Thoughts on Healthcare Markets & Technology

Thoughts on Healthcare Markets & Technology

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Why Healthcare Public-Data Startups Win on the Adjudicated Entity Graph & Not the Thousand Scrapers: Ownership, Fraud, Rollup, and Distress…
The ‘we aggregate a thousand public sources’ pitch is dead.
7:28
How Children Learn Once You Subtract Language: Statistical Learning, Causal Intervention, Curiosity, and Few-Shot Priors as Buildable…
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Part II: How Children Learn Once You Subtract Language: Statistical Learning, Causal Intervention, Curiosity & Buildable Healthcare AI Point…
Children learn without labels, without feedback, and on almost no data.
8:27
Part I: How Children Learn Once You Subtract Language: Statistical Learning, Causal Intervention, Curiosity & Buildable Healthcare AI Point…
Children learn without labels, without feedback, and on almost no data.
9:20
The 2026 Medicare Trustees Report, Decoded: a 2033 Part A Cliff, a $4.2T Hospital Insurance Hole, GLP-1 & Skin-Substitute Sticker Shock …
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The 2026 Medicare Trustees Report, Decoded: a 2033 Part A Cliff, a $4.2T Hospital Insurance Hole, GLP-1 & Skin-Substitute Sticker Shock …
The 2026 Medicare Trustees Report is out.
7:35
A Reasoning Model Reread 376 Unsolved Rare Disease Genomes at Boston Children’s & Surfaced 18 New Diagnoses: What the 4.8% Yield Means, and…
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Thoughts on Healthcare Markets & Technology
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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