Claims

The US healthcare system (costing 18% of GDP) is fundamentally broken because it allows doctors and hospitals to agree how to spend someone else's money (federal government via Medicare/Medicaid), creating massive moral hazard; Americans' health is more determined by non-medical factors than medical spending, yet the medical-industrial complex has convinced us spending more is the solution.

During the COVID pandemic, there was a brief period when management systems broke down and doctors could use their own judgment and experience to decide treatment approaches; this led to creativity and experimentation, with some successes and some failures, representing the kind of professional autonomy that should be normal.

Healthcare spending in the US is deeply irrational: 33% of annual American healthcare spending goes to the last year of life to prolong life for a few months, and America cannot afford this spending given fiscal constraints, yet democracies cannot reduce such spending without electoral consequences.

In rural communities, Obamacare is not real because there are no doctors available; people with high deductibles (thousands of dollars) cannot afford to see a doctor unless they have a prolonged hospital stay; so those who have insurance through Obamacare actually have only catastrophic insurance, not real healthcare coverage.

GLP-1 drugs (weight loss medications) will be 'Tech of the Year' for 2024 because the obesity/diabetes economy represents $1.7 trillion (~8% of US economy), and declining obesity rates will cascade into massive impacts across consumer companies (McDonald's, PepsiCo, Coca-Cola), kidney dialysis companies, medical equipment manufacturers, and mobility device producers.

Current GLP-1 access is limited to wealthy demographics (rich housewives, wealthy overweight men and women), not the obese populations who would benefit most, but market competition and government involvement (Medicare/Medicaid coverage) will eventually drive down prices and broaden access to underserved regions and demographics.

Healthcare spending improvements through competition and free market options could rapidly improve healthcare expenditure without harming services, as current high US healthcare spending results from lack of competition and cartelization.

The United Kingdom's National Health Service requires immigrants to run it because you need a lot of people to run hospitals, particularly to do menial tasks but also to staff nursing and doctor jobs

Brookfield operates healthcare authorization business where insurance company applicants call to approve medical procedures, increasingly enhanced by AI-driven information presentation enabling faster and better decision-making on claims processing.

The NHS, despite being repeatedly described as 'the Envy of the world' and receiving endless government funding, is excellent at killing the elderly (those who don't want to die) but fails at basic primary care—people cannot find GP appointments, revealing the institution's true failure.

Healthcare spending could be reduced because providers currently have an incentive to reduce costs for individual patients (cutting their own costs) vs. hospital systems (reducing revenue); under capitated payment models like Medicare Advantage, where a fixed payment covers all care, AI's cost-reduction would be maximized because cost savings equal profit increases, not revenue loss.

Healthcare represents 19-20% of US GDP, with a large portion of costs driven by inefficiency and workflow complexity rather than care quality, and multi-agent orchestrators could reduce costs while maintaining or improving care quality.

The Stanford tumor board meeting case study demonstrates that high-stakes AI applications require orchestrating data from multiple sources (pathology labs, PubMed, etc.) through multiple agents and delivering the result where users already work (e.g., Microsoft Teams).

Oncology drugs extending median survival by 4-9 weeks or 9 days while costing $40,000-$100,000+ are approved and marketed, illustrating industry incentive to focus on median rather than overall survival.

Canada has 20,000 immigrant doctors and 32,000 immigrant nurses who cannot work because they lack Canadian licensing despite being qualified, and many are forced to work as technicians rather than in their professions, wasting human capital.

Poilievre proposes a national licensing test for doctors and nurses (like existing trades licensing) recognized in every province and administered federally, which would quickly license immigrant health professionals while respecting provincial jurisdiction and maintaining high standards.

Poilievre will protect the Canada Health Act ensuring no one is denied care due to inability to pay, preserve universal healthcare, and preserve existing federal funding increases while removing bureaucratic barriers that slow innovation and prevent access to advanced treatments available in US and EU.

Telemedicine and at-home healthcare will significantly increase because people are willing to see doctors more frequently if the friction of scheduling, travel, and waiting is eliminated, representing a structural change in health service consumption

Medtech has underperformed pharma by 40% in gross performance this year due to hospital staffing shortages post-COVID and rising input costs that medtech companies (which have fixed hospital contracts) could not pass through, but these comps are now behind us and medtech will significantly outperform pharma for the rest of the year into next year.

U.S. healthcare expenditure and life expectancy diverged from all other OECD countries starting in 1980, with the U.S. falling off the rails while all 37 other developed countries remained relatively stable within their peer group

Life expectancy in the U.S. has been declining for the last five years in a row

Medicare will be broke by the year 2029 no matter what the Republicans do