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Thursday, 5 March 2026 |
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| I’m back from a quick trip to San Francisco, and I’ve come home feeling like healthcare’s going through possibly the biggest transformation I’ve seen. |
| I spent most of my day yesterday at Lux Capital’s Health x Intelligence forum. Here are some of my initial impressions straight from my notebook: |
- Tone shift: It felt like the healthcare industry has moved from AI is going to happen to AI is happening right now.
- Changing economics: Commure CEO Tanay Tandon said on a panel that the General Catalyst-backed company is taking over AI-powered services such as revenue cycle management for free at General Catalyst-owned health system Summa Health.
- Quote of the day: “AI is moving at the speed of desperation,” Shantanu Nundy, advisor on AI, office of the commissioner at FDA, said on a panel about AI’s role in drug discovery and development.
- Non-AI-related buzzword of the day: “Chinese peptides.” Biohacking is still in!
- OpenEvidence has some major pull. Despite the $12 billion startup not appearing directly on a panel, it came up at least twice. Thrive Capital partner Nworah Ayogu mentioned he passed on investing in the company’s Series A because he initially wasn’t convinced clinicians would use the medical search engine. Thrive went on to invest in the company’s Series B.
- Most SF moment: Taking my first Waymo, if only to understand the metaphors for how AI might be used (with varying levels of human supervision) inside clinical care.
- Speaking of clinical AI: I moderated a panel that got at how close we are to closed-loop AI in healthcare (that is, no humans involved in delivering care). It’s… closer than I would’ve thought.
- The question I’m left with: Will there be a group of digital health companies that get left behind as healthcare goes through its AI transformation?
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| - Lydia |
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How hospitals have moved beyond experimenting with AI
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Hospitals are moving from experimenting with AI to justifying their cost, hospital leaders said.
Implementing the technology has grown into a strategic priority for hospitals’ board members in recent years, rather than a side quest for their IT departments, panelists leading AI initiatives at large health systems said at Cornell University’s Health Tech Summit in New York on Tuesday. |
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Coast to Coast |
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Ngai and I spent quite a lot of time this week listening to panels in New York and San Francisco, bringing you some real cross-country health tech coverage! |
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Worldwide made. Thanks for reading.
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