The next decade of healthcare belongs to pragmatic builders. Couldn’t agree more.
💡 Lessons from A16Z, Ambience Healthcare, NVIDIA, and JPMorgan on the next wave of healthcare innovation The future of healthcare feels different this time. Two years ago, healthcare finally reached 10% of total VC funding - a signal that the next 20 years could be an explosion of real value creation. Attended a fascinating session at the rare cross-section of builders, financiers, and operators thinking deeply about what it takes to scale real impact in healthcare right now. Here are a few reflections 👇 🧩 Timing is everything Healthcare innovation moves in cycles and we’re entering a huge one right now - from Meaningful Use to modern APIs - we’re entering an era where AI for X is just X. The foundation models have finally caught up to healthcare’s complexity. 🚀 Adoption is no longer the bottleneck Buyers used to hesitate. Now they’re leaning in. The market stance on AI is shifting from “innovation budgets” to “core P&L.” The companies winning today are those that can drive ROI, trust, and repeatability across complex systems. 💸 And the capital is following. Early-stage markets are thriving, but the opportunity now is to tap into broader tech growth dollars so we’re not just a niche vertical - we’re part of the core innovation economy. 🧠 Fundamentals still matter No AI “cheat codes". The best teams are laser-focused on distribution, clear ICPs, and measurable value. The winners will be those who compound early advantages into lasting ones, aligning with top institutions while staying nimble. 💼 Winning business is its own discipline. Health system CEOs are juggling shrinking reimbursements and rising costs - just keeping the lights on is a feat. The best startups understand the metrics that matter at the very top and reverse-engineer from there. Build a continuous ROI machine that compounds over time. Solve the trust gap. Ask your customers what they want measured, prove attribution, and overdeliver - every single time. 🤝 The next decade belongs to pragmatic builders From ambient scribing to clinical reasoning, from telehealth 2.0 to free-market consumer models - what’s unfolding isn’t a wave of hype, but a quiet rewiring of cost structures, incentives, and patient experience. Loved hearing from Mike Ng, Julie Yoo, Nick Richitt, and Chelsea Sumner, PharmD, Rph. There was something grounding about hearing Mike and Julie’s stories - Mike started building when raising $250K in healthcare was basically a moonshot, and Julie built Kyruus when there were barely five healthcare investors in total. Grateful they did the hard part so the rest of us can (hopefully) make it look a little easier. Huge thanks to Zeynep Onder, PhD and Luz Luevano for hosting such an insightful conversation and bringing together a room full of builders who care about the future of care. #HealthTech #AI #HealthcareInnovation #AmbienceHealthcare #VentureCapital #Founders