Julien Bek’s thesis, "Services: The New Software," argues that the next generation of decacorn and trillion dollar technology companies will not sell software tools to knowledge workers; instead, they will sell the completed work product directly, operating as software companies masquerading as services firms. Across the broader macroeconomic landscape, enterprises allocate approximately six dollars to human professional services for every single dollar spent on software. In

Morgan Stanley's 24th Annual Global Healthcare Conference ran in New York from Monday 14 to roughly Wednesday 16 September 2026, drawing around 3,000 investors and executives across biopharma, biotech, medtech and health services. Company sessions were the usual fireside-chat format with live webcasts: Merck's CEO Robert Davis and R&D head Dean Li spoke on the Monday, and Tuesday featured Amgen (Jay Bradner and CFO Thomas Dittrich), AbbVie, STERIS, Sight Sciences and others,

The integration of ambient artificial intelligence (AI) scribes into healthcare delivery represents one of the most rapid technological adoptions in modern clinical informatics. Powered by automatic speech recognition (ASR), natural language processing (NLP) and large language models (LLMs), these systems passively capture multi-party acoustic dialogue within the clinical encounter and synthesise unstructured clinical discourse into structured documentation. Health system lea