I disagree that the level of performance will not impact the sales picture. The technical side matters a lot for sales. If an AI product is associated with a billing code, that will hugely change the sales dynamic. However this is a high bar to clear in terms of performance.

If the algorithms are worse than human level performance then I agree with the assessment. If they are above human level performance, I think the sales picture changes a lot. However this process will happen slowly since it will take time for regulatory and medical community to trust that a particular system truly and robustly outperforms humans.