Big Picture Medicine
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đŸ”„ News: Sequoia's Services Thesis, Kalshi for Clinical Trials and the PCP Apocalypse

Big Picture Medicine
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Jared Dashevsky, MD (Healthcare Huddle) and Ala Alenazi, PhD (Kinnevik) join Mustafa to discuss:

  1. Healthcare spends 75% on services and 3–4% on IT -- yet every AI startup is pitching a copilot. Sequoia's new thesis: the next trillion-dollar healthcare company won't sell software at all. It'll just do the work.
  2. The PCP Apocalypse. Urgent care has tripled, PCP density is down 22%, and behavioral health visits just overtook primary care. We debate whether the answer is more PCPs or changing the role.
  1. Kalshi for clinical trials. A Stanford PhD built a public market where nine frontier AI models bet on Phase 3 outcomes. Ala calls it "capitalism's final boss" and explains why it might be the most dangerous innovation in pharma this year.

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