YouSaid · the spoken record

Sean Duffy

lines on the record: 68
first: 2024-01-18
most recent: 2024-01-18
sittings or episodes: 1
sources: podcast

Every line below is reproduced as it was said and linked to the record it came from. Nothing here is summarised or generated. Directory · Search · Corrections

“Excellent. It's funny. I try to be like similar to a motto, a mod is pragmatic relative to what fits into your world and what best kind of fits into your life. tend to not be overly zealous one way or the other, but just try to, you know. Abide by the healthy eating and food habits.”
2024-01-18 · a16z Podcast · Introducing Raising Health: Fireside Chat with Sean Duffy · IDENTIFIED FROM THE TRANSCRIPT · source
“Yeah, I got to push notification from lifetime that said, congratulations on your 25th visit. And I looked up how long had been open. It was like 45 days”
2024-01-18 · a16z Podcast · Introducing Raising Health: Fireside Chat with Sean Duffy · IDENTIFIED FROM THE TRANSCRIPT · source
“So I have two kids. I have a four year old and a two year old Jim called Lifetime opened up near my home and I begged I would have paid any price to sign up because they have childcare for two and a half hours. It's a deal you can't refuse. I'll offer you can't refuse. So we can jump out to be the best shape of my life because, you know, I mean, you're busy as an entrepreneur in childcare is so precious and the kids love it. So we call it the family fun center. Excellent. Not lifetime gym, but we...”
2024-01-18 · a16z Podcast · Introducing Raising Health: Fireside Chat with Sean Duffy · IDENTIFIED FROM THE TRANSCRIPT · source
“And so I think you've got the three of those. You've got macro pressures that are requiring not innovation is not a vitamin. It's a painkiller at this point. So I'm very optimistic. Again, I think we're still at the beginning. I think the next two decades are just going to be extraordinary and we need to make it happen.”
2024-01-18 · a16z Podcast · Introducing Raising Health: Fireside Chat with Sean Duffy · IDENTIFIED FROM THE TRANSCRIPT · source
“I mean, I do. I actually do. You know, I do think it's, again, I mean, it speaks to the three things that have changed, what needs to happen for an innovation ecosystem to flourish in a way that wasn't there before. You need new capital partners. More folks that understand tech and healthcare. And there's some proof points that you can make money here. You need that. Create kind of a healthy capital environment. And then secondly, you need more go-to-market motion models that make it just a little bit easier for the next person. And that's critical. And then you need the people.”
2024-01-18 · a16z Podcast · Introducing Raising Health: Fireside Chat with Sean Duffy · IDENTIFIED FROM THE TRANSCRIPT · source
“I think there will be ways to create kind of targeted regulatory pathways for hyperspecific things that have low patient risk.”
2024-01-18 · a16z Podcast · Introducing Raising Health: Fireside Chat with Sean Duffy · IDENTIFIED FROM THE TRANSCRIPT · source
“Oh, yeah, that's a good question. I mean, I think right now the general basis on how to use generative AI says, like, look, guide a license practitioner. So, you know, we're at that world where”
2024-01-18 · a16z Podcast · Introducing Raising Health: Fireside Chat with Sean Duffy · IDENTIFIED FROM THE TRANSCRIPT · source
“Think it's coming. I genuinely do. I feel more optimistic, you know, than ever in general. I don't think there's an overnight success. I think that's especially true. In healthcare and building a healthcare business, but I think it's coming. I mean,”
2024-01-18 · a16z Podcast · Introducing Raising Health: Fireside Chat with Sean Duffy · IDENTIFIED FROM THE TRANSCRIPT · source
“In absence of that, plus the amount of layers to tie the room together. What happens? It's, you know what I mean? It's like”
2024-01-18 · a16z Podcast · Introducing Raising Health: Fireside Chat with Sean Duffy · IDENTIFIED FROM THE TRANSCRIPT · source
“Let's paint the picture. So, like you're dealing with something which is one of the biggest crises for America, like pre-diabetes, type 2 diabetes, weight, and it's comorbid Hypertension all my school is keletal, all the culinary. So that's the problem is very clear. And then on top of that, you have the provider problem and the cost problem. Put in AI and GLPs, it's almost like this wonderful, almost DSX Machina like to the rescue.”
