Unexpected Surge: Many Companies Join CMMI ACCESS Model
Massive number of companies enrolled as participants for the CMMI ACCESS model. Way more than I expected, especially given comments around price being too low. Full list here: https://t.co/OAJPpzFtUk
Why Anthropic Chose Coefficient Bio Over Bigger Rivals?
Reading up on the Coefficient Bio deal. I totally get the industrial logic around why Anthropic should care about drug discovery. But why this particular company? There's lots of more scaled players doing this. Can anyone educate me? https://t.co/akFVmRUaYw
Round Size Alone Tells Nothing without Financial Context
Imagine a funding announcement with actual financials… Why did we all decide to include one number: Round size Meaningless. Means zilch without knowing burn rate, profitable/not, margin, pre/ post money valuation, revenue multiple relative to peer set, growth rate.
Virtual Subspecialty Care Can Cut Unnecessary Transfers
You can't snap your fingers and make more subspecialists. So how does America close the gap? New Lifers episode with Dr. Chris Gallagher and Dr. Blake Porter at @AccessTeleCare on what virtual subspecialty care can actually fix. We discuss: * Why 2025...
AI-Driven Car Hunt Saves Thousands Nationwide
We are buying a car and built an AI agent that’s crawling every listing within the right perimeters — not just locally, but around the USA. It factors in shipping fees & flags the best deals. My husband negotiates from...
AI Drives $1.8B Healthcare Startup in First Year
AI is helping healthcare companies hit exceptional revenue scale in year 1. @keatonbedell and Josh Tauber describe exactly the inflection point in healthcare infrastructure that made a 2-person, $1.8B company possible. WATCH/LISTEN: Spotify: https://t.co/hrs0ZbILVz Apple: https://t.co/e8IxsoZ2bB Youtube: https://t.co/ORjNyzcOli
Health AI's Real Gold Lies Beyond Prestige Hospitals
Health AI startups are chasing "prestige logos": the 400 big academic medical centers. That's only 7% of the market. Mark Sendak (VegaHealth) on why the other 93% is the real opportunity 👇 * $45B IT market * Faster buying cycles * 18% claim denial rates...
AI Poised to Transform Healthcare Into Supercharged General Practice
.@peteratmsr on why AI could shift healthcare away from subspecialties, and toward a supercharged version of general practice. Catch my episode with Peter (President of Microsoft Science) on Lifers: Apple: https://t.co/e5WslnfSee Spotify: https://t.co/TaqlqEsE3f YouTube: https://t.co/eAaMF0XEiB
Trust, Not Software, Drives GLP‑1 Startup Success
If anyone can build a GLP-1 company for $50K, what actually separates the winners? I asked Josh Tauber and @keatonbedell on Lifers, their answer: not software. Trust. WATCH/LISTEN: Spotify: https://t.co/hrs0ZbILVz Apple: https://t.co/e8IxsoZ2bB Youtube: https://t.co/ORjNyzcOli
AI Will Let CEOs Draft Their Own Emails
Would you have believed someone in 1975 if they told you every CEO would one day type their own emails? @peteratmsr uses that analogy to explain exactly where we are with AI and code right now. Lifers episode with Peter Lee (President...
Cash‑pay GLP‑1 Clinics: Easy to Copy, Unsafe, Unregulated
By now we have all read the piece in @nytimes about MEDVi's $1B+ business selling GLP-1s online with a ton of marketing, and very little ownership of infrastructure. I asked two friends @josh_tauber and @keatonbedell: - Is there any moat? (no) -...
Zero Staff, High Marketing Spend Drives Scalable Revenue
Some are saying this Medvi story is fraudulent. What others in the industry are saying is with zero headcount, all the $ can go into marketing (meta, affiliates, etc). All the infra is rented. Operating margins will be extremely low,...
Navigation 2.0: Smarter, ROI‑Focused Healthcare Guidance
A few years ago, we were all talking about healthcare navigation as the ultimate solution for a broken system. But then the hype cooled. Why? Navigation 1.0 was built on a model that was too human-heavy, too fragmented, and too focused...
