A routine doctor’s visit left me with more questions than answers. Why are they recording our conversations now, and what does it mean for the future of medicine? In this issue, we break it all down. We also explore why the future is arriving faster than most people realize, and share the AI tools and learning resources you need to understand Agentic AI and ambient Scribe technology. Stay curious.
The Future Is Arriving Faster Than You Think
A Summary of ARK Invest’s Big Ideas 2026ARK Invest just released its 10th annual Big Ideas report, consisting of 100+ pages of research on the technologies reshaping the global economy. Five major technology platforms, AI, Robotics, Blockchain, Energy Storage, and Biotech, are feeding each other, and the pace of change is accelerating. ARK’s bold claim is that global GDP growth could hit 7.3% by 2030, more than double the IMF’s forecast, and the direction is hard to argue with. Their 13 Big Ideas.🤖 AI Infrastructure — The cost of AI dropped 99% in a single year. Data center investment is growing at 29% annually and could hit $1.4 trillion by 2030. Is it a bubble? Even though tech valuations are nowhere near dot-com levels? 🛒 AI Consumer OS — AI agents are becoming how we shop, search, and discover. Purchase time has collapsed from an hour to 90 seconds. By 2030, AI could facilitate over $8 trillion in online spending. Is Google’s search dominance in the crosshairs? Or would they just adjust and keep the crown? ⚡ AI Productivity — AI tools save the average knowledge worker ~50 minutes per day and pay for themselves in half a workday. Coding costs fell 91% in 8 months. AI-native startups are hitting $100M+ in revenue within 2 years of founding. ₿ Bitcoin — Institutions are in. ETFs, pension funds, and corporate treasuries now hold 12% of all Bitcoin. The US even created a Strategic Bitcoin Reserve. They claim that Bitcoin will reach a $16 trillion market cap by 2030. 🔗 Tokenized Assets — Stablecoin transaction volume hit $3.5 trillion in a single month, larger than Visa, PayPal, and global remittances combined. Banks, fintechs, and governments are all launching their own digital currencies. 🧬 Multiomics & Biotech — A blood test that detects dozens of cancers simultaneously is coming. AI-powered drug discovery is collapsing development timelines from decades to years. Rare diseases that were previously untreatable are becoming curable. 🚀 Reusable Rockets — As AI demands more compute than Earth can comfortably provide, space-based data centers could become a real possibility. AI growth could increase rocket launch demand by 60x. 🦾 Robotics — Humanoid robots are entering factories now, and the plan is home adoption. ARK calculates that a single household robot could add $62,000 in annual economic value per home. If widely adopted, US GDP growth could jump from 2–3% to 5–6%. ⚡ Distributed Energy — Solar and batteries are cheap enough to make energy independence real for homeowners and communities. This also powers the AI data center buildout without blowing up the grid. 🚗 Autonomous Vehicles — Robotaxis are commercially operating today in several US cities. The cost per mile is falling toward levels that make personal car ownership optional. Your commute time could become work time. 📦 Autonomous Logistics — Warehouses and delivery networks are rapidly automating. Same-day delivery may soon be the default, not a premium. What does it all mean?
📰 AI News and Trends
Other Tech News
📚Learning CornerThe Principal-Agent Problem in AI. Who Is the Model Actually Working For? When your doctor's AI takes notes, is it optimizing for the doctor, the patient, or the hospital's billing department? This is one of the most important and under-discussed tensions in applied AI right now. The answers may be here: The AI That's Quietly Rewriting Medicine
Today I had a routine visit to the doctor to check on some lower abdominal pain that I had been experiencing a few weeks ago. Luckily, it has subsided. While at the doctor’s office, he surprisingly, and for the very first time, asked if I was okay with our conversation being recorded. He raised a mobile device, implying that it would be recorded on it. I said, “Sure, why not?” I tried to peek at his screen to see what app he was using, but couldn’t quite make it out. Our exchange went well, and I’m glad to say I’m in reasonably good health. At the end of the visit, I finally let my curiosity get the better of me and asked what they were using to record the conversation. Not surprisingly, he said, “It’s an AI app called Ambient. He added, “It makes our jobs so much easier and faster.” I left the doctor’s office wondering, who, or what, will apps like this be replacing soon? I came home determined to research and learn more. Athelas is a San Francisco health tech company whose AI-powered “Scribe” tool listens to doctor-patient conversations and automatically generates clinical notes, turning what used to be 15–20 minutes of post-visit typing into a 30-second review. It tackles one of medicine’s biggest problems, which is that doctors spend twice as much time on paperwork as they do with actual patients. The market is crowded, with Microsoft, Google, and several well-funded startups all competing in the same space, but Athelas stands out by combining note-taking with billing and coding automation.
The roles most at risk are medical scribes, transcriptionists, coders, and prior authorization specialists, essentially every support job that exists to manage documentation. One of the benefits is that this tech may actually restore something medicine has been losing for years, which is a doctor who is fully present in the room with you. 🧰 AI Tools of The DayMedical Scribe Tools
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Monday, February 23, 2026
🩺The AI That’s Quietly Rewriting Medicine
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