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2K followers
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Alex Hartz reposted thisAlex Hartz reposted thisThe United States Air Force and the Defense Innovation Unit (DIU) have selected Antares to deploy a microreactor at Joint Base San Antonio under the Advanced Nuclear Power for Installations (ANPI) initiative. Critical missions depend on resilient power. Our R1 microreactor — sodium heat pipe-cooled, TRISO-fueled, and built to operate for years between refueling without connection to the commercial grid — is purpose-built to deliver it. Read more: https://lnkd.in/gAfy_jRu
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Alex Hartz reposted thisOur work with ESPN involves T-Rex races, stein-holding championships, and competitive sign spinning. The Ocho--ESPN's home for the wonderfully absurd--has decades of archive that's never made it to streaming or FAST distribution. Not because the content isn't compelling, but because the music was licensed for the original broadcast and delivered as a single mixed master, with no stems. There was no way to separate the soundtrack from the commentary. A huge portion of sports media sits in exactly this state. Music cleared once, for one distribution window, now making decades of footage unusable across so many places where distribution now exists. AudioShake has been working with ESPN on exactly this — pulling music out of mixed audio without original stems, so the commentary stays, the crowd stays, and the licensing problem goes away. What started as an archive question has grown into how ESPN thinks about doing more with its broader catalog. A big shout out to the Disney Accelerator, who first introduced us to the ESPN team. Thank you to Brett O'Neill, Bonnie Rosen, Kevin Lopes, David Min, Kate Mitchell, and everyone at ESPN, who brought us a specific, real problem and then built towards it with us. In the name of hot dog eating contests, slippery stairs races, and cornhole championships, onwards!
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Alex Hartz reposted thisAlex Hartz reposted this🎙️Our portfolio company AudioShake just launched #DialogueRT, and it's a genuine technical milestone for anyone working in live broadcast. Bad captions. Missed ref calls. Muffled commentary swallowed by crowd noise. These aren't just annoyances, they're the result of a fundamental audio infrastructure gap. Live broadcast audio chains need to operate within a 9-15ms latency window to avoid perceptible lip-sync issues. Until today, no AI dialogue isolation model could work inside that window. The best existing tools run at around 42ms. Good enough for post-production, not good enough for live. ⭐ Dialogue RT runs at 11ms end-to-end and it's doing true isolation, not noise suppression. That means pulling a clean speech stem out of a live mixed feed (crowd noise, PA bleed, stadium chaos and all), rather than just reducing unwanted sound within the mix. AI-Media is already running it in production, which is a pretty good signal of how ready this is for real broadcast environments. Congrats to Jessica Powell and the whole Audio Shake team, this has been a hard problem for a long time and they cracked it. 🚀 #MediaTech #AudioAI #ThomsonReutersVentures #LiveBroadcast CC: Tamara Steffens, Joseph Dormani, Josef Najm, Jack Benedict, Alexander Carvalho, Karen Lopez, Anushka Khetawat
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Alex Hartz reposted thisAlex Hartz reposted thisAudio has historically been read-only. Labels, studios, and broadcasters could play it, distribute it, stream it. But they couldn't separate it, search it, or work with it at the component level — not reliably, not at scale. That's the infrastructure gap AudioShake was built to close. Today, we process hundreds of millions of minutes annually across Universal Music Group, Warner Music Group, Disney Music Group, NFL Films, and AI-Media–and many, many more. Fred Vogelstein at Crazy Stupid Tech wrote about what it took to build — and why it matters. Link in comments.
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Alex Hartz reposted thisToday, U.S. Department of Energy (DOE) approved our Documented Safety Analysis (DSA) for the Mark-0 reactor. This was the first-ever approval for a new reactor. This marks the FINAL regulatory approval, confirming the reactor's as-built safety basis. Now, we enter the final phase of readiness, fueling and commissioning the reactor. I want to thank the Antares team, Bob Boston, our partners, Idaho National Laboratory, especially Justin Coleman's team and National Reactor Innovation Center | NRIC, and Rian Bahran, Ph.D. Seth Cohen from U.S. Department of Energy (DOE) headquarters. Neutrons coming soon!Alex Hartz reposted thisThe U.S. Department of Energy (DOE) approved our Documented Safety Analysis under DOE standard 1271, a major step in DOE's advanced nuclear reactor authorization pathway. This milestone represents the culmination of design, analysis, subsystem development, and integrated testing across the reactor, controls and supporting systems. It confirms that our safety framework meets the standards required under DOE authorization. We have entered the DOE Readiness process. After the Readiness Review is complete, we will commence nuclear operations. Rigor, discipline, and collaboration between the Antares team, DOE, Idaho National Laboratory, and National Reactor Innovation Center | NRIC made this milestone possible. Onward.
