
Raising Health
- Episódios
- 206
- Publicação
- mensal
- Último episódio
- 5 nov 2026
Sobre o podcast
A myriad of AI, science, and technology experts explore the real challenges and enormous opportunities facing entrepreneurs who are building the future of health. Raising Health, a podcast by a16z Bio + Health, dives deep into the heart of biotechnology and healthcare innovation. Join veteran company builders, operators, and investors Vineeta Agarwala, Julie Yoo, and Jorge Conde, along with distinguished guests like Mark Cuban, Greg Verdine, Fei-Fei Li, and Suchi Saria, as they explore the intricacies of these technological advancements and how they can be built and effectively delivered. Together, we can rewrite the script. Welcome to Raising Health.
Episódios 206
The AI-Native Health Plan | UnitedHealth Group’s Dan Kueter
Can AI finally make healthcare cheaper? UnitedHealth Group Chief Commercial Officer Dan Kueter believes it can, potentially within a single-digit number of years, but only once AI moves beyond automating …
Notas do episódio
Can AI finally make healthcare cheaper? UnitedHealth Group Chief Commercial Officer Dan Kueter believes it can, potentially within a single-digit number of years, but only once AI moves beyond automating existing administrative work and starts enabling things the healthcare system couldn’t do before.
At a16z BUILD, Dan joins General Partner Julie Yoo to discuss a generational shift in employer-sponsored health insurance, why self-funded plans are becoming accessible to smaller employers, and how AI is changing everything from underwriting and distribution to consumer navigation.
They also get into UnitedHealthcare’s goal of eliminating 30% of prior authorizations, what a “touchless” version could eventually look like, and why personal AI agents could become a new front door to healthcare, forcing insurers to meet consumers wherever they choose to interact.
Resources:Follow Dan Kueter on Linkedin: https://www.linkedin.com/in/dankueter/
Follow Julie Yoo on X: https://x.com/julesyoo
Learn more about a16z Bio + Health: https://a16z.com/bio-health/
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The Next Era of Health Data: AI, Open APIs, and the End of the EHR Oligopoly
Healthcare spent the last 15 years digitizing medical records. Now the challenge is making that data useful to patients, AI agents, and new health technology companies. National Coordinator for Health IT Dr …
Notas do episódio
Healthcare spent the last 15 years digitizing medical records. Now the challenge is making that data useful to patients, AI agents, and new health technology companies. National Coordinator for Health IT Dr. Tom Keane says the next phase is about interoperability, patient access, and lowering barriers for new entrants.
Tom joins a16z’s Julie Yoo and Colin Rom to discuss how healthcare data can move more easily through APIs and TEFCA, how wearables and AI-generated data fit in, and where privacy and security concerns can become competitive moats.
And when Julie asks when AI might produce a serious new competitor to today’s dominant electronic health record companies, Tom predicts: within one to two years.
Resources:Follow Thomas Keane on LinkedIn: https://www.linkedin.com/in/thomas-keane-b41a5012/
Follow Julie Yoo on X: https://x.com/julesyoo
Follow Colin Rom on X: https://x.com/CF_Rom
Office of the National Coordinator for Health IT: https://healthit.gov
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Building the Store for Healthcare | General Medicine
AI is making healthcare advice abundant. But what happens when you actually need to act on it? General Medicine CEO TJ Parker argues that the new bottleneck is getting the lab, booking the specialist, filling …
Notas do episódio
AI is making healthcare advice abundant. But what happens when you actually need to act on it? General Medicine CEO TJ Parker argues that the new bottleneck is getting the lab, booking the specialist, filling the prescription, or understanding what any of it will cost.
At BUILD 2026, a16z General Partner Vineeta Agarwala sits down with TJ to unpack General Medicine's vision for a healthcare “store”: one place where patients can understand their options, prices, and insurance coverage, then actually get care.
They discuss why convenience can materially change patient behavior, how AI can connect medical records and benefits to the right next step, and what TJ learned building PillPack and Amazon Pharmacy about making a complicated healthcare system feel simple.
Resources:Follow TJ Parker: https://x.com/tjparker
Follow Vineeta Agarwala: https://x.com/vintweeta
Learn more about General Medicine: https://generalmedicine.co/
Learn more about a16z Bio + Health: https://a16z.com/bio-health/
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Moderna CEO Stéphane Bancel on the Next Era of mRNA
a16z General Partner Jorge Conde sits down with Moderna CEO Stéphane Bancel to discuss a major milestone for mRNA technology: positive Phase 3 results from Moderna and Merck’s individualized treatment for …
Notas do episódio
a16z General Partner Jorge Conde sits down with Moderna CEO Stéphane Bancel to discuss a major milestone for mRNA technology: positive Phase 3 results from Moderna and Merck’s individualized treatment for melanoma, after more than a decade of work on personalized cancer vaccines.
