2) While the opportunity in healthcare is massive (17-18% of GDP with tons of inefficiencies), navigating the landscape is quite tricky.
1) Over 3 years ago, sent tweet below. Having invested in OpenTable, Zillow, Grubhub, Uber, we felt same opportunity existed in healthcare.https://twitter.com/bgurley/status/421726003669381120 …
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3) Spent 3 years looking & learning to develop a thesis about seams in the market that represent opportunity for true disruption.
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4) Tons of market failure driven by indirect payment process, unnecessary presence of employer, regulation, as well as regulatory capture.
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5) One new breakthrough trend: Rise of high-deductible plans (like ACA) is creating true consumers/shoppers for very first time.
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6) New provider entrants are rushing to meet this demand, which leads to the 1st real “consumerization” of our U.S. Healthcare system.
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7) These new consumer focused entrants care about things like wait time management, transparency, reviews, and NPS score. New reality.
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8) Today, we are excited to announce our investment in Solv (
@solvhealth) founded by the incredible team of@heathermirj &@dfarnedi -
9) Solv is leaning into this disruptive trend, applying modern-day marketplace techniques to this exciting consumer-focused provider base.
- 他2件の返信
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Hope you're more comfortable dealing with regulations and kludgy standards now
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Welcome to healthcare!
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the bigger the problem, the bigger the opportunity
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