Is the disruption in healthcare that we think is going on, have been told is going on, make assumptions on, not really on? This is the contrarian argument posited by Dan Munro:

• Training of doctors, supply and demand is as it was. Training of US doctors is expensive, and doctors tend to go to the better paid specialties in order to pay down education debt faster. And patient demand for acute procedures will always outstrip doctor supply.
• Squeezing down the small stuff doesn’t radically impact demand. In the US we have been pounding down insurers (6 percent) and low-acuity/primary care, but ignoring the heavy spend on hospitals (31 percent) and clinical services (20 percent).  Are the big slices of the pie resistant or too controversial to cut?
• Startups aren’t a good source of disruption.  (more…)