Stéphane explains how the treatment works by sequencing an individual patient’s tumor and healthy cells, identifying the mutations most relevant to their cancer, and encoding up to 34 of them into an mRNA designed specifically for that patient. Rather than simply unleashing the immune system, the goal is to teach it exactly what to recognize and attack.
They also unpack the engineering challenge of manufacturing a different medicine for every patient, how Moderna has brought the process down to roughly 42 days from biopsy to treatment, and what it would take to manufacture personalized medicines at scale. Finally, Stéphane looks beyond melanoma to lung, kidney, bladder, pancreatic, and gastric cancers, as well as Moderna’s longer-term work applying mRNA to rare genetic and autoimmune diseases.
Resources:
Follow Stéphane Bancel on LinkedIn: https://www.linkedin.com/in/st%C3%A9phane-bancel-8185251/
Follow Jorge Conde on X: https://x.com/JorgeCondeBio
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Clinical AI Comes of Age | Suchi Saria on the Future of Healthcare
Julie Yoo sits down with Dr. Suchi Saria, founder and CEO of Bayesian Health, to discuss the current state of clinical AI and what it takes to deploy AI systems in real-world healthcare settings. While much of …
Notas do episódio
Julie Yoo sits down with Dr. Suchi Saria, founder and CEO of Bayesian Health, to discuss the current state of clinical AI and what it takes to deploy AI systems in real-world healthcare settings.
While much of the recent attention around AI has focused on copilots, chatbots, and administrative workflows, Saria argues that the greatest opportunity lies in helping clinicians make better decisions at the point of care. She explains how Bayesian Health's clinical intelligence platform continuously analyzes multimodal patient data to identify signs of deterioration, sepsis, and other high-risk conditions before they become medical emergencies.
The conversation explores FDA approval, reimbursement, clinician trust, AI governance, hospital workflows, and why healthcare requires a higher standard of evidence than most software categories. Along the way, Saria shares lessons from bringing AI into clinical practice, the future of proactive medicine, and why the next era of healthcare may be defined by continuous intelligence rather than reactive care.
Resources:
Follow Suchi Saria on X: https://x.com/suchisaria
Follow Julie Yoo on X: https://x.com/julieyoo
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AI, Healthcare, and 700 Million Patients | Nicolas Abad, Telepatía
Nicolás Abad, founder and CEO of Telepatía, joins a16z to discuss building AI-powered tools for healthcare in Latin America. Inspired by the loss of his father to a preventable medical error, Adbad set out to …
Notas do episódio
Nicolás Abad, founder and CEO of Telepatía, joins a16z to discuss building AI-powered tools for healthcare in Latin America.
Inspired by the loss of his father to a preventable medical error, Adbad set out to address one of the region’s most significant challenges: a shortage of doctors, fragmented medical records, and limited healthcare infrastructure across a population of more than 700 million people. Telepatía's first product acts as a clinical copilot, helping physicians document visits, access patient context, and make more informed decisions.
The conversation explores healthcare delivery in Latin America, AI-assisted medicine, medical errors, electronic health records, and why Abad believes AI can help expand access to care while improving outcomes. Along the way, he shares his vision for building an “AI doctor for doctors” and the long-term goal of transforming healthcare across the region.
Resources:
Follow Nicolás on X: https://x.com/Nicobot01
Follow Gabriel on X: https://x.com/GEVS94
Follow Daisy on X: https://x.com/daisydwolf
Follow Eva on X: https://x.com/evajsteinman
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Healthcare Will Benefit Most from AI | Julie Yoo on StartUp Health
This episode originally aired on StartUp Health. Unity Stoakes speaks with Julie Yoo, general partner at a16z, about why healthcare is poised to benefit more from AI than any other industry, how the business …
Notas do episódio
This episode originally aired on StartUp Health. Unity Stoakes speaks with Julie Yoo, general partner at a16z, about why healthcare is poised to benefit more from AI than any other industry, how the business profile of health tech companies has fundamentally shifted, and what founders need to show up with today to stand out at the seed and Series A stages.
Resources:
Follow Julie Yoo on X: https://x.com/julesyoo
Follow Unity on X: https://x.com/unitystoakes
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Andrew Huberman: Peptides, Sleep Tech, and the End of Obesity
Daisy Wolf speaks with Dr. Andrew Huberman, professor of neurobiology and ophthalmology at Stanford University and host of the Huberman Lab podcast. They discuss how the pandemic sparked a consumer health …
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Daisy Wolf speaks with Dr. Andrew Huberman, professor of neurobiology and ophthalmology at Stanford University and host of the Huberman Lab podcast. They discuss how the pandemic sparked a consumer health revolution, the emerging peptide and GLP landscape, what the science actually says about focus drugs, and the neurotechnologies Huberman believes will let us write to our own biology within the next five years.
