The £6 Billion Blind Spot: Why UK AI Capital Has Not Touched Dental

Episode notes

Episode Description / Show Notes UK venture capital deployed a record £6 billion into AI in 2025, more than a third of all UK VC investment and the highest share ever recorded. UKRI has committed £1.6 billion to AI through 2030. The NHS 10 Year Plan places artificial intelligence at the centre of healthcare transformation, with dental contract reform confirmed from 2026/27. And dental AI remains almost entirely absent from UK institutional investment analysis. In this solo episode, Dr Randeep Singh Gill makes the case that dental AI is not an emerging opportunity. It is a commercially mature category with a structural window that is open now and will not stay open indefinitely. What this episode covers: The architecture of the UK AI investment landscape in 2025 and where the capital actually went. Why dental is structurally different from the other primary care verticals attracting capital. The four characteristics that make dental a compelling vertical AI thesis: recurring revenue, already private, consolidating fast, and sitting on one of the richest underutilised data assets in primary care.