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Thoughts on Healthcare Markets & Technology

Thoughts on Healthcare
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Expert analysis of healthcare and life sciences markets, technology, investment, entrepreneurship, policy, and AI — for investors, entrepreneurs, hospital and insurance executives, and physicians navigating the business of healthcare.

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Latest Issues

Inside the Agentic Back Office Race for Specialty Practices: How a YC Company Hit 17x Growth and Seven Figures in ARR by Doing the Fax, Referral, Scheduling, and Collections

Thoughts on Healthcare Markets & Technology is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

🎧 Part I Podcast free on Spotify.

Thoughts on Healthcare Markets & T...

7 days ago
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Part II: Inside the Agentic Back Office Race for Specialty Practices: How a YC Company Hit 17x Growth and Seven Figures in ARR by Doing the Fax, Referral, Scheduling, and Collections Work

A YC company grew 17x and hit seven figures in ARR in under a year by not selling software.

A YC company grew 17x and hit seven figures in ARR in under a year by not selling software. It does the fax, referral, scheduling, and collections...

7 days ago
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Part I: Inside the Agentic Back Office Race for Specialty Practices: How a YC Company Hit 17x Growth and Seven Figures in ARR by Doing the Fax, Referral, Scheduling, and Collections

A YC company grew 17x and hit seven figures in ARR in under a year by not selling software. It does the fax, referral, scheduling, and collections work instead.

15-25% of specialty referrals never get scheduled at all. Not lost to competit...

7 days ago

Token Economics Versus the 20 Watt Brain: Why Inference Costs, Not Intelligence, Will Cap Clinical AI, & Whose Job It Is to Decide If Machines Should Diagnose Us When They Reason Better but Cost More

Why Inference Costs, Not Intelligence, Will Cap Clinical AI, & Whose Job It Is to Decide If Machines Should Diagnose Us When They Reason Better but Cost More

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8 days ago
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Token Economics Versus the 20 Watt Brain: Why Inference Costs, Not Intelligence, Will Cap Clinical AI, & Whose Job It Is to Decide If Machines Should Diagnose Us When They Reason Better but Cost More

AI models hit 80-85% accuracy on brutal NEJM diagnostic cases.

AI models hit 80-85% accuracy on brutal NEJM diagnostic cases. Unaided generalist physicians averaged around 20% on the same cases. So why isn’t smarter AI running on every pat...

8 days ago
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  • Thoughts on Healthcare

    Expert analysis of healthcare markets, health tech investment, digital health policy, and medical AI — for investors, entrepreneurs, and operators navigating the U.S. healthcare system.

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