Operating in Healthtech by Arvita Tripati
What it takes to build healthcare technology that survives enterprise procurement, regulation, and reality. For founders, operators, and investors building in regulated healthcare and AI.
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- Oct 1, 2026
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- Jul 20, 2026
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Healthcare imported the consumer internet’s economics too (opens the original)
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Healthcare is beginning to combine three capabilities that historically lived apart: continuous knowledge of the individual, increasingly powerful inference about what that person needs or is likely to do, and the ability to act commercially on that knowledge in real time.Wearables collect longitudinal physiology. Consumer health platforms are adding labs, medications and clinical records. AI can infer increasingly sophisticated things about health status, behavior and intent. At the same time,
Healthcare doesn’t just buy technology. It has to carry it. (opens the original)
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Healthcare spends a lot of time trying to reduce administrative burden.But technology does not simply eliminate work. It often redistributes it.A task disappears from one workflow and reappears as review somewhere else. A clinician gains a useful tool while security inherits new enterprise risk. A product creates savings at the system level but adds work for nurses or operators. A patient moves to the next setting, the data follows, but responsibility for the next action remains unclear.Some of
You Can Buy the AI. (opens the original)
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Healthcare companies have spent the last few years debating whether they should build AI themselves or buy it from someone else.That debate is starting to change.More of the underlying capability is becoming available as infrastructure. Transcription, coding, clinical retrieval, image analysis, workflow automation, and increasingly specialized forms of healthcare intelligence can now be bought rather than built from scratch.January AI is one example.The company started by building a consumer pro
The next data problem in healthcare? (opens the original)
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Healthcare has spent the better part of two decades trying to solve a data-access problem.How do we get information out of one system and into another? How do we connect records across sites of care? How do we make longitudinal patient data available to the people and applications that need it?AI adds a different problem.Once the data is available, which parts of it should matter for the decision in front of you?Earlier this week I was talking with a founder building infrastructure for AI agents
Before you add more funnel, diagnose why customers are not buying (opens the original)
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A through line showed up in two advisory conversations I had recently with companies in very different markets.Both were wrestling with conversion. Both had customers who could plausibly benefit from what they were selling. And in both cases, the initial instinct was to look outward: more reach, sharper positioning, better targeting, more activity.But as we worked through the problem, the more interesting question was not how to get more people into the funnel. It was why the people already in i
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