Keaton Bedell

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…

@ProductFaculty This can quickly spill into being solution drive instead of outcome driven. When you can build things much more easily, prioritizing the right problems to solve become more of the role.

Just talked to an AI Product manager making $375K at a frontier lab. She hasn't written a PRD in 8 months. Not "she uses AI to help write them faster." She has not opened a PRD template in eight months because she just doesn't need it anymore. Her day looks nothing like what PMs do: She wakes up, opens Claude Code, and has a working prototype running before her first meeting of the day (not a wireframe or a figma mockup someone needs to hand off to an engineer). A testable version of the idea - built/shipped by her in the same morning. While that prototype is running, she's pulling model outputs and running evals. She knows what hallucination looks like in her specific use case. She knows what latency threshold breaks the user experience. She knows the token cost per query and what that means for margin at scale. She reasons about infrastructure the way a CFO reasons about a P&L. When something needs to be built for real, she doesn't go write a ticket and wait two sprints. She ships the first version herself. hands it to engineering as a working reference implementation, not a requirements doc full of edge cases nobody reads. The meetings she's in aren't about alignment. They're about what's already shipped and what's blocking the next thing. Her mental model isn't: - "manage the roadmap." - "be the voice of the customer." - "facilitate cross-functional collaboration." Those aren't wrong exactly, they're just from a different era. The mental model that gets you to $480K at a frontier lab in 2026 is simpler and harder at the same time: - You are the builder. - The agents are your team. - Your job is to ship. She said the output gap between PMs who operate this way and PMs who don't is already 3 to 4x. And this is inside a lab where literally everyone around her is working the same way. Here's the thing nobody wants to say out loud: the "I write specs and run standups" PM isn't being replaced by AI. The job isn't disappearing into a chatbot. It's being absorbed by the PM sitting two desks over who stopped waiting for engineers and started building herself. Really crazy how fast the job description changed and really crazy how few people have noticed.

@pdrmnvd Guy next to me on tonight’s flight was also clauding it up. Gave him a fist bump 👊

men in their 40s used to have cool midlife crisis but now they just have agentic workflows

@nealkhosla Next round it add further validity if the clinicians diagnoses were also peer reviewed. You could leverage @jayparkinson's automate clinic.

1/ We are publishing the first proof that AI can reason as well as clinicians in live clinical environments. Our AI diagnosed ~2400 patients as accurately as board certified clinicians in a real environment and was 30 percentage points better than Google’s equivalent system.

@AIHealthUncut Tizanidine, Promethazine, and Cylobenzaprine on the formulary was new news to me. Concerning.

I was rooting hard for Doctronic, the self-proclaimed “AI doctor,” when it secured a contract with the state of Utah earlier this year for automated AI prescription refills. But as it turns out, sometimes a Cinderella story is just what we want it to be perceived as. In reality, @doctronic appears to have quite a few dirty secrets and outright red flags, which I dig into in my latest investigation: fixhealth.ai/p/doctronic-th…

@InvestingDoc Best feature is the meth recipe mindgard.ai/blog/doctronic…

Alright I tried one of the "AI primary care doctors" (doctronic) It has a long way to go to improve and it feels a lot like marketing is the big factor here. It's essentially chatGPT like q/a that then links you to a telemed visit with a clinician. It takes at least 20+ seconds to get a reply to any input I type in. Sometimes it takes almost a full minute for it to reply when I answered "no" after it asked me if I take any current medications. It clearly is taking a quick HPI, ruling out things to turf to the ER... HPI seems to be on par with med student ability...not bad. Then it just connects you with a telemed doc waiting on call for you. This is the "AI" clinician? A chat box that just ends up linking you to a teledoc like appt. Got it. Its teledoc with a chatgpt questionnaire.

Exclusive: Researchers trick a bot that prescribes meds axios.com/2026/03/04/doc…

@aidaxbaradari @be_inaudible If you can block Granola and other non-permissioned recording apps, while still enabling video conferencing that would be true magic.

Today, we're introducing Spectre I, the first smart device to stop unwanted audio recordings. We live in a world of always-on listening devices. Smart devices and AI dominate our world in business and private conversations. With Deveillance, you will @be_inaudible.

