Insights / Leadership

Transformation Leadership

Posts carrying the Transformation Leadership tag.

26 Mar 2026 · 3 min read

Earendil Labs just raised $787M for AI-driven biologics. The largest AI biotech round of 2026 so far.

A company you’ve most likely never heard of just raised $787M for AI-driven biologics. The headline number is striking. Sanofi’s trajectory — partner to repeat customer to investor in under twelve months — tells you more about the platform than any press release. The Delaware-incorporated, Beijing-operating structure is the emerging architecture for Chinese AI biotech going global.

Artificial Intelligence Biotech Venture Investment China+4

19 Mar 2026 · 3 min read

Microsoft Copilot Health: why launch architecture is not execution

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.

Artificial Intelligence Digital Health Innovation Management Transformation Leadership+2

17 Mar 2026 · 2 min read

Roche’s hybrid-cloud AI factory: why adoption matters more than GPUs

Roche just announced pharma's largest hybrid-cloud AI factory, combining 2,176 new NVIDIA Blackwell GPUs with an existing footprint that now exceeds 3,500 across the U.S. and Europe. But after years of watching these waves from inside pharma, the pattern is clear: the announcement is the easy part — the hard part is getting a large organization to actually change how it works.

Artificial Intelligence Large Pharma Digital Transformation Innovation Management+1

20 Jan 2026 · 3 min read

I just peer reviewed a paper on healthcare AI, and I wasn’t allowed to use AI.

I just completed my first peer review — on a healthcare AI paper — under journal rules that explicitly forbid AI assistance. Peer review is slow, strained, and imperfect. And it now actively forbids the tools that could make it better. Will this model survive the next decade?

Artificial Intelligence Digital Health Regulatory / Compliance Innovation Management+2

15 Jan 2026 · 3 min read

I haven’t written code in more than 25 years.

I taught myself to code as a teenager, then spent 25 years away from it. This week I tried Claude Cowork — agentic AI for non-coders — and shipped a working Chrome extension over lunch.

Artificial Intelligence Agentic AI Innovation Management Digital Transformation+1

30 Oct 2025 · 1 min read

Two panels, one question: Are we ready for healthcare's AI decade?

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.

Artificial Intelligence Strategic Planning Innovation Management Large Pharma+3

17 Jun 2025 · 1 min read

Insightful discussion at HLTHEurope in Amsterdam on the topic of "So you want to be a founder" w...

I joined an insightful panel discussion at HLTHEurope in Amsterdam on what it really takes to be a founder in healthcare. From finding a mission you're obsessed with, to building the right team and support network at home — here are the key lessons that stood out.

Intrapreneur Team Building Transformation Leadership Startup Advisory+2

6 Jun 2025 · 1 min read

Quick update on ELSA, the FDA's new GenAI tool.

I share a quick update on ELSA, the FDA's new GenAI tool powered by Anthropic's Claude, and why I genuinely appreciate the FDA's decision to launch it despite early imperfections — because in healthcare, the biggest challenge with new tech isn't the technology, it's the change management.

Generative AI Artificial Intelligence Regulatory / Compliance Digital Transformation+1

27 Mar 2025 · 1 min read

Bill Gates now predicts that AI will replace many doctors and teachers within 10 years.

Bill Gates predicts AI will replace many doctors and teachers within 10 years — but I think he may be underestimating how hard it is to fix systems that are already deeply broken. The technology will be ready; whether our dysfunctional healthcare systems will truly change is another question.

Artificial Intelligence Digital Health Digital Transformation Strategic Planning+1

27 Jan 2025 · 1 min read

Interesting insights from @Microsoft's Chief Medical Officer David Rhew, M.D. at ArabHealth in D...

I share interesting insights from Microsoft's Chief Medical Officer David Rhew, M.D. at ArabHealth in Dubai, covering GenAI's role in healthcare — from ambient scribes saving admin time to multimodal models, agentic AI, and the critical importance of trust in adoption.

Generative AI Agentic AI Digital Health Middle East / GCC+2

10 Dec 2024 · 1 min read

A billion-dollar healthcare startup's dramatic fall, and a case-study for VC-founder tensions: Fo...

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.

Venture Investment Due Diligence Board / Advisory Board Health Tech+2

8 Oct 2024 · 1 min read

How would you like being the Health Care AI Czar? Of the most powerful economies of the world? Ma...

Being the Health Care AI Czar of the most powerful economy in the world sounds impressive — but maybe think twice. I share a great STAT podcast episode on Micky Tripathi, the acting HHS Chief AI Officer, and the daunting reality of his role.

Artificial Intelligence C-Suite Advisory Strategic Planning Transformation Leadership+1

3 Sept 2024 · 1 min read

Founder_Mode is taking over VC Twitter! But what exactly is it, and why is everyone talking abou...

Founder Mode is taking over VC Twitter, and I'm curious whether the excitement is justified. Having worked in traditional corporate environments, I've seen how conventional management often stifles true innovation — and I think a different approach might be key for founders.

Intrapreneur Transformation Leadership Innovation Management Artificial Intelligence

26 Jul 2024 · 2 min read

This is truly breaking news, and I assume Google's senior team will be even more concerned. OpenA...

OpenAI's formal entry into search could mark one of the most fundamental shifts in the internet economy — and I think Google's senior team has real reason to be concerned. I've already moved away from Googling for most things, and SearchGPT may accelerate that shift for millions of others.

Generative AI Strategic Planning Innovation Management Commercial Strategy+1