Who is doing something we can point to

On the second-quarter call, UnitedHealth said Optum Insight is bringing AI-enabled products to other payers and providers: coding, real-time interfaces, and Value Connect, an insights platform inside the medical record. Early client results on Value Connect include a 17 percent…

Intuitive sells robot-assisted surgery. The franchise is still the robot and the installed base. On the Q2 transcript, CEO Jamie Samath said recurring revenue is 85% of the print. Intelligence is real but thinner: Force Feedback is live (a small study, n≈73). Ion AI navigation…

Tandem is a pump company whose product is the algorithm. On the Q2 call, CEO John Sheridan said Control-IQ+ has the broadest AID indication, including pregnancy, plus a CE mark for pregnancy and type 2. ~35k pumps (+11%), $255M sales (+6%), US base ~325k. Next needle: AIDANET…

Dexcom sells CGM. The product is a glucose algorithm plus an app. On the Q2 call, CEO Jake Leach said G7 15-day (new algorithm) should convert ~50% of the US base by year-end. Revenue $1.31B (+11%). CGM Type 2 (non-insulin): 16.4% +14C improvement, 0.9% vs control, + extra hours…

Tubeless pump whose product is the algorithm. Omnipod 5 AID is in the 10-K. They shipped a new algorithm in June 2026 (100 mg/dL target, Libre 3 Plus). Discover (12k patients / 1,600 clinicians) is early. Fully closed-loop is 2027. Type 2 retention is a commercial miss — it does…

Vet diagnostics. The 10-K already names inVue Dx (optics + AI, slide-free cytology) and SediVue (proprietary AI on urine sediment). The Q2 call is where they sell it: CEO Mike Erickson said vets want objective AI-powered results while the pet is still in the clinic. Consumable…

Thrombectomy company whose product is computer-assisted vacuum thrombectomy (CAVT): microprocessor algorithms that detect clot versus blood flow and modulate aspiration (Lightning Flash, Lightning Bolt). That is the offer, same shape as Tandem's algorithm. Pending Boston…