Circle Square November 4, 2025
Michael Lake and Dave Lake, Co-editors Digital Health Trends

The Ups and Downs of Digital Health

From the co-editors…

Enterprise EHR Foundation
One of the hidden keys to Epic’s dominance in the US EHR market is the network effects it engenders, as highlighted by industry platform strategist, Seth Joseph. Industry investors highlight the AI battles, with PitchBook wondering if startups can outrun Epic with ambient
scribes, and Silicon Valley Bank showing the battlefield when provider and payer AI agents engage around prior authorizations.

Healthcare Analytics and Intelligence
Alphabet lays out its vision for three interconnected ways AI can transform healthcare: (1) advancing science, (2) early detection and risk management, (3) operational effectiveness. We see evidence of all three this month with science factories leading investments, continuing diversity in clinical AI apps, and...

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