Thoughts on Healthcare Markets & Technology

Thoughts on Healthcare Markets & Technology

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 what the order means for healthcare through 2046

Oct 01, 2026
∙ Paid

🎧 Part I Podcast free on Apple Podcasts and Spotify.

Thoughts on Healthcare Markets & Technology
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 does, and what the order means for healthcare through 2046
The inventor of the transistor didn’t collect most of the value it created. The inventor of the transformer didn’t either. The money went to whoever owned the scarce thing next door once the primitive got cheap…
Listen now
22 minutes ago

🎧 Part II Podcast episode for paid subscribers only. Also available on Apple Podcasts and Spotify.

Thoughts on Healthcare Markets & Technology
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 does, and what the order means for healthcare through 2046
The inventor of the transistor didn’t collect most of the value it created. The inventor of the transformer didn’t either. The money went to whoever owned the scarce thing next door once the primitive got cheap…
Listen now
20 minutes ago

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Abstract

The p…

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