When Traditional Systems Break, Innovators Win

When Traditional Systems Break, Innovators Win

The entire healthcare buyer community is upside down right now. Life sciences research funding models—completely disrupted. Medicare Advantage—struggling to find its way. Employers, brokers, health systems—all trying to figure out what comes next.

At HLTH 2025, Missy Krasner—who's spent 35 years watching healthcare transform from inside Google, Amazon, Box, and now as co-founder of Penguin AI—told Laurie McGraw something that stopped me cold.
"It's really gonna be a difficult time."

But here's what Missy knows from living through three decades of healthcare disruption: difficult times for traditional systems create massive opportunities for innovators who understand what's actually happening.

When she was at Google Health 20 years ago, the system wasn't ready. When she was at Amazon trying to make Amazon Care work, the infrastructure wasn't there. Now? The whole economic model is being forced to flip.

Medicare Advantage is searching for answers. Traditional funding mechanisms are breaking down. And that's exactly when new models can finally break through.

This isn't about celebrating chaos. It's about recognizing that when established systems struggle to find their footing, there's finally room for solutions that couldn't get oxygen before. The companies that win the next decade won't be the ones waiting for stability to return. They'll be the ones building for the world that's actually emerging.

The buyer community being upside down isn't the problem. It's the opening.

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