Schwab Network

Podbit · Schwab Network

The Future of Healthcare: Will AI Detect Diseases Before Stage 1?

Explore episode Jul 21, 2026

Where this was said

AI in Healthcare: Real-World Applications Already Taking Shape

At 3:38 · chapter starts 2:55

After the geopolitical detour, the conversation turns to what's actually happening on the ground in AI healthcare — and Armani gets specific. He names Open Evidence, an AI platform with a subscription model that connects doctors globally for peer consultation, and Tri Discovery, which is applying AI to drug discovery. Neither is publicly traded yet, which is part of his point: the most interesting AI healthcare plays are still private, and the opportunity for investors is in identifying them early. His framing for retail investors is practical — look at the companies you interact with as a patient, not just the infrastructure names everyone already knows. It's a subtle but useful reorientation of where to focus attention.

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