Podcast
Big Picture Medicine
Hosted by Mustafa Sultan, MD · EN
The health entrepreneurship podcast — focusing on big picture stuff.
Interviews with health/biotech entrepreneurs and leaders having impact at scale. Health stuff a techbro/sis would find interesting. Think health meets the Tim Ferriss Show.
Get in touch: pod@musty.io
14episodes
Episodes
Newest firstAll episodes
🔥News: The New Healthcare AI Broker, Palantir Under Fire and Big Tech's Drug Discovery Mirage
5d ago00:39:11Tap to summarizeJared Dashevsky, MD (Healthcare Huddle) and Ala Alenazi, PhD (Kinnevik) join Mustafa to discuss:The rise of the AI Broker (a middleman that's about to emerge)Palantir's £330M NHS break clauseOpenAI as pharma. We also discuss why drug discovery needs a "Human Genome Project 2.0"
Transcribe →🔥 News: Sequoia's Services Thesis, Kalshi for Clinical Trials and the PCP Apocalypse
3w ago00:34:10Tap to summarizeJared Dashevsky, MD (Healthcare Huddle) and Ala Alenazi, PhD (Kinnevik) join Mustafa to discuss:Healthcare spends 75% on services and 3–4% on IT -- yet every AI startup is pitching a copilot. Sequoia's new thesis: the next trillion-dollar healthcare company won't sell software at all. It'll just do the work.The PCP Apocalypse. Urgent care has tripled, PCP density is down 22%, and behavioral health visits just overtook primary care. We debate whether the answer is more PCPs or changing the role.Kalshi for clinical trials. A Stanford PhD built a public market where nine frontier AI models bet on Phase 3 outcomes. Ala calls it "capitalism's final boss" and explains why it might be the most dangerous innovation in pharma this year.
Transcribe →🔥 News: Peptides, OpenEvidence and World Models in Healthcare with Ala Alenazi, PhD and Jared Dashevsky, MD
Apr 500:31:59Tap to summarizeJared Dashevsky, MD (Healthcare Huddle) and Ala Alenazi, PhD (Kinnevik) join Mustafa to discuss: The wellness industry is now four times bigger than pharma -- and peptide parties are the new IV drip bars.What's going on there? OpenEvidence built a $12B company on physician search, but everyone's copying the playbook. Is there any moat?World models coming -- and why LLMs might not be enough to fix healthcare.
Transcribe →#139 Oura's $11B Bet, What a Gaming Exec Learned Building in Healthcare (Jason Oberfest — VP Healthcare at Oura)
Mar 3000:33:50Tap to summarizeWhat can healthcare learn from Candy Crush? A lot. Jason Oberfest (VP Healthcare, Oura) used gaming psychology to build a first-of-its-kind digital health company (backed by Kleiner Perkins) — as well as roles at MySpace, Apple and more. Now he's bringing that playbook to Oura, following their $11B valuation and booming growth. LinksJason Oberfest: https://www.linkedin.com/in/jasonoberfest/Dr Mustafa Sultan: https://www.musty.io/
Transcribe →#138 Six Lessons On Building a $100M Healthtech Company (Steve Kraus — Bessemer Venture Partners)
Feb 1100:30:42Tap to summarizeWhat does it take to build a $100M healthcare company? Honestly, no one really knows — and the people who do don't tend to talk about it. But Steve Kraus and his team at Bessemer have actually studied it. They've analyzed hundreds of venture-backed healthtech companies and published the research. In this episode, I pull six lessons from their work and ask Steve to explain them.LinksSteve Kraus: https://www.bvp.com/team/steve-krausDr Mustafa Sultan: https://www.musty.ioMusic: “Habanera” by Kevin MacLeodLicensed under Creative Commons Attribution 4.0https://creativecommons.org/licenses/by/4.0/Edited for length.
