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Artwork for Thoughts on Healthcare Markets & Technology Podcast

Thoughts on Healthcare Markets & Technology Podcast

Thoughts on Healthcare Markets and Technology
Healthcare
CMS
Glp-1 Receptor Agonists
Openai
CMS ACCESS Model
Medicaid
EVV
Glp-1 Class
Artificial Intelligence
Glp-1
Semaglutide
Venture Capital
MFN
Benefit Design Recession
Hospital AI
Medicare Part D
Harvard University
Artificial Intelligence In Medicine
Diagnostic Errors
Tirzepatide

Expert analysis of healthcare & life sciences markets, investment, policy, entrepreneurship, technology and AI — for investors, entrepreneurs, executives, and physicians navigating the business of healthcare and life sciences. www.onhealthcare.tech

PublishesDailyEpisodes32Foundeda month ago
Number of ListenersCategories
TechnologyMedicineHealth & Fitness

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Artwork for Thoughts on Healthcare Markets & Technology Podcast

Latest Episodes

The administration is building a regulatory pathway for AI systems that diagnose and prescribe with no physician in the loop. Utah already has a pilot running. The Medical Licensing Board asked for an immediate suspension.

A Nature Medicine study ga... more

Mayo Clinic will OWN the frontier healthcare AI model it is building with Microsoft. Microsoft will distribute it through Azure. That ownership split is the entire story.

Mayo brings 54M+ de-identified patient records, 5.8B+ images, and years of lon... more

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 competition. Lost ... more

Smart Therapy LLC billed $14M in phantom autism therapy over 5 years. The state had all the data to catch it. Nobody ran the queries.

How it worked: teenage relatives billed as clinicians, parents paid $300-$1,500/mo per kid to enroll, forged superv... more

VERVE-102 just published Phase 1b data in NEJM. Single IV infusion. 88% PCSK9 reduction. 62% LDL-C reduction. 18-month durability. No serious adverse events in 35 patients.

But the core problem being solved is not efficacy. Statins work. PCSK9 inhib... more

The real hospital AI regulator is not the FDA. It is the Joint Commission, which accredits 80% of US hospitals and controls access to 60% of their revenue.

In September 2025 the Joint Commission plus CHAI released AI governance guidance. Once it ent... more

HHS shipped an LLM workflow for federal audits without an RFP. No vendor circus. No multi-year authorization. That is the actual story from May 21.

Single audits from every entity spending over $1M in federal funds sit in the Federal Audit Clearingh... more

Forus raised $160M at a $1B valuation on ~$50M in annualized revenue. That is a 20x multiple at Series B. Here is why Thrive and General Catalyst wrote that check.

Healthcare is a transaction routing economy, not a care delivery industry. Every prio... more

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What is This Podcast about and what kind of topics does it cover?

A clear through-line across recent episodes is how healthcare markets are being reshaped by governance, policy, and technology deployment. Conversations repeatedly emphasize governance infrastructures, regulatory shifts, and the move from model-centric AI to services and deployment layers that integrate with real-world health systems. Topics also circle around the economics of health tech—ranging from orchestration layers in specialty care to the regulatory bottlenecks and reimbursement dynamics that determine who wins in healthcare innovation. Notable threads include how accreditation and private governance bodies may increasingly influence hospital AI adoption, how government programs and procurement shape health tech Strategy, and the ri... more

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