Resources:
Follow Andrew Huberman on X: https://twitter.com/hubermanlab
Follow Daisy Wolf on X: https://twitter.com/daisydwolf
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Find a16z on X: https://twitter.com/a16z
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see http://a16z.com/disclosures.
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Rebuilding Behavioral Health’s Operating System with AI
a16z Partners Daisy Wolf and Eva Steinman talk with Zach Cohen and Raymond Wang, cofounders of Ease Health, a company building an AI operating system for behavioral health that combines CRM, EHR, and revenue …
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a16z Partners Daisy Wolf and Eva Steinman talk with Zach Cohen and Raymond Wang, cofounders of Ease Health, a company building an AI operating system for behavioral health that combines CRM, EHR, and revenue cycle management into a single platform. They discuss why behavioral health software has lagged behind, what it means to build AI native versus AI integrated, and why Zach left his job as an investor at a16z to go build in this space. They also cover how Ease plans to replace the dozen software vendors most practices rely on today.
Resources:
Follow Daisy Wolf on X: https://x.com/daisydwolf
Follow Eva Steinman on LinkedIn: https://www.linkedin.com/in/eva-steinman/
Follow Zach Cohen on X: https://x.com/zachcohen25
Follow Raymond Wang on LinkedIn: https://www.linkedin.com/in/arrays/
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Listen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see http://a16z.com/disclosures
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AI in Healthcare: The Leapfrog Opportunity
At the Oliver Wyman Health Innovation Summit 2025, Julie Yoo, General Partner at a16z Bio + Health, makes the case that healthcare is uniquely positioned to benefit from AI more than any other industry. She …
Notas do episódio
At the Oliver Wyman Health Innovation Summit 2025, Julie Yoo, General Partner at a16z Bio + Health, makes the case that healthcare is uniquely positioned to benefit from AI more than any other industry. She argues that healthcare's historical underinvestment in technology is now an asset, enabling the industry to leapfrog directly to AI-native models of care delivery with unprecedented speed and scale.
Resources:
Follow Julie Yoo on X: https://x.com/julesyoo
Stay Updated:
If you enjoyed this episode, be sure to like, subscribe, and share with your friends!
Find a16z on X: https://twitter.com/a16z
Find a16z on LinkedIn: https://www.linkedin.com/company/a16z
Listen to the a16z Show on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX
Listen to the a16z Show on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711
Follow our host: https://x.com/eriktorenberg
Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see http://a16z.com/disclosures
.
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Ambience CEO Nikhil Buduma on AI in Clinical Workflows
a16z general partner Julie Yoo talks with Nikhil Buduma, CEO and cofounder of Ambience Healthcare, to discuss how AI is transforming clinical workflows. They cover the early days of deep learning, why Ambience …
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a16z general partner Julie Yoo talks with Nikhil Buduma, CEO and cofounder of Ambience Healthcare, to discuss how AI is transforming clinical workflows. They cover the early days of deep learning, why Ambience started by running a medical practice before building a platform company, and what it takes to achieve high clinician adoption rates at major academic medical centers. They also dig into the challenge of building products when AI capabilities change every few months, the real ROI that's finally converting CFOs, and why this might be the moment to reimagine the legacy EHR stack.
Resources:
Follow Nikhil Buduma on X: https://twitter.com/nkbuduma
Follow Julie Yoo on X: https://twitter.com/julesyoo
Stay Updated:
If you enjoyed this episode, be sure to like, subscribe, and share with your friends!
Find a16z on X: https://twitter.com/a16z
Find a16z on LinkedIn: https://www.linkedin.com/company/a16z
Listen to the a16z Show on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX
Listen to the a16z Show on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711
Follow our host: https://x.com/eriktorenberg
Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see http://a16z.com/disclosures
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Building the Marketplace for AI’s Most Valuable Asset
a16z investors Daisy Wolf and Eva Steinman talk with Bobby Samuels, cofounder and CEO of Protege. They discuss the myth that we've run out of data for AI, how Protege connects healthcare systems and other data …
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a16z investors Daisy Wolf and Eva Steinman talk with Bobby Samuels, cofounder and CEO of Protege. They discuss the myth that we've run out of data for AI, how Protege connects healthcare systems and other data holders with the major AI labs, and why real-world data beats synthetic data for training models. Bobby also covers the growing demand for eval datasets, expanding beyond healthcare into video and audio, and what he's seeing from the biggest AI companies as they race to acquire training data.
