Julie Yoo recounts the difficult early work of digitizing healthcare and building Kyruus to improve access to appointments. She describes a later convergence of telehealth adoption, labour shortages, cost pressure and rising consumer expectations that made the industry more receptive to new services.
Julie Yoo argues that healthcare’s limited investment in workflow software could become an advantage: organizations may adopt agentic systems without replacing decades of middleware. She points to AI scribes as a comparatively organic adoption wave and to consumer-facing services that combine AI assistance with licensed clinicians.
Julie Yoo distinguishes access to information from clinical resolution. An explanation from a language model does not itself provide diagnostic testing, prescriptions, physical procedures or continuing care. She sees opportunities in companies that pair AI-native operations with these real-world responsibilities and regulated services.
Julie Yoo also discusses direct consumer payment, changing insurance incentives and more personalized longitudinal data. Her vision of an AI-supported doctor for life is a forecast; she notes that episodic electronic health records omit much of a patient’s experience. The interview presents an investor’s thesis, including examples from her portfolio, rather than clinical outcome evidence.
Watch on YouTube
