Jared Dashevsky, MD (Healthcare Huddle) and Ala Alenazi, PhD (Kinnevik) join Mustafa to discuss:

1. The wellness industry is now four times bigger than pharma -- and peptide parties are the new IV drip bars.
2. What's going on there? OpenEvidence built a $12B company on physician search, but everyone's copying the playbook. Is there any moat?
3. World models coming -- and why LLMs might not be enough to fix healthcare.

What can healthcare learn from Candy Crush? A lot. Jason Oberfest (VP Healthcare, Oura) used gaming psychology to build a first-of-its-kind digital health company (backed by Kleiner Perkins) — as well as roles at MySpace, Apple and more.

Now he's bringing that playbook to Oura, following their $11B valuation and booming growth.

Links

Jason Oberfest: https://www.linkedin.com/in/jasonoberfest/

Dr Mustafa Sultan: https://www.musty.io/

What does it take to build a $100M healthcare company? Honestly, no one really knows — and the people who do don't tend to talk about it.

But Steve Kraus and his team at Bessemer have actually studied it. They've analyzed hundreds of venture-backed healthtech companies and published the research.

In this episode, I pull six lessons from their work and ask Steve to explain them.

Links

Steve Kraus: https://www.bvp.com/team/steve-kraus

Dr Mustafa Sultan: ⁠⁠⁠⁠https://www.musty.io⁠

Music: “Habanera” by Kevin MacLeod

Licensed under Creative Commons Attribution 4.0

https://creativecommons.org/licenses/by/4.0/

Edited for length.