Konstantin started Kaia Health after paying $50,000 to cure his back pain at an elite pain rehab centre. It worked. But it seemed stupid. Why did this need to cost $50,000? Kaia Health has since raised $125M and helped 625,000 users. 0:00 The 90 second story 1:22 How did he grow 20% every week? 2:15 Market timing is everything 7:43 We never put pressure on this making any money 10:51 How does an app cure back pain? 14:43 US vs Germany for digital health entrepreneurs 16:40 Go to...

Jon Ronson is one of the most interesting people alive today — period. He’s the author of the Men Who Stare at Goats, So You’ve Been Publicly Shamed and The Psychopath Test — which spent 10 weeks on the New York Times bestseller list. His two Ted talks have been watched 20 million times, his books have been brought to life by George Clooney on the big screen, he has written screenplays for Netflix blah blah blah. Don’t believe me, listen to a pitch Jon wrote for ‘the Psychopath Test’. If...

Max Parmentier is the CEO of Birdie, a Series B AgeTech startup who have raised $52M from the likes of Sofina, Omers Ventures and Index Ventures — and captured 10% of the UK market whilst currently scaling into Europe. 0:00 Intro 2:37 Shopify vs Amazon model in AgeTech 7:26 Product pivots: D2C never wins 11:56 Predictive AI AgeTech 13:58 I pitch an idea to Max 19:34 Lessons building Birdie 24:13 Leaving money on the table for purpose Links Birdie: https://www.birdie.care/ Dr...

Tom Wicher is CEO of DrDoctor — who have served over 20M patients and just raised £10M in their recent Series A round. But he spent the first 7 years bootstrapping, and diverged from his colleagues: Opting for the slow and steady gentle disruption path. Why? 0:00 Gentle disruption beats move fast and break things 3:36 Picking a problem in healthcare 5:44 Behavioural change theory 7:52 Stop treating patients like kids 10:30 Systems-level efficiency vs personalisation 13:02 Why don't...

Drug discovery is becoming more expensive and producing less results than ever before (Eroom's Law)—why? One of the ballooning costs are clinical trials. Pharma/biotech often outsource their trials to CROs (contract research organisations). But many CROs are incentivised to make trials as bloated and inefficient as possible. That means more money and less results. Meri Beckwith is building the anti-CRO: Lindus Health—to solve this problem. 0:00 Intro 1:39 The big problem in drug...

Rewind.ai just raised their Series A at a valuation of $350M. Investors include Andreesen Horowitz, Reddit’s Alexis Ohanian and OpenAI’s Sam Altman. Rewind sits on your computer and phone, and watches everything you do. Then you can ask it questions like: What was that really great Mediterranean recipe I looked at last month? Or I’ve got a call with a client next week, can you summarise every interaction I’ve had with them? But here’s where it becomes even weirder, powerful. They’ve...

People are wearing Apple Watches to their wedding days. Has this whole 'quantified self' movement gone bananas? Is any of this data actually useful? I spoke to Maitham Dib about this. He's building Vital (YC21); a startup which makes all wearable/lab data available to other startups/companies. 0:00 Wearable data is mostly useless 3:22 The case for wearable data 6:37 Wearable data is mostly useless 8:06 Wearable data is useful 10:16 The big opportunity with wearable/lab data (startups) 14:15...

Dr Jared Dashevsky writes Healthcare Huddle (acquired by Workweek). He's scaled to over 30,000 subscribers. And it was pretty simple. Here are 12 frameworks that work for healthcare content creation (and mistakes to avoid). 0:00 Intro 1:14 Consistency is king; systematise it 7:40 McKinsey reverse pyramid principle for writing 9:10 You need to have a unique/controversial take 11:41 Content for network building 15:51 Lean startup thinking does not work for content 20:35 Nobody cares...

