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Breyer Capital’s Principles for the Future of Healthcare and Life Sciences
Read the thesis as a full PDF.
Jun 26, 2025
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Morgan Cheatham
24
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A Collective Vision for 23andMe
A Fork in the Road to Population Genomics
Jan 20, 2025
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Morgan Cheatham
9
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Fulcrum Points
"Give me a lever long enough and a fulcrum on which to place it, and I shall move the world." — Archimedes
Jan 8, 2025
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Morgan Cheatham
16
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The Anatomy of the Data Room
Oct 13, 2022
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Morgan Cheatham
38
Who Pays for Healthcare AI? (Part I)
Jan 17, 2024
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Morgan Cheatham
26
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The Evolving Healthcare Product Landscape
Sep 14, 2022
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Morgan Cheatham
23
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Healthcare AI Thesis Update
Sep 26, 2024
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Morgan Cheatham
23
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6
Who Pays for Healthcare AI - Usage-based Models (Part II)
Feb 13, 2024
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Morgan Cheatham
14
3
Command Line Medicine
May 11, 2023
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Morgan Cheatham
29
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Why AI Is Good for Our Health but May Hurt Our Wallets
This work was originally published in the journal of Health Policy, Management, and Innovation.
Dec 15, 2024
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Morgan Cheatham
10
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What should happen to 23andMe?
Seeking wisdom from the crowd... plus a tutorial on how to delete your data
Oct 10, 2024
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Morgan Cheatham
9
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Healthcare AI Thesis Update
This is not a market map – 4,000 words exploring the research, products, business models, and market entry points that are reimagining healthcare with…
Sep 26, 2024
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Morgan Cheatham
23
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Who Pays for Healthcare AI - Performance-Based Pricing Models (Part III)
Five performance-based pricing models
Sep 12, 2024
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Morgan Cheatham
7
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Who Pays for Healthcare AI - Usage-based Models (Part II)
Five usage-based pricing models
Feb 13, 2024
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Morgan Cheatham
14
3
Who Pays for Healthcare AI? (Part I)
Current payment models are hindering healthcare AI adoption – we need business and pricing model innovation to realize our potential as an industry
Jan 17, 2024
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Morgan Cheatham
26
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Six imperatives for AI-first companies
What it takes to build generational AI companies in healthcare, life sciences, and beyond
Dec 7, 2023
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Morgan Cheatham
12
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