2024-01-18 · a16z Podcast · Introducing Raising Health: Fireside Chat with Sean Duffy · IDENTIFIED FROM THE TRANSCRIPT · source
“But you kind of need a rock thrown into the lake. And there are enough pressure points there that I do think that the silver lining will be hit the fulcrum or it's reinventing the system”
2024-01-18 · a16z Podcast · Introducing Raising Health: Fireside Chat with Sean Duffy · IDENTIFIED FROM THE TRANSCRIPT · source
“Oh, yeah, precisely. And oh my gosh, if we just kept the percent of our GDP spent on healthcare constant. Just use the dollars better. Like, we've got an embarrassment of riches to put forward. To the country here relative to the it's not like, oh, could it be done more effectively or efficiently? Like, look anywhere besides the US and you find ways that one could.”
2024-01-18 · a16z Podcast · Introducing Raising Health: Fireside Chat with Sean Duffy · IDENTIFIED FROM THE TRANSCRIPT · source
“Is a silver lining. I mean, this is just an extraordinary crisis of labor. What is happening is the everyday provider recognizes that there's not a solvent. And I mean, you've had providers that they're like, well, shoot, we've tried almost everything. They've bought nursing schools. Gobbled up nursing schools to try to build, but there's nothing that's going to be enough. So it's like we have to deliver care differently. Does that look like? Who do we work with to do it?”
2024-01-18 · a16z Podcast · Introducing Raising Health: Fireside Chat with Sean Duffy · IDENTIFIED FROM THE TRANSCRIPT · source
“And I mean, we're not going to have 200,000 primary care clinicians show up on a tanker. So, what does that mean? A, like even outside of what we do, you have to find technologies. Give more leverage to every credential, like inter LLMs, B, what you need is to provide care differently. Like there is no way that a decade from now, the primary care clinician is going to be point on something like longitudinal diabetes care. So Omada can come in as a between visit care provider, as an adjunct to primary care and a partner, and make it such that really what you need to do is route the person to us, and we'll handle that between visit care and take that off your plate, which I think is generally required.”
2024-01-18 · a16z Podcast · Introducing Raising Health: Fireside Chat with Sean Duffy · IDENTIFIED FROM THE TRANSCRIPT · source
“The provider side. You talk to the average provider in the C suite. You're like, well, what are your challenges They list 10, 1 through 8, or labor. We don't have enough practitioners.”
2024-01-18 · a16z Podcast · Introducing Raising Health: Fireside Chat with Sean Duffy · IDENTIFIED FROM THE TRANSCRIPT · source
“On a poor trajectory as a country, to say the least. I think these innovations help us hit a level of scale that matters. And this is the most acute labor crisis we ever had in the U.S.”
2024-01-18 · a16z Podcast · Introducing Raising Health: Fireside Chat with Sean Duffy · IDENTIFIED FROM THE TRANSCRIPT · source
“Yeah, I mean, for Mada, I hope these innovations help us do what always is kind of been the most important, which is to have tomorrow's epidemiologist notice bend and disease curve and have us be a part in that. That's been this weird kind of thing where I feel like every couple of years you see this report on diabetes measures, et cetera, and you're like, wow, the nation's gone nowhere.”
2024-01-18 · a16z Podcast · Introducing Raising Health: Fireside Chat with Sean Duffy · IDENTIFIED FROM THE TRANSCRIPT · source
“Exactly. You know, I mean, Oman has made some decisions that we're happy about. The first is to launch this GLP1 care track. We've chosen to not initiate people on the medicines, but just support them regardless of where the script came from. So, when we work with our partners who are covering GLPs from obesity and creating a little bit of an all-roads lead to AMA strategy.”
