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Nelson Advisors > European HealthTech & MedTech


The Strategic Reconfiguration of Healthcare AI Business Models: ARR, Tokenised Consumption and the Value Based Transition
The global healthcare technology ecosystem is currently undergoing a structural transformation that industry analysts have categorised as the transition from Health Tech 1.0 to Health Tech 2.0. This evolution is not merely technological but fundamentally commercial, representing a shift from speculative, hype-driven growth to a rigorous, margin-centric paradigm defined by the "Health AI X factor".
Nelson Advisors
Mar 2111 min read


Stitch: Google Vibe Design in Healthcare
The announcement by Google Labs on March 18th, 2026, regarding the comprehensive redesign of Stitch and the formal introduction of "Vibe Design" marks a structural shift in the philosophy of software development. By transitioning from a traditional, component-centric design methodology to an intent-driven, AI-native workflow, the platform aims to collapse the historically prohibitive distance between conceptualisation and functional high-fidelity user interfaces.
Nelson Advisors
Mar 2012 min read
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