John Beadle, Murray Brozinsky, Liz Golden, and Zachary Tan sit down for a roundtable discussion on why AI is poised to reshape the medtech category.
The conversation builds on our recent whitepaper, Medical Devices in the AI Era, which explores how AI can transform medical devices into clinical intelligence platforms — enabling earlier detection and novel biomarker discovery, and ushering in a new era of anticipatory medicine that raises the ceiling for both patient impact and venture outcomes.
The discussion also highlights two Aegis portfolio companies putting these ideas into practice:
- Optain: Lower-cost retinal imaging creates a wedge into primary care, starting with diabetic retinopathy screening. Once the robotic camera is deployed, each additional algorithm expands the platform's clinical utility and addressable market, turning the eye into a window for vascular, metabolic, and neurologic health.
- Wavelet: Turning previously inaccessible clinical signals into actionable insights in mission-critical workflows. In labor and delivery, Wavelet is working to non-invasively capture and interpret fetal brain activity, creating the potential for earlier interventions that improve outcomes for newborns and mothers.



