AGI Gets Closer, Containment Gets Harder, and Health Systems Keep Consolidating

Buy Now, Prove It Later: Inside AI’s Delayed Gratification Gamble

A record month of AI dealmaking collides with a stubbornly missing payoff, and healthcare leaders are the ones who will foot the infrastructure bill.

AI > AI + Human > Human: healthcare's most uncomfortable finding yet

The AI moat just got cheaper. Plus: Epic's FTC problem

Healthcare’s next AI advantage may come less from buying the best model and more from pairing cheaper intelligence with proprietary clinical data, trusted workflows, and access to the underlying infrastructure.

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.

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.

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.

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.

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.

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.

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.

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.