AI as a Provider Software Platform Shift

Is 2026 the year that changes everything in healthcare?

Steve and Halle sit down with legendary healthcare VC Annie Lamont for their annual predictions episode to dive into 2026 predictions and trends that founders and operators should pay attention to. 

We cover:

📉 Why 2025 was "the most brutal year ever" for health plans

🏥 Why providers outpaced payers in AI adoption and where the next wave of enterprise software will land

💸 Where she’s spending her time in 2026 (and what space she’s avoiding)

🔮 What she expects for IPOs and M&A in 2026

⚖️ How regulation, interoperability, and national AI policy could shape the next decade

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About our guest: 

Annie Lamont co-founded Oak HC/FT in 2014. Prior to founding Oak HC/FT, Annie spent 28 years at Oak Investment Partners, where she served as a Managing Partner and led the healthcare and fintech practices. Over the course of her career, she has invested in category-defining companies across the healthcare and financial services industries, including Aspire Health, athenahealth, CareBridge, Devoted Health, iHealthTechnologies (which became Cotiviti), NetSpend, OneMedical, and VillageMD. 

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