What In-Network Covers—And Why It Matters
Strategy, incentives, and sharp takes for people trying to fix U.S. healthcare
The way we pay for care shapes what care looks like—and who it leaves behind.
In-Network is a strategy newsletter for people building and fixing U.S. healthcare—operators, founders, policy leaders, and investors.
I’m Ohta, a healthcare investor and operator who most recently led strategy at Stanford Health Care. Our newsletter has been featured in Health Tech Nerds and is read by leaders across care delivery, policy, and infrastructure.
Subscribe for sharp, honest takes on how healthcare actually works—and how we might make it better.
🧭 What You'll Find Here
Most posts fall into one of three buckets:
1. Market Moves
Deep dives on care delivery models, platform valuations, and how capital moves through healthcare. → Who’s building what, and why it matters.
2. Operator Notes
Lessons from the inside: launching service lines, navigating payer friction, and working in regulated environments. → Real strategy, not theory.
3. Hard Truths
What’s broken. What’s worth fixing. No hype, no fluff—just sharp, honest takes. → Where the system fails—and what better could look like.
📌 Start With These
If you're new, these are great entry points:
🧠 Ambient scribes: A reasonable bet, with conditions — Abridge is reportedly raising at a $5B valuation. How the wedge is real even if the TAM is capped, and why it’s the next move that matters.
💊Why insurance makes your prescription more expensive — Why cheap generic meds still cost too much, and who profits when they do
💸The healthcare 401K — a new kind of health benefit giving people more control over their insurance
👤 About Me
I’m David Ohta, a healthcare investor and operator focused on tech-enabled care delivery and strategy. I’ve invested in companies like Strive, Empassion, and Connections, and previously led strategy at Stanford Health Care Health after starting my career at L.E.K. Consulting.
I also advise early-stage teams working on care delivery, value-based models, and go-to-market strategy.
📨 Subscribe for Sharp, Honest Healthcare Strategy
Subscribe for ~2x/month posts on how healthcare actually works—and how we might make it better. No spam. No filler. Just sharp, honest strategy.