2024-01-18 · a16z Podcast · Introducing Raising Health: Fireside Chat with Sean Duffy · IDENTIFIED FROM THE TRANSCRIPT · source
“Exactly. Well, let's take advantage of this therapeutic window. Let's figure out some new meals that you can just start to incorporate. Great, you're losing weight. What are some new activities that you could do now that you couldn't do otherwise? And then Omada can address some of the clinical complexities here. I mean, I think that the next issue that is already starting to bubble up is Sarcopia. I mean, because what's happening with these meds, you'll lose fat and muscle mass. If you do regain, you're going to regain only fat. So there's all these complex body comp questions that are going to require new physical activity protocols on top and recommendations and diet and intake to make sure that you're addressing this kind of truth about weight loss generally, not specific to the GDP.”
2024-01-18 · a16z Podcast · Introducing Raising Health: Fireside Chat with Sean Duffy · IDENTIFIED FROM THE TRANSCRIPT · source
“That's right, you lose appetite. So you're dropping your caloric intake, but eating exactly the same foods. The challenge with that is most patients tend to not want to be on these medicines for life, even though you will find the KOs that argue that that's the right clinical point of view. Right now, that's counter to the patient preference. And then the cost profile is making that for the employers that are covering ELPs for obesity a challenge as well. There are very few that are thinking, well, shoot, I'll cover this for life. You have this issue where okay, you've got quantity. Well, what does the quality? And that's where Armada thinks we can really differentiate. If GLPs are quantity Modest quality because you can use these as almost a behavioral catalyst.”
2024-01-18 · a16z Podcast · Introducing Raising Health: Fireside Chat with Sean Duffy · IDENTIFIED FROM THE TRANSCRIPT · source
“Quantity of food. So you can and will lose weight on a GLP without changing anything about the quality of your calities because it will juice the quantity.”
2024-01-18 · a16z Podcast · Introducing Raising Health: Fireside Chat with Sean Duffy · IDENTIFIED FROM THE TRANSCRIPT · source
“In large part, especially since the data has borne out in type 2 diabetes, I think they'll generally consider a very safe medicine and hopefully that continues to be the viewpoint. The challenge is LPs are great at quantity.”
2024-01-18 · a16z Podcast · Introducing Raising Health: Fireside Chat with Sean Duffy · IDENTIFIED FROM THE TRANSCRIPT · source
“Yeah, I mean, kind of, I just feel giddy with what's happening here because you've got this two parallel tracks, just extraordinary technology innovation, extraordinary life sciences innovation, like two different silos. And I mean, similar to like the fact that your convergence investor model is a convergence company, they just hit each other. Like right now, you know, right at the moment, and I think they're both really have knocked on the doors of Omada as a scale provider that has not only the data for the generative AI side, but also just enough scale and enough clinical credibility to capture the opportunity in GLP1s. And the way I look at them is incredible breakthrough. Humanity, we should pat ourselves on the back that these exist.”
2024-01-18 · a16z Podcast · Introducing Raising Health: Fireside Chat with Sean Duffy · IDENTIFIED FROM THE TRANSCRIPT · source
“In this era of AI, it may actually come more valuable, like human time, handcrafted goods, like proper human caregivers that may feel more valuable. So in the same vein, you can leverage not just them, but TF and augmented support. Through these models in a way that I think just will transform outcomes and impact the world.”
2024-01-18 · a16z Podcast · Introducing Raising Health: Fireside Chat with Sean Duffy · IDENTIFIED FROM THE TRANSCRIPT · source
“Biopsies still need to be done. Surgeries molds need to be removed, so it's, and it'll be the same truth here. I do, there's a reason that artificial intelligence is a buzzword and artificial empathy is not.”
2024-01-18 · a16z Podcast · Introducing Raising Health: Fireside Chat with Sean Duffy · IDENTIFIED FROM THE TRANSCRIPT · source
“I mean, it's going to be balanced. I think you'll remember in peak COVID, it was like Virtual Care will do everything. And I literally, I felt like the crazy one being like guys like.”
