top of page
Nelson Advisors > European Healthcare Technology Investment Banking


The Horizontal Enabling Layer: Structural Disruption and the Reconfiguration of Healthcare AI Moats
The healthcare technology landscape has entered a period of profound architectural transition, characterised by the emergence of a horizontal enabling layer that is systematically dismantling the traditional moats of vertical software providers.
Historically, the healthcare sector was defined by highly fragmented, task-specific "point solutions" that relied on proprietary data silos and steep switching costs to maintain market dominance.
Nelson Advisors
Apr 15
bottom of page