[BidClub_]
No Priors · · 39 分钟

医疗领域,真实来源是对话:与 Abridge CEO Shiv Rao 对谈

Elad GilSarah GuoShiv Rao

播客
TL;DR
  • Abridge 的核心判断是,未来10年,医疗服务的第一信号仍将是对话,而不是自主执业的临床系统。 对话位于病历记录、医嘱、计费、临床试验乃至决策支持的上游,因此,文书自动化可以成为切入更广泛工作流的楔子。Rao 的目标,是消除那些“夜里压垮他们灵魂”的工作,同时让临床医生始终留在环路中。

  • 公司有意进入大型医疗系统,因为质量门槛既构成防御,也带来集中的分发渠道。 Rao 估计,Abridge 已在110多个系统上线,包括 Kaiser 和 Sutter;他表示,近几年与 Microsoft 进行的3至4周正面对比中,Abridge 从未落败。在 University of Kansas Health System、Emory 和 Yale 的成功,随后通过 CIO 和 CMIO 网络扩散,形成企业级病毒式传播;但失败的下行风险极大,因为“一旦失手,就不会再有下一次机会”。

  • 医生倦怠制造了紧迫性,而 ChatGPT 则把多年市场教育转化成了需求。 据称,5名医生中有2名可能在未来2至3年离开医疗行业,12个月内可能有27%的护士离职;Rao 估计,替换一名临床医生的成本接近100万美元。Abridge 在2021–22年间通过演示“吃玻璃”,但 Rao 后来意识到,公司其实一直在“预售”:2023年初 ChatGPT 出现后,医疗系统高管纷纷回电,要求开展试点。

  • 技术护城河不在通用转录,而在医疗领域专属的识别、编排和面向不同受众的输出。 Rao 认为,即使语音识别错误率只有3–5%,在医生用各自方式念出新型肿瘤药物名称时,也可能造成重大影响。Abridge 必须处理多语言、多语种混杂的对话,并在数秒内生成英文临床记录、患者摘要、结构化字段,以及足以让医生为“所提供的医疗服务获得全部计费认可”的文档。

  • 规模化把临床医生的修改转化成一套后训练飞轮。 Abridge 每隔几天就处理数百万段对话,通过“上下文推理引擎”把对话与医疗记录、保险系统和临床教材结合起来。由于草稿仍不完美,医生的修改会反馈到偏好调优、DPO、奖励建模和强化学习中;按 Rao 的说法,目标很坦诚,就是变得“没那么不完美”,而不是宣称已经完美。

  • 早期实测效果异常强劲,但采用的楔子取决于临床医生仍在环路中。 Rao 引用的数据称,6周内认知负担下降约60%,最初几个月倦怠有时下降50%。他的框架偏好低风险、高频率的工作流:这些场景可以在医生核验草稿的同时证明生产率和 ROI;相比之下,高风险的自主医疗可能要慢得多才能被医疗系统吸收。

  • 下一块阵地是诊疗现场的智能,但 Rao 仍预计,重症患者会希望由一名使用这些工具的真人医生来诊治。 Abridge 可以提示临床试验资格,或将患者与最近的10,000个相似病例进行比较,从而提示更可能是淀粉样变而非结节病,并建议做心脏 MRI 而不是 CT。然而,Rao 自己使用 GPT 和 Claude 时,答案有时会立即正确,但同样频繁地也会变成一场“辩证式体验”,需要3或4轮交流才能抵达正确方案。

摘要 · 为研究而整理的核心内容

1. 临床对话是切入医疗操作系统的楔子

  • Abridge 于2018年成立,核心判断至今未变:未来10年,医生和护士不会被完全自动化,专业人员与患者之间的对话仍是医疗服务的“第一信号”。由于对话先于大量工作流发生,自动化文书工作就有机会进入更广阔的业务流程。

  • 眼下最紧迫的问题是供给能力。Rao 引用的数据称,5名医生中有2名考虑在未来2至3年离开,12个月内有27%的护士可能离职;而在农村,患者可能要驾车5或6个小时才能获得救命的医疗服务。倦怠已经不再是“口头重视”,一些医院甚至因为无法配齐人员而关停。

  • Abridge 让临床医生可以像平时一样对话,并在数秒内收到一份记录草稿。但这份产物必须同时反映医生本人、专科、医疗系统、患者、保险公司和地理位置:Rao 表示,在美国,“我们并不是因为提供了医疗服务而获得报酬……我们是因为记录了所提供的医疗服务而获得报酬”,因此每一份记录同时也是一张账单。

2. 直面企业级复杂性,换来了分发与防御

  • Rao 选择大型医疗系统,而不是独立诊所,因为“达到够用水平的门槛”高得多:一款产品必须覆盖所有专科、住院与门诊、急诊和紧急护理,以及多种口语。这要求更深的技术积累;Rao 表示,这也让 Abridge 基本只需与另一家公司竞争。

  • 时机需要两颗星同时对齐。疫情后的人员压力让临床医生体验具有直接的经济紧迫性;随后,ChatGPT 让生成式 AI 变得容易被买方理解。2021–22年的演示曾被人用“cool story, bro”打发,但到了2023年,医疗系统高管回电说:“我现在懂了。我们试试。”

  • Abridge “YOLO 式下注”,从大型学术医疗系统切入,因为 CIO 和 CMIO 之间一直在互相交换经验。University of Kansas Health System、Emory 和 Yale 的成功案例带来了高管层面的病毒式传播;Rao 当时认为,只要在1或2家机构失败,就可能让整个市场在数年内对公司关门。

