Joe Mullings and Thomas Knox l VitVio, The Operating Room, & Sites of Care
Spent time with Thomas Knox in One60Studios recently and we discussed VitVio and the category forming around it.
The operating room, and the broader site of care, generates a continuous stream of longitudinal data about everything happening in that environment. Workflow, instrument use, team movement, decision points, outcomes. Perhaps becoming the most valuable asset in the building, and it is still up for grabs because currently no technology or organization owns it.
The big strategics cannot own it. Medtronic, Johnson & Johnson, Stryker, even Intuitive, they see telemetry from their own devices which is a narrow slice of reality and in context, the easiest to acquire therefore the least valuable.They are structurally blind to everything happening outside their own hardware which had been built to optimize the device, not to read the room.
It is likely the company that wins this layer gets built as an outsider. No exclusivity. Open architecture. A willingness to push the digital solution further than any OEM protecting a hardware franchise ever will.
Every industry runs the same arc. Closed systems and walled gardens come first, then open architecture wins, and the most integrated player takes the category. We saw it in computing. We saw it in telecom.
We are watching it now in the OR and likely to migrate from there into sites of care at large.
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