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Feb 15, 2026
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27 min read
The healthcare jobs report, lots of earnings reports (CVS, Humana, Oscar, Tenet, Hinge), ACCESS rates, and more
Feb 12, 2026
13 min read
20% growth for Humana's MA book during AEP, the 2027 payment rule for ACA plans, and the mother of all procurements for Indiana Medicaid.
Feb 11, 2026
14 min read
Edition #121
Feb 10, 2026
22 min read
Where teams are starting, how they're structuring AI efforts, what's working, build vs buy, and why product fundamentals still matter.
Feb 8, 2026
Musing about AI primary care models, Devoted's quiet funding round, Hims' bizarre week, and lots more
