Thoughts on Healthcare
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Thoughts on Healthcare Markets & Technology
Expert analysis of healthcare and life sciences markets, technology, investment, entrepreneurship, policy, and AI — for investors, entrepreneurs, hospital and insurance executives, and physicians navigating the business of healthcare.
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The Contractor State: Who Actually Runs Medicare, How CMS Spends Its $8 Billion a Year, Why a South Carolina Blue Plan Quietly Banks $700 Million, and How AI Vendors Now Get Paid to Deny Care
Part II: The Contractor State: Who Actually Runs Medicare, How CMS Spends Its $8 Billion a Year, Why a South Carolina Blue Plan Quietly Banks $700 Million, and How AI Vendors Now Get Paid to Deny Care
Part I: The Contractor State: Who Actually Runs Medicare, How CMS Spends Its $8 Billion a Year, Why a South Carolina Blue Plan Quietly Banks $700 Million, and How AI Vendors Now Get Paid to Deny Care
How Epic Systems Makes Money: Inside the License, Maintenance, and Implementation Machine Powering Healthcare’s Most Secretive Private Software Empire, From Verona to Cosmos to the Agentic Turn
How Epic Systems Makes Money: Inside the License, Maintenance, and Implementation Machine Powering Healthcare's Most Secretive Private Software Empire, From Verona to Cosmos to the Agentic Turn
How Hippocratic AI Makes Money: The Nine Dollar Agent Hour, Who Actually Signs The Check At A Health System, And Whether A 3.5 Billion Dollar Valuation Survives Contact With Nursing Budgets
Part II: How Hippocratic AI Makes Money: The Nine Dollar Agent Hour, Who Actually Signs The Check At A Health System, And Whether A 3.5 Billion Dollar Valuation Survives Contact With Nursing Budgets
Part I: How Hippocratic AI Makes Money: The Nine Dollar Agent Hour, Who Actually Signs The Check At A Health System, And Whether A 3.5 Billion Dollar Valuation Survives Contact With Nursing Budgets
Stress Testing the New Yale Medicare for All Preprint: Where the 114,174 Lives and $1.041 Trillion Actually Come From, and What All Payer Medicare Rates Would Do to Hospital and Physician Margins
Stress Testing the New Yale Medicare for All Preprint: Where the 114,174 Lives and $1.041 Trillion Actually Come From, and What All Payer Medicare Rates Would Do to Hospital and Physician Margins
Where the Money Actually Moves After the Reconciliation Law: Medicaid Work Requirements, $50B Rural Fund, Provider Tax Phase-Downs, and What Entrepreneurs and Investors Should Build and Buy Now
Part II:Where the Money Actually Moves After the Reconciliation Law: Medicaid Work Requirements, $50B Rural Fund, Provider Tax Phase-Downs, and What Entrepreneurs & Investors Should Build and Buy Now
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