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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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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

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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

Epic Systems earns roughly $6.7B a year.

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

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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

Hippocratic AI charges $9 per agent hour of patient conversation.

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

Hippocratic AI charges $9 per agent hour of patient conversation.

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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

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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

A Yale preprint says Medicare for All saves $1.041 trillion/year and prevents 114,174 deaths.

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

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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

The viral tweet about Medicare solvency moving from 2052 to 2040 got 750K engagements.

Part I: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

The viral tweet about Medicare solvency moving from 2052 to 2040 got 750K engagements.

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First Databank, the Hearst-Owned Drug Knowledge Layer Sitting Inside Almost Every US EHR and Pharmacy System: How the Moat Actually Works, What It Costs, and Where AI Can Finally Pry It Loose

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Who is FDB and How to Disrupt the Incumbent With AI

Hearst - yes, the magazine company - owns a piece of software that touches nearly every prescription written in the US.