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Beyond Subscription: The Business Model Case for AI-Native Vertical EHRs (Part 2)

Beyond Subscription: The Business Model Case for AI-Native Vertical EHRs (Part 2)

This is the second part of Sam Toole's series on the future of the EHR
• 11 min read •

Sam Toole is an entrepreneur and operator turned investor with NYC-based Primary Ventures.

In Part 1 of this series, we laid out why we believe AI-native, vertical EHRs could represent one of the more interesting bets in healthcare software right now. We described the structural dynamics that make certain specialties worth targeting: provider independence, workflow complexity, administrative burden, and competitive fragmentation. 

‍We closed with a question we've been spending time on since: does the EHR market need business model innovation to be truly venture scale? 

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