Sam Toole is an entrepreneur and operator turned investor with NYC-based Primary Ventures.
In Part 1 of this series, we laid out why we believe AI-native, vertical EHRs could represent one of the more interesting bets in healthcare software right now. We described the structural dynamics that make certain specialties worth targeting: provider independence, workflow complexity, administrative burden, and competitive fragmentation.
We closed with a question we've been spending time on since: does the EHR market need business model innovation to be truly venture scale?