Care Shift

vik.bilakanti

Care Shift, hosted by Sathvik Bilakanti, takes you inside the real world of healthtech innovation, venture capital, and company-building. Each episode features unfiltered conversations with the founders and investors shaping the future of care—breaking down how they raised capital, found product-market fit, navigated failure, and built companies that endure. Listeners learn exactly what top VCs are looking for in healthtech startups, along with tactical, step-by-step insight that early builders can immediately apply. The Care Shift also opens the doors to the venture ecosystem itself, with lea

  1. Inside the $100M Venture Studio Reshaping Healthcare AI with John Beadle, Managing Director of Aegis Ventures

    5d ago

    Inside the $100M Venture Studio Reshaping Healthcare AI with John Beadle, Managing Director of Aegis Ventures

    This episode dives into how venture studios are transforming healthcare innovation, with John Beadle sharing how Aegis Ventures leverages partnerships, industry relationships, and a flexible playbook to create impactful health tech companies. Whether you're an entrepreneur, investor, or healthcare leader, discover the strategies shaping the next wave of healthcare solutions.In this episode:The rationale behind founding a healthcare-focused venture studio versus traditional venture capital How Aegis built a strong partnership with Northwell Health and expanded with multiple systems The process of identifying and co-developing startups from scratch and the importance of trust The role of industry relationships and reputation in recruiting top-tier talent Differentiating between features, tools, and full company opportunities in health tech The significance of regulatory moats and data-driven branding as competitive advantages How health systems can evaluate startups for ROI and meaningful impact The potential for AI to address clinical challenges beyond administrative costs Building portfolio companies to coexist with giants like Epic and mitigate competitive risks Future trends in healthcare IPOs, private companies, and the evolving market landscape Timestamps:00:07 - Why venture studios are a game-changer in healthcare innovation02:40 - The evolution of Northwell partnership to a broad health system network04:13 - How Aegis co-develops startups from zero with health system insights15:53 - Recruiting top health tech talent using the Aegis brand and networks17:21 - Features versus full-scale companies in health tech problem sets19:46 - The importance of regulatory pathways and biomarkers in healthcare startups23:33 - How health systems and startups can collaborate for proven ROI44:14 - The increasing impact of AI in clinical decision-making and workflow53:06 - Coexisting with Epic and large incumbents in healthcare tech55:31 - Trends in public listings and private acquisitions for digital health firms56:44 - Rapid fire: Markets with high potential and underestimated moats57:22 - Changing perceptions: The critical role of trust in scaling healthcare solutions57:41 - Advice ignored: Launching Aegis despite the challengesMore on SathvikLinkedIn: www.linkedin.com/in/sathvik-bilakanti-8b5344169Care Shift: https://careshift.vc/Vaelion Ventures: https://www.vaelion.vc/More on John & Aegis VenturesJohn's LinkedIn: https://www.linkedin.com/in/johnpbeadle/Aegis Ventures Website: https://aegisventures.com/Aegis Ventures LinkedIn: https://www.linkedin.com/company/aegisventures/posts/?feedView=allAegis's approach exemplifies how carefully curated partnerships, industry trust, and a robust portfolio playbook allow healthcare venture studios to scale impactful innovations faster and more efficiently. As AI matures, the emphasis on regulatory moats and proven outcomes will be essential for startups aiming to differentiate in a crowded market.

    58 min
  2. The Future of Employer Health Insurance with Ty Wang, Co-Founder of Angle Health

