a16z GP @julesyoo breaks down 3 massive shifts reshaping healthcare: "Some of the fastest growing companies in health tech are cash pay. Because of AI, the cost structure to deliver an actual medically credible service is like 100 times lower than it used to be." "New marketplace of products designed for the consumer, not insurance company and doctor with consumers as an afterthought. Consumers are now at the top of that pile. We wrote a piece called Consumers Are the New Payer." "Another post argued the best companies right now are AI native and AI proof. Companies that on the outside look like a retailer, but on the inside are highly AI native. Service area not achievable historically, disruptive cost structure, high margins to keep investing in innovation." "Third: payment rails. It's why healthcare seems so screwed up. It's actually designing exactly as planned. Really ambitious companies saying: what if we blew up that current healthcare payment modality and built a new one from scratch? Companies like Devoted Health and others are doing this." @a16z @KyruusHealth