October 31, 2026
Heard in AI

Tag

AI healthcare

Briefings and ideas about AI healthcare from AI podcast discussions and the research they cite, with links to the original sources.

Tenex's Alex Lieberman doubts vertical AI apps and meets pushback

Alex Lieberman of Tenex said he is generally bearish on single-industry AI apps like Harvey and OpenEvidence, citing demand for custom software and frontier models. The conversation pushed back with arguments about specialist data access, focused features and the reasons traders still pay for Bloomberg.

6 min read

Where robots go first: a Moonshots panel debates homes and humanoids

On Moonshots, Salim Ismail argued robots will start in dull, dirty and dangerous work and reach homes later; Peter Diamandis expects them to move past that within a year, if the dexterity and capability the panel discussed are really achieved. Anousheh Ansari said safety comes first and doubted the humanoid form.

7 min read

Cathie Wood calls healthcare AI's most profound application

ARK Invest's Cathie Wood argues that healthcare is AI's most profound application. She says the companies harnessing AI in healthcare are not big parts of the benchmark indexes, so she expects a swing from passive investing toward more active equity management. A later answer in the same session called healthcare the most undervalued theme. The recording does not confirm who gave it.

6 min read