Convenience Wins: Consumer Health Beats Traditional Systems
Traditional healthcare is truly losing the battle of convenience. Consumer health is the real competition. Not other health systems.
Medicine Turns Into Low‑Cost, Check‑Box VC Model
There's so many observations here: - This is the "check a box" era of medicine - These companies do not need to raise much VC b/c the development cost is near zero - Pick the prescription, target the user, simplify the process,...
Founders Take Minimal Parental Leave in U.S. Businesses
If you're a founder of a U.S.-owned business, how much parental leave did you take off:
AI Detects Its Own Signature, Exposing Authorship
Every contributed piece I get I run in reverse through AI to ask AI if AI wrote it, and not the author. AI can pickup on its own signature. This is the world we now live in.
Awarding “Baby‑friendly” Ignores Mothers’ Post‑birth Pain
Whatever marketer came up with the reframe of closing down newborn baby nurseries to shave hospital costs and then declaring that “baby friendly” should get an award. Meanwhile mothers recovering from surgeries, third degree tears & other childbirth outcomes get...
Is Healthcare Tech True Software? AI Safety Debate
Has healthcare tech ever really been software? And therefore is it more safe in an era of AI? I debate this topic with: Equities research Stephanie Davis & Omada Health's Sean Duffy #OMDA 👇 https://t.co/O7smcV1gkX
Revenue Cycle Elevates to C‑Suite Strategic Priority
Revenue cycle is the invisible backbone of every health system. It's finally getting the attention it deserves. New episode of Lifers this week: I sat down with Terri Meier (Assistant Vice Chancellor for Revenue Cycle at UAMS, 43-year industry veteran) live...
Calcium, Exercise, DXA Scans Prevent Costly GLP‑1 Surgeries
This is a very important study and I'm hearing from clinical experts in my network that the best prevention is calcium, weight bearing exercise and getting regular DXA Scans. Otherwise we're going to see a big increase in high-cost orthopedic...
AI‑Powered Recruiter Scam Uses Fake Jobs to Sell Software
PSA: There’s a new scam going around with exec search firms targeting people to say there’s a role they’re well suited for in order to sell resume software. The tell is AI: They essentially leveraged LinkedIn keywords to market these...
AI Will Reshape Healthcare; Leaders Must Drive New Thinking
Everyone agrees AI will change healthcare, but institutional momentum hasn't shifted to redeploy people. The question isn't "who gets left behind?" It's: Who leads the thinking? https://t.co/AyFMFqXwyL
AI Boosts Care but May Raise Healthcare Costs
AI is providing both immense utility to clinicians, but will also drive up costs if the incentives in our current system stay the same. This may be correct billing, but it's also still MORE billing. https://t.co/jmcWQ3q3EK
Questioning Rural Medicaid Inclusion in New Initiative
This is a great step and should be applauded. But is anyone on the list who lives in a rural area and qualifies for Medicaid? Love to suggest that for humble consideration.
AI Reshapes Development, but Liability Stays Unchanged
AI is changing how software gets built, but it isn't changing who's liable when it breaks. @seanduffy (CEO of @omadahealth) & Stephanie Davis on the Lifers podcast this week. https://t.co/i4nyyd1mtE
Health Tech Proves Resilient Amid SaaS Market Turmoil
Amidst the SaaS bloodbath fears, is health tech actually safer than people think? I sat down with @SeanDuffy (CEO of @OmadaHealth) and Stephanie Davis (Healthcare Industry Analyst) to dig into what's really happening in the markets and what it means for...
Healthcare Still Not a Market, Tech to Deflate Costs
Is healthcare actually a market? According to Chris Klomp, RFK's No. 2 at HHS, the answer is: Not yet. I sat down with Chris and Jon Gordon to discuss how we turn technology into a "deflationary force" instead of a cost-adder. The...
