The Payer-Provider AI Arms Race Is the Wrong Frame
Health systems build AI to fight denials. Payers build AI to issue them. This adversarial equilibrium doesn't reduce cost — it redistributes it into compute. The actual unlock is structural.
Independent analysis at the intersection of oncology, AI, and health IT.
Health systems build AI to fight denials. Payers build AI to issue them. This adversarial equilibrium doesn't reduce cost — it redistributes it into compute. The actual unlock is structural.
Dragon Copilot, ambient documentation wars, agent validation frameworks. Separating signal from booth demos.
When agents replace workflow software, pricing flips from per-seat to per-task. Practices are still buying software. They should be buying outcomes.
Why health systems that rent their intelligence layer from SaaS vendors will lose to those who own it.
The compounding dynamics that make 2026 the inflection year for clinical AI deployment.