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Alex Hartz reposted thisAlex Hartz reposted thisAgents are only as good as the tools they use. An agent that exclusively uses a browser as a tool in production workflows is destroying your user experience. It doesn't matter how fast or how good the computer-use models get... they're still chained to an stone-age product built for humans... a browser. Agents give our products superpowers. They can feel so fast its magical. Chaining them to a browser that runs slowly and breaks frequently feels almost cruel to our future AGI overlords. Supergood generates fully maintained agent tools for legacy software. Deploy in minutes, tool calls take milliseconds. Free your agent from the browser. Just launched our new site, check it out -> https://supergood.ai
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Alex Hartz reposted thisAlex Hartz reposted thisAnnouncing Shine Luminaries Artificial intelligence is reshaping every industry, and venture capital is no exception. We can now do in minutes what previously took days, and machines largely do it for us. This seismic shift has catalyzed us at Shine Capital to rethink how we work so we can best meet the moment. Our belief is simple: as AI automates cognitive labor, tomorrow’s builders will be driven by individual agency, creativity, and judgment, all paired with unique insights. These insights come from being native to new technologies and in constant dialogue with peers. We want to build the future together with the brightest minds. So today, we introduce Shine Luminaries, our new approach to collaborating with young builders as investors. Luminaries will provide Shine with insight into fresh ideas, facilitate relationships with emerging talent, and build new AI tooling to help scale these efforts. In return, Shine will offer unprecedented access to investor thinking and our collective networks, as well as visibility into the full venture investment process. We will provide a stipend and share economics with Luminaries for investments they source. Luminaries will work with Shine while building their own companies or projects. This apprenticeship will give builders a lateral perspective of the market and access to our resources as they pursue their individual passions and build in the trenches. For the inaugural group, we are bringing on three to five luminaries, each with unique skills and expertise in areas of mutual interest. This program is dynamic – the world is changing fast, and we will change with it. We will evolve the program to meet the needs of Luminaries while creating value for Shine. If you are interested in Shine Luminaries, please share a bit about yourself and your passions with luminaries@shine.vc. The future is bright. Mo Koyfman Alex Hartz Ethan Daly Elie Seidman Jenna Greenspan Field Amanda Niu Kari Garber Maya Smith Joe Quenqua
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Alex Hartz reposted thisAlex Hartz reposted thisSupergood started off as an observability company. It was intended to solve a real problem I dealt with firsthand: Why are there so many f**king expensive and broken third-party APIs at my company? And why do I have to deal with them? So we got to work and built the first version of Supergood: a small code snippet you drop in to automatically monitor and classify all your company's APIs and flag any issues. But, it turns out that simply pointing out problems is not nearly as valuable as fixing them. We had one customer who REALLY liked our product, and a TON of people who did not. I used that one customer's excitement to build the version of Supergood that people actually want -- while staying true to our original observability thesis. I went into great detail about this with my friend from undergrad at Carnegie Mellon University, Karina Chow, on her new podcast, Edge Cases! https://lnkd.in/g7JqAqTpEp. 01: Reverse Engineering the Rules w/ Alex KlarfeldEp. 01: Reverse Engineering the Rules w/ Alex Klarfeld
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Alex Hartz shared thisiVerify is the leading EDR and lab for mobile device security. See below for breaking news from Rocky Cole.Alex Hartz shared this🚨First Mass iOS Attack by E-Criminal Group Uncovered People of a certain age remember "EternalBlue" and the subsequent WannaCry and NotPetya attacks, cybercriminal operations facilitated by leaked US government tools. I've predicted for years that mobile devices would have their "Eternal Blue" moment. That moment has arrived. iVerify has just observed -- and caught in the wild -- a tool engaging in mass exploitation of mobile devices, including iOS, by a criminal group. This sophisticated exploit framework, dubbed Coruna by Google, appears to have originated from a nation-state before leaking into the hands of cybercriminals and other nation state adversaries. What You Need to Know: 📍 Criminal groups are using a "watering hole" strategy, targeting users on cryptocurrency and pornography sites. 📍Once a device is silently infected, the malware automatically steals cryptocurrency and harvests sensitive personal data, such as photos. 📍iVerify assesses that the exploit chain has similarities to frameworks previously developed by threat actors affiliated with the U.S. government. 📍Unlike traditional spyware used for targeted surveillance, this campaign represents a move toward mass deployment. 📍Containers, like MaM and MDM, do not protect against this threat, nor do legacy MTD providers who lack system level telemetry. 📍The iVerify EDR platform robustly detects this threat. We're hosting a virtual town hall at 4pm today to brief the community on our findings. Link to the town hall and our findings in the comments.
