Big Picture Medicine

What can healthcare learn from Candy Crush? A lot. Jason Oberfest (VP Healthcare, Oura) used gaming psychology to build a first-of-its-kind digital health company (backed by Kleiner Perkins) — as well as roles at MySpace, Apple and more. Now he's bringing that playbook to Oura, following their $11B valuation and booming growth. LinksJason Oberfest: https://www.linkedin.com/in/jasonoberfest/Dr Mustafa Sultan: https://www.musty.io/

Steve Kraus, a Bessemer partner with two decades in healthcare investing, shares research-backed lessons on scaling healthtech. He talks about designing products that delight end users, tackling activation and clinician friction with ambient AI, navigating long founder-led sales cycles, investing early in customer success, and spotting emerging trends through deliberate information habits.

Joe DeVivo, a legendary MedTech CEO known for his turnaround expertise, shares his journey from a family-run business to leading Butterfly Network. He discusses what happens after a $1.1B exit, revealing the unexpected emotional journey that comes with financial security. Joe outlines his strategic turnaround playbook, emphasizing the importance of listening to customers and maintaining focus. He also explains why many founders struggle with scaling and shares insights on effective leadership when replacing them. The conversation is both candid and inspiring.

In 2023, Alexandre Lebrun pointed two exits in conversational AI at Medicine. Nabla raised $120M and spread to 130+ orgs and 85,000 clinicians in record time. But in the ambient AI game -- it seems like distribution beats all. How will Nabla win?LinksNabla: https://www.nabla.com/Dr Mustafa Sultan: ⁠⁠⁠https://www.musty.io⁠

In 2017, Andrew Parker launched Papa with a 1-800 number, offering 'grandkids-on-demand' in Miami. By 2021, the company was valued at $1.4bn (backed by SoftBank and Tiger Global).This is a YC-backed gig economy company operating in the regulated elder care market at unicorn scale. On paper it shouldn't have worked -- and yet it did.LinksPapa: https://www.papa.com/Dr Mustafa Sultan: ⁠⁠⁠https://www.musty.io⁠

According to Business Insider, Omada Health has quietly filed its S-1 to prepare for an IPO. Here's how Sean Duffy (CEO & Co-founder) built it. 0:00 Intro 0:17 Signing first customer 1:51 How to have good ideas in healthcare 4:00 Why metabolic health is a hard area to innovate in 5:18 What the MVP product looked like 11:16 Sean's secret tactics 14:55 Operational innovation as a differentiator 20:19 The Omada playbook — is it repeatable? 25:31 What boss moves have you made Sean? 29:37 The difference between good and great 32:29 Sean's best tip on selling in enterprise healthcare 33:35 Sean's advice to himself Links Omada Health: https://www.omadahealth.com Dr Mustafa Sultan: ⁠⁠https://www.musty.io⁠

Dr Aengus Tran is the CEO of Harrison.ai — an Australian radiology AI startup who have raised $160M. Harrison.ai just released their radiology foundation model, Harrison.rad.1. And it's really good. 0:00 Intro 2:25 I'm glad I didn't found my startup in the US 4:21 Partnering with a clinical operator is key 7:28 Scrappy stories from the early days 11:17 Where human radiologists outperform AI (zero-shot learning) 17:23 Big bets on the future of radiology 21:18 What happens when GPT-8 arrives? 25:29 How can AI reach suprahuman radiology performance? 28:58 What boss moves did you make? Links Harrison.ai: ⁠https://harrison.ai⁠ Dr Mustafa Sultan: ⁠https://www.musty.io⁠

Michael Meucci (CEO) transformed Arcadia — formerly a mid-sized consultancy into a healthcare platform with $100M of Annual Recurring Revenue. How? Lots of smart moves, including becoming really good at enterprise healthcare selling. Here's how he did it. Links Arcadia: https://arcadia.io/ Dr Mustafa Sultan: https://www.musty.io/

Dr Elina Berglund is the CEO/Co-founder of Natural Cycles, which she has grown to 2M users. When every other app seemed to be free — she made a brave decision: She charged her users a monthly fee. And it worked... 0:57 - The Birth of Natural Cycles 2:57 - The Decision to Charge from the Start 3:47 - Building Trust Through Pricing 4:23 - From Personal Struggles to Public Solution 5:52 - Creating the Fail-Safe Algorithm 6:32 - Collaboration with CERN Colleagues 7:13 - The Human Body: Complex Beyond Measure 8:37 - The Promise and Challenge of Wearables 10:16 - Understanding User Behavior 11:04 - Gaining Regulatory Approval 12:26 - Secrets to Growth and Marketing 13:43 - The Challenge of Direct-to-Consumer Healthcare 16:02 - Data-Driven Decision Making 17:13 - Instincts Versus Data 19:01 - Staying Honest with Data 21:20 - Calibrating Communication for Investors 22:30 - Benefits of Being Profitable 24:08 - Data as a Superpower 24:59 - Overcoming Negative PR 27:13 - Future of Contraception 29:30 - Impact of Roe v. Wade Overturning Links Natural Cycles: https://www.naturalcycles.com/ Dr Mustafa Sultan: https://www.musty.io/

Konstantin started Kaia Health after paying $50,000 to cure his back pain at an elite pain rehab centre. It worked. But it seemed stupid. Why did this need to cost $50,000? Kaia Health has since raised $125M and helped 625,000 users. 0:00 The 90 second story 1:22 How did he grow 20% every week? 2:15 Market timing is everything 7:43 We never put pressure on this making any money 10:51 How does an app cure back pain? 14:43 US vs Germany for digital health entrepreneurs 16:40 Go to market of Kaia Health 19:51 Why raise so much money? 24:57 The hero license Links Kaia Health: https://kaiahealth.com/ Dr Mustafa Sultan: https://www.musty.io/