16 October 2025 U.S. Healthcare Services U.S. Healthcare Services: How AI will change the healthcare landscape, a summary of our recent teach-in Lance Wilkes +1 917 344 8501 lance.wilkes@bernsteinsg.com William Robbins +1 917 344 8536 william.robbins@bernsteinsg.com We recently hosted a teach-in on disruptions in healthcare, underlining the key disruptive themes moving forward. In this note, we recap the session and provide our views on where to expect disruption in US healthcare services (see REPLAY, SLIDE ...