2024-01-18 · a16z Podcast · Introducing Raising Health: Fireside Chat with Sean Duffy · IDENTIFIED FROM THE TRANSCRIPT · source
“It's really interesting because you sort of alluded to the history of virtual based care where not having brick and mortar was like. Kind of crazy, right? And now that's actually, especially post COVID, it's actually In quite routine actually, many of us prefer to some degree. Yeah. It has its own conveniences and so on. Now you're almost like a different Tepper virtual because now you're even like the caregivers themselves. It can be virtualized. Yeah, it's funny. How far does that go? Does it”
2024-01-18 · a16z Podcast · Introducing Raising Health: Fireside Chat with Sean Duffy · IDENTIFIED FROM THE TRANSCRIPT · source
“All right, of these 100 ideas, what are the ones where you have high impact, low regulatory risk, because there are considerations that you need to think through here. We're trying to strike that balance of ensuring that at the end of the day, people feel the compassion of the Omadas. Services as well as the intelligence, where you've got to have a human to shine through. And so for us right now, we built our care team platform by scratch. So it's about helping to enable our care teams to be authentic humans, to come across that way, do it more efficiently, and per your point in many instances with a little tea up, perhaps more empathetically.”
2024-01-18 · a16z Podcast · Introducing Raising Health: Fireside Chat with Sean Duffy · IDENTIFIED FROM THE TRANSCRIPT · source
“And so, one quick hit was have the model do that. And then they can take that and craft it and craft a note to the member that allows them to just feel more insightful, more precise and likely more impactful, and more efficient. It's like everybody wins in that way.”
2024-01-18 · a16z Podcast · Introducing Raising Health: Fireside Chat with Sean Duffy · IDENTIFIED FROM THE TRANSCRIPT · source
“Versus Yeah, exactly versus kind of the generative side. I mean, there's hundreds of ideas on how to best leverage our data, so we're still learning and growing. But to give you just some specific examples right now, one thing we launched is the ability for our care teams to just see instantly summarized views. Of eating history of their members. So, what we found is if they wanted to talk about food, we had a very beautifully structured view where they could scroll through the meal patterns, looking at the eating patterns, but they were spending about six minutes getting the context to be able to craft a message.”
2024-01-18 · a16z Podcast · Introducing Raising Health: Fireside Chat with Sean Duffy · IDENTIFIED FROM THE TRANSCRIPT · source
“Yeah, I mean, the whole team and the engineering team is just giddy with it. There's yesterday's AI, which we've been doing, build models and ML models and recommend resources.”
2024-01-18 · a16z Podcast · Introducing Raising Health: Fireside Chat with Sean Duffy · IDENTIFIED FROM THE TRANSCRIPT · source
“Yeah, I know it's funny. It's never the strategic stuff that tends to matter as much as the tactical things. Yeah. And some of them you can read about, and others like is all on the job training.”
2024-01-18 · a16z Podcast · Introducing Raising Health: Fireside Chat with Sean Duffy · IDENTIFIED FROM THE TRANSCRIPT · source
“My number one advice to not just healthcare entrepreneurs, but on the enterprise side, is put a ton of thought in how you price And package, kind of what you're buying, that has just so much path dependency.”
2024-01-18 · a16z Podcast · Introducing Raising Health: Fireside Chat with Sean Duffy · IDENTIFIED FROM THE TRANSCRIPT · source
“Yeah, that's right. You could reverse it too. You could reverse it too. And there have been things. I mean, as the org grows, you have to, even as a founder, especially learn how to like work with your organization because your team's, you know, you have so many bright people and they need to like find the energy around a direction. And so you have to set the strategy. But there are certain things that I think is very helpful with kind of found orientation. that optimism doesn't always tend to like carry forward with scale and if there's like New things in the market, like for us, this whole GLP1 landscape, or even the generative AI landscape, those new things, like I view it as my job to just press the organization into seizing those.”
