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Nelson Advisors > European HealthTech & MedTech


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.
5 hours ago14 min read
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