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Jonathan Palmer

๐Ÿ‘ค Speaker
See mentions of this person in podcasts
807 total appearances

Appearances Over Time

Podcast Appearances

Vanguards of Health Care by Bloomberg Intelligence
Halle Tecco on AI, Boom-Bust Cycles and Building Better Care

And maybe what did you get wrong in that initial business plan?

Vanguards of Health Care by Bloomberg Intelligence
Halle Tecco on AI, Boom-Bust Cycles and Building Better Care

Because I imagine it's gone through a couple of innovations.

Vanguards of Health Care by Bloomberg Intelligence
Halle Tecco on AI, Boom-Bust Cycles and Building Better Care

What do you think resonated with those early investors?

Vanguards of Health Care by Bloomberg Intelligence
Halle Tecco on AI, Boom-Bust Cycles and Building Better Care

I'm imagining going to Mayo and saying, you know, I want to do a health care technology fund or digital health fund, depending on what label you put on it.

Vanguards of Health Care by Bloomberg Intelligence
Halle Tecco on AI, Boom-Bust Cycles and Building Better Care

And then saying, OK, but we could maybe do this ourselves or, you know, maybe there's other people out there doing it.

Vanguards of Health Care by Bloomberg Intelligence
Halle Tecco on AI, Boom-Bust Cycles and Building Better Care

Got it.

Vanguards of Health Care by Bloomberg Intelligence
Halle Tecco on AI, Boom-Bust Cycles and Building Better Care

What categories did you gravitate towards in those early days?

Vanguards of Health Care by Bloomberg Intelligence
Halle Tecco on AI, Boom-Bust Cycles and Building Better Care

And it's funny, when you're talking about the book, I actually read it before we chatted.

Vanguards of Health Care by Bloomberg Intelligence
Halle Tecco on AI, Boom-Bust Cycles and Building Better Care

And I think there's a picture of Sean Duffy sitting in your office from Amada, right?

Vanguards of Health Care by Bloomberg Intelligence
Halle Tecco on AI, Boom-Bust Cycles and Building Better Care

Is that one of the early day photos?

Vanguards of Health Care by Bloomberg Intelligence
Halle Tecco on AI, Boom-Bust Cycles and Building Better Care

And, you know, you've probably had a front seat to, I don't know, thousands of different founders.

Vanguards of Health Care by Bloomberg Intelligence
Halle Tecco on AI, Boom-Bust Cycles and Building Better Care

I mean, if you could kind of maybe distill it down into a couple of key categories, what really worked for you in finding out where and who you wanted to invest in?

Vanguards of Health Care by Bloomberg Intelligence
Halle Tecco on AI, Boom-Bust Cycles and Building Better Care

Interesting.

Vanguards of Health Care by Bloomberg Intelligence
Halle Tecco on AI, Boom-Bust Cycles and Building Better Care

Maybe just going out of tangent here, you know, you mentioned the Haven example, and it's one that I bring up constantly in my discussions.

Vanguards of Health Care by Bloomberg Intelligence
Halle Tecco on AI, Boom-Bust Cycles and Building Better Care

And I can recall 10 years ago, the discussions we were having with public equity investors were like, well, is big tech going to come in and basically just take over health care?

Vanguards of Health Care by Bloomberg Intelligence
Halle Tecco on AI, Boom-Bust Cycles and Building Better Care

And, you know, we were talking about Apple.

Vanguards of Health Care by Bloomberg Intelligence
Halle Tecco on AI, Boom-Bust Cycles and Building Better Care

We were talking about Facebook, even Google.

Vanguards of Health Care by Bloomberg Intelligence
Halle Tecco on AI, Boom-Bust Cycles and Building Better Care

You know, where have you seen that cycle kind of ebb and flow?

Vanguards of Health Care by Bloomberg Intelligence
Halle Tecco on AI, Boom-Bust Cycles and Building Better Care

And where do you think we are today with the, I don't know, incumbents or big companies in terms of how they're focused on health care?

Vanguards of Health Care by Bloomberg Intelligence
Halle Tecco on AI, Boom-Bust Cycles and Building Better Care

And the health fault was that Microsoft?