Despite $billions of investment into the sector — there are still no AI discovered drugs on the market. Why? Recursion Pharmaceuticals (NASDAQ: RXRX) is one of the hottest AI drug discovery companies on the market. Especially after NVIDIA's $50M investment into them. Dr Imran Haque (SVP of AI and Digital Sciences) explains why AI drug discovery is so tricky — and when it's arriving. 0:00 Intro 0:42 Decoding biology (the big idea) 2:18 Why is AI drug discovery harder than it looks? 4:48...

0:00 NVIDIA's $50M investment into Recursion Pharmaceuticals 2:28 NVIDIA is becoming a seed investor 3:45 Bull case for Recursion Pharmaceuticals 9:20 Recursion's two big acquisitions 13:05 How are Recursion going to make money? 14:15 Recursion is overhyped 19:45 Recursion is unprofitable 22:21 Kim Kardashian's full body MRI scan 26:03 Longevity doctor's advice to Kim K 31:49 Speculating on Kim K's longevity regime (what she takes) 35:00 Outro and feedback Podcast Links YouTube:...

Ever waited months for a scan? Scan.com is making getting a scan as easy as booking an Uber. Behind the scenes of the disruptor changing medical imaging forever. 0:00 Race to the bottom? 1:34 AirBnB 11 star framework 9:57 Scan.com looks really easy to build — what's hard about it? 12:19 Lessons from working at Deliveroo 15:14 How do you make a lot of money? 19:41 Buying the domain name Scan.com 24:16 How to build a marketplace business 27:50 The perils of price transparency 30:36 What I...

0:00 David Sinclair's controversial claim 1:39 Bull v bear case 6:23 David Sinclair's history of exaggerating and profiteering 8:34 Adam Neuman's involvement 11:40 Raising from unsophisticated investors 16:30 Why aren't big pharma interested in longevity? 22:45 Cynics are right, optimists get rich 25:26 Will a longevity drug be the most valuable therapeutic ever made 28:52 Feedback and outro David Sinclair's Tweet: https://twitter.com/davidasinclair/status/1679178670743732249?s=20 David...

0:00 Why not let the builders build? Move fast and break things? 1:56 Why don't you ban people from googling their symptoms? 3:28 Is a disclaimer enough? 5:27 Why are LLMs difficult to regulate? 10:13 Move fast and kill patients — principal agent problem 12:23 People aren't idiots (they are) 14:20 Dr ChatGPT will never work 17:35 Spotting bubbles in healthcare 19:20 How much time does regulation add onto medical device approval?21:40 Can we ever regulate LLMs? Podcast...

Daniel Ek (Spotify Founder) has raised $65M for his new longevity startup: Neko Health. 0:00 What is Neko Health 2:18 They're doing nothing new 5:33 The bull case; why it's going to be huge 7:47 How are they possibly going to make money!? 18:30 Why aren't they doing full body MRI? 20:26 The bear case; why this will fail 25:13 Smells a bit hypey 29:15 The risks of longevity startups and early testing 35:41 The lowdown 37:47 Unexpected way of making $$$ 40:00 Outro and feedback Podcast...

0:00 Leaked secret Apple health report 5:06 What Apple are up to in healthcare 9:21 Decentralised clinical trials 11:35 Apple healthcare leaked documents controversy 15:38 Apple is going to become a health insurer 23:07 Imran's advice to Tim Cook 26:11 Being a healthcare provider is unprofitable 28:12 Apple will make a longevity/subscription health play 30:27 Outro and feedback Links mentioned Apple Struggles in Push to Make Healthcare Its Greatest Legacy (Wall Street Journal):...

Huma is about to reach a 1 billion dollar valuation, and is thriving while other digital health companies are dying. But what’s their secret sauce? Dan Vahdat is the Johns Hopkins dropout — who meticulously studied the successful business practices of big pharma, and using these, has created the 'soonicorn' digital health company that’s about to take over the world of remote patient monitoring and decentralised clinical trials. 0:00 Intro 1:11 Focusing on one big thing is bullsh*t 6:33...

