That sounds too dire. My suspicion is building a model either as a derivative or brand new is a solved problem. There are indeed capital constraints today but would wager that over the horizon those go down. If one business is restricting access to something great over the medium term other companies will step up.
I think every business wants to bill on value not usage. That's where the real money is made. If a diagnosis is worth $100 and takes $1 worth of tokens you want to bill as close to $100 as you can. Right now they're billing $1 and barely making money.
Healthcare market is completely distorted. Price isn't linked to value because the person that uses a service is usually not the person directly paying for it. Worse, the price usually isn't known upfront, so no one is making a rational decision based on "value".
