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Blake Madden 🏥
@B_Madden4
I break down the $5.3T business of healthcare after working on the inside. Essays on strategy, M&A, finance, health tech, & more. Texas ex
参加 June 2011
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NEW ON THE POD: I sat down with Yair Saperstein, MD MPH — co-founder and CEO of AvoMD — fresh off the company's Series A close in Q1. Links to listen (plus more details below): Listen on Apple: Listen on Spotify: Yair makes the case that the real prize in clinical AI isn't the AI scribe; it's the operating system living inside the EHR itself. Yair also shares why he thinks most of primary care ultimately gets replaced by AI voice chatbots, at-home labs, and wearables. I push Yair on the Open Evidence valuation question (politely sidestepped), how AvoMD sells differently to academic systems versus rural hospitals, and the "avoid the 800-pound gorilla" go-to-market strategy against Epic. Plus: what Dr. Oz told a ViVE crowd about agentic AI being in front of every patient by 2028 — and a closing piece of life advice that somehow involves Frogger. TIMESTAMPS [02:00] Why "efficiency" and "quality" in medicine became contradictions Yair couldn't ignore (and why that became Avo) [09:00] The three pitches Avo runs depending on who's in the room — academics get LOS and CDI, rural gets all-in-one, everyone gets Ask Avo [20:00] How to compete with the 800-pound gorilla without getting stomped (yes, Yair goes to UGM and sits in the front row) [31:00] Is Open Evidence overvalued? [36:30] The take that'll get him quoted out of context — most of primary care gets replaced by AI voice and at-home labs, and what that means for EHRs and payors [42:30] The Dr. Oz tell from ViVE: agentic AI in front of every patient by 2028, plus what FDA's January CDS rule shift actually means @YairSaperstein
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