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Alex Hartz reacted on thisAlex Hartz reacted on thisWe had our monthly AI All Hands at Pathpoint today. How we do these: 1. Deep demos of AI in the business 2. Open mic show and tell of how people are using AI at work or at home, bar very low can be super simple 3. Hands on working groups This is meat and potatoes stuff -- we would rather roll our sleeves up and get 3/4 more people, after each all hands, with the right CC/Cowork setup or a more finely tuned implementation than present some grand plan on slides. Here's what we demo'd today: 1. Dan Clark and Josh Rackley showed off our Pathpoint MCP and a few underwriting workflow use cases. 2. Liz Dresher demo'd the newest updates to Ellie, our AI SDR, who is now producing revenue after going live in February. We're also still the fastest growing wholesaler, profitable, and adding more products and clients every day. Come join us!
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Alex Hartz liked thisAn A1 broadcast engineer tried Dialogue RT at our booth this week and actually gasped — everything but the voice, gone in real-time That was #NAB, basically. A media company walking us through their archive problem — hours of footage blocked from streaming because of music baked into the tracks. A post-production lead showing us how they're using us across localization — pulling dialogue, music, and effects apart so they can ship the same show into a dozen more markets. Areas for improvement: — The convention center remains impossibly long. Looking forward to its rebuild in 2130. — The mixer who came up to the booth and asked to speak to someone technical because — and I quote — I was "too pretty to understand audio" (yes, in 2026). Thanks to everyone who stopped by, and to the team that made it run--Suzanne Kirkland John Ivers April Anderson Krista Campbell Troy Skinner Stephen Oliver
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Alex Hartz liked thisAlex Hartz liked thisWe're hiring a Machine Learning Engineer in New York! You'll own the data pipelines and tooling that power our model flywheel, from sensor deployment through annotation, training, and production. Visia is the first multimodal AI platform built for heavy industry, turning raw sensor data into real-time operational intelligence across recycling, metals, and more! Apply here: https://lnkd.in/efeJfcaf #Hiring #MachineLearning #ComputerVision
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Alex Hartz liked thisAlex Hartz liked thisThe highlight of my New York trips is always meeting with my portfolio founders. Sometimes I’m lucky enough to get two back to back in the same place. Always great to see Shlomo Klapper of Learned Hand and Micah Friedland or navi Great things happening with both of them! Verissimo Ventures
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Alex Hartz liked thisAlex Hartz liked thisSome of the most compelling companies in the latest round of Founders You Should Know nominations aren't just based outside San Francisco — they're building things that only make sense to operate outside it. Halter has GPS collars that live on actual cows. Starcloud is putting data centers into orbit. Mariana Minerals is running operations across Texas, Utah, and North Dakota. The frontier labs aren't going to wrangle cattle or launch satellites anytime soon, which means the opportunity map is expanding fast for founders willing to go where the problems actually are. More details in our new Substack article: https://lnkd.in/exJy3fwk
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Alex Hartz reacted on thisAlex Hartz reacted on thisI feel lucky that I get to do this for a living - happy to announce Background Capital Fund 5!
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Alex Hartz reacted on thisAlex Hartz reacted on thisFor a 2026 Super Bowl ad, ESPN wanted to use Phil Simms’ iconic “I’m going to Disney World.” There was one problem: the original clip had music baked into the background. Licensing the full clip—for just a few seconds—would’ve been cost-prohibitive. So instead, ESPN used AudioShake to separate Simms’ voice from the music—and licensed only what they actually needed. Our tech was able to distinguish Simms' voice within the mix, even with many competing voiced elements, like crowd noise and the singer in the background. That same issue exists across a huge portion of sports media. A lot of archival footage includes music cleared for the original broadcast, but not for streaming or social — which makes much of the archive unusable on modern platforms. Separating the music makes the archive liquid again. The commentary stays, the crowd stays, and the licensing problem goes away. What started as a one-off fix is now being applied across their broader media workflows. Full case study in the comments, and a big shout out to the The Walt Disney Company Accelerator for introducing us to the ESPN team.
