How I Invest with David Weisburd

E193: GLP-1s, AI & the End of Sick Care: The Next $10B Health Tech Giant


Listen Later

What if your healthcare wasn't about just treating sickness, but maximizing your potential?
In today's episode on How I Invest, I spoke with Dr. Cameron Sepah, founder and CEO of Maximus, a performance medicine company pioneering a new paradigm in healthcare. Cameron previously helped build Omada Health, now a billion-dollar public company, and coined the term “digital therapeutics.” Now he's productized his unique medical expertise into a next-gen men's health platform.
We talked about the evolution of performance medicine, why testosterone and GLP-1s are changing how Americans manage their health, and how AI is reshaping clinical decision-making. We also dug deep into the personal and systemic failures of the traditional healthcare model — and what the next 10 years will look like as proactive medicine goes mainstream.

Highlights:

  • Why traditional healthcare is really a “sick care” system
  • What “performance medicine” is — and why it matters
  • How Maximus prescribes testosterone and GLP-1s for optimization, not just treatment
  • What Cameron learned as founding team at Omada Health
  • Why Maximus runs clinical trials when most telehealth companies don’t
  • The case for microdosing semaglutide (Ozempic) and GLP-1s
  • What most men are missing in their bloodwork — and how to fix it
  • The biggest misconceptions around testosterone therapy
  • How AI will revolutionize diagnostics, dosing, and coaching
  • Why Maximus could only have been built by a psychologist
  • --

    Guest Bio:
    Dr. Cameron Sepah is the founder and CEO of Maximus, a consumer healthcare technology startup pioneering performance medicine. Before Maximus, he was on the founding team at Omada Health, where he served as Medical Director and coined the term “digital therapeutics.” He is a licensed clinical psychologist, former psychiatry professor at UCSF, and has advised numerous CEOs and venture capital firms on performance and mental optimization.

    Our Podcast now receives more than 300,000 downloads a month. Are you interested in sponsoring an episode? Please email David Weisburd at [email protected].

    #VentureCapital #VC #Startups #OpenLP #assetmanagement

    --

    Stay Connected:
    X / Twitter:
    David Weisburd: @dweisburd

    LinkedIn:

    David Weisburd: https://www.linkedin.com/in/dweisburd/
    Cameron Sepah: https://www.linkedin.com/in/drsepah/

    Links:

    Maximus: https://www.maximustribe.com/

    --

    Questions or topics you want us to discuss on How I Invest? Email us at [email protected].

    (0:00) Episode preview
    (1:32) Lessons from Omada and Publishing Research
    (5:06) Clinical Trials and GLP-1 Microdosing Strategies
    (10:07) Insurance Challenges and Personalized Dosing of GLP-1s
    (14:16) The Future of GLP-1s and Obesity Treatment in America
    (18:31) Psychological Influences on Obesity and Dietary Choices
    (21:02) Comprehensive Research on GLP-1s and Weight Management
    (26:37) Medication Perceptions and Performance Enhancement Debate
    (30:36) The Role of AI in Advancing Healthcare
    (35:49) Key Diagnostic Tests for Men's Health Optimization
    (39:28) The Significance of Routine Blood Testing
    (41:22) At-Home Blood Testing Innovations
    (42:35) Turning Personal Expertise into a Scalable Business
    (43:32) Closing remarks
    ...more
    View all episodesView all episodes
    Download on the App Store

    How I Invest with David WeisburdBy David Weisburd

    • 4.4
    • 4.4
    • 4.4
    • 4.4
    • 4.4

    4.4

    82 ratings


    More shows like How I Invest with David Weisburd

    View all
    Motley Fool Money by The Motley Fool

    Motley Fool Money

    3,216 Listeners

    We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

    We Study Billionaires - The Investor’s Podcast Network

    3,374 Listeners

    The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch by Harry Stebbings

    The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

    538 Listeners

    Masters in Business by Bloomberg

    Masters in Business

    2,177 Listeners

    The a16z Show by Andreessen Horowitz

    The a16z Show

    1,087 Listeners

    The Meb Faber Show - Better Investing by The Idea Farm

    The Meb Faber Show - Better Investing

    941 Listeners

    Founders by David Senra

    Founders

    2,169 Listeners

    Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

    Capital Allocators – Inside the Institutional Investment Industry

    801 Listeners

    Dry Powder: The Private Equity Podcast by Hugh MacArthur, Bain & Company

    Dry Powder: The Private Equity Podcast

    143 Listeners

    All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

    All-In with Chamath, Jason, Sacks & Friedberg

    9,932 Listeners

    The Memo by Howard Marks by Oaktree Capital Management

    The Memo by Howard Marks

    449 Listeners

    The Ben & Marc Show by Marc Andreessen, Ben Horowitz

    The Ben & Marc Show

    141 Listeners

    BG2Pod with Brad Gerstner and Bill Gurley by BG2Pod

    BG2Pod with Brad Gerstner and Bill Gurley

    467 Listeners

    Uncapped with Jack Altman by Alt Capital

    Uncapped with Jack Altman

    44 Listeners

    Sourcery by Sourcery with Molly O'Shea

    Sourcery

    4 Listeners