Be Curious, Not Judgmental
Ruminations and musings about healthcare AI, technology, and strategy
Tag: Healthcare-Economics
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How AI Gets Paid Is How It Scales
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Almost ten years ago at Apple, we had a vision of how care delivery would evolve: face‑to‑face visits would not disappear, virtual visits would grow, and a new layer of machine-based care would rise underneath. Credit goes to Yoky Matsuoka for sketching this picture. Ten years later, I believe AI will materialize this vision because of its impact on the unit economics of healthcare. Labor is the scarcest input in… Read more
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When AI Meets Aggregation Theory in Healthcare
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Epic calls itself a platform. And with the show of force at UGM last week, that’s exactly how the company now describes itself: inviting vendors to “network with others working on the Epic platform,” marketing a “cloud‑powered platform” for healthcare intelligence, and selling a “Payer Platform” to connect plans and providers. Even customer stories celebrate moving to “a single Epic platform.” But is Epic really a platform? The TL/DR is… Read more