Jay Rughani / Writings

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

January 27, 2026

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

Healthcare is off to a wild start in 2026.

On the Andreessen Horowitz pod, I riffed with America's favorite healthcare comedian, Nikhil Krishnan of Out-Of-Pocket, to explore what else will happen:

- AI doctors going mainstream

- People opting out of health insurance entirely

- Weight-loss drug usage doubling

- Peptide parties proliferating

- Healthcare labor crisis cascading

- and more...

Was fun to question some assumptions underlying our healthcare system and debate how to build a better one.

00:00 Introduction

02:15 Healthcare Predictions for 2026

08:00 Taking Healthcare In Your Own Hands

26:59 Explosion of Self-Monitoring

31:38 Our Desire for Agency in Healthcare

34:42 AI "Doctors" Everywhere

41:43 Clashing Regulations, IP Battles, and Populism

46:42 How do we know AI is working in Healthcare?

57:15 AI Impact on Healthcare Jobs

01:05:39 The Human vs. AI Debate in Healthcare

01:08:52 Weight Loss Drug Ubiquity

01:17:03 The Gray Market of Peptides

01:29:23 Should We Spend More on Healthcare?

01:34:29 Content Diets in the Age of AI Slop

Link: https://a16z.com/podcast/healthcare-2026-ai-doctors-glp-1s-and-insurance-defection/

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