In this insightful conversation, Ross Dawson speaks with Amir Barsoum, founder of InVitro Capital, about how artificial intelligence is reshaping the service industry—particularly healthcare. Amir shares how his venture studio builds AI-native service providers rather than traditional SaaS companies, emphasizing a shift toward automation, augmentation, and smarter workflows. They explore the transformation of pricing models, moving from human labor-based costs to consumption- and outcome-based structures, driven by AI’s growing capabilities.
Amir also discusses the massive opportunity for AI in healthcare, especially in non-clinical areas like scheduling, approvals, and billing, where AI can enhance efficiency and reduce costs. The conversation touches on the rise of vertical integration, the democratization of AI applications, and the future of work, where many administrative jobs will be replaced but new roles—and education pathways—will emerge. He outlines a strategic view of AI investments across foundational models, applications, and real-world services, underscoring the importance of data, distribution, and fast iteration in building scalable ventures.
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