Writing
Signal reports, deep dives, and frameworks for oncology leaders navigating AI and clinical technology.
GE HealthCare's €50.5M Bet: AI to Detect Cancer-Treatment Heart Damage Before It's Irreversible
A massive EU investment signals that cardio-oncology monitoring is moving from reactive to predictive — and creating a new $2B+ market in the process.
March 29, 2026
6 min read
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.
March 21, 2026
8 min read
HIMSS 2026: What Actually Mattered
Dragon Copilot, ambient documentation wars, agent validation frameworks. Separating signal from booth demos.
March 18, 2026
5 min read
SaaS Is Becoming Labor — And Oncology Isn't Ready
When agents replace workflow software, pricing flips from per-seat to per-task. Practices are still buying software. They should be buying outcomes.
March 14, 2026
6 min read
The OpenClaw Thesis: Own Your AI Infrastructure
Why health systems that rent their intelligence layer from SaaS vendors will lose to those who own it.
March 8, 2026
7 min read
Fast Takeoff in Healthcare Is Happening Now
The compounding dynamics that make 2026 the inflection year for clinical AI deployment.
March 1, 2026
5 min read