2024-01-18 · a16z Podcast · Introducing Raising Health: Fireside Chat with Sean Duffy · IDENTIFIED FROM THE TRANSCRIPT · source
“In fact, sometimes I purposely ask, let's just pretend I was a hired gun CEO brought in today, like, what would I be doing differently? Day one, great, just joined Armada. I'm the CEO. What would be the next play? And then you can similarly ask, what do you think the organization needs from its CEO next year? And beyond. And then that becomes your LD plan.”
2024-01-18 · a16z Podcast · Introducing Raising Health: Fireside Chat with Sean Duffy · IDENTIFIED FROM THE TRANSCRIPT · source
“Think a way to think through it, the way that I think through it is to think through decisions or mistakes. Would that have happened with today's Sean, that misstep that we made, would today's Sean have fallen into that trap? And I think it's a good mindset. And I think similarly, I always encourage entrepreneurs to, especially founders, try to purposely decouple yourself from the founder mind and the CEO mind.”
2024-01-18 · a16z Podcast · Introducing Raising Health: Fireside Chat with Sean Duffy · IDENTIFIED FROM THE TRANSCRIPT · source
“Think it's purposely hard because it's the truth. So I think I have been just a little bit embarrassed about every preceding Sean. So the Sean now is very, very different than the vintage 2011 Sean. And I mean, you've been on the board a number of years. I'm sure you've seen it too. Yeah.”
2024-01-18 · a16z Podcast · Introducing Raising Health: Fireside Chat with Sean Duffy · IDENTIFIED FROM THE TRANSCRIPT · source
“Oh my gosh, I mean, yeah. I mean, I was extremely green when I founded Ahmad. I was in an MDMBA program, but hadn't done any of the business side, and I had never hired anybody. I didn't have any managerial experience. I didn't know what a venture capitalist was. You know, my goal has always been each year I want to look back at last year, Sean, and just feel a little bit embarrassed.”
2024-01-18 · a16z Podcast · Introducing Raising Health: Fireside Chat with Sean Duffy · IDENTIFIED FROM THE TRANSCRIPT · source
“That's right. So that talent side is fine. But the neat thing, Rob. The last kind of couple minutes of conversation is now there's a crop of folks that have worked in tech and healthcare. Maybe they're at a startup that tried to do both but didn't work out or maybe there were a company that has scaled and they want to do something different. So there's just actually a richer crop of talent to pull from. It's no longer everyone trying to steal from a moda or experience with both. It's kind of a broader set, which is great. I think it's an amazing thing.”
2024-01-18 · a16z Podcast · Introducing Raising Health: Fireside Chat with Sean Duffy · IDENTIFIED FROM THE TRANSCRIPT · source
“You know, it's so much easier because it's specific to that. What's neat is we have just an awesome data corpus, Canada Day, like these models are more or less commodities. It's what feeds them, so that's important. And Omada has operated against our users' preferences, which is asynchronous messaging large part. We've got 25 million messages that have flown back and forth between our care teams and our members, maybe the richest data asynchronous text data corpus in metabolic care. LLMs are kind of, they gave it a nice time for us.”
2024-01-18 · a16z Podcast · Introducing Raising Health: Fireside Chat with Sean Duffy · IDENTIFIED FROM THE TRANSCRIPT · source
“Not going to do it. They're not going to do that. And the same is on the healthcare side. If you're just an amazing tech company, but you're trying to hire great healthcare talent, they don't know. They don't know what they're doing.”
2024-01-18 · a16z Podcast · Introducing Raising Health: Fireside Chat with Sean Duffy · IDENTIFIED FROM THE TRANSCRIPT · source
“And it's funny, it's both like a vision issue that's super important, but it's also like a hiring issue because you need, you know, at the end of the day, like you need to be able to pull in incredible skill sets in your organization. And if the language you're using doesn't communicate that you understand the skills that that person is bringing to bear. And you can't just over a beer, like riff on a specific thing in their world. They're not going to join. So, I mean, that's one of the reasons why the legacy health services companies have had trouble hiring talent. They'll put out a role for IT engineer. And the language and just the appreciation of the skill sets matters. And it's hard to get that if you don't if you're not plumbing.”
