Julie Yoo (@julesyoo) / X

Julie Yoo

2,155 posts

Julie Yoo

@julesyoo

GP @a16z investing in healthcare; co-founder @kyruushealth; alum of endeca, HST, MIT, SFS.

SF Bay Area

healthtechbuilders.substack.com

Joined December 2008

Pinned
Julie Yoo
@julesyoo
Feb 26
What is Infinite Healthcare Worth? As AI becomes a new site of care and automates administrative orchestration, it rapidly eats into $5T+ worth of traditional health care services spend, and potentially represents the biggest market opportunity in all of healthtech. AI has the
Jay Rughani
@JayRughani
Feb 26
Article
Infinite Healthcare: What's It Worth?
By Jay Rughani, Jane Rhee, and Julie Yoo Healthcare is one of the few sectors where rising usage is treated as failure. That framing is wrong. People want to be healthy, and the demand for services...
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Julie Yoo
@julesyoo
Apr 29, 2019
1/ Company building in healthcare is different than with other tech startups due to many factors, including complex incentives, information asymmetry, and regulatory dynamics.
Julie Yoo
@julesyoo
Oct 9, 2019
Thrilled to be @a16z supporting the entrepreneurs building the tech-enabled future of healthcare. a16z.com/2019/10/09/jul…
Julie Yoo
@julesyoo
Aug 8, 2020
1/ We’re living thru The Great Unlock in healthcare - things we thought would take 10+ yrs to play out are now playing out in 2-3. Massive dislocation is changing the very topology of the industry, enabling tech to be wedged into zones that were historically intractable.
Julie Yoo
@julesyoo
Jan 11, 2021
1/ Digital health is now growing quickly enough to support the need for a new dedicated tech stack. These companies require similar infra to trad’l providers but the relevant existing HCIT systems make you want to say “the 1990’s called and they want their software back.”
Julie Yoo
@julesyoo
Sep 18, 2025
AI is becoming a New Site of Care. The first iteration of digital health was basically a skeuomorphic recreation of a traditional doctor's visit on a computer screen. Now, we’re seeing AI-native companies create something different and indispensable: the supply-abundant,
00:00
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Julie Yoo
@julesyoo
Oct 22, 2024
Healthcare is experiencing the mother of all supply-demand mismatch crises - we’re short 100K+ doctors relative to demand projected in the next 5 years. One of the ways the system has tried to solve this is by stacking layers of *non-doctors* at the front lines to triage as much
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Julie Yoo
@julesyoo
Jun 1, 2022
1/ The intersection of Healthcare x Fintech = a meaty zone in which to build. But where to start? What makes for a good play? What learnings from general fintech apply? Some thoughts from Team @a16z Healthcare x Fintech: a16z.com/2022/06/01/pay…
Julie Yoo
@julesyoo
Jan 8, 2021
1/ We’re entering a new golden era for tech-enabled healthcare. The intersection of care delivery, enterprise tech & consumer-grade experience is giving rise to the care models, infra platforms & payment engines that will define the next iteration of our healthcare system.
Julie Yoo
@julesyoo
Apr 6, 2022
1/ Digital health companies are at the tip of the spear of VBC, as they’re often implementing novel care models with actions not covered by standard billing codes, and don't have the burden of ossified infra/behavioral norms from decades of FFS as the main way of doing business.
Julie Yoo
@julesyoo
May 11, 2022
1/An entire multi-$1B care navigation industry exists because it's so hard to decode which doctors are in network, what services are covered, and how much they cost. What if we went upstream to address a key root of the problem- the underlying payor-provider contracts themselves?
Julie Yoo
@julesyoo
Jan 10, 2022
New year, new fund, new name to recognize the scale of opportunity in Bio+Health. A bit on the glow-in-the-dark founders we backed in '21, and what we're excited about in '22 with our new $1.5B/$5B early-stage/growth vehicles:
a16z.com
New Year, New Fund, New Opportunities in Bio + Health | Andreessen Horowitz
2021 saw higher than ever funding of startups, continued maturation of the tech-enabled bio and healthcare landscape, and new platforms and business models that propelled growing levels of adoption...
Julie Yoo
@julesyoo
Jan 21, 2025
1/ It's Time To Build: Healthtech Infrastructure 🛠️. In the “Maslow's hierarchy” of the healthcare industry’s needs, the infrastructure layer is the foundational workhorse of the system. Numerous (unfortunate) infra outages in recent years have shed light on the scale and
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Julie Yoo
@julesyoo
Aug 23, 2024
Why will healthcare be the industry that benefits the most from AI? ⚡️ the leapfrog opportunity given lack of sunk cost bias due to low adoption of enterprise SaaS tools in the last 2 decades ⚡️ the existential supply-demand mismatch crisis ⚡️ the existence of regulatory rails
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