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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
加入 June 2011
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I drove out to Plano on a 100-degree August morning to record a bonus podcast episode live on site, and the location is half the story: Matic's (@maticinside) team works out of a suite inside Catalyst Health Group's (@CatalystHG) headquarters. That's not a real estate footnote. That's the business model. I sat down with Calvin Carter, the CEO of Matic, and Dr. Chris Crow, who runs Catalyst. Carter spent 15 years at Bottle Rocket building consumer apps for Chick-fil-A, Southwest, and half the news networks in America before an algorithmic trading side project put him next to Dr. Alex Shepherd, an engineer with a PhD in adversarial training for hallucinations who decided to go to medical school because "finance is a zero-sum game." We got into why Crow thinks every lab-built AI product is just the EMR story repeating, why he called direct primary care a cottage industry born of burnout rather than a model worth scaling, and what happens to a physician's panel when you stop making them the bottleneck. Crow also went on record with "Natty or bust" for Texas, so hold him to it. Click to watch the video. TIMESTAMPS (00:13:14) From Chick-fil-A's cash register to Catalyst (00:16:57) Med school, because finance is zero-sum (00:19:52) Healthcare's error-correction industrial complex (00:47:54) "Flooded by a bunch of marketing BS" (01:01:08) Physician attention is the choke point (01:03:13) Pajama time: 12 hours to 10 (01:11:51) DPC shrinks panels (that's the problem)
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