Stay Updated:
If you enjoyed this episode, be sure to like, subscribe, and share with your friends!
Find a16z on X: https://twitter.com/a16z
Find a16z on LinkedIn: https://www.linkedin.com/company/a16z
Listen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX
Listen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711
Follow our host: https://x.com/eriktorenberg
Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see http://a16z.com/disclosures.
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Making Healthcare Affordable for 80 Million Americans
Recently, a16z Bio + Health general partner Julie Yoo spoke with Nikita Singareddy, cofounder of Fortuna, and Florian Otto, cofounder of Cedar. They talked about why healthcare affordability is reaching a …
Notas do episódio
Recently, a16z Bio + Health general partner Julie Yoo spoke with Nikita Singareddy, cofounder of Fortuna, and Florian Otto, cofounder of Cedar. They talked about why healthcare affordability is reaching a breaking point, how AI voice agents are transforming patient financial experiences, and what it will take to leapfrog decades of administrative burden in Medicaid—from 30-page paper applications to legacy technology systems built in the 1990s to the real opportunity for giving every American a "five-star healthcare experience."
Resources:
Follow Julie Yoo on X: https://twitter.com/julesyoo
Follow Nikita Singareddy on X: https://twitter.com/singareddynm
Check out Fortuna: https://www.fortunahealth.com/
Follow Florian Otto on X: https://twitter.com/flottobrasil
Check out Cedar: https://www.cedar.com/
Stay Updated:
If you enjoyed this episode, be sure to like, subscribe, and share with your friends!
Find a16z on X: https://twitter.com/a16z
Find a16z on LinkedIn: https://www.linkedin.com/company/a16z
Listen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX
Listen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711
Follow our host: https://x.com/eriktorenberg
Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see http://a16z.com/disclosures.
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Healthcare 2026: AI Doctors, GLP-1s, and Insurance Defection
Out-of-Pocket is a healthcare education company founded by Nikhil Krishnan that helps people understand how healthcare works and how to navigate it in practice. In this episode, a16z investing partner Jay …
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Out-of-Pocket is a healthcare education company founded by Nikhil Krishnan that helps people understand how healthcare works and how to navigate it in practice. In this episode, a16z investing partner Jay Rughani and Nikhil discuss why health insurance is losing its role as the default way people access care. They explain how rising costs are pushing more consumers to pay out of pocket for diagnostics, preventive care, and navigation. The conversation also looks at what this shift means for startups, AI-powered tools, regulation, and access as healthcare continues to move beyond insurance.
Resources:
Follow Jay Rughani on X: https://twitter.com/JayRughani
Follow Nikhil Krishnan on X: https://twitter.com/nikillinit
Read Out of Pocket’s 2026 Predictions: https://www.outofpocket.health/p/out-of-pockets-2026-predictions
Stay Updated:
If you enjoyed this episode, be sure to like, subscribe, and share with your friends!
Find a16z on X: https://x.com/a16z
Find a16z on LinkedIn: https://www.linkedin.com/company/a16z
Listen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX
Listen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711
Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details, please see http://a16z.com/disclosures
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Building AI Foundation Models for Molecular Design
Cofounders Jeremy Wohlwend and Gabriele Corso join the a16z podcast to discuss the launch of Boltz, a public benefit company building AI infrastructure for molecular biology. The conversation explains how …
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Cofounders Jeremy Wohlwend and Gabriele Corso join the a16z podcast to discuss the launch of Boltz, a public benefit company building AI infrastructure for molecular biology. The conversation explains how breakthroughs following AlphaFold moved the field beyond protein structure prediction into modeling biomolecular interactions and binding strength, why open-source Boltz models saw rapid adoption across pharma and biotech, and how that work is now being productized. They outline the launch of Boltz Lab, a platform that brings protein and small-molecule design agents into scientist workflows, Boltz’s decision to operate as an infrastructure company rather than a therapeutics company, and how AI could reduce early drug discovery bottlenecks by improving molecular design and speeding iteration between computation and the lab.
