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Jonathan Palmer

👤 Speaker
See mentions of this person in podcasts
407 total appearances

Appearances Over Time

Podcast Appearances

Vanguards of Health Care by Bloomberg Intelligence
Aegis Ventures’ Blueprint for Building AI-Native Companies

It's enormous.

Vanguards of Health Care by Bloomberg Intelligence
Aegis Ventures’ Blueprint for Building AI-Native Companies

You know, we're recording this right before the health conference out in Vegas next week.

Vanguards of Health Care by Bloomberg Intelligence
Aegis Ventures’ Blueprint for Building AI-Native Companies

And, you know, when I when I go to that conference, I see all the different solutions that are out there.

Vanguards of Health Care by Bloomberg Intelligence
Aegis Ventures’ Blueprint for Building AI-Native Companies

And it's interesting to see, you know, a couple of years ago, the rage was employer point solutions.

Vanguards of Health Care by Bloomberg Intelligence
Aegis Ventures’ Blueprint for Building AI-Native Companies

Yep.

Vanguards of Health Care by Bloomberg Intelligence
Aegis Ventures’ Blueprint for Building AI-Native Companies

And now it's all AI.

Vanguards of Health Care by Bloomberg Intelligence
Aegis Ventures’ Blueprint for Building AI-Native Companies

And so I'd love to get your take on, you know, where we are in the investment cycle from a venture perspective in health care AI.

Vanguards of Health Care by Bloomberg Intelligence
Aegis Ventures’ Blueprint for Building AI-Native Companies

Interesting.

Vanguards of Health Care by Bloomberg Intelligence
Aegis Ventures’ Blueprint for Building AI-Native Companies

So what do you think the ultimate outcome is for many of those companies?

Vanguards of Health Care by Bloomberg Intelligence
Aegis Ventures’ Blueprint for Building AI-Native Companies

Because they're getting the scale quicker, earlier.

Vanguards of Health Care by Bloomberg Intelligence
Aegis Ventures’ Blueprint for Building AI-Native Companies

They're getting capital earlier.

Vanguards of Health Care by Bloomberg Intelligence
Aegis Ventures’ Blueprint for Building AI-Native Companies

Do you think they ultimately come to public markets or do you think they're going to coalesce and merge together to form bigger and bigger private companies?

Vanguards of Health Care by Bloomberg Intelligence
Aegis Ventures’ Blueprint for Building AI-Native Companies

Fascinating.

Vanguards of Health Care by Bloomberg Intelligence
Aegis Ventures’ Blueprint for Building AI-Native Companies

Well, I'm going to be busy next year, I guess.

Vanguards of Health Care by Bloomberg Intelligence
Aegis Ventures’ Blueprint for Building AI-Native Companies

If that trend is going to change anytime soon, the capital is still there.

Vanguards of Health Care by Bloomberg Intelligence
Aegis Ventures’ Blueprint for Building AI-Native Companies

No, me either.

Vanguards of Health Care by Bloomberg Intelligence
Aegis Ventures’ Blueprint for Building AI-Native Companies

I think you hit it right on the head.

Vanguards of Health Care by Bloomberg Intelligence
Aegis Ventures’ Blueprint for Building AI-Native Companies

I want to switch gears and go back to the company construction thing.

Vanguards of Health Care by Bloomberg Intelligence
Aegis Ventures’ Blueprint for Building AI-Native Companies

piece to it, because one of the things you said just made me think about the team and the leaders that you kind of put in place.

Vanguards of Health Care by Bloomberg Intelligence
Aegis Ventures’ Blueprint for Building AI-Native Companies

You know, what are you looking for in your entrepreneurs and how do you find the right fit?