  • 信任是“医疗领域最终唯一重要的货币”。Abridge 与 Epic 等生态参与者建立了关系。一名高管告诉 Rao,Abridge 已经成为核心基础设施;Rao 说,如果 Abridge 宕机,医疗系统也会停摆并停止赚钱,因为这些记录本质上就是账单。Microsoft 是通常的竞争对手,Rao 表示,Abridge 最近没有输掉过正面对比。

3. 医疗语音仍是一个未解决的高风险系统问题

  • Elad 提出,既然 API 已经存在,语音看起来似乎已经解决;Rao 的关键区分在于,围绕症状、手术和新获批药物时,3–5%的错误率仍然不可接受。系统必须识别不同临床医生在不同专科中的特殊发音,并持续更新新的医疗词汇。

  • 传统听写是一种有损的独白:医生在“睡衣时间”根据“潦草笔记”事后拼接内容。Rao 可能写下“戴 Mets 帽子的高个男人”,然后希望系统能据此重构整个就诊过程;但这样会有风险,因为症状相似的患者,其细节可能被混在一起。

  • 环境式对话则要求多语言识别和多语种混杂处理。Rao 表示,Abridge 一天可能在加州处理至少50,000段越南语和海地克里奥尔语对话,在波士顿处理数千段巴西葡萄牙语和西班牙语对话,在印第安纳州处理卡车司机的旁遮普语对话,然后在数秒内生成英文记录。

  • 下游模型会提取症状、药物、诊断和手术,将其映射到词典,并分别为临床医生、患者和收入周期团队生成不同产物。风格迁移同样重要:面向患者的摘要不应突然引入“经导管主动脉瓣成形术”这类未经解释的术语。

4. 文档自然延伸至医嘱、试验与决策

  • 一旦把对话视为上游信号,产品路线图就会自然拓宽。“我们开始给你用 metoprolol”或“我们做个 CT 扫描”可以转化成医疗记录中的结构化医嘱;这些医嘱随后会进入编码、索赔和保险计费环节。

  • 临床试验匹配是另一条相邻工作流。临床医生可能没有意识到,面前的患者已经满足一项潜在救命研究的纳入和排除标准;Rao 希望技术能在诊疗现场把这一事实提示出来,让医生可以当场获得足够信息并展开讨论。

  • 临床决策支持才是“真正的圣杯”。Rao 想象,Abridge 能识别出 Sarah 与加州最近的10,000名患者相似,而临床医生在这些病例中更倾向于诊断淀粉样变而非结节病;系统随后建议做心脏 MRI,而不是“继续在 CT 扫描上瞎折腾”,同时提示一篇相关的 New England Journal of Medicine 研究。

5. 部署规模让每一次修正都成为训练资产

  • Abridge 目前每隔几天就处理数百万段对话。其上下文推理引擎把对话与问题清单、病史、保险信息和临床教材结合起来,按“正确的方式、正确的顺序”编排这些信息,生成当前可得的最佳草稿。

  • Rao 明确拒绝对完美的宣称:临床医生仍会修改草稿,但每天可以节省数小时。这些修改会驱动偏好调优、DPO、奖励建模和强化学习,形成反馈闭环;按 Rao 的说法,实际目标是持续变得“没那么不完美”。

  • 用户指标显示出实质性效果:经过验证的量表显示,6周内认知负担下降约60%;Stanford 的一项调查则显示,最初几个月倦怠有时下降约50%。Rao 认为,过去没有任何医疗技术带来过这样的影响。

6. 人工核验让医疗在自主护理成熟前实现采用

  • Rao 的采用矩阵把风险高低与使用频率分开看待。高风险、高频率的自动化会缓慢进入医疗体系;文档工作相对低风险且高频率,因为临床医生会复核输出。当供应商能够证明生产率、医生体验、患者体验以及 CFO 关注的收入捕获能力时,采用窗口就会进一步扩大。

  • 他自己一次周末值班说明了当前边界。GPT 和 Claude 有时会立即给出正确答案,但同样频繁地也需要3或4轮交流;这是一种“辩证式体验”,其中真正的艺术在于“和它一起抵达答案”。实习医生和住院医师可能比年长的主治医生更快学会这种协作。

  • 不同买方对最低可用质量的定义也不同。2023年初,Abridge 已能满足 CMIO 的专科要求和 CIO 的集成要求,但还无法完全满足 CFO 的全部要求;“三项中满足两项”已经足以让公司进入市场。

  • 工作流适配必须按专科分别处理。急诊医生不断在不同诊室之间移动,因此 Abridge 必须把不连续的对话拼接成一次完整就诊;如今,公司正把这一能力扩展到更广泛的护理团队。肿瘤科、心脏科、外科和全科对结构、内容和风格偏好都有不同要求。

7. 临床医生出身的建设者,把产品经济学连接到使命

  • Abridge 最近完成2.5亿美元 Series D 融资,总融资额超过5亿美元。Rao 仍在执业,Abridge 也拥有一批“变种人”——既是医生,又是工程师、提示词专家、科学家或市场拓展人员——因为他们可以“在自己的脑子里”完成跨学科会议,跳过翻译环节。Rao 表示,公司仍应把80%的资金投入研发。

