🔥 The Rise and Demise of Babylon Health

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: www.ft.com/content/ce42bcb7-d...
Podcast Links
CZcams: / @bigpicturemedicine
Apple: podcasts.apple.com/gb/podcast...
Spotify: open.spotify.com/show/5707RPm...
People
Dr Imran Mahmud: www.imranmahmud.com/
Dr Adam Bataineh: / dradambat / numenor.health
Dr Mustafa Sultan: www.musty.io/

[@nicolezermani8002]

I have to analyse an article about Babylon for a medical school interview, this helped so much thank you!

[@s.yusuf01]

barts interview right😂😂

[@user-lz8vi9wg2w]

same guys! hahaha @@s.yusuf01

[@countfosco8535]

And now the waiting game starts. What are your A-level subjects and what are your predicted grades?

[@bigpicturemedicine]

Appreciate it. Crazy that med school interviews are asking you about Babylon - times have changed!

[@lemonlime8949]

Thank you, will help for my QMUL interview 😹

[@newveal6593]

me too lmao I’ve got no clue what to cover to prep for the article n then I found this vid!

[@lemonlime8949]

@@newveal6593 good luck, speaking to candidates from previous years I’ve heard it’s good to look into the ethics properly

[@rubiksworld2170]

@@newveal6593lol same I have mine tomorrow, I also tried to get my teacher’s opinions on it😅

[@sobansohail1320]

i have mine in a week. how did yours go?

[@sh9078]

Loool what did they ask you about it?

[@susymay7831]

I have to give you mad props for thoughtfully timestamping you nice videos! ❤

[@bigpicturemedicine]

Thank you :)

[@ChrisLovejoy]

Imran analysis on point on this episode, loved it guys

[@bigpicturemedicine]

He is the 🐐

[@ImranMahmud]

@@bigpicturemedicine baaa

[@avishvj]

Great vid guys 👌🏽 remember watching a Sam Altman talk where he said the only way to get a big market is corner a niche market and expand.. echoing what Imran was saying. I reckon the next Babylon doesn't even know they're that yet

[@bigpicturemedicine]

Thank you! Interesting point that the next Babylon probably doesn't even know it yet

[@davidbest8912]

Any thoughts g#ys on Palantir? Making big inroads into Health care..
£400 million NHS contract up for grabs later this month. Palantir front runners.

[@bigpicturemedicine]

Thanks David. Good pointer - an interesting company to discuss.