Venkat Mocherla

Second thing I would say is that, you know, if strategy eats culture, sorry, if culture eats strategy for breakfast, I think policy eats everything in the sector. So paying attention to, especially in the change of administration that we've just experienced, I think actually understanding what, you know, are the kind of

Second thing I would say is that, you know, if strategy eats culture, sorry, if culture eats strategy for breakfast, I think policy eats everything in the sector. So paying attention to, especially in the change of administration that we've just experienced, I think actually understanding what, you know, are the kind of

policy trends, whether it's the guide program coming out of CMMI, whether it's some other change that is happening to how coding might work in the Medicare Advantage plan. There's all sorts of nuances that you should pay attention to where DC does matter, or in the case of Medicaid, your local state direction matters.

policy trends, whether it's the guide program coming out of CMMI, whether it's some other change that is happening to how coding might work in the Medicare Advantage plan. There's all sorts of nuances that you should pay attention to where DC does matter, or in the case of Medicaid, your local state direction matters.

I think for investors in healthcare, I think there is a tendency, frankly, to get jaded by what's worked in the past. And I do think that there is some fresh eyes that are required at times to look at something and say, gosh, we can question things.

I think for investors in healthcare, I think there is a tendency, frankly, to get jaded by what's worked in the past. And I do think that there is some fresh eyes that are required at times to look at something and say, gosh, we can question things.

um in a new way using first principles and so i do think there's some opportunity for people who've been in this operating in in the space uh for 30 40 years to sort of actually open a door because i do think there's some incredible work being done now that is possible where you know whether it's the cost and latency of voice that has just dramatically changed

um in a new way using first principles and so i do think there's some opportunity for people who've been in this operating in in the space uh for 30 40 years to sort of actually open a door because i do think there's some incredible work being done now that is possible where you know whether it's the cost and latency of voice that has just dramatically changed

things overnight, but, but, you know, especially in the last couple of years, um, where, um, there are now opportunities and avenues and business models are possible. You know, I talked about, you know, for a long time, people on investors were really apprehensive about SMB and mid-market type, you know, go to market motions.

things overnight, but, but, you know, especially in the last couple of years, um, where, um, there are now opportunities and avenues and business models are possible. You know, I talked about, you know, for a long time, people on investors were really apprehensive about SMB and mid-market type, you know, go to market motions.

And now all of a sudden, I think that actually that door is open or even, you know, questioning themselves about what is sort of the autonomous healthcare future look like. It sounds very you know, Silicon Valley-like. But I actually think there's a lot, whether it's, you know, from diagnostics to surgery to, you know, how the back office might work, that has massive implications.

And now all of a sudden, I think that actually that door is open or even, you know, questioning themselves about what is sort of the autonomous healthcare future look like. It sounds very you know, Silicon Valley-like. But I actually think there's a lot, whether it's, you know, from diagnostics to surgery to, you know, how the back office might work, that has massive implications.

And I think that future is, you know, in the words of Alan Key, it's here, it's just not evenly distributed. So I'm very excited about that. But those are some things I would share. And then maybe the final thing, Scott, is I've really been impressed by a generation of new entrepreneurs in their 20s who are coming in from the outside in.

And I think that future is, you know, in the words of Alan Key, it's here, it's just not evenly distributed. So I'm very excited about that. But those are some things I would share. And then maybe the final thing, Scott, is I've really been impressed by a generation of new entrepreneurs in their 20s who are coming in from the outside in.

And I've genuinely been amazed at their curiosity and their ability to learn new things and the humble attitude they're bringing. I think there was a wave of entrepreneurs that were, frankly, a little too egotistical to say, you know, we know better. That's not worked. But this next generation of entrepreneurs that are humble, curious, but are coming from the outside in,

And I've genuinely been amazed at their curiosity and their ability to learn new things and the humble attitude they're bringing. I think there was a wave of entrepreneurs that were, frankly, a little too egotistical to say, you know, we know better. That's not worked. But this next generation of entrepreneurs that are humble, curious, but are coming from the outside in,

I'm genuinely amazed and inspired by them.

I'm genuinely amazed and inspired by them.

Always a pleasure, Scott. Thank you so much for this, and I'm excited to continue the conversation at this time.

Always a pleasure, Scott. Thank you so much for this, and I'm excited to continue the conversation at this time.