In 2024, we made the unprecedented decision to acquire a hospital system. It was an opportunity to create a blueprint for healthcare transformation to make American healthcare proactive, accessible, and affordable. @SummaHealth and our Health Assurance Transformation Company (HATCo) revealed their technology transformation stack, partnering with some of our portfolio companies @aidocmed, Clarium, @CommureOs, @poweredbyfabric, @hippocraticai, @judihealth, @transcarent, and @versemedical. @percepta is serving as a transformation partner, unifying the tech stack into a seamless Al-native operating system. We believe the future of healthcare is health assurance with tech founders and health system leaders working together to reimagine healthcare in the US and beyond.

Healthcare's AI transformation is accelerating, and JPM 2026 made that clear. We kicked off the week with our second annual Healthcare CEO Dinner, co-hosted by our CEO @htaneja alongside Matt Garman, CEO of @awscloud, bringing together the founders, investors, and executives leading enterprise transformation at @SummaHealth, @WellSpan, HATCo, and beyond. Throughout the week, conversations centered on a vision we're a decade into building: health assurance. That means proactive, accessible, and affordable care that shifts from treating sickness to sustaining wellness. We've assembled a portfolio of companies—@CommureOS, @Hippocraticai, @transcarent, Capital Rx, @ro, @HealthEx_io, @aidocmed, and others—architecting this future together. Applied AI is the engine of healthcare abundance. It creates capacity where there was constraint, access where there were barriers, and affordability where costs once spiraled. The scarcity that has defined healthcare for generations can finally give way to a system designed for everyone. The capital and innovation are here. What matters now is the conviction to execute and the commitment to partner in building a system that doesn't wait for people to get sick, but works tirelessly to keep them well.