AI and Healthcare

There has been lots of noise recently with generative AI in healthcare. More recently we are seeing the proliferation of AI scribe startups.

We are most certainly at a precipice of sorts where the future of healthcare delivery is uncertain. Nonetheless, I am confident the future will be tech enabled.

We are also seeing platform startups like Hugging face and Healthcare Universe reducing barriers to entry for software applications. 

While previous the prowess of software engineering within the founding team was a useful marker for success, this is less certain now. My diligence framework is shifting more towards startups with a significant data moat and ones which prioritize distribution.

I believe a AI scribe for clinical encounter unicorn is inevitable. Specifically in primary care, with the administrative burden rising I am seeing a willingness to pay for such a service.

One caveat I would say is that if the market is evident to me, it is likely evident for several others including you and henceforth the ship for investment as sailed. While I do not believe this is the case, its important to recognize the possibility.