Jason Lampkin
๐ค SpeakerAppearances Over Time
Podcast Appearances
Based on what I do know about open evidence, if the deal was priced right, anyone would want to do it.
Yeah.
It's got the market share.
It's very valued by physicians.
They haven't figured out the true TAM, but the notional TAM is about as big as it gets.
Of course, you'd want to do this deal at the right price.
If you were a growth ambassador, would you do it at 12, Jason?
This is the back to hubristic fundraising in the Brex round.
Who at Open Evidence is going to do the Brex round at 12 billion at Open Evidence and 11 Labs and Legora and Harvey?
When is that round?
Is this that round?
Or is it the round in March at 30?
Because this is a hubritic fundraising.
Open Evidence will probably do a round at 30 or 40 next year.
I'm actually going to suggest that Thrive is very smart.
And they've probably done the math.
And this is the right insertion point for them.
And they believe in it.
And someone else is going to do it at 30 to 40 next year as it goes to 400 next year or 500.
Someone's going to do that.