  • 创始团队最初的患者故事,核心是掌控感。一名有10年乳腺癌病史的女性过去依赖丈夫做笔记,这让她能够留在当下,之后再用两人都能理解的语言拆解就诊内容;他们因此可以感觉自己“像是故事的主角,而不是从外部旁观的人”。

  • 临床医生同样面临控制权流失。Rao 引用研究称,医生每天需要30个小时才能完成全部工作。Abridge 的使命,是连接患者和专业人员的掌控感,把注意力还给诊疗现场,减少晚饭后偿还的文档债务。

  • Rao 认为,最有力的结果来自一名农村 Tanner Health 医生。她的儿子问,为什么她当时没有在工作。她解释 Abridge 后,丈夫说:“妈妈以后每天晚上都能和我们一起吃饭了。”Rao 将超高速增长中的冲刺式“多巴胺刺激”,与这些“催产素刺激”区分开来——后者代表使命感与成就感,也解释了公司为何如此拼命。

Hi, listeners, and welcome to No Priors. This week we're speaking to Shiv Rao, CEO and founder of Abridge, an AI company that processes medical conversations to unburden clinicians from clerical and financial work, allowing them to focus on patient care. A practicing cardiologist at UPMC, Dr. Rao has recently led Abridge to secure a two hundred and fifty million dollar Series D raise. Join us as we explore how AI is transforming healthcare delivery. Shiv, welcome to No Priors.

Shiv Rao

So excited to be here. Thank you, Elad. Thank you, Sarah.

Elad Gil

Abridge has been around for about 7 years. Can you tell us a little about how the company has evolved over time, what your starting point was, and what you're focused on now?

1. The Conversation Thesis

Shiv Rao

We started Abridge in 2018, so it's been a minute. Everything that we've been building since then is really based on the same thesis, so that hasn't changed. The thesis for us in healthcare delivery is that we don't think doctors or nurses are going to get fully automated over the next 10 years. What's the first signal in healthcare delivery? We think it's a conversation. It's a dialogue between a professional and a patient, and we believe that those dialogues are upstream of so many workflows in healthcare. That's where we focus.

We focus on clerical work first, but that's a wedge for us to expand into any number of different value propositions over time.

Elad Gil

Could you tell us a little bit more about some of the products that you currently have, how people use them day to day, and what sort of customers you work with? Just to give our listeners some context, what business are you in and what do you focus on?

2. The Billable Note

Shiv Rao

Starting at the top, what we do is unburden clinicians from all the clerical work that crushes their souls at night. To give you a little more color on that, 2 out of 5 doctors don't want to be doctors in the next 2 to 3 years, and 27% of nurses, according to a JAMA article that was published last year, don't want to be nurses in the next 12 months.

We have this crazy supply-demand mismatch. It's a real public health emergency. Patients are having to drive 5 or 6 hours from rural health settings to see a clinician in an inner-city setting who could save their life. We've got to do something about it, and I think that's where technology has a role that's finally being recognized and acknowledged at the highest level.

The entire healthcare industry understands now that they need to find a way to assist, augment, and automate any number of different workflows. Where we come in is that we unburden clinicians from a lot of that clerical work that they hate to do. They can walk into a room, hit Abridge, have a normal conversation, and talk about any number of different topics in whatever order.

When they hit stop and swivel their chair, their note is there. But it's not the note that you might expect, that my 14-year-old daughter could create using an off-the-shelf model. It's a note that checks off all the different boxes: not just who the clinician is and what their specialty is, but what system they're a part of, who the patient is, what insurance plan they have, and in what geography.

It's not just the clinical note, but also the billable note, if that makes sense.

Sarah Guo

Can you actually explain the difference between those 2 things, a clinical note versus a billable note?

Shiv Rao

It's a great question. In this country, we're not compensated as doctors for the care that we deliver. We're compensated for the care that we documented that we deliver. Every single one of these notes is actually a bill, and that's why these are high-stakes artifacts—not just from a clinical communication and patient outcome perspective, but also from a revenue cycle perspective.

3. Abridge Runs Upmarket

Another key insight for us that's served us well over these last several years has been that healthcare is not homogeneous. Under that healthcare industry umbrella, on one end of the market spectrum, there's a direct primary care doctor down the street who's taking cash payment out of pocket, off the insurance grid. There's an independent PCP, a really small provider group, and the mid-market.

On the other end of the spectrum, there are the large health systems, the integrated delivery networks, and the academic medical centers. What we decided to do, and what I think has served us incredibly well, is make the strategic decision years ago to run into the hardest part of the market: that large health system end of the market, as opposed to the small practice, the mid-market, or the independent direct primary care doctor down the street.

The barrier to entry, and the barrier to being good enough, is really, really high. That's where we felt like we could flex a lot of our advantages and differentiated muscles. We have a lot of science at the center of our company. Our chief technology and science officer is Zach Lipton. He's a professor at Carnegie Mellon and is full-time with us, and he's been able to recruit an amazing team of machine learning engineers and scientists who can reach their hands deeper down into this stack.

They can meet that bar for all these large health systems, where we need to be good enough not just for the individual doctor in whatever specialty. We have to be good enough for all the different doctors and all the different specialties, in all the different settings—outpatient, inpatient, urgent care, and emergency rooms—and in all the different spoken languages.

