AI has officially gone mainstream in clinical care. 81% of US physicians are now using it in practice, and the companies building the next layer of the healthcare system are moving fast.
This webinar brings together investors, operators, and builders across the AI care delivery stack to examine PitchBook’s latest research on AI care delivery, including a new proprietary framework predicting national health expenditures through 2040.
The panel will explore the full AI care delivery stack, from foundation models to direct-to-patient platforms. We will tackle the harder questions: Will AI bend the cost curve, or make healthcare more expensive before it gets cheaper? Who fills the gap for the 83 million Americans living in primary care deserts? And what does it mean when a venture capital firm acquires a hospital system for the first time in U.S. history?
Go beyond the data to learn what’s being debated and where the system is actually heading with PitchBook, the pulse of private capital markets.
Key topics
- The five-layer AI care delivery stack: from foundation models (OpenAI, Google, Anthropic) to direct-to-patient platforms
- What it means for the industry when a VC firm acquires a hospital system for the first time in U.S. history
- Spotlight companies across the stack including Doctronic, Amazon Health AI, Sprinter Health, Lumeris, and more
- The “cognitive premium” framework and what it projects for national health expenditure through 2040
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Brian Wright serves as lead analyst, healthcare, leading the healthcare research team at PitchBook. Brian has nearly 20 years of equity research experience at firms such as JPMorgan Chase, Jefferies, Bank of America, and Citadel Securities. Wright has won numerous Starmine awards for stock picking and earnings estimate accuracy and was named the top stock picker in the healthcare provider sector by the Wall Street Journal in 2008. Prior to joining PitchBook, Wright spent time in the industry working for an early-stage healthcare company.
Wright holds an MBA from the Kelley School of Business at Indiana University and a bachelor’s degree from Rockhurst University. He is based in PitchBook’s New York office.
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David Carmouche, MD, is the executive vice president and chief medical & commercial officer at Lumeris. He is a visionary leader in transformational healthcare delivery, with a unique blend of provider, payer, retail, and integrated delivery network leadership experience.
Prior to joining Lumeris, Dr. Carmouche served as Walmart’s senior vice president of healthcare delivery, where he led the fleet of Walmart Health centers, Walmart Health Virtual Care, a value-based care partnership with Optum, and Walmart’s work to address social determinants of health.
Earlier in his career, he built and led a multidisciplinary internal medicine and preventive cardiology practice. Dr. Carmouche attended Tulane University and LSU Medical School in New Orleans. Board-certified in internal medicine, he completed his residency at the University of Alabama at Birmingham, where he later served as chief resident. -
Dr. Byron Crowe is Chief Medical Officer at Doctronic, the nation’s leading platform for AI-native care. In this role, he leads clinical strategy and the development of Doctronic’s care model across its technology and nationwide physician practice. Additionally, he holds a faculty appointment at Stanford as a clinical assistant professor in the department of medicine where his work and teaching focuses on the impact of technology on complex human systems.
Dr. Crowe’s work spans the intersection of digital health innovation and academic medicine. Prior to joining Doctronic, he served as CMO at Solera Health where he built and scaled a national network of digital health programs for payers and employers. He concurrently served on the faculty of Harvard Medical School where he conducted foundational research on AI performance in clinical reasoning. In 2024, he was named one of Modern Healthcare’s “40 Under 40” innovators. He is a graduate of Emory University School of Medicine, holds a Master’s in clinical informatics management from Stanford and is dual-board certified in internal medicine and clinical informatics.
