BartonBecky
03-19

$Microsoft(MSFT)$

Can't help but think how many $Microsoft(MSFT)$ Nuance Shorty's are getting squeezed on the $Alphabet(GOOG)$ + $HCA Holdings Inc(HCA)$ + $Augmedix(AUGX)$ GenAi Ambient Medical Documentation solution that will hyper scaled. Here's a fun fact last year Nuance had 9,056 employees and today they have 5,881 a 35% decrease in workforce in a market that is about to go parabolic. My take on it is that when they bought Nuance they thought they had more runway to execute their strategy but then the Gemini MedLM Thunder Cloud rolled in an rained on their OpenAi because fundamentally the architecture of it doesn't work well in healthcare and is flawed. This is why…

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