Is Anthropic a Cult? AI Beats ER Doctors & Recursive Self-Improvement | This Week in AI E12

This week, JCal sits down with two builders working on opposite ends of the AI stack: Naveen Rao, co-founder and CEO of Unconventional AI (his $4.5B startup rethinking the computer from first principles), and Trey Holterman, co-founder and CEO of Tennr, the platform automating the messy paperwork that decides whether millions of patients ever get the care they need. They break down why AI already beats ER doctors at diagnosis, why Epic is the most hated company in healthcare, what it takes to disrupt healthcare's $5 trillion incumbents, and whether $1.1 trillion in hyperscaler CapEx will pay off before the energy runs out. *Mentioned in the show:* Unconventional AI: https://unconv.ai Tennr: https://tennr.com Abridge: https://abridge.com Ambience Healthcare: https://ambiencehealthcare.com Epic: https://epic.com Plaud (NotePin): https://plaud.ai Whoop: https://whoop.com Function Health: https://functionhealth.com Oura: https://ouraring.com Eight Sleep: https://eightsleep.com Perplexity: https://perplexity.ai Databricks: https://databricks.com Harvard / Beth Israel ER study: https://www.harvardmagazine.com/ai/ai-outperforms-doctors-diagnosis-harvard-study Jack Clark on recursive self-improvement: https://jack-clark.net Morgan Stanley CapEx forecast: https://www.morganstanley.com This Week In AI is made possible by: *PayPal Open* - One Platform for all Business: https://paypalopen.com *Timestamps:* 00:00 Cold open 00:51 Welcome & intro to Naveen Rao (Unconventional AI) and Trey Holterman (Tennr) 05:43 Tennr's mission: fixing the U.S. healthcare "black hole" 06:23 Why primary care is changing in the AI era 09:09 The radiologist that wasn't replaced & what AI got right in 2015 15:31 Harvard study: AI beats ER doctors 67% to 55% 20:16 Plaud Pin & the always-on AI in the exam room 22:29 AI scribes, EMR privacy & how Abridge actually works 24:01 Whoop, Aura & when wearable data finally meets the clinic 25:20 Epic, FHIR & the 800-pound gorilla of healthcare 34:21 Disrupting Epic with an open-source EMR play 37:20 The Abridge vs Ambience scribe wars 42:06 Jack Clark's 60% odds on recursive self-improvement by 2028 53:41 Morgan Stanley's $1.1 trillion hyperscaler CapEx forecast 1:04:53 Anthropic's marketing machine & the AI religion thesis Subscribe to This Week in AI on Apple: https://thisweekinai.ai/spotify Subscribe to This Week in AI on Spotify: https://thisweekinai.ai/apple Thanks for watching! If you want to stay ahead of the curve on all things AI, make sure to join our community across all platforms: Get the Weekly Newsletter: https://thisweekinai.ai/ Subscribe on YouTube: https://www.youtube.com/@ThisWeekinAIPodcast Instagram: https://www.instagram.com/thisweekinaipodcast TikTok: https://www.tiktok.com/@thisweekinaipodcast X: https://x.com/ThisWeeknAI Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Follow Oliver: https://x.com/oliverkorzen Check out all of our partner offers: https://partners.launch.co/