Where To Focus Your Money in MedTech
Mon Jan 26 2026
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In this first MedTech 101 episode of the year, Rodney Moses explores where MedTech is heading in 2026 and beyond. Drawing from industry history, market data, and real-world regulatory experience, he identifies three key growth pillars shaping the future of healthcare: telemedicine, artificial intelligence, and personalised medicine.
Using Intuitive Surgical as a case study, Rodney explains how patents, monopolies, and regulation influence innovation and market expansion. He then breaks down why telemedicine is accelerating rapidly, how AI is enhancing (not replacing) clinicians, and why personalised medicine is set to become a trillion-dollar market.
This episode offers a clear investment, innovation, and career lens on where MedTech is moving—and where attention should be focused over the next five years.
⏱️ Episode Time-Step Summary (Chapters)
(0:00–0:20) High-Growth MedTech Thesis
MedTech companies operating in telemedicine, AI, and personalised medicine are positioned for strong long-term growth.
(0:20–1:55) Welcome & Podcast Update
Rodney Moses welcomes listeners to the first episode of the year, reflects on fewer episodes in 2025, and shares updates on starting postgraduate studies in Munich and expanding the podcast’s scope.
(1:55–2:23) Framing the Future of MedTech
To predict the future of MedTech, we must first understand the present and recent history of the industry.
(2:23–4:08) Intuitive Surgical & Market Evolution
Intuitive Surgical’s early patents created a long-lasting monopoly in surgical robotics. Patent expiry enabled competitors, lowered regulatory barriers, and expanded the market.
(4:08–4:59) Innovation, Patents & Regulation
Discussion on balancing patent protection, innovation incentives, affordability, and the role of regulation in MedTech markets.
(4:59–6:35) Telemedicine: Market Growth & Impact
Telemedicine as a key future pillar of MedTech, driven by wearables and remote monitoring.
Market size: $141B (2024) → $380B (2030)Benefits include hospital decongestion and improved access to care.(6:35–10:00) Artificial Intelligence in MedTech
AI as an enabler rather than a replacement for doctors. Use cases include diagnostics, imaging, mental health analysis, and decision support.
Market size: $14B (2024) → $255B (2033)
Regulatory catch-up remains a challenge, but momentum is strong.(10:06–11:22) Personalised Medicine & Data-Driven Care
Shift from generalized treatments to tailored therapies based on individual patient data, improving efficacy and outcomes.
(11:22–11:54) Personalised Medicine Market Outlook
One of the fastest-growing healthcare markets globally.
Market size: $567B (2024) → $1.2T (2033)(11:54–12:57) Where to Focus in MedTech
The three strongest growth areas for the next 1–5 years:
TelemedicineArtificial IntelligencePersonalised Medicine
Surgical robotics remains important but secondary in near-term growth.(12:57–13:11) Closing Remarks
Rodney thanks listeners, marks his return to the podcast, and invites guest and topic suggesti
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Follow or Connect with Rodney Moses:
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Send us a Message In this first MedTech 101 episode of the year, Rodney Moses explores where MedTech is heading in 2026 and beyond. Drawing from industry history, market data, and real-world regulatory experience, he identifies three key growth pillars shaping the future of healthcare: telemedicine, artificial intelligence, and personalised medicine. Using Intuitive Surgical as a case study, Rodney explains how patents, monopolies, and regulation influence innovation and market expansion. He then breaks down why telemedicine is accelerating rapidly, how AI is enhancing (not replacing) clinicians, and why personalised medicine is set to become a trillion-dollar market. This episode offers a clear investment, innovation, and career lens on where MedTech is moving—and where attention should be focused over the next five years. ⏱️ Episode Time-Step Summary (Chapters) (0:00–0:20) High-Growth MedTech Thesis MedTech companies operating in telemedicine, AI, and personalised medicine are positioned for strong long-term growth. (0:20–1:55) Welcome & Podcast Update Rodney Moses welcomes listeners to the first episode of the year, reflects on fewer episodes in 2025, and shares updates on starting postgraduate studies in Munich and expanding the podcast’s scope. (1:55–2:23) Framing the Future of MedTech To predict the future of MedTech, we must first understand the present and recent history of the industry. (2:23–4:08) Intuitive Surgical & Market Evolution Intuitive Surgical’s early patents created a long-lasting monopoly in surgical robotics. Patent expiry enabled competitors, lowered regulatory barriers, and expanded the market. (4:08–4:59) Innovation, Patents & Regulation Discussion on balancing patent protection, innovation incentives, affordability, and the role of regulation in MedTech markets. (4:59–6:35) Telemedicine: Market Growth & Impact Telemedicine as a key future pillar of MedTech, driven by wearables and remote monitoring. Market size: $141B (2024) → $380B (2030)Benefits include hospital decongestion and improved access to care.(6:35–10:00) Artificial Intelligence in MedTech AI as an enabler rather than a replacement for doctors. Use cases include diagnostics, imaging, mental health analysis, and decision support. Market size: $14B (2024) → $255B (2033) Regulatory catch-up remains a challenge, but momentum is strong.(10:06–11:22) Personalised Medicine & Data-Driven Care Shift from generalized treatments to tailored therapies based on individual patient data, improving efficacy and outcomes. (11:22–11:54) Personalised Medicine Market Outlook One of the fastest-growing healthcare markets globally. Market size: $567B (2024) → $1.2T (2033)(11:54–12:57) Where to Focus in MedTech The three strongest growth areas for the next 1–5 years: TelemedicineArtificial IntelligencePersonalised Medicine Surgical robotics remains important but secondary in near-term growth.(12:57–13:11) Closing Remarks Rodney thanks listeners, marks his return to the podcast, and invites guest and topic suggesti Support the show Follow or Connect with Rodney Moses: Instagram | LinkedIn | YouTube | Donations Patreon | PayPal