Resources:
Follow Gabriele on X: https://twitter.com/GabriCorso
Follow Jeremy on X: https://twitter.com/jeremyWohlwend
Follow Jorge X: https://twitter.com/jorgecondebio
Follow Zak on X: https://twitter.com/zakdoric
Stay Updated:
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Find a16z on X:https://twitter.com/a16z
Find a16z on LinkedIn: https://www.linkedin.com/company/a16z
Listen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX
Listen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711
Follow our host: https://twitter.com/eriktorenberg](https://x.com/eriktorenberg
Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
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How AI Cut Healthcare Burnout by 70%
In this episode, a16z GP Julie Yoo sits down with Peter McCanna, CEO of Baylor Scott & White Health, to break down how one of America's largest health systems is transforming from a supply-driven "walled …
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In this episode, a16z GP Julie Yoo sits down with Peter McCanna, CEO of Baylor Scott & White Health, to break down how one of America's largest health systems is transforming from a supply-driven "walled castle" to a customer-centric ecosystem, and how it's achieving a 10% operating margin while most hospitals struggle to stay in the black.
They get into why helping his father navigate healthcare convinced Pete the entire system is fundamentally broken, what differentiates academic medical centers from community health systems, and why traditional hospital economics root out essential services like behavioral health. Peter also explains how ambient AI reduced physician burnout rates by 70%, why AI will eventually replace any job involving human-screen interaction, and what he looks for in startup partnerships beyond just TAM and business fundamentals.
Resources:
Follow Peter on LinkedIn: https://www.linkedin.com/in/peter-mccanna-784619104
Follow Julie on X: @julesyoo
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Find a16z on X: https://x.com/a16z
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Listen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX
Listen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
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The Future of Healthcare Payments: CMS Chief of Staff Stephanie Carlton
A labor and delivery nurse who ran Senate healthcare policy now manages $1.7 trillion in federal health spending—and she runs her team like a startup.Steph Carlton, Chief of Staff and Deputy Administrator at …
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A labor and delivery nurse who ran Senate healthcare policy now manages $1.7 trillion in federal health spending—and she runs her team like a startup.
Steph Carlton, Chief of Staff and Deputy Administrator at CMS, reveals the OKRs driving Medicare and Medicaid, why they're killing social determinants funding while building consumer health apps at scale, and how real-time provider data could collapse the 18-month lag between care delivery and payment.
The team mixing founders with policy veterans is rewriting quality measures around VO2 max and app engagement, not just disease management—because preventing illness years before it happens might finally be worth more than treating it after.
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Find a16z on X: https://x.com/a16z
Find a16z on LinkedIn: https://www.linkedin.com/company/a16z
Listen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX
Listen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711
Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see http://a16z.com/disclosures
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How to Build This Generation's Big Pharma Company
Drug discovery has doubled the flow of candidates, but approvals remain roughly flat. The constraint is development, not discovery. In this episode, a16z General Partner, Jorge Conde talks with Formation Bio …
Notas do episódio
Drug discovery has doubled the flow of candidates, but approvals remain roughly flat. The constraint is development, not discovery.
In this episode, a16z General Partner, Jorge Conde talks with Formation Bio cofounder and CEO Ben Liu about building a modern pharma company around clinical execution. They discuss Formation Bio’s hub-and-spoke model for acquiring and advancing assets, how AI compresses trial timelines and costs, picking winners, regulatory strategy, and what it would take to move from about 50 approvals a year to many more. They also touch on global competition and why clinical proof still drives value in today’s market.\
Timecodes:
0:00 Introduction
0:38 Why Formation Bio? Origins and Mission
1:12 The Real Bottleneck: Clinical Development
4:56 Formation Bio’s Business Model
7:50 Picking Winners: The Art and Science of Drug Selection
11:54 First-in-Class vs. Best-in-Class Strategies
14:04 Overcoming Regulatory and Market Challenges
17:26 The Stakes: Can We Approve More Drugs?
19:07 How Formation Bio Cuts Cost and Time
21:43 AI’s Role in Drug Development
25:10 The Future: From 50 to 500 Drug Approvals?
35:18 Global Competition: The Rise of China
39:28 The Path Forward: Data, Regulation, and Access
41:47 Conclusion: Realizing the AI Revolution in Pharma
Resources:
Find Ben on X: https://x.com/BenjamineYLiuFind Jorge on X: https://x.com/JorgeCondeBio
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Find a16z on X: https://x.com/a16z
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Listen to the Raising Health Podcast on Spotify: https://open.spotify.com/show/4fjb8YTzHDuPBgDXc3ElkR
Listen to the Raising Health Podcast Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/raising-health/id1529318900
Follow our host: https://x.com/eriktorenberg
Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
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CVS Health: Building Healthcare’s Consumer Platform
Josh Weiner left Meta to return to CVS Health with two painful realizations: consumers don't manage their health—they expect it, and the healthcare market fundamentally violates every principle of economics. In …
Notas do episódio
Josh Weiner left Meta to return to CVS Health with two painful realizations: consumers don't manage their health—they expect it, and the healthcare market fundamentally violates every principle of economics. In this conversation with a16z's Julie Yoo, the CVS Senior VP explains why 50% of Americans can't afford a healthcare emergency, how CVS is becoming a platform to solve structural healthcare problems, and why the future depends on consumers finally controlling their own health data.
