Jacob and Nikhil sit down with Mark Cuban to discuss his pharmaceutical startup, The Mark Cuban Cost Plus Drug Company. They discuss why Mark entered the healthcare industry, competing on price, staying curious, and the future of AI. (0:00) intro (1:05) Mark’s journey into healthcare (3:57) how the Mark Cuban Cost Plus Drug Company works (7:51) B2B angle and disrupting PBMs (12:51) getting into biologics and biosimilars (24:46) manufacturing drugs (27:11) how much of a role can technology play i...
Oct 04, 2023•44 min•Ep. 31
Jacob sits down with Marley Medical CEO Chris Hogg to discuss how he and his team select markets, think about go-to-market and utilize AI. Chris also reflects on his learnings from Propeller and more. 0:00 intro 1:08 digital health over the last decade 3:01 100Plus 5:45 Propeller and fitting into patients’ daily lives 12:37 is the B2B2C model flawed? 17:01 Marley Medical 19:32 selecting markets 28:23 standing out from the competition 30:23 how is Marley using AI? 36:57 over-hyped/under-hyped...
Sep 21, 2023•46 min•Ep. 30
Jacob and Nikhil sit down with Sean Duffy, the CEO of health tech unicorn Omada Health, to discuss how Omada is using Large Language Models and incorporating GLP-1s into its care. They also hit on how Omada has thought and evolved its employer pricing. 0:00 intro 0:43 starting Omada Health 5:14 how Omada differs from Sean’s original vision 8:58 evolving employer pricing 16:31 how the care model has changed over time 19:25 GLP-1s 27:14 how Omada has incorporated AI 36:12 Livongo-Teladoc merger 40...
Aug 15, 2023•48 min•Ep. 29
Jacob sits down with PathAI Ceo Dr. Andy Beck to discuss the state of AI adoption in diagnosis, why Path acquired their own lab, pathologists' jobs in the future and nailing GTM to reach a ~$1B valuation. 00:00 intro 01:01 pathology and AI 13:30 nailing go-to-market strategy 19:47 how pathology labs can go digital 25:36 regulatory frameworks and roadblocks 33:05 do improvements in foundation models impact PathAI? 36:26 standardizing diagnoses 40:05 how will the job of a pathologist change going ...
Jul 25, 2023•51 min•Ep. 27
Jacob and Nikhil sit down with Dr. Austin Chiang, an interventional GI doc and Chief Medical Officer of Medtronic’s GI business who also has >500K TikTok Followers. We discuss how social media companies deal with public health issues, how doctors can use social media, lessons from being a “physician influencer,” the consumerization of GLP-1s and more. 0:00 intro 1:02 how Austin got into medicine and social media 4:59 highlights and lowlights of being a recognizable figure in the medical world...
Jul 11, 2023•56 min•Ep. 26
Jacob and Nikhil sit down with Dotmatics CEO Thomas Swalla to discuss R&D software, differences in software requirements across biotechs, growing through 11 acquisitions and expanding beyond life sciences. 0:00 intro 0:36 getting into healthcare 5:20 what R&D looks like today 8:03 what does Dotmatics do? 13:06 differences in software requirements across biotechs 20:15 bundling vs. “best-of-breed” 23:46 do life sciences need their own data tools? 26:44 incorporating AI into Dotmatics tool...
Jun 27, 2023•49 min•Ep. 25
Jacob sits down with Insitro CEO Daphne Koller to discuss founding Coursera, where and how ML can drive the most impact in drug development, and if foundation models can transform core drug discovery work and edtech. 00:00 intro 00:59 Daphne’s journey 09:02 AI and biology discovery 10:42 insitro vs. traditional pharma 19:47 phenotyping patients 25:44 early mistakes 29:34 the future of data 35:16 partnering with larger pharma companies 38:00 impact of LLMs on biopharma 43:47 over-hyped/under-hype...
Jun 13, 2023•49 min•Ep. 24
00:00 intro 01:08 James’ background 04:39 regulation of AI medical devices 14:43 impact of foundation models on healthcare 19:41 the future of cancer detection 23:47 real-world control arms 35:18 AI drift 37:42 over-hyped/under-hyped 40:03 most surprising AI interaction
May 26, 2023•43 min•Ep. 23
Jacob and Nikhil sit down with Dr. Ezekiel Emanuel and discuss his reflections on his “Why I want to Die at 75” piece, how publishing/financial incentives harm research, doctors' increasing social isolation and his love of chocolate-making.
May 09, 2023•49 min•Ep. 22
Jacob sits down with HumanFirst CEO Andy Coravos and Orchestra CEO Ashoka Rajendra to discuss at home data collection in trials, Andy being an EIR at the FDA, why Benchling has been so successful and more.
Apr 25, 2023•42 min•Ep. 21
Andy Slavitt, former Optum EVP, head of CMS, COVID advisor and healthcare.gov saver joins Nikhil and Jacob to discuss public/private sector collaboration, Optum’s evolution, and his lessons on communication from COVID. Andy also shared his career journey, what he would do if he was running United today and how the private sector can work better with the public sector.
Apr 11, 2023•47 min•Ep. 20
Jacob and Nikhil sit down with Mike Kopko, CEO and co-founder of Pearl Health to discuss Pearl’s care model and what it’s been like building the company as ACO Reach evolved. Mike also shares some great stories negotiating claims in the early days of Oscar.
