Origin Shifts from Build vs Buy Strategy

In “Services: The New Software,” Julien Bek of Sequoia argues that the next wave of AI winners will come from companies that sell outcomes rather than tools. In other words, the value is shifting away from selling software and toward delivering the service itself. In that sense, healthcare is already there. The industry has always been built around companies that provide care, with third-party software increasingly layered throughout. Many of those tools have been valuable, but they are starting to look interchangeable, whether because incumbents (ahem, Epic) replicate and underprice key features, or because it’s becoming increasingly easy to build them in-house. That shift puts healthcare services startups in a strong position. They have something pure software plays do not: a full stack. They own the care model, the patient relationship, the clinical data, and the operations. When AI is embedded across that stack, it strengthens the core service and reinforces a competitive advantage. I wanted to share eight tangible examples of healthcare services companies putting AI to work in ways that already move the needle, including cases from: Honor Ro Akido Labs Everlywell Origin Cityblock Health Aledade, Inc. Virta Health Thank you to these founders for sharing your insights. Check it out today on my (entirely free) Substack. Link in comments.

In “Services: The New Software,” Julien Bek of Sequoia argues that the next wave of AI winners will come from companies that sell outcomes rather than tools. In other words, the value is shifting away from selling software and toward delivering the service itself. In that sense, healthcare is already there. The industry has always been built around companies that provide care, with third-party software increasingly layered throughout. Many of those tools have been valuable, but they are starting to look interchangeable, whether because incumbents (ahem, Epic) replicate and underprice key features, or because it’s becoming increasingly easy to build them in-house. That shift puts healthcare services startups in a strong position. They have something pure software plays do not: a full stack. They own the care model, the patient relationship, the clinical data, and the operations. When AI is embedded across that stack, it strengthens the core service and reinforces a competitive advantage. I wanted to share eight tangible examples of healthcare services companies putting AI to work in ways that already move the needle, including cases from: Honor Ro Akido Labs Everlywell Origin Cityblock Health Aledade, Inc. Virta Health Thank you to these founders for sharing your insights. Check it out today on my (entirely free) Substack. Link in comments.

In “Services: The New Software,” Julien Bek of Sequoia argues that the next wave of AI winners will come from companies that sell outcomes rather than tools. In other words, the value is shifting away from selling software and toward delivering the service itself. In that sense, healthcare is already there. The industry has always been built around companies that provide care, with third-party software increasingly layered throughout. Many of those tools have been valuable, but they are starting to look interchangeable, whether because incumbents (ahem, Epic) replicate and underprice key features, or because it’s becoming increasingly easy to build them in-house. That shift puts healthcare services startups in a strong position. They have something pure software plays do not: a full stack. They own the care model, the patient relationship, the clinical data, and the operations. When AI is embedded across that stack, it strengthens the core service and reinforces a competitive advantage. I wanted to share eight tangible examples of healthcare services companies putting AI to work in ways that already move the needle, including cases from: Honor Ro Akido Labs Everlywell Origin Cityblock Health Aledade, Inc. Virta Health Thank you to these founders for sharing your insights. Check it out today on my (entirely free) Substack. Link in comments.

In “Services: The New Software,” Julien Bek of Sequoia argues that the next wave of AI winners will come from companies that sell outcomes rather than tools. In other words, the value is shifting away from selling software and toward delivering the service itself. In that sense, healthcare is already there. The industry has always been built around companies that provide care, with third-party software increasingly layered throughout. Many of those tools have been valuable, but they are starting to look interchangeable, whether because incumbents (ahem, Epic) replicate and underprice key features, or because it’s becoming increasingly easy to build them in-house. That shift puts healthcare services startups in a strong position. They have something pure software plays do not: a full stack. They own the care model, the patient relationship, the clinical data, and the operations. When AI is embedded across that stack, it strengthens the core service and reinforces a competitive advantage. I wanted to share eight tangible examples of healthcare services companies putting AI to work in ways that already move the needle, including cases from: Honor Ro Akido Labs Everlywell Origin Cityblock Health Aledade, Inc. Virta Health Thank you to these founders for sharing your insights. Check it out today on my (entirely free) Substack. Link in comments.

In “Services: The New Software,” Julien Bek of Sequoia argues that the next wave of AI winners will come from companies that sell outcomes rather than tools. In other words, the value is shifting away from selling software and toward delivering the service itself. In that sense, healthcare is already there. The industry has always been built around companies that provide care, with third-party software increasingly layered throughout. Many of those tools have been valuable, but they are starting to look interchangeable, whether because incumbents (ahem, Epic) replicate and underprice key features, or because it’s becoming increasingly easy to build them in-house. That shift puts healthcare services startups in a strong position. They have something pure software plays do not: a full stack. They own the care model, the patient relationship, the clinical data, and the operations. When AI is embedded across that stack, it strengthens the core service and reinforces a competitive advantage. I wanted to share eight tangible examples of healthcare services companies putting AI to work in ways that already move the needle, including cases from: Honor Ro Akido Labs Everlywell Origin Cityblock Health Aledade, Inc. Virta Health Thank you to these founders for sharing your insights. Check it out today on my (entirely free) Substack. Link in comments.

In “Services: The New Software,” Julien Bek of Sequoia argues that the next wave of AI winners will come from companies that sell outcomes rather than tools. In other words, the value is shifting away from selling software and toward delivering the service itself. In that sense, healthcare is already there. The industry has always been built around companies that provide care, with third-party software increasingly layered throughout. Many of those tools have been valuable, but they are starting to look interchangeable, whether because incumbents (ahem, Epic) replicate and underprice key features, or because it’s becoming increasingly easy to build them in-house. That shift puts healthcare services startups in a strong position. They have something pure software plays do not: a full stack. They own the care model, the patient relationship, the clinical data, and the operations. When AI is embedded across that stack, it strengthens the core service and reinforces a competitive advantage. I wanted to share eight tangible examples of healthcare services companies putting AI to work in ways that already move the needle, including cases from: Honor Ro Akido Labs Everlywell Origin Cityblock Health Aledade, Inc. Virta Health Thank you to these founders for sharing your insights. Check it out today on my (entirely free) Substack. Link in comments.

In “Services: The New Software,” Julien Bek of Sequoia argues that the next wave of AI winners will come from companies that sell outcomes rather than tools. In other words, the value is shifting away from selling software and toward delivering the service itself. In that sense, healthcare is already there. The industry has always been built around companies that provide care, with third-party software increasingly layered throughout. Many of those tools have been valuable, but they are starting to look interchangeable, whether because incumbents (ahem, Epic) replicate and underprice key features, or because it’s becoming increasingly easy to build them in-house. That shift puts healthcare services startups in a strong position. They have something pure software plays do not: a full stack. They own the care model, the patient relationship, the clinical data, and the operations. When AI is embedded across that stack, it strengthens the core service and reinforces a competitive advantage. I wanted to share eight tangible examples of healthcare services companies putting AI to work in ways that already move the needle, including cases from: Honor Ro Akido Labs Everlywell Origin Cityblock Health Aledade, Inc. Virta Health Thank you to these founders for sharing your insights. Check it out today on my (entirely free) Substack. Link in comments.