The barrier to entry and the bar for being good enough are a lot higher. But running into that end of the market allowed us to compete with pretty much 1 other company, while a lot of the other startups were starting in the mid-market or downmarket with individual primary care doctors, with the hope that over time they could recruit the people, aggregate the data, and do the post-training or whatever else was necessary to swim upstream.

Elad Gil

You're a practicing cardiologist yourself. I'm curious how that's informed both building this product and deciding which customers to focus on first. You've had a who's who of customers, including Kaiser, Sutter, and others. I'm curious how this has impacted your strategy, in terms of you yourself being an MD and a physician.

Shiv Rao

A little bit of a story about the company and myself: We started in 2018. Prior to that, I was a corporate VC at a large health system called UPMC.

Elad Gil

Sorry to hear that.

Shiv Rao

I played VC. I was a faux VC, a faux investor. I put a lot of money into startups, but also a lot of capital into Carnegie Mellon. We started a machine learning and health program, and that's where I met Zach, our CTO.

We're not a spinoff. We didn't spin out of UPMC. I quit that job to start the company alongside some other folks from Carnegie Mellon. A couple of lifetimes ago, I went to Carnegie Mellon as an undergrad. In the middle, I became a cardiologist, and I still see patients.

This last weekend, I was on call in the hospital. I do about 1 weekend a month, and every Thursday night I'm on call as well, just for emergencies, like heart attacks in the hospital that I need to come in and help address. It's an incredible privilege.

It's helped us not just have this scientific center in our company with folks like Zach, but also have this for-clinicians-by-clinicians ethos. I think we get workflow and have that domain expertise to not just build the product in a better and more differentiated way, but also understand go-to-market. How are we going to sequence where we focus over time?

You mentioned some of our health systems, like Kaiser and Sutter. We're live in over—I think it's over—110 health systems right now. The speed with which we've been able to land these multiyear agreements is pretty historic. I don't think I've ever seen anything like this.

When I was investing at UPMC, if a startup had a handful of logos a year, it would be high fives all around the room and amazing bottles of champagne. This is a really different moment right now for AI and healthcare.

Sarah Guo

How would you explain that? I sit on the board of a healthcare technology company now. I believe in this, and I'm in this boat, but for over a decade, looking at healthcare technology as another VC on the outside, it moves really slowly. In general, there are lots of reasons the market has been hard. What do you think is different today?

It's easy to say at the abstract level, “AI,” right? But how does that play out for your business?

4. Healthcare AI Finally Breaks Through

Shiv Rao

A few stars are getting aligned at exactly the right time. One star is the amount of burnout that has been in the industry post-pandemic. We stretched clinicians so far beyond their limits that they're leaving the profession. Health systems didn't know what to do, and all of a sudden, so many hospitals were just shutting down because they couldn't staff them anymore.

And so I think the cost of hiring another clinician is close to $1 million, and it takes a long time. I think that star is a really important one because people have talked about clinician burnout. People have talked about trying to create a better user experience in healthcare for I don't know how many decades, but—

Speaker 0

Yeah, it's not new.

Shiv Rao

It's not new, you know. But I think it's not lip service anymore. Now it really, really matters. If that was one star that aligned, I think the other one was generative AI and ChatGPT coming out in early '23.

We started in 2018, 3 months after “Attention Is All You Need.” If Zach was here, he'd be very quick to say, “Well, everyone knew about transformers before that paper came out,” and certainly the research community was already interrogating it. But I think when we started the company, part of what we wanted to do was interrogate all things related to these pretrained models in healthcare, and specifically in relation to these sorts of workflows, these clerical workflows.

We published any number of different papers. I know Zach and team won Best Paper at EMNLP, I think, in 2021. So we did a lot of really deep research. But when we started with BERT, BioBERT, Longformer, PEGASUS, and all these other pretrained models, we got to the point where we had a product that worked.

I remember in 2021 and 2022, to your point, we were demoing, and it was just like, “Oh, cool story, bro.” People would look at the demo and be like, “Put your hands up. Was that real?” And then they'd be like, “Okay, cool. I'll call you in 5 years.” It was like, “What are we doing here?” It really felt like we were eating glass.

But things really started to shift, and I don't think I recognized until 2023 that we were actually preselling the whole time. In 2021 and 2022, we were preparing the market. And then when ChatGPT came out, all these CIOs and CMIOs called us back and said, “Oh, I get it. You were talking about generative AI. You had a dinner about generative AI in 2022. I get it now. Let's try it. Let's do a pilot.”

Speaker 0

Yeah.

Shiv Rao

Now, where I think we YOLOed it in 2023 is that we could have decided to go to the small and mid-market or to the independent PCP, but we were like, “No, let's go to the large academic,” knowing full well that the amount of virality on that end of the market is insane.

All these CMIOs and CIOs are on WhatsApp groups every single day, talking to each other. If you screw up with one of those health systems—maybe 2 of those health systems—you're kind of done for a couple of years. You don't get another shot on goal for a really, really long time, so you have to hit it out of the park.

We started with University of Kansas Health System, then Emory, and then Yale, and they were all home runs. All of a sudden, we saw that we were starting to go viral, if you will, at the enterprise executive level across the country.

Speaker 0

One of the other challenges in that end of the market is that there's a lot of incumbency in the existing systems, and you were on the provider side, so you understood this well. How did you think about navigating partnerships and the systems people already had?

Shiv Rao

Thinking about ecosystems is super important, and the only currency that ends up mattering in healthcare is trust. Can you somehow find a way to be trustworthy very, very quickly? Especially on the provider-facing side of technology, the stakes are high.

