🔥 News: The Rise and Demise of Babylon Health - a podcast by Mustafa Sultan
from 2023-05-17T21:00:16
0:00 Intro
0:18 Ali Parsa's Immigrant Story
1:57 Picking a Problem That Was Too Big
4:15 The Supply Induced Demand Problem
5:55 The Unit Economics Problem
7:37 The Misaligned Incentives Problem
10:11 The Friction Problem
12:06 The First Mover Disadvantage
13:30 Raising Too Much Money
14:55 The SPAC Problem
17:40 The Pig With Lipstick Problem
22:07 Should Founders be Liberal with the Truth?
26:06 What Will the Next Health Unicorn Be?
Articles Mentioned
Babylon shareholders wiped out in restructuring deal: https://www.ft.com/content/ce42bcb7-d9ee-4667-910a-b6c7a419449b
Podcast Links
Spotify: https://open.spotify.com/show/5707RPmWOJkVZyUHNRSUfS?si=96c7fff6bccb456a
People
Dr Imran Mahmud: https://www.imranmahmud.com/
Dr Adam Bataineh: https://twitter.com/DrAdamBat / https://numenor.health
Dr Mustafa Sultan: https://www.musty.io/
Further episodes of Big Picture Medicine
Further podcasts by Mustafa Sultan
Website of Mustafa Sultan