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Alex Hartz liked thisOur work with ESPN involves T-Rex races, stein-holding championships, and competitive sign spinning. The Ocho--ESPN's home for the wonderfully absurd--has decades of archive that's never made it to streaming or FAST distribution. Not because the content isn't compelling, but because the music was licensed for the original broadcast and delivered as a single mixed master, with no stems. There was no way to separate the soundtrack from the commentary. A huge portion of sports media sits in exactly this state. Music cleared once, for one distribution window, now making decades of footage unusable across so many places where distribution now exists. AudioShake has been working with ESPN on exactly this — pulling music out of mixed audio without original stems, so the commentary stays, the crowd stays, and the licensing problem goes away. What started as an archive question has grown into how ESPN thinks about doing more with its broader catalog. A big shout out to the Disney Accelerator, who first introduced us to the ESPN team. Thank you to Brett O'Neill, Bonnie Rosen, Kevin Lopes, David Min, Kate Mitchell, and everyone at ESPN, who brought us a specific, real problem and then built towards it with us. In the name of hot dog eating contests, slippery stairs races, and cornhole championships, onwards!
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Nate Loewentheil
Commonweal Ventures • 16K followers
#AmTech Weekly Roundup: Ambience Healthcare raised $243 million in Series C funding from Oak HC/FT, Andreessen Horowitz, OpenAI, Kleiner Perkins, Optum Ventures, and Town Hall Ventures. Ambience is building AI documentation software to record patient appointments, generate comprehensive medical notes, and standardize coding/authorization workflows. Michael Ng, Nikhil Buduma Reveal Technology raised $30 million in Series B funding from Ballistic Ventures, Shield Capital, Booz Allen Hamilton, and others. Reveal’s two main offerings are 3D mappings generated from drone videos and mobile biometrics. They are deployed with the US Army, Special Operations Command, Marine Corps, and other NATO forces. Garrett Smith Prophet Security raised $30 million in Series A funding from Accel and Bain Capital Ventures. Prophet is applying agentic AI to Security Operations Centers (SOCs), or hubs for cybersecurity defenses within an organization. Kamal Shah, Vibhav Sreekanti #VC #HealthTech #Healthcare #Defense #Cybersecurity
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Jason Shuman
Primary Venture Partners • 38K followers
I’ve spoken to over 2 dozen MDs at PE firms I can confidently say that the arb of figuring out how to implement Vertical AI at portfolio companies is very real right now It will fundamentally change underwriting for those who can do it predictably and unlock generational returns. Most are aware they need to act. Very few have.
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64 Comments -
Clay Fisher
Spark Capital • 2K followers
Much of the money and time in healthcare happens past the point of diagnosis. The money: $200B of spend on specialty drugs. The time: putting patients on therapies requires clinical judgment, and navigating a labyrinth of paperwork and people. The result is a byzantine status quo where patients get life saving therapies denied or delayed, and hospital systems capture only $80B of the $200B of drug spend that they originate. Latent’s groundbreaking clinical AI is a portal into the future. Patients get therapies quickly with personalized care, and hospitals transform their bottom line. As a result, Latent has seen extraordinary traction, working with over 50% of the top 20 U.S. health systems in under a year. Latent is one of the biggest and most strategic opportunities in healthcare, sitting in between providers, payors, patients, and pharma. Spark Capital is delighted to support Rishabh Jain and Sriram Somasundaram and this consequential company and to work with Sarah Guo and Michael Dixon.
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John Melas-Kyriazi
Standard Metrics • 9K followers
Hot take: for mission-critical data where accuracy is paramount (e.g. VC/PE reporting), AI + humans in the loop currently offer the best balance between fidelity and speed for document parsing. As we rapidly grow the number of portfolio companies on our platform at Standard Metrics (today over 9,000!), the number of financial documents that we’re parsing is exploding. To get firms the data they need on their portfolio companies more quickly, we’ve built an AI agent that takes a first pass at document parsing. Our managed data services team — an amazing group of US-based analysts — currently QAs all work completed via AI to ensure that a higher speed of data delivery doesn’t compromise accuracy. In the past couple of quarters, our AI parsing effort has grown rapidly and now handles a significant, double-digit percentage of all data points parsed by our team. 🚀 More on the process + what’s coming next at the link in the comments.
