Shiv Rao

speaker

693 appearances 1 recordings 1 series first heard May 2026 last heard 16 May

Shiv Rao’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in May 2026 with 1.

Appearances

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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20VC: Lessons from Jensen Huang on "Founder Mode" | How to Know if OpenAI or Anthropic Will Kill your Company | How USV Liking Music Made Them $1BN on an Investment | The Five Year Desert to Product Market Fit & a $5.3BN Valuation with Shiv Rao @ Abridge · 16 May 2026 podcast

You know, like you always want something more.

You always want to build something bigger and your ambition, it always gets bigger.

You know, maybe it doesn't get bigger.

Maybe you just sort of reconcile yourself to a change in scope over time.

No, 100%.

It's every single health system right now.

There are doctors right now who we've heard who won't sign up to join a healthcare system, a hospital, if they don't have a bridge.

It's one of those moments where all of a sudden, almost overnight, over the course of like three to four years, something just became, you know, table stakes.

It's part and parcel with how care is delivered, especially in the outpatient space.

What did you not expect in GTM that surprised you most?

This is where strong ideas held loosely.

You know, when you first raise capital, maybe you hear an investor give you advice about starting down market and swimming upstream, disrupting over time, you know, get that PMF, find those fast feedback loops.

And it's true to an extent, but you just have to be really careful and mindful because healthcare specifically in the United States, it's not one $5.3 trillion market.

It's a bunch of different markets.

And depending on who you're trying to serve, you have to be really careful about how you segment.

If you're trying to serve clinicians, doctors, there's about a million doctors in the country, maybe 800,000 of them are actually practicing.

The vast majority of them are concentrated in large care delivery systems.

They're called integrated delivery networks or payer providers.

They also have like payer arms, insurance arms.

or their academic medical centers like the Emery's, the Yale's, the UCSF's and beyond.

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