2024-01-18 · a16z Podcast · Introducing Raising Health: Fireside Chat with Sean Duffy · IDENTIFIED FROM THE TRANSCRIPT · source
“Well, it's key because, like, if you really weren't sort of sophisticated on the tech side, you wouldn't be able to handle that side of it. It seems like at least a part of the problem early on was there were just so few people that were conversing in both.”
2024-01-18 · a16z Podcast · Introducing Raising Health: Fireside Chat with Sean Duffy · IDENTIFIED FROM THE TRANSCRIPT · source
“Which speaks to more talent that can appreciate both worlds, which speaks to cultures that can pull the best of both worlds together, which speaks to it's just being easier to build a conversions business.”
2024-01-18 · a16z Podcast · Introducing Raising Health: Fireside Chat with Sean Duffy · IDENTIFIED FROM THE TRANSCRIPT · source
“Like 250. And I restarted the Harvard Medical School Entrepreneurship Society. It died. It had died. It literally existed. There was only a society of three. And then withered on a vine and like, no, you had to give it CPR and get that thing back going. And now I think that's different. It's like, you know, today's cursive is JavaScript. There's just more tech fluidity coming out of the, you know, I think the life sciences.”
2024-01-18 · a16z Podcast · Introducing Raising Health: Fireside Chat with Sean Duffy · IDENTIFIED FROM THE TRANSCRIPT · source
“That's correct. Exactly. That's This changes from everything to current state to kind of the feed or the feeder world. And I remember in medical school, it was kind of like me and like two other people in my med school class who had an entrepreneurial bent. There was a little power.”
2024-01-18 · a16z Podcast · Introducing Raising Health: Fireside Chat with Sean Duffy · IDENTIFIED FROM THE TRANSCRIPT · source
“Laid down processes and infrastructure and ways of buying. That are pretty solidified. So it takes a little bit of time to like chip at it, morph it, you know, heat it up, make it a little bit malleable, and then kind of lay new foundations on how to just ingest things like a Madama.”
2024-01-18 · a16z Podcast · Introducing Raising Health: Fireside Chat with Sean Duffy · IDENTIFIED FROM THE TRANSCRIPT · source
“And I remember one experience was a health plan related to a health plan. So I get a call from a CEO of another digital health company. She's like, okay, I just want to take five minutes to thank you. Why? And he's like, we just did this deal with a health plan. You kind of named it. And they sent over the papers, the contract, and they just forgot to take his name out of it all. How long did that take you to close? He was like, you know, three months. I was like, well, that took us a year and a half. And what that means is, all right, there are plenty of ambitious digitally forward people in enterprise healthcare, but like there's also.”
2024-01-18 · a16z Podcast · Introducing Raising Health: Fireside Chat with Sean Duffy · IDENTIFIED FROM THE TRANSCRIPT · source
“Well, I mean, it's kind of like a mana that you're like, well, and I remember in the early days, you know, you'd be talking to the network teams and you're like, you know, I'm imagining a world where there's actually specific individuals on a network team focused on your digital provider network. And you just kind of paint this future that could be, but that's not there yet. And then you just kind of work your way to it. And a bit of his learning together with your partners, like, how do you implement? What are the claim systems? And then the next one that comes in the door, they're like, oh, we've kind of done this before.”
2024-01-18 · a16z Podcast · Introducing Raising Health: Fireside Chat with Sean Duffy · IDENTIFIED FROM THE TRANSCRIPT · source
“The world has evolved. If I could make one statement that I think is the most. Yeah, the most beneficial relative to the go to market is buyers better know how to buy.”
2024-01-18 · a16z Podcast · Introducing Raising Health: Fireside Chat with Sean Duffy · IDENTIFIED FROM THE TRANSCRIPT · source