Bob Wachter

on this is a 62-year-old man with a history of congestive heart failure who comes in with shortness of breath and chest pain.

Impossible, the AI couldn't deal with that.

So it was really not computable until recently.

Now that it is, and now that generative AI creates the capacity for all sorts of magic,

The idea that Epic is going to own the entire enterprise and you're going to need to use Epic-built tools for all of the different use cases of AI, and there are going to be hundreds, I think that's going to really slow things down.

And the government is forcing Epic to become more open and more amenable to bolting on third-party tools.

So who do you think will ultimately win the AI healthcare platform wars?

Do you think it'll be...

the big incumbents like Google and Microsoft?

Do you think it'll be the well-funded AI startups?

Will it maybe be someone or something else?

I was on Google's healthcare advisory board when Eric Schmidt came in and said, this is one of the biggest things that people search on.

We're going to figure this out.

And they started building a version of their own electronic health record.

About a year and a half later, Eric came in and disbanded us.

He said, this is too hard for us.

And I said, wow, it's too hard for Google?

That must be pretty hard.

Google, Amazon, Apple, Nvidia, Facebook, Microsoft, all have designs on healthcare.

They know how important it is.