House Calls The Future of AI in Healthcare: Insights from Leading Investors
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Jan 29, 2026 
Todd Pessis, Principal at Silversmith Capital Partners, a growth equity investor in healthcare IT. Marina Kusserow, Operating Partner at a16z focused on health and bio investments. They discuss where AI adoption is happening fastest. They debate clinical co-pilots, hospital use cases like prior auth and scribes, and how AI shifts capital efficiency, sales cycles, and platform risk.
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Hospitals Lead Early Adoption
- Hospitals are early AI adopters because pain points and ROI are clearest there.
- Marina Kusserow highlights prior auth, utilization, patient access, and ambient documentation as scaling areas.
Earn Provider Trust Concretely
- Earn provider trust through transparency, clinical validation, and workflow fit.
- Marina Kusserow recommends 'show your work' and integrate into existing clinician systems.
Incumbents Can Build You Out
- The main AI risk is being replaced by incumbents who build similar features into platforms.
- Marina Kusserow warns startups must out-product legacy platforms like Epic or risk being displaced.