    May 20

    The Future of Employer Health Insurance with Ty Wang, Co-Founder of Angle Health

    Learn about the integration of AI in creating real-time, custom health plans and how Angle Health is revolutionizing patient care. Explore the challenges and opportunities in healthcare data, the role of AI in enhancing medical insights, and the importance of strategic partnerships in driving innovation. Main Insights: AI's Transformative Power: AI is revolutionizing healthcare by improving data integration and patient care.Investment in Innovation: Angle Health leverages high-quality data to drive breakthroughs in medical research. Strategic Integration: Successful AI integration requires collaboration with healthcare providers and embedding technology into existing workflows. Global Perspectives: The interconnected nature of global healthcare offers valuable lessons in innovation and data sharing. Challenges and Opportunities: Navigating data privacy, regulatory, and societal acceptance issues remains crucial for AI's Timestamps 00:00 Introduction to Angle Health and Market Positioning 03:35 Competitive Advantages of Angle Health 05:51 Innovative Quoting and Implementation Process 08:43 Sales Cycle and Broker Relationships 11:12 Building a Full Stack Health Plan 13:43 Adopting AI and Modern Technology 16:24 Personal Motivations Behind Angle Health 18:59 Navigating Challenges During COVID-19 21:22 Employee Trust and Company Culture 23:52 Management Style and Team Dynamics 26:04 Differentiation in the Health Plan Market 28:43 Unit Economics and Scaling Challenges 31:41 Operational Efficiency and Unit Economics 33:47 Building a Regulated Company 35:27 Sales Strategies for Health Plans 37:28 Broker Relationships and Value Proposition 39:29 AI Integration in Healthcare 41:38 Medicare's Influence on Commercial Plans 43:55 Cost Pressures and Market Opportunities 46:59 Member Experience and Advocacy 49:32 Future Vision for Angle Health 51:39 Go-to-Market Strategy Evolution More on Sathvik LinkedIn: www.linkedin.com/in/sathvik-bilakanti-8b5344169 Care Shift: https://careshift.vc/ Vaelion Ventures: https://www.vaelion.vc/ More on Ty and Angle Health Ty's LinkedIn: https://www.linkedin.com/in/tyw/ Angle Health Website: https://www.anglehealth.com/ Angle Health LinkedIn: https://www.linkedin.com/company/anglehealth/

    59 min
  3. 150M Patients, $16M Raised: How SEQSTER Is Fixing Healthcare's Data Problem with Ardy Arianpour

    May 13

    150M Patients, $16M Raised: How SEQSTER Is Fixing Healthcare's Data Problem with Ardy Arianpour

    Discover how AI is reshaping healthcare with Ardy Arianpour, founder and CEO of SEQSTER. Learn about the integration of AI in patient-centric interoperability, transforming fragmented health records into a unified platform. Explore the challenges and opportunities in healthcare data, the role of AI in enhancing medical insights, and the importance of strategic partnerships in driving innovation. Main Insights: AI's Transformative Power: AI is revolutionizing healthcare by improving data integration and patient care. Investment in Innovation: SEQSTER leverages high-quality data to drive breakthroughs in medical research. Strategic Integration: Successful AI integration requires collaboration with healthcare providers and embedding technology into existing workflows .Global Perspectives: The interconnected nature of global healthcare offers valuable lessons in innovation and data sharing. Challenges and Opportunities: Navigating data privacy, regulatory, and societal acceptance issues remains crucial for AI's integration. Timestamps 00:00 The Rise of Patient-Centric Interoperability 03:02 SEQSTER's Role in Healthcare Data 05:30 Navigating B2B Challenges in Healthcare 08:28 The Impact of AI on Healthcare Solutions 11:05 Surviving and Thriving in the Startup World 13:51 The Future of B2C in Healthcare 16:27 Understanding Metrics and Growth 19:14 The Ongoing Challenge of Data Fragmentation 21:54 Building Trust and Delivering Value 24:16 The Evolution of Seekster's Business Model 31:58 Interoperability Challenges in Healthcare 34:45 Navigating the Healthcare Startup Landscape 36:46 Data Harmonization and AI Integration 42:06 Compliance and Regulatory Considerations 47:23 Transforming Clinical Trials with AI 50:05 Advice for Founders in Data Interoperability 53:40 The Future of Healthcare and Personal Motivation More on Sathvik LinkedIn: www.linkedin.com/in/sathvik-bilakanti-8b5344169 Care Shift: https://careshift.vc/ Vaelion Ventures: https://www.vaelion.vc/ More on Ardy & SEQSTER Ardy's LinkedIn: https://www.linkedin.com/in/ardyarianpour/ SEQSTER LinkedIn: https://www.linkedin.com/company/seqster/ SEQSTER Website: https://seqster.com/

    58 min
  4. Stop Making Vague ROI Claims. What Cityblock's President Says Actually Wins In Healthcare Deals

    May 6

    Stop Making Vague ROI Claims. What Cityblock's President Says Actually Wins In Healthcare Deals

