What In-Network Covers—And Why It Matters
Notes for people quietly 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 leads, and investors.
It’s not loud. It’s not daily.
But it shows up in inboxes and team threads when the work gets serious.
I’m David Ohta — a healthcare investor and operator. In-Network has been featured in Health Tech Nerds and is quietly read by people working across care delivery, infrastructure, and policy.
If you’re trying to understand how the system works — and want writing that respects your attention — you’re in the right place.
What You'll Find
Most posts fall into three buckets:
1. Market Moves
Care delivery models, platform valuations, and how capital flows through healthcare.
2. Operator Notes
Inside-baseball from people who’ve actually done it.
3. Hard Truths
What’s broken. What’s worth fixing.
Start With These
🧠 Ambient scribes: A reasonable bet, with conditions — Why Abridge’s $5B wedge might be real — even if the TAM isn’t.
💊Why insurance makes your prescription more expensive — How generic drugs stay overpriced, and who benefits.
💸The healthcare 401K — how a regulatory shift is 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 SaaS businesses.
I’ve invested in companies like Strive, Empassion, and Connections, and led strategy at Stanford Health Care Health. Before that, I started my career at L.E.K. Consulting.
I also advise early-stage teams working on value-based models and GTM.
Subscribe for Sharp, Quietly Useful Takes
I send ~2 posts / month. No filler or growth hacks.
Just useful thinking — the kind people forward, quote, and build around.