Mar 28, 2023•38 min•Ep. 19
Jacob and Nikhil sit down with Dr. Jeffrey Kang, CEO of WellBe Senior Medical, and former President of ChenMed, SVP Health and Wellness Solutions at Walgreens, CMO at Cigna, CMO at CMS and CEO of Urban Medical Group. They discuss risk adjustment, retailers in healthcare and how healthcare has/hasn't changed since his work doing risk-based care for complex patients and at CMS in the 80s and 90s.
Mar 16, 2023•39 min•Ep. 18
Jacob and Nikhil sit down with Naomi Allen, CEO and founder of Brightline (child and teen focused mental health company that’s raised >$100M) and Castlight/Livongo exec. They discuss the difficulties of balancing employer customers and employee satisfaction at Castlight, how Livongo captured member delight and Brightline's care model.
Mar 01, 2023•49 min•Ep. 17
Jacob sits down with Geisinger CEO Dr. Jaewon Ryu to discuss how he and Geisinger think about their Fresh Food Farmacy, population-wide DNA sequencing efforts, and transforming medical education.
Feb 14, 2023•39 min•Ep. 16
Jacob sits down with Homeward Health CEO and former Castlight and Livongo CMO Dr. Jenny Schneider to discuss solving provider shortages in rural markets, how tech can/can’t help care and what Livongo did to make coaching more effective.
Feb 02, 2023•27 min•Ep. 15
Jacob and Nikhil sit down with Tomorrow Health CEO and former Oscar Texas GM Vijay Kedar to discuss lessons he learned at Oscar, reflections on the ACA market, the nuances of operationalizing at home care and what Tomorrow is building.
Jan 19, 2023•41 min•Ep. 14
Jacob and Nikhil discuss annual health-tech predictions and are then joined by Thyme Care co-founders Robin Shah and Dr. Bobby Green to discuss the nuances of taking risk in oncology, lessons on selling to providers, and what they're building at Thyme Care. 0:00-9:10 Jacob & Nikhil discussion 9:13-end Thyme Care founders interview with Robin Shah and Dr. Bobby Green
Jan 05, 2023•37 min•Ep. 13
Jacob sits down with Chris Gibson, the co-founder and CEO of Recursion, to discuss how Recursion predicted drugs that would be effective for COVID, his take on different techbio business models, what pharma R&D will look like in 25 years and more.
Dec 14, 2022•39 min•Ep. 12
Jacob sits down with Dr. Arif Nathoo, the CEO of Komodo Health (most recently valued at $3.3B) to discuss Komodo’s journey from a single app to a platform, why EHR data is overhyped and where healthcare data is headed.
Nov 29, 2022•41 min•Ep. 11
Jacob and Nikhil sat down with Dr. Bob Kocher, the Venrock partner who helped write the Affordable Care Act while in the Obama administration to discuss how health systems will increase productivity, what drives healthcare costs, and his reflections on the ACA.
Nov 16, 2022•49 min•Ep. 10
Jacob and Nikhil sit down with Carbon Health CEO and founder Eren Bali to discuss Carbon Health's evolution, how he thinks about Carbon Health's tech, partnerships and expansion and what policy changes he thinks would improve healthcare.
Oct 27, 2022•52 min•Ep. 9
Jacob and Nikhil sit down with Dr. Sachin Jain to discuss operating as a non-profit, competing in Medicare Advantage and when PE/VC backing doesn’t make sense. He also shared some hot takes on new people entering healthcare and the importance of health systems in driving the move to value-based care.
Oct 11, 2022•46 min•Ep. 8
Jacob sits down with Seema Verma to talk about rapid policymaking during COVID, recent drug pricing legislation, her reflections on her time at CMS and what areas of tech she's most excited about.
Sep 27, 2022•35 min•Ep. 7
Jacob sits down with Nikhil Krishnan, founder of Out of Pocket, to discuss his path to becoming a healthcare meme king and the community he's building to get more people into healthcare and make it easier to start health tech businesses. They also hit on Nikhil’s thoughts on physician payment, big tech in healthcare and more.
Sep 13, 2022•45 min•Ep. 6
Jacob sits down with Lucia Huang, co-founder and CEO of Osmind, to discuss new psychedelic and neuromodulation mental health treatments, how Osmind is furthering research around them, and what’s next for the space.
Aug 31, 2022•34 min•Ep. 5
Jacob sits down with Brad Smith, founder of CareBridge, Main Street Health and Aspire and former head of CMMI, to discuss the novel ways he’s bringing risk-based models to rural healthcare and Medicaid and hear why he thinks CMMI programs haven’t worked to date.
Aug 16, 2022•39 min•Ep. 4
Jacob sits down with Dr. Tom Lee founder of One Medical, Galileo and Epocrates. They discuss Amazon’s $3.9B acquisition of One Medical, what Tom’s building at Galileo and the future of medical education.
Aug 03, 2022•41 min•Ep. 3
Jacob sits down with Dr. Mandy Cohen - former Secretary of North Carolina’s Department of Health and Human Services, COO of the Center for Medicare & Medicaid Services and current CEO of Aledade’s newest business line Aledade Care Solutions. They discuss her work in North Carolina around Social Determinants of Health, how Medicaid policy and innovation works, the new business line she’s building at Aledade and what’s required for primary care practices to succeed under risk.
Jul 19, 2022•31 min•Ep. 2
Jacob sits down with Adam Boehler - former CEO of Landmark Health, Head of the Center for Medicare and Medicaid Innovation and current CEO of Rubicon Founders. They discuss how building a value-based care business has changed, how Adam came up with the idea for Landmark and his other businesses, what makes different patient segments a fit for value-based models and where the space is headed. They also touch on Adam's hopes for future policy and the changes he’s seen in healthcare talent.
Jul 05, 2022•29 min•Ep. 1
