Becker Private Equity & Business Podcast: Tempus AI – 5 Key Points Summary

Host: Scott Becker
Episode: Tempus AI: 5 Key Points
Release Date: May 28, 2025

1. Introduction

In this episode of the Becker Private Equity & Business Podcast, host Scott Becker delves into the intricacies of Tempus AI, an AI-driven oncology company that has garnered significant attention within the healthcare and investment communities.

2. Overview of Tempus AI

Scott begins by outlining what Tempus AI is and its role in the healthcare sector:

"Tempus AI is an AI-driven oncology company. It's become a standard use by many health systems in their oncology programs."
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Tempus AI leverages artificial intelligence to enhance cancer care, making it a pivotal tool for numerous health systems aiming to improve patient outcomes.

3. Founders and Company Growth

Scott provides background on the founders and the company's impressive growth trajectory:

"The difference between him and I is many, many decimal points and zeros in the net worth. Eric's been tremendously successful. Together with his colleague Brad Keywell, they built Tempus from zero. It's now a $10 billion company."
[00:30]

Founders:

• Eric Lefkowski: Renowned for his visionary leadership in the AI and healthcare sectors.
• Brad Keywell: A serial entrepreneur with a track record of successful ventures, including being a co-founder of Groupon.

Together, Lefkowski and Keywell have propelled Tempus AI from its inception to a market valuation of approximately $10 billion.

4. Market Performance

Scott discusses the company's current market standing and performance metrics:

"It's down 16% today, but you can't lose sight of the fact that it's up 64% year to date."
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Despite a recent dip of 16% on the day of the podcast's release, Tempus AI has demonstrated robust growth, with a 64% increase in its stock value year-to-date. This volatility underscores the dynamic nature of the tech and healthcare markets.

Additionally, Scott highlights:

"Tempus up 64% year to date, down 16% today. Market cap of about $10 billion."
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5. Personal Insights and Connections

Scott adds a personal dimension to the discussion, offering insights into his relationship with the company's founders and fellow investors:

"One of my close colleagues brags about how he invested in an early you know, if I have to hear him say it anymore. He's also an Indiana Pacers fan. It may make me ill, it is what it is."
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He further personalizes the narrative by mentioning a shared connection:

"He also has a daughter that has a birthday the same exact day as my daughter. So we are a fan of his, even though he brags about his investment prowess."
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These anecdotes highlight the intertwined personal and professional relationships that often underpin successful business ventures.

6. Future Prospects

Scott touches upon the potential future developments for Tempus AI:

"It remains to be seen where Tempest AI goes from here."
[00:30]

While acknowledging the company's impressive growth, Scott remains open-ended about its future trajectory, suggesting that the company's next steps will be pivotal in determining its continued success and impact on the healthcare industry.

7. Conclusion

Wrapping up the discussion, Scott reiterates the key points about Tempus AI:

"Founded by two brilliant folks, Eric Kafkowski and Brad Keywell. Thank you for listening to the Becker Private Equity and Business Podcast."
[00:30]

He emphasizes the founders' brilliance and the company's significant achievements, inviting listeners to stay tuned for further developments.

Key Takeaways:

• Tempus AI is a leading AI-driven oncology company, widely adopted by health systems.
• Founders Eric Lefkowski and Brad Keywell have successfully scaled the company to a $10 billion valuation.
• Market Performance: While experiencing a short-term decline, the company has shown substantial year-to-date growth.
• Personal Connections play a role in the investment and support networks surrounding Tempus AI.
• Future Outlook remains promising, with anticipation surrounding the company's next phases of growth.

For more insights and detailed discussions on private equity and business, subscribe to the Becker Private Equity & Business Podcast.