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Rounds: The Mental Health Moment

Episode Description

In Episode 6 of Rounds: The Mental Health Moment, Christina Farr and Stephanie Davis break down the latest healthcare headlines, then dig into the mental health space with Jake Cooper, CEO and Co-Founder of Grow Therapy, and Jon Cohen, CEO of Talkspace.

We'll cover:

  • The latest headlines: CommonSpirit exiting its Conifer contract for $1.9B, Waystar exploring options including a sale, the rally in AI drug discovery names, and Neuberger and KKR investing in Datavant alongside New Mountain Capital

  • How Grow Therapy differentiated from incumbents, what's next after its $150M Series D at a $3B valuation, and how it scales to 27,000+ providers without losing quality and continuity of care

  • Where AI belongs in mental health care, from cutting provider documentation time by ~70% to the clinical relationship itself

  • Why 73% of adults who knew they needed care skipped it, and why traditional EAPs leave employers needing a connected path instead of a cliff

  • Talkspace's road from SPAC to UHS subsidiary, including the pivot from a D2C subscription app to a payor-based, in-network model

  • What day one inside a hospital system looks like, and what the UHS deal signals about consolidation vs. staying independent

Hosts and Guests:

  • Christina Farr, CEO, Second Opinion; GP, Scrub Capital

  • Stephanie Davis, Healthcare Industry Analyst

  • Jake Cooper, CEO and Co-Founder of Grow Therapy

  • Jon Cohen, CEO of Talkspace

Sponsored by Silicon Valley Bank.

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