Josh Weiner left Meta to return to CVS Health with two painful realizations: consumers don't manage their health—they expect it, and the healthcare market fundamentally violates every principle of economics. In this conversation with a16z's Julie Yoo, the CVS Senior VP explains why 50% of Americans can't afford a healthcare emergency, how CVS is becoming a platform to solve structural healthcare problems, and why the future depends on consumers finally controlling their own health data.
Timecodes:
0:00 The Healthcare Market Isn't Functioning
2:30 Consumers Don't Manage Health, They Just Expect It
3:39 Why Consumer Playbooks Die in Healthcare
5:41 Motion vs Progress: The Innovation Illusion
8:46 Platform Philosophy: "It Takes a Village"
11:38 The Vaccine Paradox Under One Roof
19:37 The 40% Hidden Reality: Healthcare Is Caregiving
21:04 The Deductible Comprehension Crisis
22:10 "This Does Have an Expiration Date"
24:40 The Health Passport Future
Resources:
Find Josh on LinkedIn: https://www.linkedin.com/in/joshweiner2/
Follow Julie on X: https://x.com/julesyoo
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Find a16z on X: https://x.com/a16z
Find a16z on LinkedIn: https://www.linkedin.com/company/a16z
Listen to the Raising Health Podcast on Spotify: https://open.spotify.com/show/4fjb8YTzHDuPBgDXc3ElkR
Listen to the Raising Health Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/raising-health/id1529318900
Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
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