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Medtech Opportunities for 2024-2028

Given rapid advances in AI, it’s interesting to think about what they mean for US healthcare. Healthcare is a combination of (1) compute tasks (some version of “given their symptoms, how can we help this patient”), (2) simple interventions (“take drug X once a day”), (3) basic patient care in a hospital or other care…

The End of Human Radiology in the US

Based on a slew of papers over the last few years, as summarized in a Stanford seminar by Bram van Ginneken (“Why AI Should Replace Radiologists”, Nov. 15, 2023), AIs now consistently outperform the best human radiologists across most image/diagnostic tasks. His hope is that human radiologists will lead a transition to AI-based radiology, to…

Is AGI a meaningful goal?

AGI refers to artificial general intelligence. Once realized, potentially in the near future (before 2026), AGIs will learn and accomplish all intellectual tasks currently associated with humans. Sure, this will be an important moment in the history of AI, but focusing on AGI underestimates the real potential of AI. Imagine you just invented the jet…