@chrispisarski If the org has any level of security training, it should reported as phishing

the latest sales "growth hack" being passed around GTM circles is the "google docs notification”: instead of sending cold emails with bad deliverability, some reps are creating a "value doc" (website audit for example) and sharing it with prospects via the "notify people" checkbox on google docs because the notification is sent from a verified Google address, it bypasses all the filter and lands directly in the inbox with a custom message it looks something like this in your inbox:  “person X (via Google Docs) has invited you to edit: [any custom message]" this is pretty smart if your only goal is to reach a specific person no matter what, but wouldn’t recommend doing this as your outreach strategy

@DrMakaryFDA @US_FDA Looking forward to reading the updated guidance on clinical decision support. When will that be posted?

The government doesn’t need to be regulating everything. Announcing today two new @US_FDA guidances on AI to cut unnecessary regulation and promote innovation to keep America first.

@guyfriedman If your business is making a margin on compounded medication, you're toast.

I think the effect of this under-estimated - competition gonna push prices down more than we think

I love @_hex_tech! Definitely the most impactful implementation of AI in my day to day work.

@StuartBlitz My biggest mistake was buying a house with a north-facing sidewalk and driveway. All the south facing houses are melted off in a few hours.

Snow is super annoying as a home owner. I'd love a button that automatically melts snow on the driveway and sidewalk. I'd pay whatever. Who is building this?

@cwhogg Curious to get your perspective. I think the biggest gap is who owns risk. Are the AI companies willing to take that on? Right now many of these companies are putting doctors licenses at risk by pushing them to use unapproved SaMD.

Looking forward to reading this report this weekend!

@SebastianCaliri The biggest blocker here is actually who is going to own the risk of a bad decision. If we want to accelerate into these phases, the AI will need to take on the financial and legal risk of poor decisions, just like a provider. Have you seen any progress there?

Everyone knows about serious problems in American healthcare: $1.8T in federal spending, burned-out doctors, endless phone trees, incomprehensible bills. No-one has a viable plan to fix this mess. And rather than helping, our policies have effectively banned AI from medicine. We have made our very best hope for relief illegal. I spent the past few months talking with policy makers in DC, state secretaries of health, and the technology community about this problem. I spoke with doctors about their experiences and ordinary Americans about their challenges with the healthcare system. I also spoke with investors about the barriers to investing in healthcare AI that makes life better for patients and doctors instead of pouring more dollars into up-coding tools. From these conversations I synthesized a set of policy reforms at the federal and state levels that will not only legalize healthcare AI, but also attract resources to the space and get the very best innovators focused on what is an existential problem for the United States.

@StuartBlitz Birthday homework. What a gift.

Our kids think they can get a day off of homework for their birthday tomorrow - I'm going to tell their teacher to give them extra homework so they grind harder.

@nikillinit Fair fair

@keatonbedell it is funny though cause the a lot of the empires in the suburbs consist of people that literally own like 30 dunkin donuts

As capital markets tighten - I think you'll see more tech-enabled services companies look towards franchising as a business model instead of trying to own any care with a brick-and-mortar component I've been going down a rabbithole on different kinds of healthcare franchises - big ones include PT, home health, med spas, and urgent care. Here’s an example of Homewell and what their economics + offerings look like > can choose to pay ~$50K upfront with 5% royalty, or $5K upfront and 10% royalty > They give a breakdown of pricing to open one - it can range from $55-$250K all in > They position themselves as helping with the marketing, training the business owners, finding customers in a given area, and succession planning. It’s a little unclear how exactly they do this > They help with vendor discounts across the stack you need open this I would expect more tech-enabled services companies to have a similar approach here - we give you the tech, the brand, recruiting services, help with contracts, etc. and then you pay us fees honestly this might be a better setup than using venture to grow these

@StuartBlitz Anyone on ACA plans or with ICHRA 🪦

Employers after getting their health insurance renewal premiums for 2026

@cwhogg Very curious to see what happens in MA based on the language at the bottom of the policy. They should have to cover RPM in MA, but might not.

Should be a bigger story that UHC basically just stopped paying for RPM in all commercial lines.