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Apr 27, 2026
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4 min read
The state of the behavioral health market with Trilliant's Chief Research Officer, Allison Oakes; AI advocates for Medicaid patients with Pair Team's Neil Batlivala; ACCESS participation with Bold's Amanda Rees; and the state of the health insurance broker market with Bailey & Company's Patrick Keavy and Rebecca Springer.
Apr 26, 2026
13 min read
Q1 earnings season kicks off, AI pilots running into political issues, a musing on sacrificing for better healthcare, and more
Apr 19, 2026
9 min read
ACCESS rates, more fun with peptides, early data on ACA morbidity, and the Keytruda investigation
Apr 12, 2026
22 min read
A musing on 2027 Final Notice, a payor / provider spat between Jefferson and Aetna, Teladoc's valuation issues, BCBS MN's financial issues, and more
Apr 7, 2026
21 min read
We discuss the implications of CMS finalizing an expected average change of 2.48%, a larger-than-expected jump from the previously proposed 0.09% rate increase
Mar 29, 2026
19 min read
A musing on the peptide craze, a dozen different startup funding announcements, and more
Mar 22, 2026
8 min read
Sutter & Allina sign LOI, Klomp's commentary at STAT, Trilliant's take on provider coding intensity, and more
Mar 15, 2026
24 min read
UHS acquires Talkspace, Hims & Novo partner on GLP-1s, Devoted's clinical organization, a musing on AI red teams, and more
Mar 8, 2026
Musing about the coming tidal wave of CGTs, Emergency department disputes, a new Hims / Novo partnership, CMS on AI adoption and deflationary payments, and more
Mar 1, 2026
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
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
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