Two days ago, I'm just coming back from a red-eye from Vegas, where there was a big healthcare conference called HIMSS. While we were there, we met with an executive at a health system who was asking us about our stack, our infrastructure, how we're going to be able to scale, and redundancy. He was explaining to us that we are now a part of his health system's infrastructure. We are core infrastructure, so if we go down, the entire health system goes down.

They're not making money anymore, because I explained that these notes are essentially bills, at least the way that we generate them. Thinking really hard about that responsibility, and then figuring out, if we're going to market on that end of the spectrum, how do we also partner with the right players and earn the trust of the right ecosystems so that we can absorb some of that trust? It's easier said than done.

In 2022, as an example, we had won the EMNLP Best Paper, but folks from large healthcare technology companies had started to take notice—not just because of that, but because of introductions, and they had heard that we had something that worked. Who we're competing with is Microsoft. That's who we essentially always have to do a head-to-head against. It's usually 3 to 4 weeks, and then we move on from there.

So far, we've never lost a head-to-head in these last few years of doing this. But when we enter into a health system, I think being able to demonstrate that you can integrate with their stack is so important. We were able to forge relationships with players like Epic, as an example. In 2022, we demoed up and down, I feel like, the entire company, and we were able to build trust.

At that point in time, the large competitor had a solution in this space, but it was humans in the loop. It was really Indians in Bangalore who were listening to audio, writing the note, and Wizard-of-Oz-ing it back into the medical record. It would take time for all of that workflow to go down.

That's why people would always ask us, “Put your hands up. Is that real?” Again, these weren't even LLMs yet in 2021. We were using BERT, BioBERT, and all those other pretrained models, as well as T5 and other summarization techniques.

So when LLMs came out, and when we started to really work with them in a serious way in late '22 and '23, the game was totally on for us, and we were able to really take it to the next level.

Speaker 0

Now that you've gotten to all of these systems, you obviously had to get to a certain quality bar to get deployed anyway. What do you think is next in terms of being able to use that scale?

5. The Healthcare AI Stack

Shiv Rao

Absolutely. So maybe it's useful to break down the stack a little bit, and then we can talk about where we're going and where our research team is focused. At a really high level, the core part of this stack is speech recognition, and that's where we have an in-house model. It's really a set of models that create best-in-class output for healthcare conversations.

Speaker 0

Can you help us understand that? An outsider looking at AI and trying all of these voice-based experiences might say, “It looks like a solved problem. There's an API for that.”

Shiv Rao

Well, there are APIs, but I think if you're really trying to differentiate, 3–5% error rates can make a huge difference. Our ability, for example, to lean into the way a doctor pronounces a new oral oncology drug—an oral oncolytic—and I'm convinced no doctor knows how to pronounce any of these medications. They all have their own way of saying these drugs, but we have to lean in and actually recognize the way they say them.

We have to recognize all the different symptoms, medications, diagnoses, and procedures across all the different specialties. We also have to be multilingual, because a bit of the history of the voice game in healthcare is that before this world of generative AI, conversations, and dialogues, there were dictations.

That's where I would go into a clinic, see a patient, and afterward pick up a Dictaphone or maybe my phone and start to rattle things off as fast as I could. I'd say, “25-year-old female with a past medical history of diabetes and hypertension who presents with shortness of breath. Next line, next heading, capital B, past medical history, colon, next line.”

You're just going as fast as you possibly can. You're going through 20 or 30 dictations in the course of 30 minutes. It's lossy, because what you're dictating off of is chicken scratch—stuff that you wrote on a piece of paper while you were in the room—and later that day or maybe that night, what doctors call “pajama time,” you're hoping that you'll remember the details.

Sometimes I would write on a piece of paper, “Tall guy in the Mets hat,” and that was supposed to trigger all my memories around who that tall guy was and what his symptoms were. Then it would start to mesh with another patient who had the same symptoms.

Speaker 0

It's not encouraging.

Shiv Rao

Not encouraging. Not good for doctors, terrible for patients, not good for revenue cycle or billing. It's so lossy. I think in this new world, what we have to do is recognize all those words—those medicalese, all those medical terms.

We also have to recognize all the different languages, because it's not a dictation. It's not a monologue.

You have to lean into whatever the patient speaks. Today in California, we'll probably do at least 50,000 conversations in Vietnamese and Haitian Creole. Today in Boston, we'll do thousands of conversations in Brazilian Portuguese and Spanish. Today in Indiana, there's a doctor who's speaking in Punjabi to her truck-driver patient population at Reid Health.

Regardless of what language anyone speaks, our job is to create the note in English within seconds and put it right into the medical record, in all the different discrete fields, for them to trust and verify. Part of what we do on the speech-recognition side is sample the audio so that you can have these polyglot conversations where you're speaking in 10 languages in the same conversation. Not that that has ever happened, but we'll still do a good job because we've been able to bias the model toward whatever language we're hearing at any given time.

Obviously, we're on this treadmill of always improving, always recognizing the latest FDA-approved drug or the latest pronunciation. That's just speech recognition. As we move past speech recognition in the core part of our stack, you start to get into all the text and language work that we do. There are models that, in a sense, abridge the conversation. We're trying to distill what the doctor would need to communicate to other doctors and nurses, what the doctor would need to communicate with the patient, because that's also an artifact that's created. It's called an after-visit summary. And then what the doctor would need to create for revenue cycle, because these are bills.

