Clinical AI Splits Into Three Incompatible Markets

Healthcare AI is fragmenting into three markets operating at different speeds and regulatory risk profiles. Ambient documentation achieved near-universal deployment with low clinical stakes, diagnostic AI stalled at 52.1% real-world accuracy (vs 77%+ for physicians), while AI drug discovery crossed clinical reality with ISM001-055 in Phase 2 after only 30 months—a finding that inverts investment priorities.