Repeat AI-in-Healthcare Founders Sound Nothing Like First-Timers

Repeat AI-in-healthcare founders sound nothing like first-timers.

I've spent the last few weeks catching up with a handful of them. Founders I backed or almost backed in the wave a decade ago. Wrote checks to two.

All exited. All building again. Some raising. Some self-funding to start.

Their pitches: no optimistic TAM, no overselling the innovation, no over extrapolation from thin data, no wholesale changes to incumbent behaviors.

Having built one already, they're more confident on what the technology can and can't do - and on how far a small check actually gets them in this new environment.

Every conversation is about strategy: how AI gets them past the walls they hit the first time, or builds roadmaps that weren't possible before.

Strategy first. Technology second.