John Kao (John Cahill in transcript typo)

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98 appearances 1 recordings 1 series first heard Jan 2022 last heard Jan 2022

John Kao (John Cahill in transcript typo)’s voice in public audio — every appearance, attributed to the second.

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McKinsey on Healthcare · What the future holds for Medicare beneficiaries · 19 Jan 2022 podcast

That I think is critical.

And again, to your point, getting the data and the data infrastructure at the top of the supply chain should not be underestimated, the criticality of that.

And you hear more often than not, a lot of providers go, we don't get the data until 60 days later or 30 days, you know what I mean?

As opposed to, you know, real time.

So getting that data, I think is really important.

Yeah, I'm enthusiastic about someone in the industry

and I'll call it the Medicare Advantage value-based care sector, I think is going to, I'm trying to think of a different way of saying it, but I can't come up with it, so I'll just say it, is someone's going to figure out to be the healthcare Amazon.

I mean, someone is going to figure that out.

And I just think that with the home-based care model, with the virtual platforms, I think, starting to evolve, with more and more kind of you see vertical and virtual integration between the plan and the provider, you've got much more fluidity of data.

I guess the buzzword now is liquidity of data.

I think the component pieces are in place

So that the organizations that can, in fact, pull all that together, and obviously that's something we're focused on at Alignment, to do that in a way that can scale and not be just regional, but scale, that's the game changer.

And I think the race is on as to who can do that better.

And I think there's, you know, the little guys like us, you know, speed is an advantage.

Scale is a disadvantage.

And I think if the big guys can move at the speed of the little guy, but leverage their scale, they're going to be tough to beat.

Again, present company excluded, I'm not sure the big guys can move as fast as what's going to be required to affect that level of change.

But I think the opportunity is there.

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