I think part of the reason why clinicians have burned out or are burning out is that they're serving multiple stakeholders all the time. It's really hard for them to focus on the one person they went to medical school or nursing school to actually serve: the patient. Instead, they're always thinking in the back of their head, “What would a revenue-cycle person think of this note? Oh, I'm going to get a bunch of emails about how crappy this thing is,” or, “I didn't elucidate exactly where the symptom was or what the differential diagnosis was.”

That's part of the challenge, and that's what we're doing in the background. Obviously, these are agentic systems in the background that are listening for all the right things, distilling and then structuring data. Those are information-extraction models where we pull out symptoms, medications, diagnoses, and procedures. We map them to data dictionaries. Then, of course, there's summarization, and the way you summarize for anyone looks different.

If I wrote a note as a cardiologist and in my note I wrote “transcatheter aortic valvuloplasty” as a recommendation for my patient, and then my patient sees that term and I never said that to them, understandably, I'm going to get blown up. I'm going to get emails and phone calls asking, “What was that term? You never said it. I looked it up. It sounds scary.” What we can do is that sort of style transfer across all the stakeholders that clinicians serve and meet all of their different needs. That, I think, has allowed us to serve the executives, the buyer personas in large health systems.

Sarah Guo

Think about what's next and the greater ambition for Abridge. Do you have to choose to go down one of those paths first in terms of that translation, or do you choose totally different clerical workflows?

6. Abridge Expands Beyond Notes

Shiv Rao

I think it comes back to that thesis. If you really believe, as we do, that health care is about conversations, that it's one of the first original signals in health care, then you start to see that any number of different workflows are beyond it. It's not just clinical notes; it's also orders.

After I see a patient, I might say to my patient, “Let's start you on metoprolol,” or, “Let's get a CT scan.” We talked about an order. We can distill and extract those orders, structure them, and place them in the medical record. What's after orders is a claim, a code, a bill that goes to the insurance company. There are all things revenue cycle.

Clinical trials come up in a conversation as well. Whether I know it or not, maybe this patient in front of me has inclusion and exclusion criteria for some trial that could save their life. What if I had the superhero power and, in the moment, at the point of care, I was being told by a technology at the right time, “Hey, Shiv, this patient in front of you has inclusion and exclusion criteria for something that could save their life. Do you want to bring it up? Here's the information.” That's another aspect of where we're going already.

Then there's clinical decision support. In many ways, I'd say clinicians see that as the real holy grail. What if we could not just level out or raise the bar on the quality of documentation, billing, and revenue cycle, but raise the bar on the quality of decision-making?

What if, at the point of care, Abridge could say, “Hey, Shiv, this patient in front of you, like Sarah, actually looks like 10,000 other patients in California who have been seen in the last few weeks. For them, people have decided that this is amyloidosis and not sarcoidosis, and thus you should skip to the cardiac MRI and not screw around with the CT scan. Also, maybe consider this therapy and look into this New England Journal of Medicine study to get more insights into what the differential diagnosis could be.”

That's a big part of what we're pushing, and the infrastructure that we're building is all going to amount to that.

Elad Gil

I think you have a really unique perspective as a clinician, a cardiologist, an AI entrepreneur, and somebody who's actually operating at scale in terms of the application of technology to health care. I'm curious how you think about the impact of AI more generally on health care. Is it that anybody can log into a website and access the equivalent of the world's best doctor? Is it tooling for physicians in really rich ways? Is it, to your point, mining the corpus of everything that's happened to people seeking health care and then providing recommendations? I'm curious: What is the big-picture view of where all this is heading, and on what time frame?

Shiv Rao

I think it's all of the above, but the time-frame piece is the key thing. Obviously, all of our time machines are broken right now, and it's hard to predict where we're going to be in even a year or 6 months with how fast things are moving.

So much of what I was describing earlier, I used to think was a 3-year roadmap. We're building all of that right now at the same time, deploying it across all of our health system customers, and learning already. Being at scale, by the way—and I think maybe we were getting at this earlier—is really magical now. We're live, we're doing millions of conversations every couple of days. It's real scale, and with every single one of these notes that are generated, we're getting edits.

It's fascinating. We have this contextual reasoning engine that's pulling in information not just from the conversation, the core stack that I was describing earlier, but from other disparate sources. We're pulling information from the clinical system, the electronic medical record, the past medical history, or the problem list that the patient has. We're pulling information from insurance systems and from clinical textbooks. All of that information is orchestrated together in the right way, in the right order, so that we can generate the best possible artifact.

Where we are now is that those best possible artifacts still get edited. Nothing's perfect, and we don't claim to be perfect at all. We're creating drafts that people can leverage and take from there, but we save them hours a day with these drafts. We're seeing in the metrics that we use—these validated instruments—that we're reducing cognitive burden by 60% within 6 weeks of a clinician using this. And clinician burnout, per one survey that Stanford came up with, we reduced that by 50% sometimes in the first couple of months. No technology has ever done this in healthcare, had that kind of impact. It's a pretty awesome moment.

Now that we have these edits, because nothing's perfect, we're really going to town on all things related to post-training. For us, that's preference tuning, like DPO, reward modeling, and reinforcement learning. Having this incredible amount of feedback coming in on a daily basis means that we're always, at least in our estimation, getting less imperfect.

