Matt Holt
speaker
356 appearances
2 recordings
1 series
first heard Jan 2020
last heard Sep 2025
Matt Holt’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsNo recordings in the last 12 months.Older appearances are listed below; set an alert to hear about the next one.
Appearances
McKinsey on Healthcare · How healthcare investing efforts can drive innovation · 21 Jan 2020
podcast
in the openness of the traditional players to deploy technology under their environments.
One of the main reasons, in my view, that this is playing out is that if we look at the gap of the consumer experience
via technology outside of healthcare.
And you look at the experience of consumers being able to tap their financial information with the click of a button on their telephone versus today entering the US healthcare system, there's no information.
It's a less than ideal consumer experience.
I think the consumers are tired of it, and the new external players are seeing this as business opportunity.
I think they're here to stay this time.
I think the traction will take longer than a lot of people expect, but it will ultimately come, and I think it's a good thing ultimately for the system.
I believe that each of these large tech players will need to partner with each other and with the players in the system
to really crack the code.
My strong view is that of the large US tech players, the ones that approach the market as an ecosystem that they're willing to participate in, an enabler of, will ultimately be successful.
The ones that take a closed system approach and try to do everything and bully the traditional players around will be shut out of the system and will achieve little to no traction.
As a general matter, we're looking for investments whose performance is really independent of the business industrial cycle.
That said, there are discrete cycles in the markets that we're looking for and watching.
The economy does impact the healthcare industry with respect to who the payer is, what can companies or individuals afford, what can the government afford.
We're watching that very carefully.
As a general matter, we're looking for businesses that can take costs out of the system and make the system more efficient, which should be a successful model in all economic cycles.
But the other thing I'd point out is there's another cycle that we need to be aware of, which is the regulatory cycle.
There are industries that grow, and then we see a pattern of the regulations catching up.
And that's something that we watch.
Showing 321–340 of 356 · page 17 of 18
← Previous
Next →