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Cityblock acquires Homeward; musing about the state of agentic voice AI market after Prosper and Assort's funding rounds;
Jun 28, 2026
Experiencing an AI scribe in the wild, Thoreau's platform investment in Ensemble, a key blow to anti-tiering/steering clauses, and the emerging two-tier system
Jun 21, 2026
Musing on Hawai'i's VBC conundrum, 2032 as a healthcare election, Hinge's investor day, Abridge's bid to be a clinical intelligence layer, and more
Jun 14, 2026
A musing on fraud, the ever growing autism market, legal debates over out-of-network pricing, and more
Jun 7, 2026
Musing on $100 billion healthcare AI companies, the impact of GLP-1s, conversations about primary care access, and more
May 31, 2026
Musing on PhRMA's access argument and the TAM for drugs; HCAT, HIMS, and DOCS drop on earnings; digital health pushes back on ACCESS and more
May 17, 2026
A solid week of Q1 earnings saw most public stocks on the upswing (agilon up 100%!), a review of the MinuteClinic / Mass General Brigham partnership, and lots more
May 10, 2026
A rundown of Q1 earnings calls, Devoted asks CMS to pay it less, Apollo's take on radiologists, Mark Cuban's contradictory week, and more
May 3, 2026
Q1 earnings season kicks off, AI pilots running into political issues, a musing on sacrificing for better healthcare, and more
Apr 26, 2026
ACCESS rates, more fun with peptides, early data on ACA morbidity, and the Keytruda investigation
Apr 19, 2026
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 12, 2026
A musing on the peptide craze, a dozen different startup funding announcements, and more
Mar 29, 2026
Sutter & Allina sign LOI, Klomp's commentary at STAT, Trilliant's take on provider coding intensity, and more
Mar 22, 2026
UHS acquires Talkspace, Hims & Novo partner on GLP-1s, Devoted's clinical organization, a musing on AI red teams, and more
Mar 15, 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 8, 2026
Musing on AI disruption, lots of VBC / MA earnings calls, Enhabit goes private, ChatGPT Health struggles in a study, and more
Mar 1, 2026
Musing on deflationary regulation attempts, earnings updates, Hims acquisition of Eucalyptus, and more
Feb 22, 2026
The healthcare jobs report, lots of earnings reports (CVS, Humana, Oscar, Tenet, Hinge), ACCESS rates, and more
Feb 15, 2026
Musing about AI primary care models, Devoted's quiet funding round, Hims' bizarre week, and lots more
Feb 8, 2026
A musing on the ripple effects of 2027 Advance Notice, Q4 earnings season kicks off, digital health M&A heats up, and more
Feb 1, 2026
A discussion of OpenEvidence's funding round, McKinsey's profit pools, and more
Jan 25, 2026
A recap of JPM 2026; Rock Health's 2025 funding report; lots of updates on AI, risk adjustment, and the ACA market
Jan 18, 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 11, 2026
A musing on AI & healthcare, a discussion on VBC, Vermont's price transparency effort, and more
Jan 4, 2026
A new AI conglomerate emerges, specialty pharmacy vibes, Humana's MA question, CMMI's LEAD Model, and more
Dec 21, 2025
