U.S. Healthcare Facilities & Managed Care: What if Anthropic's CEO is Right? The Real Bull Case for CNC, OSCR, and the ACA

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U.S. Healthcare Facilities & Managed Care: What if Anthropic's CEO is Right? The Real Bull Case for CNC, OSCR, and the ACA

Equity Research

10 June 2026

U.S. Healthcare Facilities & Managed Care

What if Anthropic's CEO is Right? SIGNATURE

The Real Bull Case for CNC, OSCR,

U.S. Healthcare Facilities & Managed Careand the ACA

NEUTRAL

As white-collar employment comes under increasing Unchanged

pressure, we expect the non-traditional workforce will U.S. Healthcare Facilities & Managed Care

expand, positioning the Individual ACA market as the fastest- Andrew Mok, CFA

growing end-market in health insurance over the next 5-10 +1andrew.mok@barclays.com212 526 5496

BCI, USyears.

Tiffany Yuan

+1 212 526 5568

tiffany.yuan@barclays.com

BCI, US

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What if Anthropic's CEO is right? Earlier this year, Anthropic's CEO Dario Amodei published an

essay predicting that "AI will disrupt 50% of entry-level white-collar jobs over 1–5 years." While

this has sparked extensive debate around how AI may reshape the labor market, far less

attention has been paid to the implications for health insurance — an intellectual inconsistency

given that roughly half of the US population receives health insurance through an employer. If

Amodei is right, the most important variable may not be unemployment itself, but the

weakening relationship between employment and health benefits. As white-collar employment