Seth Cohen

Platforms are in, point solutions are out as the healthcare AI category leaders come into focus this year. In conversation with Shelby Livingston at Endpoints News, I shared: 1. Why AI-first companies have the greatest platform potential and heuristics for identifying these opportunities at the earliest stages, 2. How companies are differentiating through co-development and distribution partnerships with leading healthcare institutions, and 3. Strategies for navigating anemic budgets and constrained market sizes through business model innovation such as AI-enabled services and pay for performance models Read more here: https://lnkd.in/dJWqv_zC Bessemer Venture Partners Abridge #healthcare #lifesciences #AI #generativeAI

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Still trying to make sense of Walmart pulling back from healthcare delivery? 3 quick thoughts: 🏥 Healthcare delivery is hard, even for companies where it's a primary focus. Navigating reimbursement and competition is extremely challenging. 💸 The patient may be a customer, but they are never the payer. 📊 No matter a company's stature, cooperation and reimbursement from health plans—both nationally and locally—are still critical for building profitable businesses. For a deeper dive, check out our full analysis here: https://lnkd.in/eXTeugKD

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The rise of the payvider model 🩺 Healthcare is undergoing a major shift as insurers expand beyond the traditional payer role into direct care provision - a strategy known as the "payvider" model. While the concept of payviders isn’t new, advancements in technology and a focus on value-based care have renewed interest in this integrated approach. The payvider model merges the roles of payers and providers to enhance care coordination, improve cost efficiency, and drive better patient outcomes. This patient-centered approach, aligns incentives and leverages comprehensive data to deliver high-quality care. By acquiring or building healthcare delivery capabilities, insurers can create value across the care continuum and play a more active role in patient care, integrating services and ultimately improving care through a holistic, personalised, efficient care. What does this mean for the mental health sector? 🧠 I believe this shift could be transformative. By directly providing mental health services, insurers can streamline care and ensure that mental health is treated with the same urgency and integration as physical health. It also promotes better coordination between mental health professionals and primary care, driving more and better comprehensive care. My view is that it isn't just about cutting costs or boosting profits; it's about gaining deeper data driven insights into their clients and patients. It holds significant potential to improve mental health outcomes and hopefully make quality care more accessible and tailored to individual needs.

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