ER Doctor Recounts Bizarre Case of 9‑year‑old Bullet
Emergency physician Graham Walker, MD shares the most bizarre story from his 20 years in the ER. The mystery? A 9-year-old bullet. This week on Lifers with @chrissyfarr
EHRs Will Become Records; AI-Driven Action Layers Rise
Sharp take here from healthcare VC Sam Toole on the future of EHRs in an AI world. Do they become systems of record, and entrepreneurs can build systems of action that sit on top? Link to read the full piece...
ChatGPT Health Excels on Textbook Cases, Fails Real Emergencies
Is "textbook performance" enough for medical AI? The first independent stress test of ChatGPT Health is out in @NatureMedicine. The Good: Near-perfect triage for textbook stroke and anaphylaxis. The Bad: A 51.6% under-triage rate for true emergencies. But there’s a massive elephant in the...
Physician Burnout Stems From Lost Authority and Opacity
This week on Lifers, Graham Walker is “sounding the alarm” for physicians. * 50% of medical students already plan to quit before they finish school. * Doctors are becoming "factory employees," losing their authority to care for patients. * Tech focuses on the...
AI Solves Proofs; Humans Create Theorems
I pulled Peter Lee (@Microsoft President of Science) aside at Lake Nona to ask the $1T question: Which jobs are actually safe from AI? His answer: "AI is for proofs. Humans are for theorems." Here’s why that distinction changes everything:
TALK Commands ~3× Revenue Multiple, Outpacing Digital Health
This is actually good news for health-tech. TALK’s takeout multiple of ~3.0x revenues actually represents a fairly healthy premium to the recent digital health average (recall ACCD was taken out at ~1x). https://t.co/4FyXzAiny4
AI's Evolution Will Revolutionize Healthcare Delivery
On the latest episode of Lifers, I’m joined by @MSFTResearch President @peteratmsr. We dive into the evolution of AI and his bold predictions for the future of healthcare. Timestamps: (00:00) Preview (01:23) Intro (02:54) Evolution from deep neural nets to modern AI (04:30) Demystifying model...
We Skip Embargoes, Prioritizing Insight Over Speed
PSA: We don't hold embargoes at Second Opinion. It's a massive hassle and I'm not finding any correlation between audience growth and our publication adhering to companies' enforced timing. Bottom line... I care more about us being smart than first.
Medicare Chief Outlines Flat MA Rates, AI Integration
For Second Opinion, we had a long sit-down with Medicare chief Chris Klomp. We covered: -- MA rates staying flat -- Steps to thwart info blocking -- Bringing AI into healthcare outside of the fee schedule -- The ACCESS model & more https://t.co/dZEzyUtWbz https://t.co/PGO80SlZ9T
Align Boards, Embrace Simplicity: Surviving Three Health Pivots
This week on Lifers, I interviewed @othman about how he navigated @color through three massive pivots—from cancer genetics to national COVID infrastructure and now a virtual cancer clinic. Timestamps: (00:00) Preview (00:58) Intro (01:03) Lessons from Figma and betting on the tortoise over the...
Study Finds Inconsistent Patient Safety in ChatGPT Health
An important study just came out that is the first to evaluate patient safety when it comes to ChatGPT Health. Millions of people are using LLMs every week to triage health conditions, but this new study has found concerning inconsistencies. https://t.co/etjthA2olM
AI Will Replace Most Knowledge Workers; Healthcare Stays Last
SaaS may be in its bloodbath moment but as @Bob_Wachter says: When AI replaces doctors it means we are all out of jobs. Doctors, writers, lawyers, consultants, knowledge workers, etc. Healthcare is highest regulation, liability, risk. It’ll be one of the...
Healthcare Confuses PE with VC; Transparency Needed
I've noticed that PE and VC are getting lumped together by healthcare industry folks that I know as if they're the same thing. I'm not sure how we solve this problem but I suspect having more transparent conversations about it...
Social Meals, Sustainable Diets,
This week on Lifers, Dr. Zeke Emanuel thinks you can eat the ice cream. Timestamps: (00:00) Preview (00:59) Intro (02:25) The inspiration behind the book (04:20) The importance of socialization and shared meals (07:33) Sustainability versus the short-term hustle (08:30) The truth about supplements and regulation (12:04) Sponsor:...