Jacob and Nikhil sit down with Mark Cuban to discuss his pharmaceutical startup, The Mark Cuban Cost Plus Drug Company. They discuss why Mark entered the healthcare industry, competing on price, staying curious, and the future of AI.

(0:00) intro 

(1:05) Mark’s journey into healthcare 

(3:57) how the Mark Cuban Cost Plus Drug Company works 

(7:51) B2B angle and disrupting PBMs

(12:51) getting into biologics and biosimilars 

(24:46) manufacturing drugs 

(27:11) how much of a role can technology play in healthcare? 

(33:06) why Mark doesn’t put his name on buildings 

(35:35) over-hyped/under-hyped 

(40:08) policy changes that could improve healthcare 

(41:17) Mark’s best cameo

Jacob sits down with Marley Medical CEO Chris Hogg to discuss how he and his team select markets, think about go-to-market and utilize AI. Chris also reflects on his learnings from Propeller and more.

0:00 intro

1:08 digital health over the last decade

3:01 100Plus

5:45 Propeller and fitting into patients’ daily lives

12:37 is the B2B2C model flawed?

17:01 Marley Medical

19:32 selecting markets

28:23 standing out from the competition

30:23 how is Marley using AI?

36:57 over-hyped/under-hyped

Jacob and Nikhil sit down with Sean Duffy, the CEO of health tech unicorn Omada Health, to discuss how Omada is using Large Language Models and incorporating GLP-1s into its care. They also hit on how Omada has thought and evolved its employer pricing.
 

0:00 intro

0:43 starting Omada Health

5:14 how Omada differs from Sean’s original vision

8:58 evolving employer pricing

16:31 how the care model has changed over time 

19:25 GLP-1s

27:14 how Omada has incorporated AI

36:12 Livongo-Teladoc merger

40:20 coining the term “digital therapeutics”

43:14 over-hyped/under-hyped

44:47 policy changes that could improve healthcare

Jacob sits down with PathAI Ceo Dr. Andy Beck to discuss the state of AI adoption in diagnosis, why Path acquired their own lab, pathologists' jobs in the future and nailing GTM to reach a ~$1B valuation. 

00:00 intro 

01:01 pathology and AI 

13:30 nailing go-to-market strategy 

19:47 how pathology labs can go digital 

25:36 regulatory frameworks and roadblocks 

33:05 do improvements in foundation models impact PathAI? 

36:26 standardizing diagnoses 

40:05 how will the job of a pathologist change going forward? 

42:35 NASH 

47:30 working in Daphne Koller’s lab

Jacob and Nikhil sit down with Dr. Austin Chiang, an interventional GI doc and Chief Medical Officer of Medtronic’s GI business who also has >500K TikTok Followers. We discuss how social media companies deal with public health issues, how doctors can use social media, lessons from being a “physician influencer,” the consumerization of GLP-1s and more.

0:00 intro

1:02 how Austin got into medicine and social media

4:59 highlights and lowlights of being a recognizable figure in the medical world

8:47 balancing engagement with education

25:22 how to steer away from misinformation

30:51 the consumerization of GLP-1s

39:24 tips for doctors on social media

45:45 how to market to physicians

47:31 public health campaigns on social media 

52:10 Austin’s favorite post

Jacob and Nikhil sit down with Dotmatics CEO Thomas Swalla to discuss R&D software, differences in software requirements across biotechs, growing through 11 acquisitions and expanding beyond life sciences. 

0:00 intro

0:36 getting into healthcare

5:20 what R&D looks like today

8:03 what does Dotmatics do?

13:06 differences in software requirements across biotechs

20:15 bundling vs. “best-of-breed”

23:46 do life sciences need their own data tools?

26:44 incorporating AI into Dotmatics tools

34:38 AI replacing scientists

37:39 how Dotmatics tools can serve companies outside of life sciences

39:50 acquisition strategy

44:43 spaces for innovation in R&D

Jacob sits down with Insitro CEO Daphne Koller to discuss founding Coursera, where and how ML can drive the most impact in drug development, and if foundation models can transform core drug discovery work and edtech.

00:00 intro

00:59 Daphne’s journey

09:02 AI and biology discovery

10:42 insitro vs. traditional pharma

19:47 phenotyping patients

25:44 early mistakes

29:34 the future of data

35:16 partnering with larger pharma companies

38:00 impact of LLMs on biopharma

43:47 over-hyped/under-hyped

00:00 intro

01:08 James’ background

04:39 regulation of AI medical devices

14:43 impact of foundation models on healthcare

19:41 the future of cancer detection

23:47 real-world control arms

35:18 AI drift

37:42 over-hyped/under-hyped

40:03 most surprising AI interaction 

Jacob and Nikhil sit down with Dr. Ezekiel Emanuel and discuss his reflections on his “Why I want to Die at 75” piece, how publishing/financial incentives harm research, doctors' increasing social isolation and his love of chocolate-making.