John Beadle

I think we are going to look to lean into some of the services, you know, heavy companies, which today may be 30 percent gross margin, but with AI could be 60 to 70 percent and could be a lot more scalable in the way they approach the market.

So I think it's going to be a hybrid approach for us of building more technology and also leaning into legacy companies where we think that we can bring an entirely different approach that's much more tech enabled.

And ultimately, what that all comes down to is, can we serve as Aegis as a really effective scaled partner to large health systems, to life sciences, to payers?

And I think as I look at us expanding the number of partners that we have, we're spending a lot more time with the life sciences community.

And I think there's a really interesting nexus between, you know, providers and pharma around how do you better leverage, you know, clinical trials, you know, data assets, you know, all the different things that sit at that nexus to be able to get drugs to patients a lot more effectively, run trials more efficiently, etc.

And so I think for us leaning into places where there's friction at an interface ecosystem and then thinking through how do we build new technologies and new solutions

that can make that exchange a lot more frictionless.

So for us, we're engaging more broadly in the ecosystem as well.

There's so many things.

And so if I were to highlight one thing, I think it is starting to see large scale impact of AI agents.

I think we're very, very early days of seeing AI agents as a technology deployed.

But I think as you look at health systems in particular, there is such a massive need across both the back office and the front office.

And I think we are only in the very, very early days of seeing that technology deployed at scale.

And we've been fortunate over the last few years to be some of the earliest deployers of the tech.

But I think as it has now demonstrated trust and efficacy in ROI, I think you're going to see health systems and other players start to really lean into those technologies, which I think has huge potential to improve access, efficiency, make health systems more financially sustainable, which is going to be incredibly important.

So I think as I think about where there's the nearest term opportunity for impact, that's probably the place that I see as being really at the knee of the curve in terms of where things are headed.

So I think one, and this is actually a slightly different direction than what I was saying on agentic AI, but I think AI is now becoming so effective at clinical decision support that you are going to get to a place in the next five years where it's going to be seen as almost medical malpractice not to have an AI look at a diagnosis, for example.

I mean, it is so good.

I mean, even, you know, open evidence is a great example of, you know, open evidence is, I think, a lot more effective than, you know, chat GPT because it is fine-tuned and trained on all the leading medical journals.

And I think there's a lot less potential for hallucination.