Vignesh Kumar on Why Healthcare is Moving Faster in 2026 than the Entire Last 10 Years of SaaS
The Neon Show
- Published
- April 30, 2026
- Duration
- 39:54
- Summary source
- description
- Last updated
- Aug 23, 2026
Discusses ai.
Summary
Healthcare has never moved this fast.Pharma giants are no longer just buying software. They are writing $50 million checks for access to a single foundational model. Systems of record are being replaced, and the shift is unfolding fastest in a place most people did not expect: healthcare.Vignesh Kumar, Partner at Sierra Ventures, has spent 13 years at the…
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Show notes
Healthcare has never moved this fast.Pharma giants are no longer just buying software. They are writing $50 million checks for access to a single foundational model. Systems of record are being replaced, and the shift is unfolding fastest in a place most people did not expect: healthcare.Vignesh Kumar, Partner at Sierra Ventures, has spent 13 years at the center of this enterprise shift. He has sourced and invested early in companies across Enterprise AI, including two unicorns, Phenom and Reify
Themes
- ai