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Enke Bashllari, Ph.D.
Arkitekt Ventures • 9K followers
This week, Anthropic launched Claude for Life Sciences, its first real push to make AI part of how science gets done. Why this matters 👇 - Scientists spend hours each week buried in docs and data. Claude aims to give them that time back by summarizing literature, drafting protocols, and analyzing data. And with prebuilt connectors to Benchling, BioRender, and PubMed, it fits well into existing workflows. - Some researchers have been eager to use AI but hesitant to apply it without clear benchmarks. Claude’s most capable model, Sonnet 4.5, shows strong performance in lab protocol and bioinformatics tasks, making AI adoption in the field more credible and comfortable. - Anthropic also introduced Agent Skills, instructions that dictate how Claude tackles specific tasks. The first skill they’ve built performs single-cell RNA sequencing quality control using scverse best practices, a sign they’re prioritizing technical rigor. It's a strong step forward, but the rollout points to where pharma still is on the AI adoption curve. Instead of the self serve model offered to consumers, Anthropic is partnering with consulting firms like Deloitte, Accenture and KPMG to bring Claude to enterprise pharma. I can't help but wonder, if the goal is to meet scientists where they are, why would it take a consulting team to get started? 🤔 WDYT? Image Credit: Anthropic Agent Skills, announcement link in comments
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Aike Ho
ACME Capital • 5K followers
What drew us to Arya Health wasn’t just the technology, but the clarity of purpose behind it. Kunal and Arunram are solving one of the hardest and least glamorous problems in healthcare: the broken labor operations that keep post-acute care running. This is a $500B+ market, nearly 10% of U.S. healthcare spend, yet most of it still depends on manual coordination. Every day, agencies are juggling thousands of nurses, last-minute shift cancellations, credential expirations, and payroll calculations across dozens of systems. The administrative burden is crushing, and it’s only getting worse as the population ages and demand for home-based care accelerates. Arya has built AI agents that act as a true digital workforce for healthcare operations - autonomously handling scheduling, onboarding, compliance tracking, and payroll. Their scheduling agent alone manages complex variables like patient needs, clinical fit, distance, and bonus pay, continuously rebalancing assignments in real time. The early traction has been remarkable. Customers whom we talked to consistently describe Arya as transformational - “what they’ve always dreamed of” and a product that will “forever change the industry.” Agencies are already seeing utilization rise from roughly 60% to over 80%, driving significant improvements in coverage, patient outcomes, and operating margins. What stands out most about Kunal and Arun is how deeply they care about the people behind these operations. They spend time in the field with schedulers, caregivers, and agency leaders - the unsung heroes who hold the healthcare system together - and they build with empathy and urgency. That care shows up in the product and in every customer relationship. At ACME Capital, we believe the most impactful AI companies will rebuild critical industries from the inside out. Nurses, home health aides, and post-acute caregivers are the backbone of our healthcare system, and often the backbone of their communities. Arya Health is giving them the modern infrastructure they deserve. Congratulations to Kunal, Arun, and the entire Arya team on your oversubscribed $18.2M Series A. We’re proud to lead this round and partner with you as you reimagine how care gets delivered across homes and communities.
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Kit Yu
33K followers
2) 2026 setups coming into focus: Heading into 4Q EPS, average CY26 total revenue estimates are effectively unchanged vs. pre-3Q25 (-0.2% on average), though TTAN/VEEV/GWRE/WK all saw a >1% increase in estimates. Over the same period, CY27 total revenue estimates saw modest downward revisions (-0.8% on average), with only TTAN/VEEV/GWRE seeing positive revisions in our coverage (Exhibit 8). When assessing 2026 setups across our coverage, we note that Consensus estimates currently imply a ~2.5pt deceleration in YoY growth on average vs. 2025 Consensus growth. Across our coverage, only BL/WAY Consensus estimates imply an acceleration in growth off of 2025 levels (though we note 2026 estimates for WAY include inorganic contributions from the company's acquisition of Iodine Software, Exhibit 9). On 2026 total revenue estimates, we are most above Consensus for TTAN/WAY/VERX/GWRE and most below Consensus for VEEV/SPT/NCNO. For CY27, we are most above Consensus for TTAN/WK/NCNO (Exhibit 10). While we anticipate management teams across our SMID-cap software coverage universe will maintain a prudent approach to FY26 guidance (a continuation of the trend we observed throughout FY25), we expect investors will increasingly focus on the magnitude of quarterly beat-and-raises to get more positive on shares against what we view as effectively de-risked 2026 estimates.
