value-based care

Today as a followup to last week's episode where we sat down with two doctors, we are chatting with two investors in the Healthcare Private Equity space, not only talking about that segment of the investment community but also answering the mountain of questions we’ve gotten from listeners who ARE doctors and want to pivot into the world of finance but don’t know how.  

Rahul Culas is Partner at 1585 Healthcare, an investment firm focused on healthcare services investments.

Formerly, Rahul was a Partner and Managing Director at The Carlyle Group, where he co-headed funds dedicated to energy investments. Prior to Carlyle, Rahul was Head of Structured Power Finance at Morgan Stanley. Earlier in his career, he worked at Goldman Sachs in the Fixed Income Currency and Commodities Division.

Rahul graduated with a Bachelor’s in Mechanical Engineering from the Indian Institute of Technology (“IIT”), Bombay, and a Masters in Human Computer Interaction from the School of Computer Science at Carnegie Mellon University

Julie Kim is Partner at 1585 Healthcare.

Formerly, Julie was a  Principal at The Carlyle Group, where she played the dual role of being on the investment side as well as the Chief Operating Officer of funds dedicated to energy investments. Prior to Carlyle, Julie was an associate in Project Finance at Morgan Stanley. Earlier in her career, she worked in the Equity Derivatives group in Equity Capital Markets at Morgan Stanley.

Julie graduated from MIT. 

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At the end of 2022, our team at a16z asked dozens of partners across the firm to spotlight one big idea that startups in their fields could tackle in 2023.

Emerging from this exercise came 40+ builder-worthy pursuits for the year, ranging from entertainment franchise games to precision delivery of medicine to small modular reactors, and of course loads of AI applications.

In our 2-part series, we’ll be covering 12 of these big ideas with the partners that shared them.

Here in part 2, we’ll cover Fintech, American Dynamism, and Bio & Health. Listen in as we chat with Anish Acharya, Angela Strange, Michelle Volz, Ryan McEntush, Vijay Pande, and Julie Yoo.

And for the full list of 40+ ideas, check out the full article: https://a16z.com/2022/12/15/big-ideas-in-tech-2023/

Topics Covered:

• (0:59) GPT Unlocks Credit Counseling - Anish Acharya
• (9:53) Compliance as a Competitive Advantage - Angela Strange
• (23:31) Small Modular Reactors Advance the Nuclear Renaissance - Michelle Volz
• (33:48) Overhauling the Space Supply Chain - Ryan McEntush
• (44:40) The Biggest Company in the World - Vijay Pande
• (51:17) The Value-Based Care Stack - Julie Yoo

Resources:

https://a16z.com/2022/11/02/america-space-age/

https://a16z.com/2022/11/11/the-biggest-company-in-the-world/

https://a16z.com/2021/01/08/the-new-tech-stack-for-virtual-first-care/

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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. For more details please see a16z.com/disclosures.

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist

0:00 The Lanby's Tandice Urban breaks down why healthcare has a customer service problem, and how to fix it

12:28 Bestie Q&A: changing American's perspective on healthcare, opportunity for DTC health brands, why is medical spend at all-time highs while avg lifespan has flatlined/slightly decreased? 

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The United States spends trillions of dollars on healthcare every year, but our outcomes are worse than those of other countries that spend less money. Why? Physician and healthcare executive Vivian Lee explains the psychological and economic incentives embedded in the American model of medicine, and makes the case for a different way forward.

A lot's going on in the world of healthcare right now, and one topic that's especially relevant is how diagnostic labs work. In this episode with Dave King, Executive Chairman of Lab Corp (one of the largest clinical lab networks in the world) and a16z's General Partner Jorge Conde and Hanne Tidnam, we cover the evolution of the modern lab over the past 50 years, especially as new technologies and new tests are added; how tests go from specialized to mainstream and widely available; and who pays for most tests and how reimbursement affects all this. We also discuss where lab information flows—in electronic health records and in the health system at large—and touch on what the lab of the future might be like.