Thoughts on Healthcare Markets & Technology
Thoughts on Healthcare Markets & Technology Podcast
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
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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. The 2026 Trustees report says 2033. That is one quarter earlier than 2025, not 12 years.

The 4% Medicare sequester everyone modeled in late 2025 also vanished. The Nov CR wiped the pay-as-you-go scorecards. Anyone forecasting a 6% Medicare cut spent Q4 building a ghost model.

What is real: 35 million uninsured by 2028 per the CBO baseline, up a third from 2025. Marketplace enrollment down from 22.3M to roughly 17.5M. Average subsidized premiums up 114%.

The $50B Rural Health Transformation Program starts paying out Oct 1, 2026. All 50 states approved. States are already in procurement. Buyers are inexperienced. That window is open now.

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