Insights / Technology
Field notes on Generative AI in healthcare — the use cases that compound, the ones that don't, and what's changing month over month.
30 posts in Generative AI
23 Jun 2026 · 2 min read
Roughly 11,500 Novo Nordisk clinical-trial patient records are allegedly on a leak site, next to the recipe for Ozempic — and the breadth of what was taken is the real story. I argue that the same frontier AI pharma has spent two years asking what it can build is now sharpening the tools that make a terabyte of stolen files instantly usable.
16 Jun 2026 · 1 min read
A Nature Medicine study found OpenEvidence, a clinical AI now valued at $12 billion, scored no better than free Google Search on blinded real-world physician queries, while general frontier models led. The sharper lesson for anyone buying clinical AI: which benchmark you trust decides the winner you see.
9 Jun 2026 · 2 min read
Anthropic benchmarked Claude Opus 4.7 against ChemDraw and MestReNova on NMR prediction and structure elucidation, and the general model matched the specialist tools. The read for techbio: encoded domain knowledge is becoming a default capability of general models.
4 Jun 2026 · 3 min read
I run my AI advisory work on a private operating system I built myself — and actually using one of these "second brain" systems has taught me that stored volume matters far less than timing. The real step change isn't buying a generic tool; it's building a system around how you actually think and work.
28 May 2026 · 3 min read
At the AI in Clinical Development Summit we hosted in New York, one line defined the room: don't get out of bed for an AI project worth less than $100 million. I walked away with four ideas about where pharma's AI transformation is actually landing — and a conviction that regulatory submissions are heading toward agent-to-agent transactions built on machine-native data standards.
12 May 2026 · 4 min read
Isomorphic Labs is in advanced talks to raise more than $2B, and I'm of two minds about it. The capital is welcome, but the deeper question is whether tech boards will stay patient through a decade of clinical iteration — and whether anyone is funding the downstream bottleneck that more AI-generated candidates will only tighten.
14 Apr 2026 · 3 min read
The hyperscalers are moving on drug discovery from every direction — Anthropic acquired Coefficient Bio, and AWS just launched Amazon Bio Discovery with 40+ biological foundation models and integrated CRO partners. I still don't think the commercial model of pharma is under major threat, but the R&D part is clearly heating up massively.
7 Apr 2026 · 3 min read
Boehringer Ingelheim's new AI and machine learning center in London signals something more specific than another pharma AI announcement — pharma is starting to build permanent capability hubs, not just buy software deals. My bet is that by 2028, the companies with serious in-house computational capability will look structurally different from the ones that outsourced both talent and hardware.
5 Mar 2026 · 3 min read
The FDA quietly granted Breakthrough Device Designation to a generative AI chatbot — not a diagnostic, not a scoring tool. An LLM that talks to post-surgical patients twice daily and escalates red flags. No GenAI device has ever received FDA authorization. This becomes the test case.
26 Feb 2026 · 3 min read
Clarivate is selling its LS&H division — $390M in revenue, down 7% YoY, stock at $1.69. Decision Resources and Cortellis defined pharma intelligence for decades. GenAI-native platforms are now structuring, querying, and synthesizing across the same data at a fraction of the cost. When organized access to information is your moat, and AI organizes information better than you, that’s not a strategy problem. That’s an existential one.
21 Oct 2025 · 1 min read
Many think GenAI will replace data standards — I argue the opposite: for AI in healthcare to be trustworthy, GenAI makes standards like SNOMED and LOINC more critical than ever.
6 Oct 2025 · 1 min read
I attended an exciting panel on GenAI's impact in preclinical development, featuring voices from Novartis, Insilico Medicine, and INVIDIA. Key themes included the balance of AI opportunity and risk, the power of robotics combined with AI, and the ongoing challenge of data organization and institutional memory in the lab.
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.
6 Jun 2025 · 1 min read
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.
3 Jun 2025 · 1 min read
The FDA is now using GenAI to review regulatory dossiers — and I think that's a good thing. Pharma companies have already been using generative AI to craft submissions, so it makes perfect sense for regulators to leverage the same technology on their end.
15 May 2025 · 1 min read
I joined fellow panelists from Saudi FDA, WEF, LEAN, and others at the menatelehealth conference in Riyadh to discuss how AI is reshaping virtual care. We explored Saudi Arabia's regulatory sandbox approach, high-impact use cases from LLMs in critical care to agentic AI, and the infrastructure enabling it all.
3 Apr 2025 · 1 min read
Google DeepMind's spin-off Isomorphic Labs has just raised $600M from Thrive Capital and GV, the latest mega-round in the blazing AI-enabled drug discovery space. I'm watching closely to see whether bigger funding truly translates to tangible clinical results in this rapidly emerging field.
20 Mar 2025 · 1 min read
We're increasingly relying on AI and LLMs in medical settings — from self-diagnosis to clinical co-pilots — but there are still no good benchmarks for how well these models actually perform in real clinical practice. I think we have a long way to go before LLMs become truly reliable thought partners in our medical journeys.
27 Jan 2025 · 1 min read
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.
9 Jan 2025 · 1 min read
I recently gave Gemini Deep Research a try after it came up in three separate conversations, and I'm glad I did. It produces detailed, long-form research papers with referenced sources in minutes — a great tool for quickly getting a comprehensive grasp of a new topic.
5 Dec 2024 · 1 min read
Interesting insights on the use of GenAI in Healthcare, from Bayer's Guido Mathews, Medtronic's Irina Evstifeeva and Karista's Amine Benmoussa at Health Tech Forward in Barcelona. From drug discovery and digital twins to medical imaging and workflow efficiency, the panel surfaced where GenAI is maturing — and where it still has a long way to go.
28 Nov 2024 · 1 min read
Cradle, a Netherlands-based generative AI biotech startup, just raised a $73M Series B — a round that's truly big by EU standards and signals the explosive growth of AI-driven drug discovery. I see real parallels to the rise of Veeva, and the coming years promise to be game-changing.
16 Oct 2024 · 1 min read
I fed Google's NotebookLM the entire 144-page EU AI Act and the result was a genuinely jaw-dropping podcast-style conversation that made learning feel effortless — this might just be the future of learning with GenAI.
9 Oct 2024 · 1 min read
A great talk from Gilead's Jeremy Zhang at BiotechX on scaling LLMs like OpenAI and Claude to the clinical portfolio — covering key use cases from protocol design to automated document generation, and the real hurdles of stakeholder skepticism and regulatory clarity.
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.
17 Sept 2024 · 1 min read
OpenAI recently unveiled o1 — nicknamed Strawberry — which some reports suggest scores an IQ of around 120, putting it on par with or above many humans. I explore what makes this model different and why its ability to "think" before responding could be a game changer in expert-level fields.
5 Sept 2024 · 1 min read
I've been watching AI agents emerge as the next major frontier in GenAI, and the tipping point — when agents interact more with other agents than with humans — could be sooner than we think. From Amazon's aqui-hire of Adept to coding a working Pong game in under a minute with Claude 3.5, the shift from "brains in a jar" to machines that take real action is already underway.
26 Jul 2024 · 2 min read
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.
22 Jul 2024 · 1 min read
I've been following the debate around whether enabling patient interactions with GenAI is a net positive or negative — and a recent study suggests machines can sometimes outperform overworked hospital staff on empathy, understandability, and tone.
1 Jul 2024 · 1 min read
AI agents — systems that don't just converse but actually do things for you — are the next frontier after GenAI, and I predict we'll see the first pilots for administrative tasks in healthcare within the next 2–3 years.