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March 10, 2026
Authors
David W. Johnson
Topics
Innovation System Dynamics
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Podcasts

Cain Brothers House Calls Podcast: AI in Healthcare

The Future of AI in Healthcare: Insights from Leading Investors

Artificial intelligence is quickly moving from experimentation to real-world healthcare workflows. At the Cain Brothers Private Company Healthcare Conference, Managing Directors Stacy Guffanti and Thad Davis led a discussion on AI, including where it’s gaining traction and what its evolution could mean for healthcare providers, payers and patients.

In this conversation, Marina Kusserow, Tod Pesses and Asif Dhanani explore how investors define “real AI,” where hospitals and payers are deploying it today, and why trust, workflow integration, and measurable ROI will ultimately determine which AI solutions succeed.

Hear more on The Future of AI in Healthcare: Insights from Leading Investors,” the newest episode of House Calls, a Cain Brothers Podcast. Cain Brothers is a division of KeyBanc Capital Markets.

Cain Brothers is a division of KeyBanc Capital Markets.

About the Author

David W. Johnson

David Johnson is the CEO of 4sight Health, an advisory company working at the intersection of healthcare strategy, economics, innovation. Johnson is a healthcare thought leader, keynote speaker, and strategic advisor to organizations busting the status-quo to reform our healthcare system. He is the author of Market vs. Medicine: America’s Epic Fight for Better, Affordable Healthcare, and his second book, The Customer Revolution in Healthcare: Delivering Kinder, Smarter, Affordable Care for All (McGraw-Hill 2019). As a speaker, Dave plays the role of rebel, challenger, industry historian, investor and company evaluator to push audiences forward. (Watch bio video.) Johnson applies his 25+ years of investment banking in healthcare to identify ways the healthcare industry must change to deliver better care. He received a Masters in Public Policy from Harvard Kennedy School, an English degree from Colgate University, and served in the African Peace Corp service. Join over 10k+ healthcare executives who read our weekly insights and commentary on www.4sighthealth.com.

Dave wakes up every morning trying to fix America’s broken healthcare system. Prior to founding 4sight Health in 2014, Dave had a long and successful career in healthcare investment banking. He is a graduate of Colgate University and earned a Masters in Public Policy from Harvard Kennedy School. Employing his knowledge and experience in health policy, economics, statistics, behavioral finance, disruptive innovation, organizational change and complexity theory, Dave writes and speaks on pro-market healthcare reform. His first book Market vs. Medicine: America’s Epic Fight for Better, Affordable Healthcare, and his second book, The Customer Revolution in Healthcare: Delivering Kinder, Smarter, Affordable Care for All (McGraw-Hill 2019), are available for purchase on www.4sighthealth.com. Get his new book with Paul Kusserow, The Coming Healthcare Revolution: 10 Forces that Will Cure America’s Healthcare Crisis now.

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