E193: GLP-1s, AI & the End of Sick Care: The Next $10B Health Tech Giant

What if your healthcare wasn't about just treating sickness, but maximizing your potential? In today's episode on How I Invest, I spoke with Dr. Cameron Sepah, founder and CEO of Maximus, a performance medicine company pioneering a new paradigm in healthcare. Cameron previously helped build Omada Health, now a billion-dollar public company, and coined the term “digital therapeutics.” Now he's productized his unique medical expertise into a next-gen men's health platform. We talked about the evolution of performance medicine, why testosterone and GLP-1s are changing how Americans manage their health, and how AI is reshaping clinical decision-making. We also dug deep into the personal and systemic failures of the traditional healthcare model — and what the next 10 years will look like as proactive medicine goes mainstream.

Highlights:

• Why traditional healthcare is really a “sick care” system
• What “performance medicine” is — and why it matters
• How Maximus prescribes testosterone and GLP-1s for optimization, not just treatment
• What Cameron learned as founding team at Omada Health
• Why Maximus runs clinical trials when most telehealth companies don’t
• The case for microdosing semaglutide (Ozempic) and GLP-1s
• What most men are missing in their bloodwork — and how to fix it
• The biggest misconceptions around testosterone therapy
• How AI will revolutionize diagnostics, dosing, and coaching
• Why Maximus could only have been built by a psychologist

-- Guest Bio: Dr. Cameron Sepah is the founder and CEO of Maximus, a consumer healthcare technology startup pioneering performance medicine. Before Maximus, he was on the founding team at Omada Health, where he served as Medical Director and coined the term “digital therapeutics.” He is a licensed clinical psychologist, former psychiatry professor at UCSF, and has advised numerous CEOs and venture capital firms on performance and mental optimization.

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LinkedIn: David Weisburd: https://www.linkedin.com/in/dweisburd/ Cameron Sepah: https://www.linkedin.com/in/drsepah/

Links: Maximus: https://www.maximustribe.com/

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(0:00) Episode preview (1:32) Lessons from Omada and Publishing Research (5:06) Clinical Trials and GLP-1 Microdosing Strategies (10:07) Insurance Challenges and Personalized Dosing of GLP-1s (14:16) The Future of GLP-1s and Obesity Treatment in America (18:31) Psychological Influences on Obesity and Dietary Choices (21:02) Comprehensive Research on GLP-1s and Weight Management (26:37) Medication Perceptions and Performance Enhancement Debate (30:36) The Role of AI in Advancing Healthcare (35:49) Key Diagnostic Tests for Men's Health Optimization (39:28) The Significance of Routine Blood Testing (41:22) At-Home Blood Testing Innovations (42:35) Turning Personal Expertise into a Scalable Business (43:32) Closing remarks