Reading the AI half of the equation
Plain-English essays on where AI touches patient care — what it does well, where it should stay assistive, and how to keep your clinical judgment in the lead.
Every essay
Human Capital, Token Capital, and the One Variable Satya Left Out
Satya Nadella says the firms that win will compound human capital and token capital. In healthcare, the variable he treats as a footnote is the whole game.
Pharma's $1 Billion Bet on AI Drug Discovery: What the Numbers Actually Say
Q1 2026 saw a surge in pharma-AI partnerships:
Agentic AI Crosses the Chasm in Healthcare: Who Is Actually Deploying
March 2026 marks an inflection point. Three signals that agentic AI is crossing the chasm in healthcare:
Agentic AI Moves From Lab to Clinic: What the Latest Deployments Tell Us
Three developments this week signal that agentic AI in healthcare has crossed from proof-of-concept to production:
When AI Coding Games the System: Sepsis, Billing, and the Trust Tax
A pattern is emerging across health systems that have deployed AI-assisted medical coding. The tools are generating codes that are, strictly speaking, defensible. But in aggregate, they show a...
Nvidia's Vera Rubin: The AI Cost Curve Bends Again
At GTC 2026, Jensen Huang unveiled Vera Rubin, Nvidia's successor to the Blackwell architecture. The numbers: roughly 10x the inference throughput at comparable power draw, with new memory...
Stop Buying AI Tools. Start Designing AI Architecture.
I talk to health system CIOs every week. The pattern is consistent.
Perplexity Wants to Be Your Health Copilot. Should It Be?
On March 19, 2026, Perplexity, best known as a search competitor to Google, launched a consumer health feature that ingests EHR data and wearable device streams (Apple Health, Fitbit, etc.) to answer...
Google Bets Big on Healthcare Infrastructure, Not Chatbots
Google announced expanded AI healthcare tools with direct integrations into Fitbit for medical records, partnerships with CMS, Clear, and Athenahealth for EHR connectivity, and new clinical workflow...
Amazon Connect Health: The Agentic AI Wave Hits Healthcare Operations
AWS unveiled Amazon Connect Health on March 14, 2026. Five AI agents. Not five features. Five autonomous systems designed to handle end-to-end workflows without constant human oversight:
One email. Plain analysis of where AI helps — and where you still lead.
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