Morgan's Newsletter

Breyer Capital’s Principles for the Future of Healthcare and Life Sciences

Read the thesis as a full PDF.

Jun 26 • 

Morgan Cheatham

20

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January 2025

A Collective Vision for 23andMe

A Fork in the Road to Population Genomics

Jan 20 • 

Morgan Cheatham

8

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2

Fulcrum Points

"Give me a lever long enough and a fulcrum on which to place it, and I shall move the world." — Archimedes

Jan 8 • 

Morgan Cheatham

15

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1

December 2024

Why AI Is Good for Our Health but May Hurt Our Wallets

This work was originally published in the journal of Health Policy, Management, and Innovation.

Dec 15, 2024 • 

Morgan Cheatham

9

1

October 2024

What should happen to 23andMe?

Seeking wisdom from the crowd... plus a tutorial on how to delete your data

Oct 10, 2024 • 

Morgan Cheatham

9

2

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September 2024

Healthcare AI Thesis Update

This is not a market map – 4,000 words exploring the research, products, business models, and market entry points that are reimagining healthcare with…

Sep 26, 2024 • 

Morgan Cheatham

21

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4

Who Pays for Healthcare AI - Performance-Based Pricing Models (Part III)

Five performance-based pricing models

Sep 12, 2024 • 

Morgan Cheatham

7

1

February 2024

Who Pays for Healthcare AI - Usage-based Models (Part II)

Five usage-based pricing models

Feb 13, 2024 • 

Morgan Cheatham

14

3

January 2024

Who Pays for Healthcare AI? (Part I)

Current payment models are hindering healthcare AI adoption – we need business and pricing model innovation to realize our potential as an industry

Jan 17, 2024 • 

Morgan Cheatham

25

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December 2023

Six imperatives for AI-first companies

What it takes to build generational AI companies in healthcare, life sciences, and beyond

Dec 7, 2023 • 

Morgan Cheatham

11

1

November 2023

The Faster Horse Problem in AI

Embracing the Emergent Behaviors of Large-Scale Models

Nov 14, 2023 • 

Morgan Cheatham

9

1

June 2023

Put your healthcare AI app to the test

A call for healthcare AI startups - application link below!

Jun 8, 2023 • 

Morgan Cheatham

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