Disaggregation of the Hospital – A Counterintuitive Opportunity for Startups?

Tau Ventures is a seed-focused fund investing in applied AI in digital health, enterprise and automation (cars, robots). We think a lot about where healthcare is going and one of the biggest trends we observe is the disaggregation of the hospital. It may seem counterintuitive given the increased trend towards consolidation i.e., fewer and larger health systems, but it’s in line with what we are observing with many other businesses based on physical presence, from retail to gyms (our article from two years ago: Is The Gym Dying?). Since we are talking about unbundling, let’s unbundle this thesis along three…...