Announcing Our Investment in Aligned Marketplace
This is co-authored with Siobhan Nolan Mangini and Brian Zhao. Primary care is supposed to be the front door to the healthcare system: the place where problems get caught early, chronic […]
Category Archives: Healthcare IT
Thinking about the Impact of Artificial Intelligence on U.S. Health Care Costs and Spending Growth
This article first appeared in NEJM Catalyst. It is co-authored with Brian Zhao and Erin Duffy, Ph.D., M.P.H. Vol. 7 No. 8 | August 2026 DOI: 10.1056/CAT.25.0509 This article critically examines the potential impacts […]
How AI Will Redefine Care Delivery: The Rise of the Generalist-Specialist
This article first appeared in Health Affairs Scholar. It is co-authored with Siobhan Nolan Mangini, and Robert M Wachter. Health Affairs Scholar, qxag075, https://doi.org/10.1093/haschl/qxag075 Published: 26 March 2026 Abstract Artificial intelligence […]
The Promise and Uncertainty of Medicare’s ACCESS Model
This article first appeared in Health Affairs Scholar. It is co-authored with Aditya Narayan. Health Affairs Scholar, qxag018, https://doi.org/10.1093/haschl/qxag018 Published: 22 January 2026 Abstract: CMS’s new ACCESS payment model is a novel […]
The Costs Are Too Damn High: Responding To Affordability Pressures In ACA Markets
This article first appeared in Health Affairs. It is co-authored with Scott Heiser and Rahul Rajkumar. Fifteen years after passage of the Affordable Care Act (ACA), the insurance exchanges created under […]
AI doctors will be good at science but bad at business, and big talk with little action means even higher drugs prices: 10 healthcare predictions for 2026 from top investors
This article first appeared in fortune.com. It is co-authored with Bryan Roberts and Siobhan Nolan Mangini. In 2025, we whiffed. You would have been wise to bet the anti-portfolio. While we […]
Dr. Oz turbocharges Medicare Advantage and everyone monitors their glucose: 10 health care predictions for 2025 from top investors
This article first appeared in fortune.com. It is co-authored with Bryan Roberts. Welcome back to health care predictions season! We invite you to join us and gaze into our crystal ball […]
AI will live up to the hype and more unicorns will lose their horns: 10 health care predictions for 2024 from top investors
This article first appeared in fortune.com. It is co-authored with Bryan Roberts. Welcome back to predictions season! We invite you to gaze into our cracked and cloudy crystal ball as we […]
A frozen capital market and an insurance premium shock: 10 health care predictions for 2023 from top investors
This article first appeared in fortune.com. It is co-authored with Bryan Roberts. Welcome back to predictions season. We are pleased to share what we see in our still murky, and materially […]
Better COVID news and many more IPOs: 10 health care predictions for 2022 from two top investors
This article first appeared in fortune.com. It is co-authored with Bryan Roberts. We are back to prediction making once again, and here is the first: 2022 will be a year to […]
Better Healthcare Sooner 