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T1 · high-signal investor

CEO of Kamir, a language model-powered healthcare automation platform targeting revenue cycle, ambient documentation, and voice agents; raised $70M at $7B valuation from GC, Sequoia, Morgan Stanley; partnered with HCA (largest US health system).

1 call·1 name·100% bull·last heard 4 months ago·TBPN
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$KAMIRKamirposition

Kamir raises $70M at $7B valuation to automate healthcare admin with language models

Targeting $1T administrative waste (20% of healthcare spend) via language model-powered revenue cycle automation, ambient documentation, and voice agents; replaces offshore labor with agents delivering better product at lower price; partnered with HCA (largest US health system); sees end state as Visa/Mastercard-like 2-3% interchange vs current 14-15% cost-to-collect.

TBPN2026-05episode →

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  • $KAMIR

recurring themes

  • AI in Healthcare1
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$KAMIR
Kamir
HIGHta·TBPN·4 months ago·Google I/O 2026, Birth Rate Debates, SpaceX IPO, Karpathy Joins Anthropic· position
Kamir raises $70M at $7B valuation to automate healthcare admin with language models
Targeting $1T administrative waste (20% of healthcare spend) via language model-powered revenue cycle automation, ambient documentation, and voice agents; replaces offshore labor with agents delivering better product at lower price; partnered with HCA (largest US health system); sees end state as Visa/Mastercard-like 2-3% interchange vs current 14-15% cost-to-collect.
"We're taking that model and instead deploying agents on that same task and delivering a better product at a lower price. ... you have models talking to models. you eliminate the l…"
87:33
9
AI in Healthcaretailwind
Language models to compress healthcare admin from 15% to 2-3% cost via agent-to-agent automation
Kamir CEO argues $1T administrative waste (20% of healthcare spend) is automatable with LLMs; revenue cycle, ambient documentation, and voice agents replace offshore labor; end state resembles payment networks with 2-3% interchange fees vs current 14-15% cost-to-collect; partnered with HCA to prove model.