Transcribe →#137 $1.1B MedTech Turnaround CEO – Joe DeVivo (Butterfly Network)
Dec 1700:32:24Tap to summarizeWhat actually happens after you sell a company for $1.1B and never need to work again?Joe DeVivo is a legendary MedTech CEO who sold InTouch to Teladoc in a $1.1B deal and is now President, CEO, and Chairman of Butterfly Network.Joe has a very specific reputation in the industry. He steps in when companies get stuck. Often at the moment when a founder-led business needs a different kind of leadership to scale. In this episode, Joe breaks down his turnaround playbook step by step, from how he diagnoses what’s broken, to who stays, who goes, and how focus gets restored.He also opens up about something that’s rarely talked about. What it really feels like after a massive exit. When the money hits, the anxiety leaves your body, and you realize you never have to work again. What does “post-economic” life actually look like, and why do some people still choose to come back?We also trace Joe’s path from growing up in a family-run manufacturing business to becoming the CEO boards call in moments of crisis, and why invention and scaling are fundamentally different jobs.LinksButterfly Network: https://www.butterflynetwork.comDr Mustafa Sultan: https://www.musty.io
Transcribe →#136 Nabla, AI Ambient Scribe ($120M Raised) — CEO, Alex LeBrun
Oct 1300:38:05Tap to summarizeIn 2023, Alexandre Lebrun pointed two exits in conversational AI at Medicine. Nabla raised $120M and spread to 130+ orgs and 85,000 clinicians in record time. But in the ambient AI game -- it seems like distribution beats all. How will Nabla win?LinksNabla: https://www.nabla.com/Dr Mustafa Sultan: https://www.musty.io
Transcribe →#135 $1.4bn Startup Tackling Loneliness, Papa (CEO, Andrew Parker)
Aug 2500:39:43Tap to summarizeIn 2017, Andrew Parker launched Papa with a 1-800 number, offering 'grandkids-on-demand' in Miami. By 2021, the company was valued at $1.4bn (backed by SoftBank and Tiger Global).This is a YC-backed gig economy company operating in the regulated elder care market at unicorn scale. On paper it shouldn't have worked -- and yet it did.LinksPapa: https://www.papa.com/Dr Mustafa Sultan: https://www.musty.io
Transcribe →#134 Sean Duffy, Omada Health ($1bn+ Valuation)
Jan 1, 202500:35:20Tap to summarizeAccording to Business Insider, Omada Health has quietly filed its S-1 to prepare for an IPO. Here's how Sean Duffy (CEO & Co-founder) built it. 0:00 Intro 0:17 Signing first customer 1:51 How to have good ideas in healthcare 4:00 Why metabolic health is a hard area to innovate in 5:18 What the MVP product looked like 11:16 Sean's secret tactics 14:55 Operational innovation as a differentiator 20:19 The Omada playbook — is it repeatable? 25:31 What boss moves have you made Sean? 29:37 The difference between good and great 32:29 Sean's best tip on selling in enterprise healthcare 33:35 Sean's advice to himself Links Omada Health: https://www.omadahealth.com Dr Mustafa Sultan: https://www.musty.io
Transcribe →#133 A New Radiology Foundation Model ($160M Raised) — Harrison.ai CEO, Dr Aengus Tran
Oct 27, 202400:34:32Tap to summarizeDr Aengus Tran is the CEO of Harrison.ai — an Australian radiology AI startup who have raised $160M. Harrison.ai just released their radiology foundation model, Harrison.rad.1. And it's really good. 0:00 Intro 2:25 I'm glad I didn't found my startup in the US 4:21 Partnering with a clinical operator is key 7:28 Scrappy stories from the early days 11:17 Where human radiologists outperform AI (zero-shot learning) 17:23 Big bets on the future of radiology 21:18 What happens when GPT-8 arrives? 25:29 How can AI reach suprahuman radiology performance? 28:58 What boss moves did you make? Links Harrison.ai: https://harrison.ai Dr Mustafa Sultan: https://www.musty.io
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