Bo Bartholomew
👤 PersonAppearances Over Time
Podcast Appearances
I've looked at a number of, I'll call them AI dev companies who want to have a large language model and go sell anything and everything to everybody. I am not a big fan of those companies. I think the market demands their problems being solved, whether you use AI or whatever.
I've looked at a number of, I'll call them AI dev companies who want to have a large language model and go sell anything and everything to everybody. I am not a big fan of those companies. I think the market demands their problems being solved, whether you use AI or whatever.
And if you can tag the capabilities of AI to a discrete product solving a specific problem, you can probably have a winning formula. The other two trends I'm seeing a lot right now is the over an abundance of clinical workforce shortages from doctors to nurses and all the above. We as a health system, in general, a health ecosystem, have gotten real used at throwing bodies at problems.
And if you can tag the capabilities of AI to a discrete product solving a specific problem, you can probably have a winning formula. The other two trends I'm seeing a lot right now is the over an abundance of clinical workforce shortages from doctors to nurses and all the above. We as a health system, in general, a health ecosystem, have gotten real used at throwing bodies at problems.
And we've got to leverage technology, digital health tools, whether it's the next generation of electronic medical records, the digital health tools, et cetera. And then thirdly, the one that I don't think you'll have a lot of people acknowledge is I'm watching the trend of two types of investors.
And we've got to leverage technology, digital health tools, whether it's the next generation of electronic medical records, the digital health tools, et cetera. And then thirdly, the one that I don't think you'll have a lot of people acknowledge is I'm watching the trend of two types of investors.
There are investors, early stage seed venture capital private equity at all levels, at all the size checks who fall into two different buckets. There are investors who have a business equation on a spreadsheet where the motto is profit, profit, profit. And they will do whatever it takes to make those formulas work.
There are investors, early stage seed venture capital private equity at all levels, at all the size checks who fall into two different buckets. There are investors who have a business equation on a spreadsheet where the motto is profit, profit, profit. And they will do whatever it takes to make those formulas work.
And then I also see investors where they really, everybody's a capitalist, they all want to make returns, all of us do, but they're willing to do it within a set of principled guidelines with a focus on value creation, quality improvement and real results through their investments, through the businesses that make healthcare better.
And then I also see investors where they really, everybody's a capitalist, they all want to make returns, all of us do, but they're willing to do it within a set of principled guidelines with a focus on value creation, quality improvement and real results through their investments, through the businesses that make healthcare better.
And when you watch those two camps, I think you're going to see more and more winners on the latter side of that equation. And I'm kind of personally watching those I've met over the years that fall into each camp to see kind of, how those outcomes play out. And generally, they skew positively. There's no facts or details on this. This is my own little study.
And when you watch those two camps, I think you're going to see more and more winners on the latter side of that equation. And I'm kind of personally watching those I've met over the years that fall into each camp to see kind of, how those outcomes play out. And generally, they skew positively. There's no facts or details on this. This is my own little study.
But that's a trend that I think people who care about people and anchor themselves in a purpose to make the world better are going to have outsized profit and returns.
But that's a trend that I think people who care about people and anchor themselves in a purpose to make the world better are going to have outsized profit and returns.
Yes, I was talking with my family this past week and ever since I was young, my brothers and sister and mother and father who passed away know I've always felt called to serve. I spent countless years in and out of missionary trips, served in the army to serve this great country we live in. And I did not know. That the calling of being entrepreneurs anchored on serving.
Yes, I was talking with my family this past week and ever since I was young, my brothers and sister and mother and father who passed away know I've always felt called to serve. I spent countless years in and out of missionary trips, served in the army to serve this great country we live in. And I did not know. That the calling of being entrepreneurs anchored on serving.
There is more sacrifice involved late nights, trying to make payroll, trying to solve problems than in any other profession. And if you understand that it's rooted and grounded in service to others, the broader market, your clients. then you're gonna be successful.
There is more sacrifice involved late nights, trying to make payroll, trying to solve problems than in any other profession. And if you understand that it's rooted and grounded in service to others, the broader market, your clients. then you're gonna be successful.
I do watch a plethora of business school students and others who want the tag title of entrepreneur because they think it's going to associate them with the wealth and creation of an Elon Musk. I would love that. I think most entrepreneurs would love that, but I think by and large, Your batting average for the next level of billionaires from entrepreneurs is pretty low.
I do watch a plethora of business school students and others who want the tag title of entrepreneur because they think it's going to associate them with the wealth and creation of an Elon Musk. I would love that. I think most entrepreneurs would love that, but I think by and large, Your batting average for the next level of billionaires from entrepreneurs is pretty low.