Founder/CEO at Avandra Imaging; Impact Investor/Coach focused on 1st time founders; Passionate about social justice, sports, & my 3 ladies (wife & 2 girls).
Newport Beach, CA
Joined July 2010
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Ryan Tarzy retweeted
excited to share @breyercapital's latest healthcare thesis with my partner, @jimihendrixlive.
healthcare is at an inflection point. scientific discovery is accelerating, but systems of translation remain structurally stagnant. the result is a widening chasm between what’s possible in principle and what’s practiced.
we invest where scientific discovery, clinical necessity, and institutional transformation converge. computation, precision, and prevention are shaping the future of medicine, but only when anchored by economic models that reward long-term value.
the next era of human health won’t be inherited. It will be engineered.
if this vision resonates, we’d love to connect.
Ryan Tarzy retweeted
Really curious to see how redesign raised their most recent $175M round.
At this point I'm assuming LPs expected to see returns and Redesign actually seems to have returned capital: they had a $100M acquisition of Lively in 2022 and a $225M acquisition of vault workforce solutions this year.
Also tbh I think their biggest marketed win to LPs has probably been some portion of their ownership in Calibrate being bought at the top of the market.
Ryan Tarzy retweeted
one of the greatest conflicts over the coming decade will be personalized medicine vs. evidence-based medicine
In medicine, a person’s blood-test results are compared with the average range in a population.
But results are highly individual and tightly regulated around a person’s own stable values. Changes to these values can indicate disease go.nature.com/4fc6q8T
Ryan Tarzy retweeted
Waymo's market share is now equal to Lyft within SF. Incredible.
Network effects is one of the best sources of defensibility. But it's proven to be not that important in ridesharing.
You need a minimum network size, but once you have that, there are diminishing returns. In each geo, Uber and Lyft need enough drivers to have reasonable wait times. Once wait times hit that acceptable threshold, the incremental driver doesn't improve the rider experience (eg if my Uber ride is coming in 2-4 minutes, I don't really care about the wait times getting faster).
When Waymo launched in August 2023, Uber and Lyft were at 66% and 34% share in SF.
15 months later in November 2024, Waymo is at 22% - the same as Lyft - with Uber at 55%.
Both Uber and Lyft lost low double digit % pts of market share, but it's more painful for Lyft. Lyft gave up ~1/3 of their share. Uber lost ~1/6.
This is just when comparing all rides with pickups and dropoffs inside Waymo’s SF operating boundary (ie excludes any ride to / from the airport).
Anecdotally, Waymo's wait times are longer than Uber and Lyft because they don't have enough cars on the road. But they are close enough to that acceptable threshold, that their superior product (clean, nice cars, quiet drivers, etc) tips the riders in their direction.
It's possible when Waymo puts more cars on the road and reduces wait times to be in line with Uber and Lyft, their share could climb even faster.
Ryan Tarzy retweeted
It’s amazing how many of the best VCs of all time were just as interested in the businesses being created as the psychology and background of the founders themselves. We focus way too much on decks. Not enough on the humans running these companies.
I was asked to comment on @elonmusk call for patients to upload their medical images into Grok in the article by @jbursz in @FastCompany. I actually appreciate Elon’s spirit of innovation and disruption here, but this is not the right approach and is fraught with issues. We can do better. Patients deserve better.
Exhausted and energized from an incredible 4 days at #HLTH24. Thrilled by the response we have been getting from launching @avandra_imaging out of stealth.
Ryan Tarzy retweeted
"@DoctorTarzy said he often hears medical researchers and AI developers lament the fact that they can’t get their hands on imaging data. medcitynews.com/2024/10/imag…" via @medcitynews.
Ryan Tarzy retweeted
Here is the big news I've been dying to share with you all!
The @American_Heart ventures has become a major investor in MDisrupt.
We will have also entered into a strategic collaboration to co-develop our expert marketplace with them to roll out to their thousands of scientific and clinical members.
Finally incredible industry powerhouse and thought leader Lisa Suennen, @VentureValkyrie will be joining the board of MDisrupt
mobihealthnews.com/news/excl…
Ryan Tarzy retweeted
This is an important piece on the most prevalent in the world and why we're failing patients - particularly those with dense breast tissue - with the current standard of care. thecut.com/article/breast-ca…
Ryan Tarzy retweeted
as AI shifts the focus in biotech from discovery to design, value will move up the stack.
companies leveraging AI in R&D will produce more safe, durable, and effective molecules over time.
if you believe in this future, AI will make every chemist and wet lab biologist significantly more effective and efficient, and differentiation at the frontier will come from superior skills in clinical indication selection and clinical trial design.
Ryan Tarzy retweeted
The FDA dropped it's draft guidance on diversity in clinical trials today and I love the boldness in some of their requests.
I'm sure folks will grumble behind closed doors on increased "admin burden" but the move is long needed. A few key themes:
Ryan Tarzy retweeted
One of the fundamental challenges with home care is quantifying how much a family will pay for "quality" or ""safety"".
A typical home care situation will be to pay an agency $45/hour for a month, find out the aide you really like gets paid $17/hour, and then offer them $20/hour in cash.
The system needs to ask itself why a family would be willing to cover a $25 spread.
Ryan Tarzy retweeted
When caring 4 mom - as an exec in health care by day… I had to use my own competency (at 3am) to triangulate Glassdoor info w care navigators & payer coordinators to get to wage & ratings I could trust. Family shouldn’t have to do this on our own.
Ryan Tarzy retweeted
fascinating to see the increase in complexity of clinical trials
the number of data points collected in trials has scaled tremendously, while the eligibility criteria has remained flat
human readers cannot process all of this data maximally, making the case for automated AI-powered central readers
media.nature.com/original/ma…
Ryan Tarzy retweeted
Looking forward to meeting my fellow panelists @uche_blackstock @HalaBorno @deenashakir about #healthequity & #access2meds at the Fortune @bstormhealth meeting. 80% of the world’s population live in low and middle income countries. Our medicines, vaccines and healthcare should be serving everyone regardless of where they live, their socioeconomic status, sexual orientation or colour of their skin. I will talk about solutions that work and need to be amplified from our 20 years of research in the #pharmaceutical industry @AtMIndex @erikafry
Ryan Tarzy retweeted
.@TempusAI has filed for IPO
interesting look inside a ~$580m revenue run rate biomedical AI company
sec.gov/Archives/edgar/data/…
Ryan Tarzy retweeted
Just heard the comment at a health/AI summit that valuing an algorithm today is like being disappointed that a 9-month-old baby can't play sports because all it's doing is "screaming and soiling itself."
We are still in the early innings.
Ryan Tarzy retweeted
Great panel with two incredibly smart humans on how VCs should be thinking about investing in AI. It was an off record convo so can’t share too much, but the Crux of it is that these two are very thoughtful! It was a breath of fresh air. @morgancheatham @GrahamBrooks
