubating companies in healthcare innovation. Insights from Will Stokes at Strive Health on primary care for specialized conditions and using LLMs. Negotiating contracts, surprises in building Strive, and when risk-based models make sense.

Dr. Amy Abernethy discusses real-world evidence, control arms in clinical trials, generative AI in healthcare, Verily's growth, and her new venture. Exploring the future of healthcare innovation and regulatory challenges. Sharing insights on improving healthcare in the U.S.

Mario Schlosser, Co-Founder of Oscar Health, discusses the impact of AI in healthcare, limitations of GPT-4, and why we can't have robot doctors. They also talk about sharing AI knowledge, developing healthcare-specific models, and the need for a safety layer in LLMs. Other topics include commercial opportunities in healthcare, the possibility of AI doctors, and overhyped/underhyped aspects of AI. Oscar Health's unique approach and their interest in exploring AI use cases in gaming are also highlighted.

Sarah London, CEO of Centene Corporation, discusses Medicaid partnerships and redeterminations, SDoH innovation and outcomes, and payers vertically expanding their ownership. They also explore the potential of Gen AI in healthcare and the evolving landscape of individual health insurance.

Jacob sits down with Dr. Ezekiel Emanuel again to discuss the future of health policy and care delivery, hyped innovations in healthcare, market trends among payers and providers, and more.  (0:00) intro(0:57) generative AI(4:08) the ethics of NOT using AI(7:04) ML-based risk adjustment(11:46) why didn’t hospitals become payers?(19:37) what does the future of hospitals look like?(26:15) can insurance cover mental health treatment for everybody?(29:45) GLP-1s(35:02) the future of healthcare policy(41:07) what should we be learning from the way other countries do healthcare?(45:57) Ben Franklin(49:37) Zeke Bar update Out-Of-Pocket: https://www.outofpocket.health/

Jacob and Nikhil sit down with Toyin Ajayi, Co-Founder and CEO of Cityblock Health, an SDoH-focused provider of primary care, behavioral health, and chronic disease management for Medicaid and dual eligible patients. They discuss innovating in Medicaid, engaging patients with digital solutions, building sustainable companies, and more. (0:00) intro(0:50) the state of Medicaid innovation today(2:33) Toyin’s time at Commonwealth(7:33) incubators in the current climate(11:02) biggest risks starting Cityblock(14:46) surprises in building Cityblock(23:06) how Cityblock chooses which services to offer and which to outsource(29:22) lower acuity patients(33:23) state-by-state differences(37:59) policy changes to improve Medicaid(42:15) a shift towards profitability(45:01) generative AI Out-Of-Pocket: https://www.outofpocket.health/

Marta Bralic Kerns, Founder and CEO of Pomelo Care, discusses payer contracting, career advice for startups, and the pressing issue of maternity care in the US. They also talk about the challenges faced by OB practices, different types of practitioners in maternity care, and the importance of building an EHR as part of a business strategy.

Farzad Mostashari, CEO of Aledade, discusses the success of value-based care, barriers for Medicaid models, and the competitiveness of acquiring new practices. He also shares his insights on overhyped and underhyped aspects of health tech and the use of AI in healthcare. The speakers delve into the need for market competition, advancements in technology, and the impact of retailers acquiring at-risk providers.

Jacob and Nikhil speak with Heather Fernandez, CEO and Co-Founder of Solv, a company that focuses on getting people access to high-quality, last-minute care. Heather discusses the future of urgent care, operating a digital health company during Covid, crafting a strong go-to-market strategy, the role of private equity in urgent care, and more. (0:00) intro(3:07) what is Solv?(10:50) why is scheduling so bad in healthcare?(16:03) is urgent care a net good?(20:35) areas where urgent care can improve(24:07) will urgent and longitudinal care combine somehow?(25:31) Solv during Covid(32:54) state by state healthcare nuances(39:16) private equity and urgent care Out-Of-Pocket: https://www.outofpocket.health/

Mark Cuban, owner of the Dallas Mavericks, discusses his pharmaceutical startup, disrupting PBMs, the future of AI in healthcare, and why he doesn't put his name on buildings.