Suraj Rajwani e/acc
2.2K posts

Suraj Rajwani e/acc
@surajluke
General Partner at @DoubleRock. Pilot. Investor in brilliant minds

BREAKING: Commure Hits a $7 Billion Valuation Announcing $70M in new funding led by General Catalyst, with Sequoia & Morgan Stanley Total funding to date: $750M Interview with CEO Tanay Tandon @CommureOS is becoming one of the largest AI infrastructure platforms in healthcare: → 500+ healthcare organizations → 3,000+ sites of care → 200M+ patient encounters annually → Tens of billions (!!) in annual claims processed → 85%+ of revenue cycle work completed autonomously → ARR doubled 3 years in a row → 1,200 employees globally Commure says its AI agents are automating documentation, coding, billing, denials, appeals, scheduling, & revenue cycle workflows across hospitals & physician groups. P.S. Tanay (@tanay_tandon) started the company at 18. “Point solutions are going to d*e.” @sequoia @Alfred_Lin @generalcatalyst @htaneja 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Tanay Tandon, Co-Founder & CEO, Commure (01:03) The $70M R&D Sprint (03:45) Rockefeller's funding playbook beats dilutive VC (05:42) Tokens killing SaaS margins (07:14) Going public is the plan (07:40) Automating healthcare’s back office (11:02) Scaling Commure’s engine (11:49) Partnering with Epic (13:06) Why healthcare point solutions will be d*ad in 3 years? (16:42) Learnings from the AWS-CIA deal (19:13) Going to zero rollouts overnight (22:23) Nuking malpractice premiums with AI (23:52) Winning HCA’s trust (26:27) Saving burned out doctors (28:24) Buying a bankrupt hospital (32:30) Ending healthcare interop (35:41) The viral hiring email ft. Alfred Lin (38:23) Acquiring for distribution (45:13) Free blood samples? (47:19) The Stanford hacker who became an enterprise sales rep (48:21) The cargo shorts fiasco (53:57) American healthcare isn't broken (55:28) The agentic healthcare takeover

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"Ron discovered how to be the investor of the future by accident. He didn't foresee the future of startup investing, realize it would pay to be upstanding, and force himself to behave that way. It would feel unnatural to him to behave any other way." paulgraham.com/ronco.html

BREAKING: Max Levchin (@mlevchin), Co-Founder of PayPal & CEO of @Affirm — HQ Tour A Masterclass in: Espressos → Big Lebowski → PayPal lessons → Affirm → Economics of AI The Dude abides. “The net IQ of the world Is about to go up 50 points” Result: As intelligence becomes normalized, bad actors & "fine print" companies will get exposed faster. We cover: • Capitalism vs the “warm embrace” of socialism • You can’t perfectly time an IPO • The best time ever to be a CS CEO • AI collapsing the cost of intelligence • Great economic shift underway Strikes & gutters, ups & downs. Recorded at Affirm HQ, March 30, 2026 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Max Levchin, Co-Founder & CEO at Affirm (01:35) Inside Affirm's office espresso bar (06:46) How the love for espressos started at age 5 (10:30) Truth about bad coffee beans (13:51) Strava & cycling (14:56) Meeting Alfred Lin & Tony Hsieh over poker (21:14) Onboarding 800K Shopify merchants in one week (22:59) Big Lebowski in every shareholder letter (32:11) The PayPal lesson that built Affirm (35:25) Being a technical CEO (37:57) Why this is the best time to be a technical CEO (42:10) Should engineers still learn to code? (44:48) Side quest with AI (46:59) Companies AI will destroy (49:46) How AI has changed engineering at Affirm (50:54) Agentic commerce & DoorDash (52:28) Devolution of Credit (55:06) Biggest misconceptions about BNPL (57:42) Being a public company CEO (01:07:01) Advice for private companies (01:11:09) Creating his own economy (01:14:29) Can AI help solve the $39T debt problem? (01:16:00) Learnings (01:17:46) Will average IQ rise or fall?






















