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The upcoming AI agent wars, Rightway's funding round, OpenEvidence's curious legal strategy, and more
Sep 27, 2026
A big week for alternative plan design funding, AI personal assistants are here, Oscar + Lucie, OpenEvidence's quiet funding round, and more
Sep 20, 2026
ARPA-H and the autonomous clinical AI debate; employer market disruption; Omada's investor day; PACE growth; and more
Sep 13, 2026
The Sword/Headspace merger, continued No Surprises Act arguments, Doximity data on provider compensation, and more
Aug 30, 2026
Devoted's "Beat and Raise", San Antonio's No Surprises Act conundrum, de-escalating the AI vs doctor debate, Hims' underwhelming vision, and more
Aug 23, 2026
A summary of Q2 earnings themes, Pearl Health's company update, STAT's investigation into Commure, and more
Aug 16, 2026
Hinge expands into the GI market, BofA's GLP-1 spending, Doximity sees strong demand for AI search tool, the fight over HCMC, and more
Aug 9, 2026
Q2 earnings takeaways (TDOC, HUM, CNC, ALHC, WAY, CI); musings on the future of providers & AI; and more
Aug 2, 2026
Q2 earnings: Molina, HCA, CHS, and Tenet report, highlighting ACA issues, commercial affordability challenges, and a winning strategy in high-acuity ASC cases
Jul 26, 2026
Q2 earnings season kicks off, OpenEvidence turns down a $20b valuation, Cadence's company presentation, musing on the PFS, and more
Jul 19, 2026
Kaiser's AI call center issues; Evidenced's new $24m fund; an OB/GYN for billionaires; and a wild week of lawsuits
Jul 12, 2026
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
