16: Have We Already Bent the Healthcare Cost Curve?

In this episode of the Stanford Healthcare AI Podcast, Justin and Matt sit down with Eric Larsen, President at TowerBrook Advisors and venture partner at Thrive Capital and SignalFire, to explore whether AI has already begun to bend the U.S. healthcare cost curve, and why this may be healthcare’s Oppenheimer moment. They unpack a controversial paper on autonomous AI exceeding physicians, debate how far and how fast AI will displace “prestige professions,” and discuss GLP‑1s, site‑of‑care shifts, and a cost-curve paper that suggests nearly $1T in unexpected savings. They ask: What happens when medical expertise becomes abundant and can incumbent health systems adapt in time?