AI is becoming a New Site of Care. The first iteration of digital health was basically a skeuomorphic recreation of a traditional doctor's visit on a computer screen. Now, we’re seeing AI-native companies create something different and indispensable: the supply-abundant, engagement-centric, always-on healthcare system of the future. These companies are: ⚡️Tearing down the artificial siloes between medical specialties that currently force patients to become their own care coordinators - the notion of "primary care" will completely be transformed in the next few years. ⚡️Exponentially scaling clinical judgment through their AI-native care models, enabling effective panel sizes of 10,000+ patients per doctor. ⚡️Implementing multiple business models: from tapping into labor budgets, utilizing value-based care, and embracing consumer cash-pay as we’re seeing more broadly with generalist consumer AI products. ⚡️Available on-demand, 24/7, and fully integrated with human care teams and IRL services. ⚡️And the scalability and low cost structure of AI-native sites of care means that we can afford to extend them to even the most vulnerable and underserved populations.

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