Why Even a $100 Billion Company Wouldn't Be Big Enough | Tanay Tandon

How do you fix a $5 Trillion Industry which wastes $500 Billion on mouse clicks every year?By not considering even a $100 Billion company a success. By hiring people who are heat-seeking missiles for pain. By questioning every default. By solving hard problems, then choosing even harder ones. By moving with an urgency that surprises everyone but you.In this episode, Tanay Tandon, Co-Founder & CEO, Commure explains why US healthcare is a massive but inefficient market, which pays ~$500B in administrative “work tax,” and how language models and agentic software can automate much of that work, make healthcare feel like a Waymo, and give healthcare professionals more time to focus on actual care.Watch this episode to learn what it takes to build and win in a massive, inefficient market. 00:00 - Heat-Seeking Missiles for Pain01:30 - Speed Above Everything03:11 - The $5 Trillion Healthcare Problem03:56 - Epic Wasn't Built for AI06:13 - The $500 Billion Admin Leak07:24 - Why Healthcare Moves Slowly10:14 - Why Hospitals Are Hard to Sell To12:09 - The Real Opportunity Is Labour13:41 - Point Solution or Platform?15:16 - One Customer Pays $100 Million22:46 - More Bad Days Than Good Days25:18 - AI Changed the Healthcare Game28:40 - Incentives Matter More Than Technology30:24 - Healthcare's App Store Moment32:20 - Why $100 Billion Isn't Big Enough36:19 - Who Takes the Blame When AI Gets It Wrong?38:32 - The Waymo Moment for Healthcare39:46 - How the Best Startups Hire42:12 - Customer Obsession Beats Everything43:52 - Stop Paying the AI Experiment Tax51:10 - Insurance Companies Are Terrific Enemies55:34 - The Hidden Opportunities in Healthcare59:35 - How to Win AI Talent War-------------India’s talent has built the world’s tech—now it’s time to lead it.This mission goes beyond startups. It’s about shifting the center of gravity in global tech to include the brilliance rising from India.What is Neon Fund?We invest in seed and early-stage founders from India and the diaspora building world-class Enterprise AI companies. We bring capital, conviction, and a community that’s done it before.Subscribe for real founder stories, investor perspectives, economist breakdowns, and a behind-the-scenes look at how we’re doing it all at Neon.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.Send us Fan Mail