Insights / Industry
Posts carrying the Health Tech tag.
9 Apr 2026 · 3 min read
Rock Health quietly retired the AI deal category in their Q1 2026 digital health report. The reason: the distinction between AI-enabled and non-AI digital health no longer holds. AI is table stakes. The companies pulling in nine-figure checks share something else — workflow integration depth.
19 Mar 2026 · 3 min read
Five days separated Microsoft’s Copilot Health launch from Satya Nadella restructuring Copilot leadership. The official story is coherence and strategic focus. The architecture is compelling. But architecture isn’t execution. The real question is whether Microsoft can actually ship it.
13 Jan 2026 · 3 min read
Everyone is framing the new healthcare AI launches as ChatGPT vs Claude. That’s the wrong comparison. The real story is consumer memory vs reimbursement workflows — two completely different bets on where AI lock-in actually gets built.
8 Jan 2026 · 2 min read
OpenAI just launched ChatGPT Health (waitlisted). I can’t access it from Europe yet, but I’ve been using ChatGPT for surprisingly complex Swiss health insurance reimbursement scenarios. The personal health AI category is emerging in real-time, and OpenAI may have a real shot where Apple has tried for years.
4 Dec 2025 · 1 min read
I joined a Health Tech Forward panel in Barcelona on AI regulation in healthcare, where I argued that outcome-based regulation — focused on what AI actually does for patients — is far more effective than layering a second horizontal tech framework on top of existing medical device rules.
27 Nov 2025 · 1 min read
I'm seeing AI strategy in healthcare fragment into at least four distinct regulatory realities — the US, EU, emerging Gulf markets, and China — and I'll be diving into what this means for innovation at Health Tech Forward in Barcelona on December 3rd.
24 Nov 2025 · 1 min read
I'm asking whether a truly "global" AI strategy is even possible in healthcare right now, given the increasingly incompatible regulatory playbooks emerging across the US, EU, and China. I'll be exploring this live at Health Tech Forward in Barcelona on December 3rd.
30 Oct 2025 · 1 min read
At the Global Health Exhibition in Riyadh, I moderated two panels bringing together top investors and operators to explore how AI can move from pilot to platform across pharma and care delivery — and the consensus was clear: execution, not technology, will define the winners of the next wave of digital health.
23 Oct 2025 · 1 min read
The Menlo Ventures report on AI in healthcare confirms that the sector is now one of the fastest adopters of enterprise AI, with ambient scribes leading the charge — but commoditization and pricing pressure are already reshaping the competitive landscape. My bet for the next battlefield is RCM.
9 Sept 2025 · 1 min read
In Dubai at WHX Tech, AI in healthcare isn't just being debated — it's being deployed. A new health-data sandbox is launching so startups can work with de-identified EMR under clear governance, build quickly, and prove safety.
7 Aug 2025 · 1 min read
Hinge Health is up 50% in share price since its IPO while posting 55% revenue growth — a rare combination that digital health genuinely needs more of. I'm asking which other digital health companies are quietly building towards a breakout moment like this.
5 Aug 2025 · 1 min read
Meta is facing up to $190 billion in damages after users of the period-tracking app Flo alleged their sensitive health data was shared with Meta for targeted advertising. I see this as a timely reminder for all of us to treat our health data with far greater care.
18 Jul 2025 · 1 min read
It's great to see more unicorns in health tech AI — OpenEvidence is now valued at more than $3.5B after a $210M Series B backed by Sequoia, Kleiner Perkins, GV, and Coatue. GenAI is clearly starting to move beyond the pilot phase into daily clinical practice, and the AI hype cycle in health tech venture investment shows no signs of ending just yet.
10 Jun 2025 · 1 min read
I look at Omada Health's IPO following Hinge Health's successful public debut, noting that the valuation reflects a new market reality prioritizing a clear path to profitability over hyper-growth. I'm encouraged by the early performance but remain cautious about declaring the IPO window truly open again given ongoing macroeconomic uncertainty.
