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Glen Tullman

👤 Speaker
520 total appearances

Appearances Over Time

Podcast Appearances

Vanguards of Health Care by Bloomberg Intelligence
Transcarent’s Bet on AI and the End of Healthcare Scarcity

And, you know, this happens in every industry.

Vanguards of Health Care by Bloomberg Intelligence
Transcarent’s Bet on AI and the End of Healthcare Scarcity

You know, if you think of the computer industry, you had a mainframe and then you had a mini.

Vanguards of Health Care by Bloomberg Intelligence
Transcarent’s Bet on AI and the End of Healthcare Scarcity

And people said mini can do what the mainframe can do.

Vanguards of Health Care by Bloomberg Intelligence
Transcarent’s Bet on AI and the End of Healthcare Scarcity

And then you had PCs.

Vanguards of Health Care by Bloomberg Intelligence
Transcarent’s Bet on AI and the End of Healthcare Scarcity

And then, you know, PC could do what the mini could do.

Vanguards of Health Care by Bloomberg Intelligence
Transcarent’s Bet on AI and the End of Healthcare Scarcity

And then you had literally phones that could do what a PC could do.

Vanguards of Health Care by Bloomberg Intelligence
Transcarent’s Bet on AI and the End of Healthcare Scarcity

And in each case, you had this crazy situation where people would say, well, my mainframe can do the same thing as your phone.

Vanguards of Health Care by Bloomberg Intelligence
Transcarent’s Bet on AI and the End of Healthcare Scarcity

And it's like, well, it's harder to carry it around.

Vanguards of Health Care by Bloomberg Intelligence
Transcarent’s Bet on AI and the End of Healthcare Scarcity

And so we have a situation where for a lower cost, we can provide a better experience.

Vanguards of Health Care by Bloomberg Intelligence
Transcarent’s Bet on AI and the End of Healthcare Scarcity

And this is really important, health impact.

Vanguards of Health Care by Bloomberg Intelligence
Transcarent’s Bet on AI and the End of Healthcare Scarcity

So you need – it's not just about cost.

Vanguards of Health Care by Bloomberg Intelligence
Transcarent’s Bet on AI and the End of Healthcare Scarcity

It's about health impact.

Vanguards of Health Care by Bloomberg Intelligence
Transcarent’s Bet on AI and the End of Healthcare Scarcity

Can you change the trajectory of the curve, of the health curve?

Vanguards of Health Care by Bloomberg Intelligence
Transcarent’s Bet on AI and the End of Healthcare Scarcity

And –

Vanguards of Health Care by Bloomberg Intelligence
Transcarent’s Bet on AI and the End of Healthcare Scarcity

You know, can you actually provide higher quality?

Vanguards of Health Care by Bloomberg Intelligence
Transcarent’s Bet on AI and the End of Healthcare Scarcity

Can you provide some level of prevention?

Vanguards of Health Care by Bloomberg Intelligence
Transcarent’s Bet on AI and the End of Healthcare Scarcity

People, Americans don't love prevention, but they love longevity.

Vanguards of Health Care by Bloomberg Intelligence
Transcarent’s Bet on AI and the End of Healthcare Scarcity

So longevity, but can you do that?

Vanguards of Health Care by Bloomberg Intelligence
Transcarent’s Bet on AI and the End of Healthcare Scarcity

Can you do it at not the same cost?

Vanguards of Health Care by Bloomberg Intelligence
Transcarent’s Bet on AI and the End of Healthcare Scarcity

You know, in this industry, we love to talk about slowing the curve.