Jaden Schaefer

There's safety and oversight that you have to think about.

But still, even with all of that, investors really believe that the timing's right.

Personally, I would agree with them on that.

Sahr Gur, who is the CRV general partner.

So he joined the board and he was kind of the person like leading the charge over at CRV on this whole deal.

But he is arguing that telemedicine infrastructure, which was kind of normalized during the pandemic, basically opened up the door for some of these new care models, which are layered on top of AI.

He said, quote, there are many challenges, but it's not SpaceX sending astronauts to the moon.

He was also an early investor in like DoorDash, Mercury and Ring.

And so he's basically framing Lotus as kind of a high conviction bet.

primary care doctors right now are in short supply nationwide.

And so Lotus thinks that their model can handle up to 10 times as many patients as a traditional practice, even if they're still capping visits at about 15 minutes.

And it's interesting because it's like, well, how come they could only do 10 times as many patients as a traditional practice?

And it's because they still have to hire actual doctors to review everything.

But

With that, like with the same amount of doctors on their app versus an actual office, they can 10x that.

So they could hire a lot of doctors and basically get 10 times the output for people.

So Lotus definitely isn't alone in kind of going after this idea of an AI doctor.

There's a bunch of different competitors.

Lightspeed.

recently backed Doctrine.