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Wayne Hu
SignalFire • 9K followers
A big milestone today for Grow Therapy, which just announced a $150M Series D led by TCV and Growth Equity at Goldman Sachs Alternatives, with BCI and Menlo Ventures joining Sequoia, Transformation Capital, and SignalFire. When we led Grow’s Series A in 2021, it was rooted in a belief that mental health access in the U.S. isn’t hindered by supply, it’s a systems problem. To win, Grow needed to be deeply integrated into the healthcare ecosystem, not operating as a point solution. In just 5 years, more than 2 million people have used Grow, with over 10 million therapy and medication management visits delivered on the platform. What stands out is the infrastructure the team has built: Grow now partners with 125+ health insurers, including Medicare and Medicaid across most states, reaching 220 million covered lives. At the same time, tools like its clinically-guided AI notetaker are reducing provider documentation time by nearly 70%, helping clinicians focus more on care. This is what durable healthtech looks like: deep payer integrations, measurable outcomes, and technology embedded directly into existing healthcare workflows. Excited to continue partnering with Jake Cooper, Manoj Kanagaraj, MD, Alan Ni, and the entire Grow team as they build trusted mental health infrastructure for insurers, employers, health systems, and most importantly, patients.
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Arjun Malhotra
Good Capital • 3K followers
Orange Health Labs has always been committed to six-hour reporting. Not "as fast as possible" but specifically six hours, no exceptions. This one constraint made them build everything differently. They couldn't use standard labs designed for average daily volume - they had to build for peak hourly capacity. They couldn't have doctors at each location, so they built remote pathology, where one doctor reviews slides from multiple cities. They couldn't rely on traditional logistics - so they created dedicated networks covering four times the area of competitors. Now incumbents can't copy it without scrapping their existing infrastructure. They have hundreds of labs built the old way, doctors hired locally, and established logistics. Retrofitting would cost more than starting from scratch, and starting from scratch means abandoning their existing business. I like how Orange Health's edge is that matching their model means incumbents must treat their current infrastructure as sunk cost. This is the kind of advantage that compounds.
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Daniel Dart
Rock Yard Ventures • 10K followers
🚨NEW EPISODE: Recorded live at FUTURE TITANS 2026 - Jeff Perry of Carta sat down with the iconic Seth Levine, co-founder of Foundry. Seth has been in venture for 25 years, built Foundry from scratch as an emerging manager himself, and has backed about 50 emerging manager funds through his fund of funds. He has genuinely seen every side of this table. They went deep on building Foundry, why VCs are in the influence business, not the decision business, and why the concentration problem in venture is not only bad for LPs, but also for the innovation ecosystem overall. And why Seth's new book, Capital Evolution, is so important for the future of America. 🎧 Links to listen... Apple: https://lnkd.in/ehQUQ2EM Spotify: https://lnkd.in/eU4FExpg
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Michael A. Greeley
RightMove Health • 23K followers