    Most startups kill their growth by not understanding what really convinces payers, but our guest, Mike Roaldi, has cracked the code. After a decade at UnitedHealth, where he mastered the art of winning enterprise deals, he’s now leading CityBlock’s revolutionary expansion into Medicaid and Medicare at a scale most founders only dream of. This episode reveals the insider secrets to building credibility, demonstrating impact, and sealing those critical partnerships, all rooted in Mike’s deep experience navigating complex health systems.You’ll discover how top health organizations evaluate startups: Why concrete, granular ROI metrics beat vague promises every time. Mike shares the counterintuitive truth about storytelling in pitches: We also dive into the mechanics of navigating multi-layered organizational decisions: Why patience, responsiveness, and organizational cohesion often seal the deal faster than a perfect slide deck. Plus, Mike reveals his approach to transparent performance data, why that builds trust faster, and how AI is embedded everywhere in CityBlock’s model—from risk profiling to direct member engagement.Why does understanding provider diversity and the social determinants of health matter more than ever? Mike’s firsthand stories shed light on designing connected, community-centric care that’s scalable without losing the local touch. And for founders wondering about the long game, he discusses key strategic choices, like hiring industry insiders versus technical geniuses, that can make or break your healthcare venture at scale.This episode is perfect for health entrepreneurs, product teams, and anyone eager to turn initial pilots into sustainable, insurable growth. More on SathvikLinkedIn: www.linkedin.com/in/sathvik-bilakanti-8b5344169X:x.com/sathvikbilCare Shift: https://careshift.vc/Vaelion Ventures: vaelion.vcMore on MikeLinkedIn: https://www.linkedin.com/in/michaelbroaldi/Cityblock Health Website: https://www.cityblock.com/

    59 min
  5. Biological Superintelligence: How Thomas Clozel Built Owkin into a $1B AI Drug Discovery Unicorn

    Apr 29

    Biological Superintelligence: How Thomas Clozel Built Owkin into a $1B AI Drug Discovery Unicorn

    Explore the transformative role of AI in biotech with Thomas Clozel, co-founder of Owkin. Discover how AI is reshaping drug discovery, personalized medicine, and the future landscape of healthcare.Founded in 2016 by Thomas (a former clinical hematologist) and AI researcher Gilles Wainrib, Owkin pioneered federated learning in healthcare, a technique that lets AI models learn from siloed hospital and biopharma datasets without ever moving the underlying patient data. The result: a platform that turns the world's most sensitive medical data into one of its most powerful research engines.Owkin became a unicorn in November 2021 after a $180M strategic investment from Sanofi, and has raised ~$300M+ in total from investors including Google Ventures, Bpifrance, F-Prime Capital, Eight Roads, and Mubadala. The company partners with leading pharma companies (Sanofi, BMS, Amgen, Roche) and top medical institutions (Mount Sinai, Institut Curie, Léon Bérard) to accelerate drug discovery, optimize clinical trials, and advance precision oncology.Main Insights: AI's Transformative Power: AI is revolutionizing biotech by enhancing the understanding of complex diseases and accelerating drug development.Investment in Innovation: Owkin focuses on leveraging high-quality data and federated learning to drive breakthroughs in medical research.Strategic Integration: Successful AI integration requires collaboration with hospitals and embedding technology into existing workflows.Global Perspectives: The interconnected nature of global healthcare offers valuable lessons in innovation and data sharing.Challenges and Opportunities: Navigating data privacy, regulatory, and societal acceptance issues remains crucial for AI's integration.More on SathvikLinkedIn: www.linkedin.com/in/sathvik-bilakanti-8b5344169X:x.com/sathvikbilCare Shift: https://careshift.vc/Vaelion Ventures: vaelion.vcMore on Thomas Clozel & OwkinLinkedIn: https://www.linkedin.com/in/thomas-clozel-408a9321/X: https://x.com/TClozelOwkin: https://www.owkin.com/

    25 min
  6. The over $1B AUM Healthcare VC: Joe Cunningham Managing Director of Santé Ventures

    Apr 22

    The over $1B AUM Healthcare VC: Joe Cunningham Managing Director of Santé Ventures

