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What In-Network Covers—And Why It Matters
Strategy, incentives, and sharp takes for people trying to fix U.S. healthcare
Jun 12
•
David Ohta
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What In-Network Covers—And Why It Matters
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Ambient Scribes: A Reasonable Bet, With Conditions
Clinicians love it. Boards fund it. But growing into a $5B valuation won’t be easy.
Jun 5
•
David Ohta
9
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Ambient Scribes: A Reasonable Bet, With Conditions
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6
Autism Care's Center of Gravity is Shifting — to Parents, Not Providers
Huey Health, and the founder behind it, are betting that the future of autism care is parent-led, virtual, and built for outcomes. Not billing.
Jun 2
•
David Ohta
6
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Autism Care's Center of Gravity is Shifting — to Parents, Not Providers
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5
May 2025
Why $3 Cash Beats $10 With Insurance
How PBMs turn opacity into margin—and why startups are finally calling it out
May 20
•
David Ohta
4
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Why $3 Cash Beats $10 With Insurance
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April 2025
Medicare’s Billion Dollar Bet on Care Navigation
Medicare’s new care navigation program isn’t just much-needed reprieve for families; it’s a huge investment opportunity for providers + VCs alike
Apr 4
•
David Ohta
4
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Medicare’s Billion Dollar Bet on Care Navigation
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Yes, MA is still a big opportunity
Growth is slowing as MA matures from volume to value, but several carriers (and SNPs) remain strong amidst the correction
Apr 2
•
David Ohta
5
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Yes, MA is still a big opportunity
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February 2025
Healthcare's 401(k) Moment Is Here
VCs are racing to unbundle outdated employer healthcare, but will ICHRA scale fast enough to justify investor bets?
Feb 3
•
David Ohta
5
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Healthcare's 401(k) Moment Is Here
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