In-Network

Modular AI, Trust, and Saying No with Camber's Nathan Lee

Beyond note-taking, how to build modular infrastructure for the clinics that got left behind — one clean block at a time.

Jul 31 • 

David Ohta

2

What WISeR Gets Right About Medicare Reform

A small model with big implications. Less theory, more control.

Jul 7 • 

David Ohta

3

June 2025

After the Gold Rush: What Comes Next for GLP-1s

Inside the post-compounding GLP-1 market: pharma’s pivot, DTC’s ceiling, and payer infrastructure at scale.

Jun 29 • 

David Ohta

8

What In-Network Covers—And Why It Matters

Notes for people quietly trying to fix U.S. healthcare.

Jun 12 • 

David Ohta

2

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

12

10

The Future of Autism Care Starts at Home

Shorter sessions. Stronger outcomes. A model built for families — not billing.

Jun 2 • 

David Ohta

6

8

May 2025

Why Your $3 Drug Costs $10 with Insurance

PBMs profit on confusion. Here’s how startups are breaking the silence.

May 20 • 

David Ohta

5

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

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

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VCs are racing to unbundle outdated employer healthcare, but will ICHRA scale fast enough to justify investor bets?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