The Heart of Healthcare | A Digital Health Podcast 📢 Digital Health Download: November 2024
Nov 4, 2024
Sophia Gatta, an industry expert and colleague of Steve Kraus, shares her insights on the HLTH conference and the current state of health tech. They dive into the optimistic outlook for AI's role in healthcare, discuss the impact of recent political proposals on the sector, and explore Walmart's innovative prescription delivery service. The conversation highlights emerging challenges in healthcare innovation and the evolving dynamics of healthcare access amidst a turbulent election season.
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Health Tech Index Performance
- The Bessemer State of Health Tech 2024 report shows the health tech index performance is improving.
- The index is performing similarly to other software and general healthcare incumbent stocks, showing resilience.
DTC Outperformance
- Surprisingly, the direct-to-consumer (DTC) healthcare sector outperformed the general health tech index.
- This is ironic given the nervousness around DTC companies in the private sector.
AI Services as Software
- A new "AI services as software" business model is emerging, showing promising metrics.
- This model delivers work or outcomes, rather than software tools, using AI, and exhibits faster growth and higher margins.