EP292.5: Teladoc Livongo Part 2
Episode Description
In this Episode 292, Part 2, Stacey Richter continues the conversation on Teladoc buying Livongo, speaking with Matt Anderson, MD, MBA, of Banner Health, and Brian Klepper, PhD, of Worksite Health Advisors, about what the merger means from the health system and employer points of view.
WHAT YOU'LL LEARN
✅ How a health system innovation leader views the Teladoc-Livongo combination and its competitive implications
✅ Why competition in health care is increasingly going to be about outcomes — or at least perceived outcomes
✅ Why so many organizations claim to deliver high-value care, when very few actually do
✅ Why the stakes have risen sharply for health systems and physicians of all types
✅ Why American health care has developed what Brian Klepper calls "a culture of excess"
WHY THIS MATTERS
Following Part 1's discussion of Teladoc buying Livongo, Matt Anderson and Brian Klepper widen the lens: this deal is just one entry in a much bigger wave of disruption, from Aetna-CVS to Walmart-Oak Street to Premise Health acquiring CareHere. The real competition ahead will be about who can prove they deliver genuinely better outcomes at lower cost, not just who has the best marketing. Both guests agree the stakes have never been higher for traditional health systems and physicians to demonstrate real, validated value rather than relying on a compelling pitch.
MENTIONED IN THIS EPISODE
=== LINKS ===
🔗 Show Notes with all mentioned links: Episode Page
🔗 Healthcare Industry Acronyms and Terms
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00:00 Introduction.
05:06 What is the viewpoint about this merger from an MD, MBA in a health system?
06:30 "They're really starting to become someone who can provide that continuity of care in a way that I don't think anyone's really done before."—Matt
07:38 "When you are competing for patients, by definition you're competing for revenue."—Matt
10:09 "At baseline, their goal is to provide care but at the lowest cost possible."—Matt
12:17 What is a forward-thinking provider organization doing right now?
12:31 "This is going to be a space race for health care innovation right now."—Matt
15:43 "Sometimes it just comes down to the basics, and if you get the basics right, you can apply it in any situation."—Matt
16:29 What's forced the inertia in the industry to become action?
17:23 "Things are moving slowly but surely in the right direction, and that's something I've never seen during the course of my career."—Brian
19:56 "Everybody and his wooden-legged brother claims that they have a high-value service, but very few actually do."—Brian
21:13 "I think that the stakes have just gotten much higher for health systems … and physicians … of all types."—Brian
23:46 EP252 with Chad Gray.
25:12 "High-performance organizations represent a new paradigm in their niche."—Brian
25:35 "It speaks to the core problem of American health care, which is that we've developed a culture of excess."—Brian
27:42 Where's the top of the bell curve right now?
28:10 "A lot of this is driven by policy … and that has sort of rigged the game."—Brian
29:46 "There's a tipping point, and then everything really, really will change quickly."—Brian
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