First part in the series - healthcare companies I think someone should build 1. DME recycling marketplace: A third-party marketplace that re-certifies used durable medical equipment (CPAPs, power wheelchairs, unopened diabetes supplies) so it can be resold legit instead of tossed 2. World's Fair for healthcare: A new World's Fair where people can actually see and touch cutting-edge healthcare tech, like a live Neuralink demo or a Wandercraft exoskeleton. The point is to make people amazed by healthcare again, the way the old fairs did for consumer tech. 3. Instinct for healthcare workers: A personal AI agent built for healthcare employees, with its own login on the org's network, a BAA-covered cloud model, and role-based permissions instead of impersonating you with cached passwords. People are going to use these tools at work no matter what, so someone should build the compliant version.

3 companies collectively worth $6 billion...excited to be doing a happy hour at HLTH with @doximity and @WHOOP If you're going to be there - come join us Tuesday evening, it's gonna be fun

for the next few weeks, I'm going to be writing out healthcare company ideas I think should exist A few I'll write out and send in tomorrow's newsletter - Instinct for healthcare employees - The World's Fair for healthcare - Refurbished DME marketplace You can sign up to get it - and before you ask why I don't start these companies myself...it's because I lack CONVICTION and Out-Of-Pocket is a real business I swear

Grindr CEO had some interesting thoughts on how the dating app and health clinic could be integrated (both of these would be only if users consented) 1) With a new PrEP pill that's fast acting (within an hour), they can remind people before meeting up with someone to take it 2) They're considering adding a verified HIV status or "taking PrEP" status on profiles (with user consent). Today it's mostly self-attestation.

heading back to NY from SF - quick observations 1) Basically all the AI companies are starting to converge on the same spaces within their category. Vibe is way more cutthroat than collaborative now. 2) Was trying to explain to people that most of my friends in NY don't use LLMs at all, except maybe chatGPT to help write emails. Many didn't believe me. The tech vibe has never been more different between the two ciites. 3) Everyone seems much more hyper aware about money everyone else is making now. It does remind me of finance in New York where personal net worth is now very explicitly a driving force in people's decisions (vs. before where it was more veiled). 4) It is insane how expensive everything - talking to some people about housing market/childcare there made me gasp outloud. 1.5x-2x of even NY costs for something similar/ 5) Agent swarm stuff seems to have increased doomerism amongst people who previously were pretty optimistic about AI in the last year 6) Like everyone seems to want to start a data labeling company to make a quick bag lol 7) very anecdotal based on a small number of convos, but I was surprised that some people are actively pushing out life milestones they wanted to do earlier (e.g. find a partner, have a kid, etc) because they think the AI window is short right now and they want to make sure they prioritize it (personally I don't think those things are mutually exclusive but hard to convince people of that)

Since we announced our hackathon (with cash grants/prizes) - a question we keep getting asked is “Do you know someone looking for a teammate?” So reply if you’re someone who wants to join, but you’re looking for a teammate to apply with. That way others can see you and reach out if it might be a good fit. has anyone done cofounder dating in the bottom of a X post?

I interviewed George Arison about why Grindr would pay $250M to buy a telemedicine company. It was a really interesting conversation, some highlights: 1) The company believe healthcare could be at least half as big as their core dating business if not more 2) There's a lot of 340B work that happens under the hood between their partner pharmacies + clinics 3) Some interesting ideas around how the dating app and healthcare pieces could be tied together - e.g. with fast-acting PrEP in trials, you could notify someone before they meetup to remind them to take it