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662nd 1Mby1M Entrepreneurship Podcast with Daniel Cohen, Viola Ventures

Posted on Wednesday, Nov 20th 2024

Daniel Cohen, General Partner at Viola Ventures, discusses his firm’s AI Investment thesis. If you have been following this series, you know that it has yielded a lot of insights.

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Scaling to $500M in Revenue: ModMed CEO Daniel Cane (Part 6)

Posted on Wednesday, Nov 20th 2024

Sramana Mitra: That means architecturally, you’re going to put a recording and transcription agent on the iPad, this is not happening on the cloud, right?

Daniel Cane: Right. There are several reasons for this approach. First and foremost, it’s about performance and latency. By keeping everything on the device, we’re minimizing the amount of information leaving the iPad, which enhances security. The application operates transiently, generating a temporary transcript.

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Cloud Stocks: Twilio Wants to Embed AI Across All its Offerings

Posted on Tuesday, Nov 19th 2024
twilio customer data platform segment

Communication Platform as a Service (CPaaS) player Twilio (NYSE: TWLO) recently announced its third quarter results that outpaced market expectations. The improved outlook and the strong performance helped take the stock 10% higher in the after-hours trading session.

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Scaling to $500M in Revenue: ModMed CEO Daniel Cane (Part 5)

Posted on Tuesday, Nov 19th 2024

Sramana Mitra: Double click down for me on the AI aspect. I know you were doing AI right up front, but of course, AI has evolved. The market has evolved. Market’s receptivity to AI has evolved. AI has come of age, so to speak in the last fifteen years. Where are you with AI? What are you doing with AI? What are you seeing in the adoption of AI?

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Scaling to $500M in Revenue: ModMed CEO Daniel Cane (Part 4)

Posted on Monday, Nov 18th 2024

Sramana Mitra: What has driven the choices of which specialty to go on to next?

Daniel Cane: There are several factors we consider when entering a new specialty. The primary question is: where is there a large, underserved population of dissatisfied physicians?

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Scaling to $500M in Revenue: ModMed CEO Daniel Cane (Part 3)

Posted on Sunday, Nov 17th 2024

Sramana Mitra: I purposely actually picked to highlight the positioning points where you can differentiate it versus areas where you cannot really differentiate. The domain of billing is less of a big differentiation in ModMed. The bigger differentiation is in the specialty specific content, specialty specific workflow and specialty specific treatment, right?

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Scaling to $500M in Revenue: ModMed CEO Daniel Cane (Part 2)

Posted on Saturday, Nov 16th 2024

Sramana Mitra: Okay. So that’s one positioning differentiation. What about within the private practice market? Why do your customers pick you and what is special about it? What are the needs of a dermatology private practice or an OB-GYN practice or a plastic surgery practice? What’s special about each of these individual types of practices?

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Scaling to $500M in Revenue: ModMed CEO Daniel Cane (Part 1)

Posted on Friday, Nov 15th 2024

I first spoke with Dan a decade back. Here is the story. This conversation offers insights on his scaling strategy with ModMed.

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