Are Traditional Health Systems Doomed? | Dr. Roger Kerzner on the Ambulatory Care Battle

Digital disruptors are coming for ambulatory care—but 2024 revealed the fight is far from over. Walmart shuttered all 51 health clinics. Walgreens wrote down $12.7 billion. Teladoc's stock fell 98%. Meanwhile, Optum now employs 10% of U.S. physicians and Bain projects nontraditional providers will capture 30% of primary care by 2030.So what's actually happening—and can traditional health systems survive?In this conversation, Dr. Roger Kerzner, Medical Director at Heartbeat Health, joins Cole Lyons to unpack why the old episodic care model is failing, what health systems can learn from disruptor failures, and the leadership courage required to navigate a decade-long transformation.00:00 Introduction and Guest Welcome00:23 Discussion on Healthcare Disruption01:56 Ambulatory Care and Business Models04:18 Challenges and Solutions for Incumbents06:48 Value-Based Care and Future Vision11:49 Conclusion and Final Thoughts