This piece’s author, Yusuf Sherwani, is the CEO and co-founder of Pelago

If the United States’ healthcare sector were its own country, it would be the third-largest economy in the world. By any rule of capitalism, a market that size should have minted a titan. Software gave us multiple trillion-dollar platforms. Retail, search, advertising, and even payments each produced a generational tech giant. And yet healthcare has not produced a single $100 billion healthtech company. 

Why? The short answer is that technology, for the most part, hasn’t actually created value in healthcare. It shuffled it, bureaucratized it, and in many cases destroyed it. The longer answer is that might all be changing now.

Co-hosted by Christina Farr and Stephanie Davis, this episode dives into women’s health care. Megan Scheffel from Silicon Valley Bank joins to break down the latest SVB women’s health report, and Joanna Strober, Founder of Midi Health, sits down to talk about building a billion-dollar company out of a gap the healthcare system spent decades ignoring.