Andreessen Horowitz August 7, 2020
Very rarely—perhaps even just once a generation—an extraordinary event or force comes along that completely transforms a stagnant industry. We are experiencing that moment right now in healthcare, in what is a mass acceleration of opportunities for company creation across the care delivery space.
Acceleration of Tectonic Shifts
Even pre-pandemic, we were beginning to see tectonic shifts bringing about major changes in care delivery. Those include:
- The unbundling of the hospital, as care delivery services that traditionally have been centralized in monolithic facilities move to retail, community-based, and virtual settings
- A move away from fee-for-service and towards value- or outcome-based care and payments
- Products and services that put the consumer or patient directly at the center as a real...