SaaS is dead in the age of AI, say many in healthcare software.
Not so fast, says Noah Lewis, managing partner at Ardan Equity, a sector specialist at the intersection of healthcare, life sciences and technology. Arguing that the “SaaSpocalypse” is overblown, he joins McGuireWoods partner and host Geoff Cockrell to discuss AI’s impact on health tech. Noah explains how he screens for “melting ice cube risk” and sees commercialization, not technology cost, as the real competitive moat.
He also unpacks why healthcare’s aging $400 billion tech stack makes the present a golden age for health tech, and contends the market is shifting from inflationary to deflationary business models. It leads to one question: Who wins and loses as AI transforms healthcare?