Writings

Investment Theses

Infinite Healthcare: What’s It Worth?

Infinite Healthcare Apps

Paying for Cures

Underestimating AI in Healthcare

AI: The Teammate Clinicians Need

Commercializing AI in Healthcare: The Jobs To Be Done

Commercializing AI in Healthcare: The Buyer Perspective

Healthtech: Show Your Magic

Doing More with Moore: Bio’s Tech Moment

Company Building Notes

GTM Playbook: Channel Partnerships in Health Tech

GTM Playbook: Multi-Sided Networks in Health Tech

GTM Playbook: B2C2B in Health Tech

Platform-Partnership Fit: A Guide to Business Development for Bio Startups

Podcasts

“Healthcare 2026: AI Doctors, GLP-1s, and Insurance Defection” w/ Out Of Pocket’s Nikhil Krishnan

“Value-Based Cancer Care at Scale” w/ Thyme Founders Robin Shah and Bobby Green and Care CEO Brad Diephuis

“Unbreaking the Patient Referrals Chain” w/ Tennr’s Founder/CEO Trey Holterman

“Fueling Health Innovation with Data” w/ Komodo Co-Founder/CEO Arif Nathoo

“Mastering Bio’s Data Explosion” w/ Benchling Co-Founder/CEO Sajith Wickramsekara

“The Freedom to Choose Your Own Insurance” w/ Thatch Co-Founders Chris Ellis and Adam Stevenson

Behind the Buy: Payors and Providers on AI Adoption

“Shaping Channel Partnerships” w/ Omada Founder/CEO Sean Duffy

“We, The Patients” w/ Pfizer Chief Medical Officer Freda Lewis-Hall