The Information's TITV Silicon Valley's AI-Fueled Paranoia, Epic's Threat & The US Open's Metaverse Play | Aug 25, 2025
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Aug 25, 2025 Mike Desjadon, CEO of Anomaly, dives into the rise of AI medical scribes and the intensifying competition in the healthcare tech arena. He shares insights on how startups are navigating challenges posed by industry giants like Epic. Brian Ryerson, from the USTA, highlights innovative AI-driven features at the U.S. Open that enhance fan engagement, such as the Match Chat and immersive gaming experiences aimed at younger audiences. Together, they tackle Silicon Valley's mixed emotions of excitement and anxiety amid the rapid advancement of AI technologies.
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Epic’s Scribe Push Shakes Startups
- Epic's Microsoft-powered ambient scribe announcement threatens startups that built in that niche by leveraging Epic's install base.
- Mike Desjadon says startups must either move downmarket or deepen product differentiation to survive.
Shift Downmarket And Expand Into Revenue Cycle
- Go downmarket to smaller practices and diversify into adjacent areas like revenue cycle to withstand competition.
- Focus relentlessly on delivering an A+ product where health systems insist on best-in-class solutions.
Regulatory Moats Favor Incumbents
- Regulatory relationships and stability are major competitive advantages for incumbents like Epic.
- Startups must find mission-critical pockets (like payments) where C+ solutions won't survive.