Thoughts on Healthcare Markets & Technology

Thoughts on Healthcare Markets & Technology

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Alibaba’s RADAR Beat 23 of 26 Radiologists on Abdominal CT, So Why Is US Imaging AI Stuck in Pilot? The Payment, FDA, Liability and Workflow…
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Alibaba's RADAR Beat 23 of 26 Radiologists on Abdominal CT, So Why Is US Imaging AI Stuck in Pilot? The Payment, FDA, Liability and Workflow…
Alibaba’s RADAR just outperformed 23 of 26 radiologists on abdominal CT across 146 findings.
6:26
What DOJ’s new fraud division has actually proven: 760,000 canceled ACA enrollments, the 35 percent zero-claims stat, a $26M TRICARE TMS…
🎧 Podcast episode for paid subscribers only.
What DOJ's new fraud division has actually proven: 760,000 canceled ACA enrollments, the 35 percent zero-claims stat, a $26M TRICARE TMS…
Three federal health care fraud stories broke in one week in September 2026.
6:17
The report card theory of giant companies: how every school subject and survival need gets its LLM moment, who gets paid when it does, and…
🎧 Part I Podcast free on Apple Podcasts and Spotify.
Part II: The report card theory of giant companies: how every school subject and survival need gets its LLM moment, who gets paid when it…
The inventor of the transistor didn’t collect most of the value it created.
9:13
Part I: The report card theory of giant companies: how every school subject and survival need gets its LLM moment, who gets paid when it…
The inventor of the transistor didn’t collect most of the value it created.
15:12

September 2026

The VC-Backed Health Tech Company the Industry Needs Right Now: A Neutral Clearing Utility for Prior Auth, Claims, and Disputes, and the…
🎧 Podcast episode for paid subscribers only.
The VC-Backed Health Tech Company the Industry Needs Right Now: A Neutral Clearing Utility for Prior Auth, Claims, and Disputes, and the…
In 1968, the NYSE closed Wednesdays because back offices couldn’t move paper fast enough.
6:38
A Surgeon Near Lagos Removed a Cancerous Kidney in Abuja Over Starlink, 500 km Away: The Latency, Failover, Licensing and Payment Problems…
A surgeon near Lagos just removed a cancerous kidney from a patient in Abuja, 500 km away, over Starlink.
6:07
Who Is Winning Clinical AI in 2026: Why Aidoc Has the Edge Over Viz.ai and RapidAI on Platform Strategy, Foundation Models, Capital and…
🎧 Podcast episode for paid subscribers only.
Who Is Winning Clinical AI in 2026: Why Aidoc Has the Edge Over Viz.ai and RapidAI on Platform Strategy, Foundation Models, Capital and…
Three companies all claim to lead clinical AI in US hospitals.
6:07
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