    This episode features Joe Cunningham, founding managing director and co-founder of Sante Ventures. We delve into the transformative role of AI in healthcare, exploring investment strategies, innovation, and the future landscape of biotech and medtech. Joe shares insights on how AI is reshaping patient care, investment opportunities, and the challenges and strategies for startups aiming to thrive in this dynamic environment.Main insights: AI's Transformative Power: AI is revolutionizing healthcare by enhancing personalized medicine and streamlining drug development processes. Investment in Innovation: Sante Ventures focuses on investing in groundbreaking biotech and medtech companies that address significant unmet medical needs.Strategic Integration: Successful AI integration requires embedding technology into existing healthcare workflows to enhance efficiency and outcomes.Global Perspectives: The interconnected nature of global healthcare offers valuable lessons in regulatory agility and innovation.Challenges and Opportunities: Navigating regulatory, liability, and societal acceptance issues remains crucial for AI's universal integration.Timestamps:00:00 - Introduction to AI's impact on healthcare investment02:15 - Exploring biotech and medtech innovations05:30 - The role of AI in personalized medicine08:45 - Investment strategies for emerging healthcare technologies12:00 - Overcoming regulatory and societal challenges15:20 - Global perspectives on healthcare innovation18:40 - Building trust and relationships with healthcare providers22:00 - Future trends in healthcare investment and AI25:30 - The importance of strategic partnerships28:45 - Insights on market dynamics and competition32:10 - Preparing for systemic shifts in healthcare delivery35:50 - The role of AI in cost efficiency and economic implications39:15 - Navigating regulatory hurdles and governance considerations42:30 - Structural changes in healthcare delivery46:00 - Final thoughts and wrap-upMore on SathvikLinkedIn: www.linkedin.com/in/sathvik-bilakanti-8b5344169X:x.com/sathvikbilCare Shift: https://careshift.vc/Vaelion Ventures: vaelion.vcMore on Joe CunninghamLinkedIn: https://www.linkedin.com/in/joe-cunningham-4168527/Sante Ventures: https://sante.com/

    56 min
  7. How AI Is Transforming Patient Engagement and Redefining Care Models Q1 Insights with Chirag & Ian

    Apr 15

    How AI Is Transforming Patient Engagement and Redefining Care Models Q1 Insights with Chirag & Ian

    Future of AI in Healthcare: Patient Engagement, Provider Workflows, and Market Dynamics This episode features Chirag Shah, a partner at Define Ventures, and Ian Chiang, a partner at Flare Capital Partners. They explore the rapidly evolving landscape of AI in healthcare, focusing on patient engagement, provider workflows, and systemic changes expected over the next five years. With insights from industry experts, we discuss practical applications, challenges, and strategic considerations for startups and established players aiming to innovate responsibly and effectively. Main insights: The pace of AI-driven change in healthcare is unprecedented, making predictability difficult but full of opportunity. AI will significantly empower patients by providing personalized tools that complement or even surpass traditional clinician knowledge in certain areas. The future of care delivery lies in offering diverse modalities, virtual, in-person, asynchronous, and tailored to patient preferences. Specialized AI adoption will vary by field, with radiology highlighted as poised for collaboration rather than replacement. Integration strategies are critical: embedding AI into existing workflows (via EHRs, etc.) is often more feasible than wholesale process overhaul. Distribution, trust, and continual product evolution are key competitive advantages amid crowded markets. Frontier regions like Africa often leap ahead through necessity, offering models for accelerated adoption. Regulatory, liability, and societal acceptance issues remain central hurdles to universal AI integration. The global landscape for healthcare AI is interconnected, with valuable lessons crossing borders, especially regarding regulatory agility. Timestamps: 00:00 - Introduction to AI's rapid evolution in healthcare 02:04 - Envisioning the ideal patient-provider relationship with AI 03:45 - Empowering patients and caregiver dynamics 07:42 - The coexistence of virtual and in-person care 08:38 - Personalization and broad access to healthcare services 09:11 - AI's role in addressing clinician burnout and burnout mitigation 10:59 - The emotional and empathetic aspects AI can't replace 13:26 - AI's impact on radiology and specialties with workforce shortages 15:22 - Improving clinical workflows with AI from pre-visit to post-visit 17:39 - Navigating market saturation and competitive differentiation 22:32 - Distribution strategies and deep customer engagement 26:20 - The challenges of workflow transformation versus integration 30:37 - Adoption, regulatory hurdles, and governance considerations 36:16 - Contrarian views on value-based care and AI's role 40:42 - Preparing for systemic shifts in healthcare payment models 44:41 - Structural changes in healthcare delivery and enterprise positioning 47:00 - The importance of trust and building relationships with payers and providers 48:59 - Margins, cost efficiency, and AI's economic implications 55:38 - Global opportunities and international AI adoption dynamics 59:19 - Final thoughts and wrap-up More about Chirag & Define Ventures Chirag Shah's LinkedIn: https://www.linkedin.com/in/chiragdefine/ Define Ventures LinkedIn: https://www.linkedin.com/company/definevc/ Define Ventures Website: about:blank More about Ian Chiang & Flare Capital Partners Ian Chiang's LinkedIn: https://www.linkedin.com/in/ian-chiang-mba/ Ian Chiang's X: https://x.com/IanEChiang Flare Capital Partners LinkedIn: https://www.linkedin.com/company/flare-capital-partners/ Flare Capital Partners Website: https://www.flarecapital.com/ Sathvik Bilakanti Sathvik on LinkedIn: www.linkedin.com/in/sathvik-bilakanti-8b5344169 Sathvik on X:https://x.com/SathvikBil Care Shift Website: https://careshift.vc/

