Is healthcare safe from the SaaS bloodbath? with Omada CEO Sean Duffy and Stephanie Davis

In this episode of Lifers, Christina Farr joins Omada Health CEO Sean Duffy and healthcare industry analyst Stephanie Davis to discuss whether digital health is a resilient "safe haven" or a casualty in the current public market software "blood bath". They explore how healthcare differs from traditional SaaS because it relies on "between-visit" provider care, physical touch, and rigorous regulatory compliance rather than just "vibe-coded" software, analyze recent M&A activity, such as UHS acquiring Talkspace, and discuss how AI might shift the industry toward a "creator" model while maintaining the essential "human-in-the-loop" for patient accountability. Dive into the Granola notes from this episode: https://notes.granola.ai/t/ed07ad4e-18c1-4f8c-a8c9-9e3a17cc68c3-008umkv4 
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Join Christina for an upcoming webinar:

* 5/19 - What will AI do for employer healthcare and benefits with Garner Health - ⁠⁠https://streamyard.com/watch/sQfWpwRzMqWE⁠⁠

* 5/21 - The case for building an AI native electronic health record system - ⁠https://streamyard.com/watch/RCVSNheSPePs⁠

⁠⁠* 6/3 - Privacy, AI & the future of HIPAA with the former founding director of ONC - ⁠⁠https://streamyard.com/watch/bzW4sh8WAPyS⁠⁠

⁠* 6/23 - Not everyone can access the top 1% of physicians. Will AI change that? - ⁠⁠https://streamyard.com/watch/qY9td6fhiXK3⁠⁠

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SPONSOR: Granola
Granola AI, The AI notepad for people in back-to-back meetings: https://granola.ai/lifers with code: LIFERS
Interested in sponsoring the show? lifers@a16zstudios.com 
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LINKS:
The 2028 Global Intelligence Crisis - Citrini Research: https://www.citriniresearch.com/p/2028gic
Chamath Article: https://x.com/chamath/status/2033385903520129161

Chrissy Farr’s Website: https://www.chrissyfarr.com/ 
Subscribe to the Second Opinion Newsletter: https://secondopinion.media/ 
Chrissy’s Book: The Storyteller's Advantage: https://www.chrissyfarr.com/books 
Lifers with Christina Farr on YouTube: https://www.youtube.com/@LiferswithChristinaFarr 
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FOLLOW:
Sean:
https://www.linkedin.com/in/seanpduffy/
https://x.com/seanduffy
Stephanie:
https://www.linkedin.com/in/stephjdavis/
Chrissy:
https://www.linkedin.com/in/christinafarr/
https://x.com/chrissyfarr
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TIMESTAMPS:
(00:00) Preview
(00:24) Intro
(00:47) Analyzing the SaaS market bloodbath and healthcare's unique position
(02:09) Omada Health's evolution from vendor to regulated care provider
(04:21) Challenging the pandemic-era trend of valuing services like software
(06:09) Evaluating end-market resilience for doctors versus white-collar workers
(08:17) Shifting revenue models from seat licenses to value-based outcomes
(11:12) Navigating the psychological shift from growth multiples to cash flow
(13:51) Perception versus reality in a nascent and misunderstood industry
(15:52) Bridging the gap between technology and healthcare venture capital
(18:07) Sponsor: Granola
(18:46) The Talkspace acquisition as a bellwether for incumbent interest
(21:42) Managing clinical and regulatory governance in the age of AI
(25:02) Using LLMs to navigate complex employer benefit ecosystems
(28:35) Balancing the science of models with the art of medicine
(29:44) Future-proofing careers by leveraging AI tools for creative creation
(34:45) Wrap