Cohere Health’s Series C: Case Study… McKinsey estimates that there is nearly $1 trillion of healthcare administrative expenses each year, of which $200 billion is just on financial transactions. There are a staggering nine billion medical claims processed each year. A hornet’s nest of policies and procedures have evolved to manage these expenses from complex formularies, deductibles, co-pays, and prior authorizations (PA). Just in 2023, there were over 50 million PAs, 99% of which were for procedures for Medicare Advantage members. It was this market opportunity that Cohere Health was created to address. The vision of the company has always been to drive deeper payer/provider collaboration and in so doing create a “touchless authorization” business model. The company has successfully commercialized a suite of next-generation PA products that significantly rearchitect the way care pathways are delivered. Recent advances in AI have further catalyzed a drive to meaningfully improve clinical and administrative efficiencies for payers. In order to continue its rapid scaling and development of additional products, Cohere Health today announced a $90 million Series C financing, led by Temasek, a close partner of Flare Capital. Other thoughts/observations... https://lnkd.in/eAB-JvUp Flare Capital Partners
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Thomas Hagemeijer
HGM Advisory • 33K followers
Anthropic just launched Claude for #Healthcare, and OpenAI just launched ChatGPT Health. Both are LLMs, but their strategies differ significantly. I wrote down a few thoughts. 1️⃣ 𝐂𝐥𝐚𝐮𝐝𝐞 𝐰𝐚𝐧𝐭𝐬 𝐭𝐨 𝐛𝐞𝐜𝐨𝐦𝐞 𝐭𝐡𝐞 𝐧𝐞𝐰 𝐨𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐬𝐲𝐬𝐭𝐞𝐦 𝐨𝐟 𝐡𝐞𝐚𝐥𝐭𝐡𝐜𝐚𝐫𝐞 Claude is entering the race with the ambition to integrate AI scribe + AI billing + AI clinical decision support + workflow, in order to become a new intelligence layer on top of legacy systems. It targets payors, providers, and consumers, tapping into (public) databases to optimize clinical operations. Claude also launched Claude for Life Sciences in October 2025, offering tailored solutions for pharma and integrating them into this broader ecosystem. 2️⃣ 𝐂𝐡𝐚𝐭𝐆𝐏𝐓 𝐇𝐞𝐚𝐥𝐭𝐡: 𝐭𝐡𝐞 𝐟𝐮𝐥𝐥 𝐜𝐨𝐧𝐬𝐮𝐦𝐞𝐫 / 𝐩𝐚𝐭𝐢𝐞𝐧𝐭 𝐩𝐥𝐚𝐲 ChatGPT’s strategy is much narrower, as it focuses primarily on consumers and patients, but with a much deeper offering. It integrates medical navigation, lifestyle, nutrition, and fitness, as well as decision support to help users choose the right care plan (in the US), going after players like Transcarent. 3️⃣ 𝐁𝐨𝐭𝐡 𝐂𝐥𝐚𝐮𝐝𝐞 𝐚𝐧𝐝 𝐂𝐡𝐚𝐭𝐆𝐏𝐓 𝐩𝐫𝐨𝐯𝐢𝐝𝐞 𝐭𝐡𝐞 𝐢𝐧𝐟𝐫𝐚𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞 𝐟𝐨𝐫 𝐜𝐨𝐧𝐬𝐮𝐦𝐞𝐫 𝐀𝐈 Both Claude and ChatGPT integrate with Function Health, which uses blood analyses to both detect diseases early and optimize daily health. Consumer AI currently remains a tool for the healthy and wealthy, but over time the system may shift from being doctor-centric to consumer-centric. Claude and ChatGPT are clearly accelerating this shift. 4️⃣ 𝐖𝐡𝐨 𝐰𝐢𝐥𝐥 𝐰𝐢𝐧: 𝐂𝐥𝐚𝐮𝐝𝐞’𝐬 𝐢𝐧𝐟𝐫𝐚𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞 𝐩𝐥𝐚𝐲 𝐨𝐫 𝐂𝐡𝐚𝐭𝐆𝐏𝐓’𝐬 𝐜𝐨𝐧𝐬𝐮𝐦𝐞𝐫 𝐡𝐞𝐚𝐥𝐭𝐡 𝐛𝐞𝐭? Claude is trying to go very big: maybe too big. No one really wants a single player to own such a large and strategic piece of the healthcare tech stack. ChatGPT, on the other hand, aims to become the digital front door of healthcare, similar to Apple or Amazon. In the short term, it may monetize through advertising (as OpenAI has recently launched ads on its models). In the long term, it’s unclear how it will evolve beyond this. It is already replacing “Dr. Google”, but Google itself never managed to build a truly large business around that. 5️⃣ 𝐂𝐥𝐚𝐮𝐝𝐞 𝐢𝐬 𝐫𝐞𝐝𝐞𝐟𝐢𝐧𝐢𝐧𝐠 𝐢𝐧𝐭𝐞𝐫𝐨𝐩𝐞𝐫𝐚𝐛𝐢𝐥𝐢𝐭𝐲 Claude connects to many different sources, often involving unstructured data. Thanks to LLMs, it does not require highly structured or standardized data to operate effectively. MCPs combined with LLMs are redefining interoperability. Claude can ingest raw, unstructured data from multiple systems and generate usable insights. Traditional IT and SaaS systems were simply not able to do this before. ---- Follow HGM Advisory for daily reposts of the most interesting #HealthTech news.