    54 min
  8. How Radiology is Shifting Rapidly With The Advent of AI (With the CIO of a $500+ Million Company)

    Apr 8

    How Radiology is Shifting Rapidly With The Advent of AI (With the CIO of a $500+ Million Company)

    In this episode, Demetri Giannikopoulos, Chief Innovation Officer of Rad AI, shares deep insights into how AI is revolutionizing radiology and healthcare, tackling workforce shortages, and building trust in AI-driven systems. Whether you're an entrepreneur, healthcare professional, or AI enthusiast, this discussion reveals the critical intersection of technology, policy, and human-centered design transforming healthcare delivery. Show Notes Shortage of ER Radiologists & Fellowships https://pubmed.ncbi.nlm.nih.gov/30498926/ https://link.springer.com/article/10.1007/s10140-025-02401-x Key Topics Covered: The role of AI as a critical infrastructure for solving the impending physician and nurse shortages by 2030 and beyond How radiology's mature AI adoption makes it an ideal testing ground for clinical AI solutions The importance of AI trust, personalization, and transparency in clinical workflows Strategies for navigating market competition and establishing ROI with large healthcare systems Regulatory and compliance considerations, including privacy policies and new policies needed for AI in healthcare The evolution of Rad AI's product offerings and how they continuously tailor solutions to radiologists The impact of AI integration on radiologist burnout and workflow efficiency The future pathways for AI in cross-specialty linkage and holistic patient care Leadership lessons from within the industry and how founders can focus on solving real problems, not just building solutions Timestamps: (00:00) - Introduction to Demetri Giannikopoulos and the show’s focus (02:00) - AI as clinical infrastructure and workforce shortages in healthcare (04:00) - AI's role in addressing physician and nurse shortages by 2030 (07:00) - Radiology as the pioneer in clinical AI adoption (09:00) - Receptivity to AI during healthcare policy discussions (11:00) - Embracing AI as an essential tool rather than a replacement (13:00) - The importance of problem-first product development (15:00) - How Rad AI scales and personalizes AI models (17:00) - Market trust through radiologist-driven design (20:00) - Challenges and opportunities with healthcare data privacy and regulation (23:00) - Trust-building through personalized AI impressions( 26:00) - How AI reduces radiologist burnout and enhances workflow (30:00) - Future integration of AI across medical specialties (33:00) - The role of continuous iteration and change management (36:00) - How radiology’s unique workflow shapes product design (39:00) - The technology evolution driven by large language models (43:00) - Building scalable, mission-critical AI systems in healthcare (49:00) - Leadership insights from Demetri and the founder’s perspective (54:00) - Market dynamics following industry shifts like Nuance’s exit (1:01:00) - The future of AI and radiology in the next 2-3 years (1:06:00) - Vision for cross-specialty AI linkage and holistic healthcare (1:08:00) - Balancing personal and professional life in health tech leadership (1:10:00) - Final thoughts and key takeaways Demetri Giannikopolous Demetri's LinkedIn: https://www.linkedin.com/in/dgianniko/ Rad AI: https://www.radai.com/ Sathvik Bilakanti Sathvik's LinkedIn: https://www.linkedin.com/in/sathvik-bilakanti-8b5344169/Care Shift: https://careshift.vc/

    1h 4m

Ratings & Reviews

5
out of 5
2 Ratings

About

Care Shift, hosted by Sathvik Bilakanti, takes you inside the real world of healthtech innovation, venture capital, and company-building. Each episode features unfiltered conversations with the founders and investors shaping the future of care—breaking down how they raised capital, found product-market fit, navigated failure, and built companies that endure. Listeners learn exactly what top VCs are looking for in healthtech startups, along with tactical, step-by-step insight that early builders can immediately apply. The Care Shift also opens the doors to the venture ecosystem itself, with lea