Thoughts on Healthcare Markets & Technology
Thoughts on Healthcare Markets & Technology Podcast
Part I: How Midjourney’s 60-second full-body ultrasound scanner became a LinkedIn fever dream & what the Butterfly chip deal, the wellness-lane FDA play & overdiagnosis math tell healthcare investors
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Part I: How Midjourney’s 60-second full-body ultrasound scanner became a LinkedIn fever dream & what the Butterfly chip deal, the wellness-lane FDA play & overdiagnosis math tell healthcare investors

Midjourney’s scanner went viral. The most-shared posts claimed its AI rebuilds your scan in real time. The company said there is no AI in the scanner at all. The feed inverted the most important fact.

The imaging runs on Butterfly Network’s chip, 40 modules per prototype, under a deal worth up to $74M over 5 years. BFLY jumped 52-56% in a day. The headline said Midjourney. The business story is Butterfly.

Current prototype: ~20 min, not 60 sec. About a dozen people scanned. Team of roughly 9. Sixty seconds is the goal. MRI comparison is launch-deck framing, not a published result.

The company is launching under FDA general-wellness positioning, same lane Prenuvo and Ezra use. No diagnostic claims, no diagnostic clearance. The moment they claim it finds disease, the regulatory burden changes entirely.

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