Andreas Cleve

EP 34 AI's Trillion-Dollar Healthcare Bet | Corti's Andreas Cleve

• Andreas Cleve rejects the “healthcare is bad at adopting technology” narrative as “boring” and “riddled with lack of ambition.” His counter: walk into any hospital and count the devices per room — clinicians adopt tons of technology, and fast, but hold a high bar. As he frames it, healthcare doesn’t necessarily need to change, “it needs help.” Episode takeaways
• Cleve estimates roughly 40% of salary dollars in healthcare go to work that relates to language — talking to patients, writing notes, EHRs, letters, quotes, invoicing — which is exactly where transformer-based models are strong. That language load is where he sees AI getting picked up first. Episode takeaways
• Cleve reframes healthcare as “not just one monolith trillion dollar admin market” but “a thousand billion dollar opportunities.” He argues the winners go deep in a single specialty’s workflow and grow “like weeds” bottom-up via PLG — naming Abridge, Rad AI, Tandem, Heidi Health, and Nelly — because doctors are buyers and are more tech-forward than outsiders assume. Episode takeaways