Ryan Tarzy

Founder/CEO at Avandra Imaging; Impact Investor/Coach focused on 1st time founders; Passionate about social justice, sports, & my 3 ladies (wife & 2 girls).

[Ryan Tarzy @DoctorTarzy]

@devhayes @grok summarize this video

[Ryan Tarzy @DoctorTarzy]

@kobyjconrad Koby knows what he is doing and there is a BIG need for this out there. State governments and the VA should be looking at providing this.

[Morgan Cheatham, MD @morgancheatham]

excited to share @BreyerCap's latest healthcare thesis with my partner, @jimihendrixlive.

healthcare is at an inflection point. scientific discovery is accelerating, but systems of translation remain structurally stagnant. the result is a widening chasm between what’s possible in principle and what’s practiced.

we invest where scientific discovery, clinical necessity, and institutional transformation converge. computation, precision, and prevention are shaping the future of medicine, but only when anchored by economic models that reward long-term value.

the next era of human health won’t be inherited. It will be engineered.
if this vision resonates, we’d love to connect.

[Ryan Tarzy @DoctorTarzy]

@sdutzeigler Well done by gate agent…but that hurts.

[Ryan Tarzy @DoctorTarzy]

@dvasishtha I’ll dm you about a founder that is building this right now

[Ryan Tarzy @DoctorTarzy]

@morgancheatham Incredibly well put and true @morgancheatham. Another way to put it is the gap between what is possible and what we actually experience as patients has never been wider.

[Ryan Tarzy @DoctorTarzy]

@roshanpateI Why do HR products all suck so much? It’s like we discount their bar like we do a government run service….

[Ryan Tarzy @DoctorTarzy]

@elonmusk Sedona?

[Ryan Tarzy @DoctorTarzy]

@Jason @DavidSacks @theallinpod @mcuban

[Ryan Tarzy @DoctorTarzy]

@Jason @DavidSacks @theallinpod @bgurley

[Dhruv Vasishtha @dvasishtha]

Really curious to see how redesign raised their most recent $175M round.

At this point I'm assuming LPs expected to see returns and Redesign actually seems to have returned capital: they had a $100M acquisition of Lively in 2022 and a $225M acquisition of vault workforce solutions this year.

Also tbh I think their biggest marketed win to LPs has probably been some portion of their ownership in Calibrate being bought at the top of the market.

[Morgan Cheatham, MD @morgancheatham]

one of the greatest conflicts over the coming decade will be personalized medicine vs. evidence-based medicine

[Alex Immerman @aleximm]

Waymo's market share is now equal to Lyft within SF. Incredible.

Network effects is one of the best sources of defensibility. But it's proven to be not that important in ridesharing.

You need a minimum network size, but once you have that, there are diminishing returns. In each geo, Uber and Lyft need enough drivers to have reasonable wait times. Once wait times hit that acceptable threshold, the incremental driver doesn't improve the rider experience (eg if my Uber ride is coming in 2-4 minutes, I don't really care about the wait times getting faster).

When Waymo launched in August 2023, Uber and Lyft were at 66% and 34% share in SF.

15 months later in November 2024, Waymo is at 22% - the same as Lyft - with Uber at 55%.

Both Uber and Lyft lost low double digit % pts of market share, but it's more painful for Lyft. Lyft gave up ~1/3 of their share. Uber lost ~1/6.

This is just when comparing all rides with pickups and dropoffs inside Waymo’s SF operating boundary (ie excludes any ride to / from the airport).

Anecdotally, Waymo's wait times are longer than Uber and Lyft because they don't have enough cars on the road. But they are close enough to that acceptable threshold, that their superior product (clean, nice cars, quiet drivers, etc) tips the riders in their direction.

It's possible when Waymo puts more cars on the road and reduces wait times to be in line with Uber and Lyft, their share could climb even faster.

[Ryan Tarzy @DoctorTarzy]

@dunn Teddy Roosevelt

[Ryan Tarzy @DoctorTarzy]

@OfficialBBrooks This is the attitude that puts so many people off about the Dems and Kamala in particular. I’m an independent, and I wasn’t happy about either candidate for different reasons. Dems need to drop the arrogance if they want to succeed.

[Christina Farr @chrissyfarr]

It’s amazing how many of the best VCs of all time were just as interested in the businesses being created as the psychology and background of the founders themselves. We focus way too much on decks. Not enough on the humans running these companies.

[Ryan Tarzy @DoctorTarzy]

I appreciate the spirit of innovation and disruption from @elonmusk, but this approach is fraught with issues. We need to do better. Patients deserve better. At @avandra_imaging we are focused on research that protects the patient’s identity while advancing medical research and AI.

[Ryan Tarzy @DoctorTarzy]

I was asked to comment on @elonmusk call for patients to upload their medical images into Grok in the article by @jbursz in @FastCompany. I actually appreciate Elon’s spirit of innovation and disruption here, but this is not the right approach and is fraught with issues. We can do better. Patients deserve better.

[Ryan Tarzy @DoctorTarzy]

Exhausted and energized from an incredible 4 days at #HLTH24. Thrilled by the response we have been getting from launching @avandra_imaging out of stealth.

[Liverpool Lane @LaneLiverpool]

@3drlabs "@DoctorTarzy said he often hears medical researchers and AI developers lament the fact that they can’t get their hands on imaging data. https://t.co/YyqRptWgjM" via @medcitynews.