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Eurie Kim
18K followers
For most of modern medical history, the “default human” in research was a 160 pound white man. Women were routinely excluded from clinical trials until the early 1990s. Even after policy changes, much of medicine — from cardiovascular research to sleep science — continued to rely on male-dominant data sets. The downstream effect? Gaps in understanding women’s physiology and health needs that we’re still working to close today. That’s why this announcement from Tom Hale and ŌURA matters so much. Today, ŌURA introduced its first proprietary large language model — purpose-built for health, and designed specifically to advance and empower women’s health insights. This isn’t a generic AI layer. It’s grounded in peer-reviewed clinical research and powered by the longitudinal biometric data Oura has been building for nearly a decade. Women’s bodies are dynamic — hormonal cycles influence temperature, sleep, recovery, cardiovascular strain. Personalized health requires context and pattern recognition over time, not one-size-fits-all advice. And just as important: privacy. As AI becomes a first stop for health questions, we Forerunner believe trust IS the product. Building a private, secure model reflects a commitment to responsible AI and long-term stewardship of deeply personal data. I’m especially proud that Oura is partnering with webAI — another Forerunner portfolio company I’m fortunate to be involved with — on this ground breaking initiative. Bringing together biometric intelligence, secure AI infrastructure, and a mission to advance women’s health is exactly the kind of ecosystem thinking that moves markets forward. As an investor and board member at Oura, I couldn’t be more inspired about this meaningful step forward towards what the future of healthcare can and should look be for us all. Congratulations to Tom Hale, Dorothy Kilroy, Ricky Bloomfield, Holly Shelton, Shyamal Patel and the entire ŌURA team. Onward and upwards!
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Matt Ocko
DCVC • 13K followers
The quiet AI drug discovery company with more big pharma deal value than almost all of its private competitors *combined* DCVC and NVIDIA backed Relation Therapeutics has racked up almost $200M in hard dollar upfront payments, double-digit billion$ in milestone and related performance payments, and rare and potentially lucrative royalty arrangements on top of that, across just a handful of the top 10 global pharmas. The secret is truly novel AI models, informed by decades of exquisite and proprietary data, and a dominant "lab in the loop" flywheel that constantly increases competitive advantage. Read more from my partners on this company driving potentially massive improvements in human quality of life and care. https://lnkd.in/gyYYcdPj
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Ciarán O'Leary
BlueYard Capital • 4K followers
100 founders, builders, researchers, investors and thinkers. One big question: how to solve some of the largest challenges building at the frontiers of AI. From physical compute scaling constraints to applying AI to unlock civilizational progress from material science to drug discovery. Camps, hikes and heated debates on human x AI co-existence: this was Climbing Hard AI Peaks. Thanks to everyone for coming out and making it so special. We learned a lot from all of you. Big shout-out to our founders working on some of the biggest AI unlocks, the many researchers and builders from Center for Digital Technology and Management (CDTM), ETH Zürich, Stanford University and special guests from Anthropic, OpenAI, Google DeepMind and more. David Byrd Michael Wax Jason D. Whitmire Chad Fowler Jonah Anders Kaplan Christine Fuchs Sam Harrison Mehdi Ghissassi Antoine Moyroud Wulfie Bain Eva Spannagl Nathan Gruber Judith Dada Juan Benet Zoe Weinberg Haya Hanna Sophia Kalanovska, PhD Clayton Mellina Ricardo Sequerra Amram Evan Phoenix Hendrik Dietz Katie Hewitt Molly Mackinlay Omer Shlomovits Zied Bahrouni
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Deena Shakir
Lux Capital • 35K followers
Great piece by Alex Konrad on what this week’s OpenAI and Anthropic healthcare announcements really signal for founders and the ecosystem. Thanks for including my perspective. As I shared with Alex: healthcare has always been a massive opportunity, but what feels different now is ecosystem readiness. Patients and providers are finally prepared to adopt AI in ways that fit real workflows, with serious enterprise partnerships acknowledging that healthcare change doesn’t happen in isolation. These launches feel less like an overnight disruption and more like a formal declaration of intent—raising the bar for startups while underscoring how critical trust, privacy, and deep domain relationships remain. AI will increasingly be a primary interface for analysis and decision-making in health, even if it doesn’t ultimately create a single “master” access point for patients. Worth a read: https://lnkd.in/ebYp_U7D
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