Some news I'm excited to finally share: I recently accepted a scout position and am doubling down on investing in digital health startups at the earliest stage! If you're a founder looking for healthcare operator angels, my DMs are open.

RT @madelesque: I wrote about the most obvious thing in the world @NYMag

Fwiw I think a care coordination agent paid for by a health system that coordinates PCP visits post discharge is different from a geriatric care manager agent that coordinates a host of services over the course of years

I've had multiple folks mention how amazing OpenAI's deep research is and tbh based on the outputs they've sent me it does seem to be worth the $200 a month if your job requires a lot of in depth research + analysis writing

Strong VBC product leader friend of mine is looking for fractional projects. She's been at venture backed tech enabled services cos and health plans. Let me know if you'd like connect!

Docs complaining about quality of care going down after they sold their practice to PE

There's one topic that will definitely have a panel at the 2026 innovation in caregiving conference: how AI can support caregivers. Top firms like IVP and Accel are making investments in the space and it makes sense given how AI can cheaply replace geriatric care management.

@GrantHesser @dreece11 Gotta wait to see the results. Fwiw @HelloPatient and @anothercohen are crushing it on voice agents driving engagement and appointment conversions.

@cliniciancritic Yeah but if someone picks up then you can have a deeper convo

I think programs like hospital-at-home or SNF-at-home are easier to adopt given they exist on FFS rails vs. value based care. Another area that might be of interest will be more JVs on ambulatory surgical centers vs. the high opex of running ORs.

@veeralmehta_24 I looked for data on hospital expansions during ZIRP but couldn't find anything. Anecdotally I do know there was a ton of new hospital facilities where I lived in NYC, Philly, and Boston from 2014-2022.

If you're raising right now you should be asking potential investors when was the last time they wired funds to a new investment (not follow on for their existing portfolio). Some funds aren't deploying in new cos right now but will still take meetings, don't waste your time.

Hey @B_Madden4 forget about healthcare you need to ask @mcuban about this Luka trade

The issue with bad venture studios is they poison the well for all other incubated companies. I've had so many VCs tell me they don't touch investing in studio incubations (regardless of model) b/c they assume they'll have to rework the cap table and massively dilute everyone.

@neuroflowlive Fwiw really sharp move by Neuroflow for likely exchanging stock to get access to Quartet's payer contracts

@healthspan_md That came up frequently as skilled nursing that needs education or compensation for caregivers