Numerous tweets right now from Benchmark Capital spouse Bill Gurley suggests that the legendary VC company – popular for their backing of eBay, Uber, OpenTable, and Yelp, amongst others – could be preparing to get critical about healthcare, and aggressively crowdsource their search for new options.
“Spending time learning where the Web intersects with healthcare. If you have concepts and want to chat, get in touch with me: overall health@benchmark.com,” he initially tweeted, incorporating, “100% convinced US healthcare industry is genuinely messed up & that implies possibility, 17% of GDP.”
Possibly most interestingly, Gurley mentioned that “approach must be orthogonal/disruptive. Not interested in ideas that spouse closely with current players.” He asserts,“i dont want a swift exit, but I really do not want to fret about trials and regulation as well considerably both.“
This positioning would seem to align Gurley with other engineering VCs like Vinod Khosla, who believe the greatest opportunities lie in operating outdoors the present program, which they tend to view as irredeemably dysfunctional.
Others firms, although possibly sharing a similar view of the status quo (“calcified hairball program of care”), nevertheless appear to strive to recognize solutions that address discomfort-points of existing gamers, and more usually, try to operate inside of the framework of the current system. I’d spot Venrock, Aberdare, and Sequoia in this class. Notably, Venrock’s efforts right here are led by physician Bob Kocher, Aberdare has a legacy in existence science and just lately pivoted to healthcare providers and digital wellness (capstoned by the hiring of doctor Mo Kaushal), and Sequoia’s efforts appear to be led by former healthcare CEO, Todd Cozzens.
(Conspicuously absent from this list are companies like Social+Capital, my 2013 digital well being investor of the year although I might be tempted to place founder Chamath Palihapitiya squarely in the Gurley/Khosla camp, at least some of his portfolio companies, this kind of as Geoff Clapp’s Better, seem to be centered, at least initially, on functioning inside of the existing technique.)
The basic question isn’t so a lot no matter whether healthcare requirements disruption (it does), but rather, whether this adjust is far more probably to be achieved by brash brilliant upstarts, working from with no, or by savvy, visionary insiders, who know exactly where to search for seams.
A latest, unsettling HBR publish by Jason Hwang (co-author of The Innovator’s Prescription) and Ateev Mehrotra, describes what they see as the failure of retail clinics to transform healthcare. “Understanding their disappointing overall performance is especially critical,” Hwang and Mehrotra write,
“given that retail clinics are viewed as the prototypical illustration of how disruptive innovation can alter the health care system for the better. The thought of disruptive innovation, a idea pioneered by the Harvard Enterprise School’s Clayton Christensen and written about previously in HBR and in a book that one particular of us co-authored, is that industries are a lot more generally transformed by new entrants, rather than entrenched gamers. Disruptive firms get their start off by supplying affordability, ease, and simplicity to previously neglected market place segments that are too little and reduced margin for incumbents to pursue or aggressively defend.
Retail clinics match this description to a tee “
However, Hwang and Mehrotra argue, retail clinics have been derailed by “perversities in rules and reimbursement.” (An assertion with which Christensen, as properly as HMS Dean Jeffrey Flier and researcher Vineeta Vijayaraghavan, would seem to agree.)
But, if any person has purpose to believe in the potential of a promising thought to overcome “perversities in regulation,” it just may well be Bill Gurley, a fellow who invested in an upstart car support that that has had to battle its way into a historically regulated and impenetrable market place, and aside from displeasing Jessica Seinfeld, seems to have been remarkably profitable.
The abiding hope is that whether or not led from the inside or the outside, the irresistible force of inspired entrepreneurship will find some way to dislodge the immovable object of contemporary healthcare.
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