Glen Tullman

speaker

1,042 appearances 2 recordings 1 series first heard Jan 2026 last heard 29 Jan

Glen Tullman’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Jan 2026 with 2.

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Vanguards of Healthcare by Bloomberg Intelligence · Transcarent’s Bet on AI and the End of Healthcare Scarcity · 29 Jan 2026 podcast

So you've got to set the right expectations.

I do.

I think we're going to see some more IPOs.

I think, you know, buyer beware.

I think you've got to really understand.

And I always tell the CEOs, make sure you have between four and eight quarters of beat and raise.

You have to have a lot in the tank because if you don't know what your next two or three quarters look like and you go public, you're in for a rough ride.

And once you miss, the market is unforgiving.

So I think we are going to see more IPOs, but I'm hopeful that they're done responsibly and carefully.

You know, so they don't color the market for the good companies that are going to be public at some point in the future.

Well, first and foremost, I think it starts not with the financials, but it starts with the story.

That is, you know, are you truly solving a problem that needs solving?

Number one.

Number two is the business model.

We've seen some business models blow up because they may make a lot of money, but they're doing things that don't actually solve a problem or don't help healthcare get better.

And that catches up with you.

You know, we've seen that with companies that the way they make money is writing more prescriptions.

So what do they do?

They write more prescriptions and that's not always a good thing.

And there's a lot of that in healthcare where why do we do too many surgeries?

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