Timecodes:
0:00 The Healthcare Market Isn't Functioning
2:30 Consumers Don't Manage Health, They Just Expect It
3:39 Why Consumer Playbooks Die in Healthcare
5:41 Motion vs Progress: The Innovation Illusion
8:46 Platform Philosophy: "It Takes a Village"
11:38 The Vaccine Paradox Under One Roof
19:37 The 40% Hidden Reality: Healthcare Is Caregiving
21:04 The Deductible Comprehension Crisis
22:10 "This Does Have an Expiration Date"
24:40 The Health Passport Future
Resources:
Find Josh on LinkedIn: https://www.linkedin.com/in/joshweiner2/
Follow Julie on X: https://x.com/julesyoo
Stay Updated:
If you enjoyed this episode, be sure to like, subscribe, and share with your friends!
Find a16z on X: https://x.com/a16z
Find a16z on LinkedIn: https://www.linkedin.com/company/a16z
Listen to the Raising Health Podcast on Spotify: https://open.spotify.com/show/4fjb8YTzHDuPBgDXc3ElkR
Listen to the Raising Health Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/raising-health/id1529318900
Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
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Dyno Therapeutics: Empowering Patients with Genetic Agency
For the first time in human history, we can diagnose thousands of genetic diseases—often for under $1,000—but we still can't treat most of them. The problem isn't understanding what's broken; it's delivering …
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For the first time in human history, we can diagnose thousands of genetic diseases—often for under $1,000—but we still can't treat most of them. The problem isn't understanding what's broken; it's delivering the fix to the right cells.
Eric Kelsic, CEO of Dyno Therapeutics, joins a16z's Jorge Conde to explain how AI-designed protein shells are solving gene therapy's delivery crisis. They explore why Huntington's patients can now get 15 extra years of healthy life, how Dyno inverted the liver-to-brain delivery ratio by 1000x, and why capsids evolved by nature are now being designed by machine learning models trained on millions of variants.
Eric introduces the concept of genetic agency—humanity's first-ever ability to take action at the DNA level—and details why solving delivery for common diseases will make ultra-rare disease treatments economically viable. Plus: what happens when gene therapy requires neurosurgery today but could be a simple injection tomorrow, why recent deaths in clinical trials prove we need better technology now, and how genetic medicine could become as routine as surgery within our lifetimes.
Resources:
Follow Eric on X: https://x.com/ekelsic
Follow Jorge on X: https://x.com/JorgeCondeBio
Learn more about GATC 2025: https://www.dynotx.com/gatc2025
Stay Updated:
If you enjoyed this episode, be sure to like, subscribe, and share with your friends!
Find a16z on X: https://x.com/a16z
Find a16z on LinkedIn: https://www.linkedin.com/company/a16z
Listen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX
Listen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711
Follow our host: https://x.com/eriktorenberg
Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
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Value-Based Oncology at Scale: Inside Thyme Care
Cancer care in the U.S. costs over $250 billion each year, and nearly 2 million Americans receive a new diagnosis annually, yet too often the journey begins with silence: no call, no plan, no guide.In this …
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Cancer care in the U.S. costs over $250 billion each year, and nearly 2 million Americans receive a new diagnosis annually, yet too often the journey begins with silence: no call, no plan, no guide.
In this episode, a16z’s Vineeta Agarwala and Jay Rughani talk with Thyme Care leaders Robin Shah (cofounder and CEO), Bobby Green, MD (president and CMO), and Brad Diephuis, MD (president and COO) about rebuilding oncology around the patient. They cover where the system breaks, how navigation plus value-based contracts align incentives, how AI can extend clinicians, and what scale looks like today, more than 83,000 active patients. A concise blueprint for truly patient-centered cancer care.
Timecodes:
0:00 Introduction
1:47 Personal Stories & Early Days of Time Care
5:27 Building the Team & Mission
7:07 The Patient Journey: Where the System Fails
9:58 Why Tech Hasn’t Solved Cancer Care (Yet)
15:45 Scaling Impact: Growth & Partnerships
17:45 How Time Care Works: Value-Based Care Explained
23:15 Technology, AI, and the Human Touch
37:06 Building for the Future: Generational ImpactResources:
Find Robin on LinkedIn: https://www.linkedin.com/in/robin-shah-8072bb35
Find Bobby on LinkedIn: https://www.linkedin.com/in/drbobbygreen/
FInd Brad on LinkedIn: https://www.linkedin.com/in/bdiephuis/
Find Vineeta on X: https://x.com/vintweeta
Find Jay on X: https://x.com/JayRughani
Stay Updated:
If you enjoyed this episode, be sure to like, subscribe, and share with your friends!