Even if we're never going to be absolutely perfect, we're getting less imperfect, and it's worth it. It matters at that end of the spectrum in health care. That's the big game for us.

Elad Gil

Yeah. Part of the basis of my question was that I started a digital health company 10, 11, 12 years ago.

Sarah Guo

Yeah. Yeah.

Elad Gil

So, a long time ago. And what I've observed is that technology cycles are really slow in healthcare. They're always a decade behind, at least. And this is an odd example where, actually, certain health systems are ahead by using Abridge.

Relatedly, if you go back and look at some of your early research, Med-PaLM 2, for example, came out, I don't know, 2 or 3 years ago now—

Sarah Guo

Yeah.

Elad Gil

—on the older PaLM models. Even then, it provided output that outperformed physicians in terms of predictability of a disease state or other aspects of care, but it never really got adopted. I'm curious about the adoption curve versus the technology curve, because the technology curve is clearly there.

Sarah Guo

Yeah.

Elad Gil

The adoption curve is starting through things like Abridge, but there do seem to be these almost systemic obstacles—

Sarah Guo

—to adoption of new technology in healthcare.

Shiv Rao

I totally agree. I think finding the right wedge is so important. There's some kind of 2-by-2 that's always in my head. When you have high-stakes and high-frequency workflows, that's probably not going to get absorbed into the healthcare system proper very quickly. But when it's lower-stakes, higher-frequency, like our workflow, because there is that clinician in the loop who's making those edits and making sure that things look right, I think there's an incredible moment right now. The window is open, especially if you can demonstrate an increase in productivity and an improvement in user experiences for doctors and patients.

The biggest deal for us, increasingly, is that we're also talking to the CFO at these health systems and demonstrating that if you used some other technology that didn't put all that work into orchestrating different models, you'd actually be losing money. With us, you're getting full credit for the care that you delivered.

In relation to your point, this last weekend, while I was on call, I used GPT for a lot of my different patients, and I played with Claude, too. What I would do is distill the call that I got and the patient that I was about to see, and I would prompt all these different models and ask them, “What do you think I should do next?” “What's the differential diagnosis?” or “Do you agree with this treatment plan?”

Oftentimes, I'd say it was 100% correct off the bat. But maybe just as often, it was a dialectical experience, where it was me and the model going back and forth 3 or 4 times before we got to something that really was the right thing. The art was getting it there, or getting there together with it.

I think clinicians, medical trainees, residents, and medical students are figuring this out faster than maybe the older generation of attending doctors and consultants out there. I'm super optimistic that as those clinicians mature in their careers, it's going to be game on, and they're all going to be leveraging this technology to be even better.

There's also no question, in time, that this technology is going to get to the point where it's going to be able to take on some aspect of care. But I think when most of us get really sick—and you can disagree if you don't agree with me—we're probably still going to want to see a real, live doctor to parse through information and use tools like this to figure out what the care plan is.

Sarah Guo

Can I ask one last question about how product, engineering, and research work at Abridge? You're deep into the journey. You're at scale in a way few people are with these AI applications now. You mentioned that you run headlong into the really tough piece of the market, where the scope is large and the quality bar is high.

Shiv Rao

Totally.

Sarah Guo

And yet, today and forever, the product will be imperfect. How did you think about what was good enough, what minimum viable quality is, and how you continue delivering more—and how to communicate or negotiate that with users?

Shiv Rao

For us, on that hard end of the market, we're always threading a needle through a few different buyer personas and then the end users. On the buyer-persona side, there's the CMIO, the chief medical information officer. That's the person who represents all the doctors and nurses inside the system.

Then there's the CIO, the chief information officer. That person represents the long-term technology investments for the system. They're worried about cost. They're worried about integrating with existing stacks. They don't want to have too many apps inside their ecosystem. Microsoft is probably something that will never get them fired, and so there are certain challenges there.

Then there's the CFO, and the CFO just wants to make sure that there's actual, real, tangible ROI. We knew that in early 2023, we couldn't check off all three—we couldn't run the table on all three—but we could do 2 out of 3, and that was enough for us. We were like, “CMIO, CIO, awesome. Let's go.”

For the CMIO, the big challenge was whether we could serve all the different specialties. I'm a cardiologist. My note, my output, looks so different from an oncologist's. We just announced Memorial Sloan Kettering yesterday, and their notes at Sloan Kettering look so different from a primary care doctor's note or a surgeon's note.

Across all these different specialties, there are different stylistic preferences, different structures to the note, different content that actually gets pulled into the note, and different workflows. In the emergency department, you go into one room, and—I don't know if you're watching The Pitt, but it's actually pretty real, I think—you go into one room, then you're paged into another, then you go back into room 1, and then you order an X-ray, and then you go to room 3, and you come back to room 1.

What we had to do was figure out a workflow for the emergency department where we could stitch together these discontinuous conversations. Now we're working to do that for the broader care team: stitch together all their conversations around one patient to create one set of artifacts for that whole encounter. I think that was the barrier to entry for us.

Sarah Guo

It sounds like a big barrier. Did you bring that expertise in-house, or were you just working really closely with customers? You're not every version of that doctor.

Shiv Rao

We have some people we call “mutants” in our company.

Sarah Guo

Okay.

Shiv Rao

They're doctors who are also engineers. We have an engineer who was a principal engineer at Meta who is also a clinician. We have doctors who are in the weeds of prompt engineering on a daily basis, but then we have others who can go even more scientific. We have others who also work on other aspects of partner success or go-to-market.