22 May 2025 · 1 min read
After several recent trips to the GCC, I've seen firsthand how the UAE and Saudi Arabia are putting serious momentum and capital into building AI-first healthcare ecosystems. This week's Cleveland Clinic Abu Dhabi partnership with G42 and Oracle Health is one to watch.
11 Mar 2025 · 1 min read
Even Epic — not historically known as an innovation powerhouse — is now fully embracing AI agents. I share highlights from an interview with Epic's SVP of R&D and offer my take on what their commitment to AI and open collaboration means for healthcare.
4 Mar 2025 · 1 min read
I've written several times about the power of AI agents, and I remain convicted that they will bring a fundamental shift in the way we work — including in healthcare — in the next five years. Healthcare may be sleeping on this shift, but the time to start exploring Agentic AI is now.
29 Jan 2025 · 1 min read
Neko Health's $260M raise is a signal that prevention may finally be getting the prime-time moment it deserves. I reflect on why this investment matters for a part of healthcare that has long been underfunded despite being the most cost-effective way to manage disease.
29 Jan 2025 · 1 min read
I attended a really insightful panel discussion on longevity at WHX Dubai, and it challenged my assumption that longevity was mostly a US west coast buzzword. The UAE's patient safety-first, scientifically validated approach — combining genomics, AI, and precision medicine — could be a genuine game changer.
10 Dec 2024 · 1 min read
A lawsuit against VC firm Mohr Davidow Ventures over the collapse of billion-dollar healthcare startup HealthTap is a sobering case-study in the dark side of startup financing and the complex power dynamics between founders, employees, and investors. As an independent board member, I see these tensions regularly — and they'll only increase as 2021 valuations come back down to reality.
18 Nov 2024 · 1 min read
Formation Bio, in collaboration with Sanofi and OpenAI, has introduced Muse, an AI-powered tool designed to optimize patient recruitment in clinical trials. I think it will be fascinating to watch how this three-party collaboration — Big Pharma, Health Tech, and Large Tech — evolves, and I wouldn't be surprised to see more of these partnerships emerge in the coming year.
14 Nov 2024 · 1 min read
I'm seeing remarkable productivity gains using AI daily, but some industry insiders are signaling we may be approaching the limits of the current 'scale-up' approach to LLMs. Here's my take on the three emerging pathways that could define what comes next.
7 Oct 2024 · 1 min read
I usually avoid hyperbole, but Google's NotebookLM genuinely amazed me — I uploaded my publication on 15 Key Insights in HealthTech & Big Pharma Partnerships and it generated a full podcast with two virtual hosts discussing the key takeaways.
6 Sept 2024 · 1 min read
Neko Health's AI-powered body scan is making waves as celebrities line up for the £300 check-up at its new London branch. I think these technologies are about enhancing healthcare, not replacing it — complementing public systems with early, accessible diagnostics.
22 Aug 2024 · 1 min read
I'm not entirely surprised by the buzz around Roche potentially selling Flatiron — transitioning to a truly data-driven, RWE-focused business model is no small feat for large pharma, and the bigger question is who will ultimately lead the large-scale RWE and curated healthcare data space.
16 Jul 2024 · 1 min read
Rock Health's 2024 Weight Care Experience Survey highlights that consumers favor multi-approach weight loss strategies, with exercise and diet most popular and virtual coaching services like Noom and WW widely used. I see this as the archetype of a major behavioural health challenge where well-executed digital solutions with smart AI components should be a perfect complement to the current GLP-1 craze.
11 Jul 2024 · 1 min read
I flagged some encouraging digital health investment stats recently, but a key leading indicator — how much VCs are raising for their funds — is not looking great, across all domains. Without a trend breaker in IPO and M&A exit opportunities, it will become even harder for healthtech companies to raise money in the future.
8 Jul 2024 · 1 min read
I came across a TIME article by Sam Altman and Arianna Huffington worth reading amid all the AI noise — they're building an AI health coaching app called Thrive AI that combines best practices of behaviour change with AI.
28 Jun 2024 · 1 min read
It is really fascinating to see how Amazon is iterating its way into healthcare. After many failed attempts, the acquisition pathway using One Medical as a platform — combined with a continuously improving online pharmacy model — seems to be working.