Find a16z on X: https://x.com/a16z
Find a16z on LinkedIn: https://www.linkedin.com/company/a16z
Listen to the Raising Health on Spotify: https://open.spotify.com/show/4fjb8YTzHDuPBgDXc3ElkR
Listen to Raising Health on Apple Podcasts: https://podcasts.apple.com/us/podcast/raising-health/id1529318900
Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Consumer Becomes the Payor: How ICHRA Unlocks a New Era in Healthcare
In this episode, Julie Yoo and Jay Rughani are joined by Thatch cofounders Chris Ellis and Adam Stevenson to explore why ICHRA—a more recent policy innovation—might quietly revolutionize employer-sponsored …
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In this episode, Julie Yoo and Jay Rughani are joined by Thatch cofounders Chris Ellis and Adam Stevenson to explore why ICHRA—a more recent policy innovation—might quietly revolutionize employer-sponsored health benefits. Unpacking the surprising history of how U.S. healthcare became entangled with employment, they make the case for a defined-contribution future that mirrors the rise of the 401(k) and HSA. Tailored especially for today’s distributed and fast-moving workforce, ICHRA allows employers to offer tax-free health dollars employees can spend how—and where—they choose.
For healthcare entrepreneurs, the conversation provides a blueprint for navigating a rapidly shifting payer landscape, including insight into how fintech infrastructure, policy tailwinds, and carrier ecosystem integrations unlock market readiness.
This episode was originally published in October of 2024. The conversation remains relevant today.
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Engaging the Unengaged at Home with Max Cohen and Cameron Behar
In this episode, Sprinter Health co-founders Max Cohen and Cameron Behar sit down with Julie Yoo to unpack how their home-based care model reaches underserved populations and reintegrates “the unengaged” into …
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In this episode, Sprinter Health co-founders Max Cohen and Cameron Behar sit down with Julie Yoo to unpack how their home-based care model reaches underserved populations and reintegrates “the unengaged” into the healthcare system. From starting with blood draws in living rooms to scaling a high-complexity, tech-enabled logistics platform, they share how operations, empathy, and human connection power their success. The duo reflects on the constraints and regulatory nuance of healthcare, revealing how humility, intentional culture-building, and pragmatism give tech-native founders an edge. Listeners will walk away with tactical advice on balancing scrappiness with long-term scalability, architecting tech-clinical collaboration, and applying AI to augment—not replace—human-delivered care. For healthcare entrepreneurs navigating systems transformation without deep domain roots, this candid conversation is both roadmap and reality check.
- Learn more about a16z Bio+Health
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Streamlining the Patient Referrals Chain with Trey Holterman
In this episode, Tennr cofounder and CEO Trey Holterman sits down with a16z’s David Haber and Jay Rughani to unpack one of healthcare’s most overlooked pain points: patient referral logistics. When a patient is …
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In this episode, Tennr cofounder and CEO Trey Holterman sits down with a16z’s David Haber and Jay Rughani to unpack one of healthcare’s most overlooked pain points: patient referral logistics. When a patient is referred to a specialist and told that the specialist will follow up with them, what happens next? A convoluted system sometimes involving dozens of staff and multiple portals, all of which may or may not result in the specialist actually following up.
Trey shares how Tennr leverages AI to automate the complex, unstructured workflows that delay patient care and burden frontline staff. Tennr's goal is to meaningfully increase patient conversions—ensuring more people get the treatment they need, faster.
- Learn more about a16z Bio+Health
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From Chaos to Clarity in Data with Malinka Walaliyadde
What if one of healthcare’s most complex administrative challenges—revenue cycle management—was reframed as a data science problem? In this episode, Malinka Walaliyadde, cofounder and CEO of AKASA, joins Julie …
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What if one of healthcare’s most complex administrative challenges—revenue cycle management—was reframed as a data science problem? In this episode, Malinka Walaliyadde, cofounder and CEO of AKASA, joins Julie Yoo to unpack how large language models have the potential to transform hospital revenue by automating highly nuanced coding and billing workflows.
Malinka discusses how AI is finally making it possible to extract simplicity from a sea of clinical complexity and unstructured data, simplifying the flow of dollars through the healthcare system and freeing staff to focus on patients.
