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What Comes Next: The Cost of Intelligence & The 2027 Payer Cliff

Aug 10, 2026

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3 min read

What Comes Next: The Cost of Intelligence & The 2027 Payer Cliff

As enterprise AI adoption surges and Anthropic gains on OpenAI, health system CFOs face unpredictable "per-token" inference costs for the first time.

Sweta Leung
Amit Jindal
Sweta Leung, +1
AI was supposed to save lives. So far it's saving invoices.

Aug 3, 2026

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3 min read

AI was supposed to save lives. So far it's saving invoices.

AI’s credibility is entering an earnings season: trillion-dollar infrastructure bets and benchmark gains are colliding with weak unit economics, while healthcare’s clearest returns still sit in billing and automation rather than diagnosis or cure.

Sweta Leung
Amit Jindal
Sweta Leung, +1
Healthcare's Q2 winners: Providers up, Payers down, Race to Open source, Cheap AI

Jul 27, 2026

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4 min read

Healthcare's Q2 winners: Providers up, Payers down, Race to Open source, Cheap AI

Healthcare’s AI economy is entering a harder phase: provider gains and payer strain are widening, investors are demanding proof of monetization, low-cost models are eroding premium pricing, and adoption is moving faster than safety and security controls.

Sweta Leung
Amit Jindal
Sweta Leung, +1
AI in Healthcare | What Comes Next Ep. 18

Jul 20, 2026

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3 min read

AI in Healthcare | What Comes Next Ep. 18

As open models narrow the capability gap and reshape enterprise economics, healthcare is entering a more contested AI era, one defined by governance standards, human accountability, payer recovery, and the race to turn intelligence into measurable clinical and operational value.

Sweta Leung
Amit Jindal
Sweta Leung, +1
AI in Healthcare | What Comes Next Ep. 17

Jul 13, 2026

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4 min read

AI in Healthcare | What Comes Next Ep. 17

Healthcare is getting better at proving AI’s value inside individual workflows, even as the system around it grows more financially strained through shrinking coverage, thin provider margins, Medicare pressure, consolidation, and a model market being rapidly reset by lower-cost competitors.

Sweta Leung
Amit Jindal
Sweta Leung, +1
AI in Healthcare | What Comes Next Ep. 16

Jul 6, 2026

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3 min read

AI in Healthcare | What Comes Next Ep. 16

A new healthcare power structure is emerging: AI is accelerating diagnosis and drug discovery, low-cost models are expanding access, and control over data, talent, and model economics is becoming the defining strategic advantage.

Sweta Leung
Amit Jindal
Sweta Leung, +1
AI in Healthcare | What Comes Next Ep. 15

Jun 29, 2026

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3 min read

AI in Healthcare | What Comes Next Ep. 15

The cost of intelligence is falling fast, but the cost of healthcare is not creating a new operating reality where AI scale must contend with access gaps, regulatory complexity, cyber risk, and structural financial pressure.

Sweta Leung
Amit Jindal
Sweta Leung, +1
AI in Healthcare | What Comes Next Ep. 14

Jun 22, 2026

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3 min read

AI in Healthcare | What Comes Next Ep. 14

Healthcare is entering a tighter and more digitally mediated phase, where rising costs and fragile coverage collide with AI-enabled monitoring, diagnosis, benefits navigation, and increasingly concentrated technology investment.

Sweta Leung
Amit Jindal
Sweta Leung, +1
AI in Healthcare | What Comes Next Ep. 13

Jun 15, 2026

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3 min read

AI in Healthcare | What Comes Next Ep. 13

As model leadership fragments and infrastructure pressure builds, healthcare leaders are being forced to confront a more difficult question than which AI is best: which AI can actually be trusted, governed, and sustained.

Sweta Leung
Amit Jindal
Sweta Leung, +1
AI in Healthcare | What Comes Next Ep. 12

Jun 8, 2026

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3 min read

AI in Healthcare | What Comes Next Ep. 12

This edition examines the next layer of AI in healthcare, where the real advantage is no longer just access to powerful models, but ownership of clinical context, operational integration, reimbursement leverage, and the ability to survive a harsher capital environment.

Sweta Leung
Amit Jindal
Sweta Leung, +1
AI in Healthcare | What Comes Next Ep. 11

Jun 1, 2026

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3 min read

AI in Healthcare | What Comes Next Ep. 11

From scaled hospital AI and oncology innovation to ACA instability, payer litigation, and intensifying model competition, this edition tracks the structural pressures reshaping healthcare from the inside out.

Sweta Leung
Amit Jindal
Sweta Leung, +1
AI in Healthcare | What Comes Next Ep. 10

May 26, 2026

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4 min read

AI in Healthcare | What Comes Next Ep. 10

This edition examines how AI is reshaping healthcare at multiple levels at once: automating routine work, redefining workforce expectations, exposing payer and provider operating pressures, and creating measurable gains in patient engagement and clinical throughput.

Sweta Leung
Amit Jindal
Sweta Leung, +1

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