All Episodes

Part I: What the Smart Money Just Bought in Healthcare and Life Sciences VC Over the Last Sixty Days

Part I: The OpenAI Anthropic Arms Race Pivoted From Models To Services & Deployment. And Why Healthcare Is The Stress Test.

Part I: What the Harvard ER Study Says About o1 Beating Doctors at Diagnosis, Why It Means Differential Diagnosis Just Stopped Being a Scarce Cognitive Asset, and Where the Money Goes Next

Part I: FDA Closes the 503B Bulks Door on Semaglutide, Tirzepatide, and Liraglutide: How the April 30 Proposal Kills the Compounded GLP-1 Supply Chain and Draws a Hard Line Between Clinical Need and Economic Need

Part I: The Preclinical Signal in Routine Abdominal CT: How Mayo's REDMOD and the Pre-Diagnostic Pancreas Force a Rethink of Cancer Screening Math, Workflow Economics, and the Multimodal Future of Risk Inference

When $Hims Lost Its Moat

Decoding the CMS Access Model: Half Your Revenue Lives in Escrow

Start Here: How to Get the Most Out of This Newsletter