0:00 Intro 1:04 The genius business model of GetHarley 5:26 How important is marketing? 50% of revenue 14:57 Why aren't they doing cooler more innovative stuff? 22:38 What verticals would we expand GetHarley's biz model to 24:37 Vitamin vs painkiller 27:49 Why have investors put so much money into GetHarley? 31:00 Feedback and outro Links mentioned GetHarley, a skincare telehealth and consultation platform, raises $52M (TechCrunch): https://techcrunch.com/2023/06/06/get... Podcast...

0:00 Intro 0:20 DEA comes after DTC health startups 3:18 How DTC health startups hacked customer retention 10:30 Will this kill the economics of D2C health startups? 12:57 How would we solve the problem 15:30 New LLM Paper in Nature 28:18 Audience feedback and outro Links Mentioned Cerebral Pushed ADHD Prescriptions And Failed To Report Data Breaches, Ex-Executive Alleges In Lawsuit (Forbes):...

Numan have raised $70M+ and are set to become the biggest men's digital health startup, ever. Here's how. From their eccentric Founder. 0:00 Intro 0:42 Valuation 1:46 Lessons from Calm.com 4:49 Raising aggressively 7:35 Successful entrepreneurs are not hyper intelligent 10:38 When to quit 14:43 The Social R Number 18:14 Being nice gets you nowhere 22:24 Numan's marketing genius 38:09 What Adam Neumann got wrong 45:12 Narrative is like really important 49:13 Being honest about your...

0:00 Intro 0:18 Ali Parsa's Immigrant Story 1:57 Picking a Problem That Was Too Big 4:15 The Supply Induced Demand Problem 5:55 The Unit Economics Problem 7:37 The Misaligned Incentives Problem 10:11 The Friction Problem 12:06 The First Mover Disadvantage 13:30 Raising Too Much Money 14:55 The SPAC Problem 17:40 The Pig With Lipstick Problem 22:07 Should Founders be Liberal with the Truth? 26:06 What Will the Next Health Unicorn Be? Articles Mentioned Babylon shareholders wiped...

0:00 Intro 0:38 VC Dirty Money (LP Sources) 8:30 Power Dynamics Founder vs VC 12:56 Trillion $ Alzheimer's Opportunity 14:26 Eli Lily's New Alzheimer's Blockbuster (?) Donanemab 19:01 More Issues with Donanemab Phase III Results 21:48 Will Anyone Pay for Donanemab? 24:13 Donanemab Side Effects 27:15 Startup Opportunities in Alzheimer's  31:34 Outro Articles Mentioned Founders need to take a stand against VC's 'dirty money’: https://sifted.eu/articles/founders-vc-dirty-money Eli...

Papers Mentioned— ChatGPT better + more empathetic than human doctors (JAMA Int Med Paper): https://jamanetwork.com/journals/jamainternalmedicine/fullarticle/2804309 Detecting eye disease using AI (Nature Biomedical Engineering): https://www.nature.com/articles/s41551-022-00867-5 Predicting dementia using LLMs (PLOS Digital Health): https://pubmed.ncbi.nlm.nih.gov/36812634/ AI recognises race from black and white X rays (Lancet Digital Health):...

0:00 Intro 0:32 Why are VCs so unhappy? 2:18 What’s hard about being a VC? 3:56 Hustle culture, FOMO, always-on culture in VC 9:54 Is it ever easy to become rich? 12:22 It’s time to build in healthcare 15:31 Why is healthcare so hard for big tech? 17:31 Reasons why healthcare is easier than you think 21:04 Imposter syndrome for tech people entering healthcare 24:03 Would you build another healthcare startup? 25:12 Outro Joined by: Dr Imran Mahmud: Investor, Oxford-trained...

Martin Shkreli is an American Investor, Pharmaceutical Executive and Hedge Fund Manager who became the most hated man in America in 2015 when he obtained the drug Daraprim and increased its price from $13.50 a pill, to $750 overnight. 0:00 Intro 1:56 The Big Short 8:04 How to price a drug 20:01 Should we price drugs like iPhones 25:36 Pharma's dirty secret with R&D spend 34:12 Why are we not discovering more drugs? Eroom's Law 43:59 Marting's new AI Doctor — Dr Gupta 51:08...