Christina Farr

.@peteratmsr on why AI could shift healthcare away from subspecialties, and toward a supercharged version of general practice. Catch my episode with Peter (President of Microsoft Science) on Lifers: Apple: podcasts.apple.com/us/podcast/mic… Spotify: open.spotify.com/episode/5Cp4cS… YouTube: youtu.be/lxWYV1rNqR4

If anyone can build a GLP-1 company for $50K, what actually separates the winners? I asked Josh Tauber and @keatonbedell on Lifers, their answer: not software. Trust. WATCH/LISTEN: Spotify: open.spotify.com/episode/1duogc… Apple: podcasts.apple.com/us/podcast/any… Youtube: youtu.be/RE9r39iuDCI?si…

Would you have believed someone in 1975 if they told you every CEO would one day type their own emails? @peteratmsr uses that analogy to explain exactly where we are with AI and code right now. Lifers episode with Peter Lee (President of Microsoft Science) Apple: podcasts.apple.com/us/podcast/mic… Spotify: open.spotify.com/episode/5Cp4cS… YouTube: youtu.be/lxWYV1rNqR4

Ten years ago VCs wouldn't invest in services because their margins and growth rates were lower than software business models. But healthcare VCs are increasingly investing in tech-enabled services and @7wireventures's @AlyssaJoyJaffee doubles down on TES in the age of GenAI in this article in @chrissyfarr's Second Opinion Media: secondopinion.media/p/tech-enabled…

Links below: Spotify: open.spotify.com/episode/1duogc… Apple: podcasts.apple.com/us/podcast/any… Youtube: youtu.be/RE9r39iuDCI

By now we have all read the piece in @nytimes about MEDVi's $1B+ business selling GLP-1s online with a ton of marketing, and very little ownership of infrastructure. I asked two friends @josh_tauber and @keatonbedell: - Is there any moat? (no) - How is this legal? (murky, and a lot will play out) - Could we vibe code a business like this in a weekend? (heck yes) - What does this say about the future of the physician/patient relationship? (we worry about patient safety) - Does the cash pay aspect of this exclude companies like these from needed regulations? (yes) TIMESTAMPS: (00:00) Intro (01:51) Leveraging turnkey infrastructure to spin up virtual clinics (02:52) Evaluating the lack of traditional software moats in health tech (04:58) Analyzing the legality and ethics of cash-pay medical groups (06:37) Sponsor: Granola (07:16) Analyzing the legality and ethics of cash-pay medical groups (08:02) Improving patient access and agency through direct-to-consumer models (09:50) Building competitive advantages through patient trust and retention (11:40) Bootstrapping virtual care companies without traditional venture capital (13:08) Wrap

Thank you for your courage and in setting an example. Health is wealth.

NEW: OpenAI’s Fidji Simo announced exec changes to staff today: she is taking medical leave for several weeks, COO Brad Lightcap is transitioning to a new role, and CMO Kate Rouch is stepping down to focus on her cancer recovery. More here: bloomberg.com/news/articles/…

This is our handsome, perfect George can never be replaced. But I know he would want another kitty to have a good life,

Someone moved and left this guy outside to fend for himself (some humans suck). Our pack needed a new buddy after our eldest cat George passed away from heart failure. Internet, meet Winston. He’s very happy and chunky and orange.

@jkchatham Perfect

@chrissyfarr Wow... our new ginger boy is also named Winston...

@moorehn He has a calico sister and a new tabby brother who follows him everywhere

@chrissyfarr He's so handsome! Glad the right humans found him

Cc @StuartBlitz as we are self nominated leaders of digital health cat twitter

@MLDavey @healthapiguy I'm sure the operating margin is a disaster but there's a lot of revenue

@chrissyfarr @healthapiguy If you count the total cost of the prescriptions you do as revenue and don't own the pharmacy, then everyone in the industry has bigger "revenue" numbers.

Some are saying this Medvi story is fraudulent. What others in the industry are saying is with zero headcount, all the $ can go into marketing (meta, affiliates, etc). All the infra is rented. Operating margins will be extremely low, but still a lot of revenue at scale.

I will wager anyone here that today is MEDVi’s best ever sales day by far

The future of marketing is buying creators/media properties