Why Even a $100 Billion Company Wouldn't Be Big Enough | Tanay Tandon

How do you fix a $5 Trillion Industry which wastes $500 Billion on mouse clicks every year?

By not considering even a $100 Billion company a success. By hiring people who are heat-seeking missiles for pain. By questioning every default. By solving hard problems, then choosing even harder ones. By moving with an urgency that surprises everyone but you.

In this episode, Tanay Tandon, Co-Founder & CEO, Commure explains why US healthcare is a massive but inefficient market, which pays ~$500B in administrative “work tax,” and how language models and agentic software can automate much of that work, make healthcare feel like a Waymo, and give healthcare professionals more time to focus on actual care.

Watch this episode to learn what it takes to build and win in a massive, inefficient market. 

00:00 - Heat-Seeking Missiles for Pain
01:30 - Speed Above Everything
03:11 - The $5 Trillion Healthcare Problem
03:56 - Epic Wasn't Built for AI
06:13 - The $500 Billion Admin Leak
07:24 - Why Healthcare Moves Slowly
10:14 - Why Hospitals Are Hard to Sell To
12:09 - The Real Opportunity Is Labour
13:41 - Point Solution or Platform?
15:16 - One Customer Pays $100 Million
22:46 - More Bad Days Than Good Days
25:18 - AI Changed the Healthcare Game
28:40 - Incentives Matter More Than Technology
30:24 - Healthcare's App Store Moment
32:20 - Why $100 Billion Isn't Big Enough
36:19 - Who Takes the Blame When AI Gets It Wrong?
38:32 - The Waymo Moment for Healthcare
39:46 - How the Best Startups Hire
42:12 - Customer Obsession Beats Everything
43:52 - Stop Paying the AI Experiment Tax
51:10 - Insurance Companies Are Terrific Enemies
55:34 - The Hidden Opportunities in Healthcare
59:35 - How to Win AI Talent War

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This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.

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