The product · 2026Q2
Who is doing something we can point to
These are the names worth a closer look. We do not pad the list. The score, out of 15, is here if you want the detail. The percent is the share price since that name joined.
On the 13 October 2026 call, Steve Hemsley said chart summarization now covers more than 40 percent of employed clinicians and cut chart review time by 33 percent, and that AI-assisted research shortened appeal cycles by 26 percent. Sandeep Dadlani, who runs Optum Insight, named…
R3 · W4 · P3 · $333.6BIntuitive sells robot-assisted surgery. The franchise is still the robot. On the 20 October 2026 call, Dave Rosa told Piper Sandler's Adam Maeder that about 8 percent of da Vinci 5 cases used force feedback, and that supply arrived late in the quarter. He described one…
R3 · W3 · P3 · $141.6BTandem 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…
R3 · W3 · P3 · $1.1BDexcom 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…
R3 · W3 · P3 · $32.9BTubeless 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…
R3 · W3 · P3 · $9.4BVet 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…
R3 · W3 · P3 · $40.7BThrombectomy 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…
R3 · W3 · P3 · $12.6BThe quarterly report for the period ended 30 June 2026, filed 29 July 2026, does not name Visa Consumer Authentication Service, Visa Advanced Authorization, or Visa Provisioning Intelligence. It says the February 2026 purchase of Prisma and Newpay in Argentina is expected to…
R3 · W3 · P3 · $653.3BWaystar's annual report for the year ended 31 December 2025, filed 17 February 2026, names AltitudeAI as the engine inside the provider payment platform. It predicts whether a denied claim is worth appealing, from the patient's benefits, the procedure, and the payer's behavior,…
R3 · W3 · P3 · $4.7B