The Oatmeal Bite

The Oatmeal Bite

AI Won't Fix Healthcare's Broken Incentives

Marc Andreessen says AI is already a better doctor than 99.99% of humans. Mark Cuban says the same AI will be deployed against you. Both are right, and that is the problem.

Jonathan Govette, CEO/Oatmeal's avatar
Jonathan Govette, CEO/Oatmeal
Jul 26, 2026
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On July 12, 2026, Marc Andreessen posted on X. The statement was brief, confident, and viral within hours: "AI is already a better doctor than 99.99% of human doctors. This is good news."

He was not wrong about capability. The evidence is mounting that large language models perform at or above median physician benchmarks on a range of diagnostic reasoning tasks. The technology is real. The capability gains are real.

Then Mark Cuban replied. And his reply cut straight to the thing nobody in Silicon Valley wants to talk about.

Cuban warned that AI could make healthcare worse - not because the tools are weak, but because of who else gets access to them. Insurers, he argued, will weaponize the same AI that helps doctors diagnose faster to deny claims faster. "For every future agent we give AI doctors to deal with this friction, the conglomerates will have multiple adversarial agents doing all they can to delay and deny," he wrote. He called it the agentic version of Spy vs. Spy.

Both men are …

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