Healthcare AI updates, Netflix's 7B deal with Sony, Insurtech Startups

This week the pod dives into the AI labs making big moves in healthcare. OpenAI dropped ChatGPT Health, a separate tab for all your medical questions. Hundreds of millions of people a week are already using ChatGPT for health including Priya. Maya roasts OpenAI's enterprise healthcare approach, arguing that their pilot with only 1,000 seats / hospital is a very modest start to cracking a huge problem. Maya’s hot take is a bottoms-up GTM approach makes sense in healthcare, and doctors should control their own tools. They also cover Claude for Healthcare, which is going deep on the admin layer: prior auth, claims, coding, ICD-10, FHIR integrations. The hosts get into the weeds on how prior auth actually works (spoiler: it's a lot of doctors getting on phone calls, which AI can't really fix yet).

Next, the streaming wars continue. Netflix just locked in a $7B Pay-1 deal with Sony. Also, the Warner Brothers acquisition drama is still going on. Paramount wants to outbid Netflix but analysts are calling them "high-levered and risky," because they have a $14B market cap and are trying to make a $95B acquisition. Trump somehow inserted himself into this too because of course he did. Tune in to hear about how.

Finally would insurtech “Get the Check”. The hosts break down why insurance is a $2 trillion industry (bigger than SaaS!) with legacy problems similar to healthcare. They cover Corgi a YC-backed, full-stack AI insurance for startups that has an insane team culture with actual corgis and matching tattoos, and WithCoverage a broker play founded by the Opendoor founder that just raised $42M from Sequoia. Corgi gets the check. Anika thinks full-stack is the way and YC distribution is unbeatable. WithCoverage might get cut out by companies like Corgi that go direct. The hosts compare it to Brex's early strategy of landing every YC company and growing with them.

They wrap by heading to a hotel slumber party in their own city…

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00:24 Intro

02:46 OpenAI and Anthropic launch healthcare products

35:12 Netflix and Sony $7B deal

40:51 Warner Brothers acquisition battle continues

49:25 Would Insurtech Get the Check? Corgi (YC) and WithCoverage raises