We try to find those interesting combinations of people because it helps us go faster. They're having interdisciplinary and multidisciplinary meetings in their own minds, and we can just skip steps with those folks sometimes.

In general, I'd say where we've really invested—We've raised over $500 million now, and so where is that capital going? I think 80% of it should continue to go into R&D. It's just figuring out what's next on this roadmap and what else we can build. Our ability to reach down lower into the stack and also get into new workflows and user experiences at the top has served us really well.

Elad Gil

You were having this very successful career in corporate venture. Prior to that, you continued to practice medicine throughout, and then you decided to take this giant leap and start this company. What prompted that, and how did Abridge come together?

7. The Mission Behind Abridge

Shiv Rao

In late 2017, it was clear already that deep learning was starting to take off, at least on the research side, with computer vision. There were a lot of companies out there doing interesting things in the CT scan world, for example, detecting pneumothoraces or being able to predict benign versus malignant nodules on a scan.

I think that stuff is now starting to take off in a more real way. It's going to be exciting to see where those technologies and products go. But at the time, it was clear there was something out there that we could do. Once we saw it—once I saw it—it was hard to unsee, and it was easy to get super obsessed about it.

Interestingly, we knew when we started the company that we wanted to serve both sides of the story. There's a professional side to this, but always keeping that patient in mind and thinking about that bigger system was also a big deal for us.

In terms of thinking about not just the professional—the doctor, because that's my professional pain point—but also thinking about patients, I saw a patient in clinic in March 2018. She had a 10-year history of breast cancer, and she was starting to see me because she had just been prescribed doxorubicin, which is a chemotherapy that can affect her heart muscle. She needed clearance from somebody in cardiology to move forward with that chemotherapy regimen.

And she was super nervous and anxious, crawling out of her skin the whole time I was with her in the exam room. At the end, I asked her why, and if there was something I did or said. She told me that for the last 10 years, since she was diagnosed with breast cancer, her husband would come to every single visit with a new type of doctor, and he couldn’t come this time for whatever reason.

And so I asked her, “What does he do that’s not obvious?” She told me that he sits in the corner, he’s quiet, and he just takes notes. She’s an English professor at the University of Pittsburgh and allows us to tell this story, but she told me that him taking notes for her meant that she could feel more present with me, make eye contact, and build a relationship. Then they could go home and unpack all of his notes, rewrite them in words they understood, and go to the next doctor and feel like the main characters, as opposed to someone looking in from the outside.

So much of her story on the patient side of the room is about agency, ownership, and control. I think so much of the story on the clinician side, on the doctor side, is about agency. There’s an American Journal of General Internal Medicine article from last year that suggests doctors need 30 hours a day to get all of their work done, and they broke down where all that time needs to go. You’re always paying debt on work. You’re never able to get ahead.

And so you don’t have any control over your time, and that’s why they call this “pajama time”—this affliction where doctors are writing notes after dinner or after their kids are in bed, or whatever it is. Finding a way to thread that needle, as contrived as it might sound, and build that bridge between the 2 people—the doctor and the patient, or the nurse and the patient, the people who matter most in healthcare—is really what we’re aspiring to do. And now we’re doing it.

Maybe one last thing I’ll leave you with: We use Slack as a company, and inside Slack we have a channel called Love Stories. Every day, we’re getting feedback from our doctors across the country, feedback in droves. I think it’s pretty heroic in general for a doctor to give you feedback like, “Hey, this sucked, and you’ve got to do better,” or, “You didn’t recognize the way I said this medication,” or, “I’m a gastroenterologist, and I would never sequence my problems in my assessment and plan section of my note this way. It doesn’t serve me well and makes me look terrible as a doctor,” or whatever.

We get that feedback. We love it. It’s oxygen. But then we also get feedback like, “Hey, this is amazing, and I’m not going to retire anymore. I’ve got years, decades left in my career now, thanks to this technology.”

In this channel, Love Stories, all of that positive feedback gets programmatically funneled so any one of our people inside the company can always go into that channel, and its purpose. Its fulfillment immediately. You immediately understand why we’re all working so hard and why it makes sense.

Being on this very telephone-pole-like journey these last couple of years is obviously new for so many of us, and we’re all building new muscles, but it’s a lot of pressure. This is my favorite bit of feedback. This love story comes from a doctor at Tanner Health, which is a rural health system, and she wrote to us:

“I was sitting at dinner last week, and my son asked me, ‘Mommy, why aren’t you working right now?’ I literally took my phone out and explained to him that Abridge is a new tool that lets Mommy come home early and eat dinner with her family. I started to tear up and looked over at my husband, who then said, ‘Mommy’s gonna be able to eat dinner with us every night now.’”

Sarah Guo

Aw.

Shiv Rao

And we get feedback like that every day. There are dopamine hits in hypergrowth, and those are awesome, but I think they get us through sprints. I think it’s the oxytocin hits like this. It’s the purpose. It’s the fulfillment. That’s what I think we’re really after in this company.

Everybody’s mission-driven out there, but I think this mission hits me at least a little bit different.

Sarah Guo

Me too. Congratulations on all the amazing progress with Abridge, Shiv, and keep climbing.

Shiv Rao

Awesome. Thanks so much, Sarah. Thank you a lot.

医疗领域,真实来源是对话:与 Abridge CEO Shiv Rao 对谈 — 文字稿与摘要 | BidClub