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Mar 1, 2026
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25 min read
Musing on AI disruption, lots of VBC / MA earnings calls, Enhabit goes private, ChatGPT Health struggles in a study, and more
Feb 22, 2026
21 min read
Musing on deflationary regulation attempts, earnings updates, Hims acquisition of Eucalyptus, and more
Feb 15, 2026
27 min read
The healthcare jobs report, lots of earnings reports (CVS, Humana, Oscar, Tenet, Hinge), ACCESS rates, and more
Feb 8, 2026
Musing about AI primary care models, Devoted's quiet funding round, Hims' bizarre week, and lots more
Feb 1, 2026
A musing on the ripple effects of 2027 Advance Notice, Q4 earnings season kicks off, digital health M&A heats up, and more
Jan 30, 2026
9 min read
Elevance stock rebounds as it highlights 2026 as a year of "execution and repositioning" amidst insurance membership declines while prioritizing margin recovery
Jan 25, 2026
20 min read
A discussion of OpenEvidence's funding round, McKinsey's profit pools, and more
Jan 18, 2026
18 min read
A recap of JPM 2026; Rock Health's 2025 funding report; lots of updates on AI, risk adjustment, and the ACA market
Jan 11, 2026
HTN goes to JPM, OpenAI's PR blitz, Doctronic & Utah test AI, CMS issues an RFI for a new claims platform, and more
Jan 4, 2026
16 min read
A musing on AI & healthcare, a discussion on VBC, Vermont's price transparency effort, and more
Dec 21, 2025
A new AI conglomerate emerges, specialty pharmacy vibes, Humana's MA question, CMMI's LEAD Model, and more
Dec 14, 2025
Reviewing CVS's Investor Day, a musing about direct primary care, early ACA enrollment figures, and more
Dec 12, 2025
12 min read
CVS's Investor Day highlights confidence in core business execution and a refocusing around key pharma assets while the care delivery business is de-prioritized
Dec 10, 2025
3 min read
AI optimism, navigating internal tensions between innovations in the payer and provider businesses, and a framework for deploying AI across large organizations
Dec 7, 2025
CMMI's new ACCESS model, Sword becomes the AI front door for Greece, Best Buy Health takes another impairment charge, and more
Nov 23, 2025
Discussing a debate on VBC, Abbott's acquisition of Cologuard manufacturer, Function's funding round, and more
Nov 21, 2025
Value-based care, tech-enabled clinics, and some thoughts for states on how to make the most of their Rural Health Transformation Program budgets.
Nov 20, 2025
4 min read
Prioritizing high value care, getting to yes, and when gold carding makes sense.
Nov 17, 2025
Payers think they're priced correctly for 2026 medical trend, most companies retrenching while Privia and Alignment Health get asked about growth, and personalization and AI are still the buzz words with interesting examples from Hims, Oscar, and UnitedHealth Group.
Nov 16, 2025
$1,000 AI scans and the US healthcare system, Humana and ChenMed's legal spat, House Rx's funding round, and more
Nov 14, 2025
Discussing Priva's Q3 earnings, the Evolent ACO acquisition, and Privia's solid VBC performance
Nov 9, 2025
Hippocratic AI's funding round, Q3 earnings season reviews, and more
10 min read
Humana appears set for meaningful growth in 2026, a year that was already expected to be pressured because of the Stars headwind
Nov 6, 2025
Privia's Q3 earnings call highlights another quarter of solid growth, strong performance in MSSP, and the M&A opportunity ahead similar to Evolent's ACO
2 min read
Turmoil in the marketplaces, silver loading, and how insurance companies stack the shelves around open enrollment
