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Justin and I spent most of 2025 at the Department of Government Efficiency (DOGE), leading the Small Agencies team. There we cut hundreds of billions from the federal deficit and modernized how small agencies operate. When we left, we decided to bring that same data-driven mindset into the private sector by tackling the $10 trillion Main Street services economy—industries like childcare and hospice care that run on outdated, manual processes and receive taxpayer dollars.
To attack that inefficiency, we built SpecialOS, an operating system powered by frontier AI models and custom automation tools. Instead of merely licensing software, we’ll buy companies in key sectors, deploy SpecialOS end-to-end, and own the customer experience. Our first play is Figure Health, a home-health provider in Texas caring for 1,400 patients and employing hundreds of nurses. By using AI to handle billing, scheduling and paperwork, we free up cash to boost nurse pay, which we expect will ease staffing shortages and improve care for seniors.
Figure Health will open-source its Medicare and Medicaid billing claims so the public can track reimbursements firsthand. That level of transparency mirrors our DOGE days, where public data spurred better accountability. Behind this plan is Andreessen Horowitz, joined by ex-DOGE colleagues Steve Davis, Antonio Gracias, Anthony Armstrong, Donald Park, Baris Akis, Adam Ramada and Brooks Morgan, plus Brian Armstrong from Coinbase and Shyam Sankar from Palantir.
Next up, we’ll target other high-regulation, labor-intensive sectors with tailored versions of SpecialOS. The ultimate goal is a publicly traded company that delivers lean operations and better service across America’s most critical industries. If you’re running a service business and want to partner on this, we’re ready.
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