Making sense of healthcare deals, technology, policy, and the occasional industry curveball.
Plus Peloton's surprise profit, 4 Questions with the CSO of Solera Health and a hot-take on AI driven automation.
Why funding has slowed, where gaps remain, and what the next wave of innovation could look like.
Yaccarino's new role, Meta's data fine, Big Pharma going DTC and CVS's 20b bet, big funding rounds, etc
Healthcare companies - and their boards - should get inspired by this tortoise that beat all the hares
That said, I like Amy Gleason’s idea of scanning a QR code at any doctor’s office to pull
AI continues attracting the lions share of investment in healthtech
AI is going to have the biggest impact in areas of healthcare that were previously under-funded
Maybe going direct to employers isn't the fastest path to success
Whoop battles the FDA, Lyra makes an acquisition, some interesting hires + founder dating too!
The healthtech news you shouldn't miss for July 11 2025
‘One Big, Beautiful Bill’ did a solid for direct primary care, longevity and telehealth, which may open up the employer channel in a big way for some digital health companies
