Episode 02Apr 29, 202638 min

    Finding the Wedge — Why Home Health, Why OASIS, Why Now

    with Arvind Sarin · CEO, Copper Digital

    Arvind walks through the wedge — how Copper landed on home health OASIS documentation after trying several other AI healthcare automation angles, and what the Avatar Home Health pilot taught the team about pricing, deployment, and the real value drivers.

    Audio player coming soon.
    Full transcript below.
    38:00

    Key takeaways

    • We tried several AI healthcare wedges before landing on home health OASIS.
    • The pivot was catalyzed by Aakash's passing and 18 months of customer development.
    • The Texas Kinnser concentration is a strategic moat — 40%+ market share, 1,900+ agencies.
    • Pricing landed on $20 per OASIS SOC — proven through the Avatar pilot.

    Transcript (excerpt)

    Host

    Arvind, you started 2025 unsure of the exact wedge. Tell me about that period.

    Arvind

    We tried several AI healthcare angles — answering services, intake automation, scheduling. Each had a real problem, but none had a clean revenue model that scaled past pilot.

    Host

    When did OASIS click?

    Arvind

    When we started showing nurses the early prototype and they wouldn't give it back. The reaction wasn't 'this is interesting' — it was 'when can my agency have this.'

    Host

    And the Texas concentration sealed it.

    Arvind

    Right. 1,900+ home health agencies in Texas, 40%+ on Kinnser. Solve one EMR integration well and you have a moat that's hard to replicate from outside the market.

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