Plus:
- Learn more about a16z Bio+Health
- Learn more about & Subscribe to Raising Health
- Find a16z Bio+Health on LinkedIn
- Find a16z Bio+Health on X
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Superaging with Eric Topol
What if we stopped trying to cure disease and started preventing it instead? In this episode, Eric Topol, founder and director of the Scripps Research Translational Institute and a cardiologist, scientist, and …
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What if we stopped trying to cure disease and started preventing it instead? In this episode, Eric Topol, founder and director of the Scripps Research Translational Institute and a cardiologist, scientist, and author, joins a16z general partner Vijay Pande to unpack the future of aging, prevention, and precision health—as explored in Eric's new book, Super Agers: An Evidence-Based Approach to Longevity.
Together, they discuss AI-driven risk prediction and next-gen immunotherapies — a roadmap for how we could eliminate age-related diseases before they begin. From the transformative potential of GLP-1 drugs to organ-specific aging clocks, this episode is about the innovations with the potential to expand healthspan, not just lifespan.
- Learn more about a16z Bio+Health
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Fueling Innovation with Data with Arif Nathoo
Arif Nathoo, cofounder and CEO of Komodo Health, joins Jorge Conde and Jay Rughani to explore the transformative potential of healthcare data in reshaping biotech and healthcare innovation. Arif reflects on a …
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Arif Nathoo, cofounder and CEO of Komodo Health, joins Jorge Conde and Jay Rughani to explore the transformative potential of healthcare data in reshaping biotech and healthcare innovation. Arif reflects on a decade-long journey of unlocking the power of fragmented healthcare data, delving into Komodo Health’s “full-stack thesis” — a strategy that combines rich datasets, advanced analytics, and AI to enable life sciences companies, payors, and providers to make better decisions at scale.
Together, the three also discuss leveraging predictive AI to identify undiagnosed patients and optimize care delivery. Arif also shares actionable advice for founders, from picking the right partner to staying steadfast in the vision.
Plus:
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The Paradox of U.S. Healthcare with Marc Andreessen
Join a16z general partners Marc Andreessen, Julie Yoo, and Vijay Pande for an incisive exploration of what's driving—and stalling—transformation in healthcare. With the industry now consuming nearly 20% of U.S …
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Join a16z general partners Marc Andreessen, Julie Yoo, and Vijay Pande for an incisive exploration of what's driving—and stalling—transformation in healthcare. With the industry now consuming nearly 20% of U.S. GDP yet delivering poor outcomes relative to other developed countries, is technology the remedy or a red herring?
This episode, cross-posted with the a16z podcast, dissects the inertia holding healthcare back, from regulatory bottlenecks to misaligned incentives, while offering actionable insights for entrepreneurs navigating this complex space.
Plus:
- Learn more about a16z Bio+Health
- Learn more about & Subscribe to Raising Health
- Find a16z Bio+Health on LinkedIn
- Find a16z Bio+Health on X
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The (Epic) Arc of a Patient Journey with Seth Hain
Seth Hain, SVP of R&D at Epic, joins a16z Bio + Health general partner Julie Yoo to explore technology in healthcare. Reflecting on over two decades of industry shifts, Seth shares how Epic has transitioned …
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Seth Hain, SVP of R&D at Epic, joins a16z Bio + Health general partner Julie Yoo to explore technology in healthcare. Reflecting on over two decades of industry shifts, Seth shares how Epic has transitioned from enabling integrated systems within health systems to driving cross-ecosystem collaboration and rapid innovations like generative AI.
They also discuss orchestration of patient care across diverse settings, the transformative impact of AI on clinical workflows, and whether "electronic health record" is really the best term for clinical record-keeping software.
- Learn more about a16z Bio+Health
- Learn more about & Subscribe to Raising Health
- Find a16z Bio+Health on LinkedIn
- Find a16z Bio+Health on X
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Building for the Healthcare Consumer with Elliot Cohen
Elliot Cohen, cofounder of PillPack, joins Julie Yoo, a16z Bio + Health general partner. Together, they discuss Elliot's experience designing and building a consumer-first pharmacy alongside TJ Parker.Elliot's …
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Elliot Cohen, cofounder of PillPack, joins Julie Yoo, a16z Bio + Health general partner. Together, they discuss Elliot's experience designing and building a consumer-first pharmacy alongside TJ Parker.
Elliot's journey with PillPack began when he noticed his father struggling with a mail-order pharmacy that couldn’t get the simplest thing right: the correct version of a pill.
Elliot shares the nitty-gritty of building a consumer-centric business in healthcare, including how they had to adapt CSV files and cake boxes to get their initial product off the ground, and how they balanced the needs of a healthcare system with the desires of their customers.
- Learn more about a16z Bio+Health
- Learn more about & Subscribe to Raising Health
- Find a16z Bio+Health on LinkedIn
- Find a16z Bio+Health on X
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