DigitalHealth InvestorTalk: The Battle For Mastry Between Software and AI with Harry Glorikian

In healthcare, the software that people use is now fighting the AI underneath it for the same prize: the customer, the data, and the future.

The next decade of competitive advantage will be decided by who controls the software layer between people and AI. Most companies haven’t noticed that the fight has started.

This show draws on the argument: when software disappears into intent, advantage shifts to whoever owns the defaults, the memory, and the trust.

For thirty years technology shifts have reshaped who wins. This time, the shift is different. AI agents don’t wait to be asked. They anticipate, orchestrate, and act. When software disappears into intent, the old questions stop mattering. Which app? Which vendor? Which features? Wrong questions. The real question is who owns the defaults, the memory, and the trust.

In this show we’ll look at:

• The healthcare data arenas like EMR data, clinical trial data, and patient reported data
• The strategies of the AI hyperscalers versus the human-facing software layer
• How this struggle will play out, who wins, and who loses.

And we’ll take your questions.

Harry Glorikian is a General Partner at Scientia Ventures and a Research Affiliate at the MIT Media Lab, where his work focuses on how AI rewrites competitive strategy and governance for lasting advantage. For more than three decades he has built, invested in, and advised companies at the convergence of healthcare, life sciences, and data-driven technology. His new book, The Invisible Interface: How AI Turns Intentions into Actions - and Who Wins (foreword by Don Norman), maps exactly this fight.

Steven Wardell is the Managing Partner of Wardell Advisors, a consulting firm focused on growth, fundraising, and strategic alternatives for digital health companies. He is the host of DigitalHealth InvestorTalk and the author of The Future of Digital Health. Follow for digital health insights at X.com/StevenWardell.

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