Thoughts on Healthcare Markets & Technology Podcast

Expert analysis of healthcare & life sciences markets, investment, policy, entrepreneurship, technology and AI — for investors, entrepreneurs, executives, and physicians navigating the business of healthcare and life sciences. www.onhealthcare.tech

Thoughts on Healthcare Markets & Technology Podcast is a health podcast hosted by Unknown Host, with 67 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts Thoughts on Healthcare Markets & Technology Podcast, a health show with 67 episodes published.

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  Thoughts on Healthcare Markets & Technology Podcast

  Part I: Mayo Owns the Model, Microsoft Owns the Pipes: What the Mayo Clinic and Microsoft Frontier Healthcare AI Deal Reveals

  Jun 5, 20269 minS0

  <p>Mayo Clinic will OWN the frontier healthcare AI model it is building with Microsoft. Microsoft will distribute it through Azure. That ownership split is the entire story.</p><p>Mayo brings 54M+ de-identified patient records, 5.8B+ images, and years of longitudinal linkage infrastructure. Microsoft brings compute, engineers, and Azure distribution. Neither could do this alone.</p><p>The benchmark driving the superintelligence language: Microsoft’s MAI-DxO hit 85.5% on 304 hard NEJM cases. Physicians averaged 20%. Catch: physicians were not allowed to look anything up. Not quite the same test.</p><p>Microsoft already owns Nuance DAX, the ambient scribe in thousands of...

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  Thoughts on Healthcare Markets & Technology Podcast

  Part I: Inside the Agentic Back Office Race for Specialty Practices: How a YC Company Hit 17x Growth and Seven Figures in ARR by Doing the Fax, Referral, Scheduling, and Collections

  Jun 3, 20269 minS0

  <p>A YC company grew 17x and hit seven figures in ARR in under a year by not selling software. It does the fax, referral, scheduling, and collections work instead.</p><p>15-25% of specialty referrals never get scheduled at all. Not lost to competition. Lost to intake paperwork. One client had 4,800 referrals sitting in Epic for 4 months.</p><p>Payers denied more claims in 2025 than 2024. Up to 65% of denials are never appealed. Not because practices win, but because the appeal costs more than the claim.</p><p>The comp is Tennr: $101M Series C, $605M valuation, 10M docs/month...

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  Thoughts on Healthcare Markets & Technology Podcast

  Part I: A Solopreneur Business Plan for Building Medicaid Fraud Detection Software Aimed at the Early Intensive Developmental and Behavioral Intervention Autism Scam

  May 31, 20268 minS0

  <p>Smart Therapy LLC billed $14M in phantom autism therapy over 5 years. The state had all the data to catch it. Nobody ran the queries.</p><p>How it worked: teenage relatives billed as clinicians, parents paid $300-$1,500/mo per kid to enroll, forged supervisor sign-offs, billing maximums every single day, transport vendors on the same payroll.</p><p>EIDBI claims in Minnesota went from $600K in 2018 to $400M by 2025. 14 Medicaid programs flagged high risk. One Optum-run tightening cut ~$165M in spending across those programs in a couple quarters.</p><p>Every signal was loud and public: billing the cap...

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  Thoughts on Healthcare Markets & Technology Podcast

  Part I: One Infusion. A Permanent Gene Edit. A Lifetime of LDL Lowering. The VERVE-102 NEJM Data, the Lilly Acquisition Thesis, and What It Means.

  May 27, 202610 minS0

  <p>VERVE-102 just published Phase 1b data in NEJM. Single IV infusion. 88% PCSK9 reduction. 62% LDL-C reduction. 18-month durability. No serious adverse events in 35 patients.</p><p>But the core problem being solved is not efficacy. Statins work. PCSK9 inhibitors work. The problem: roughly half of patients prescribed lipid-lowering therapy stop taking it within a year. Every year. Consistently.</p><p>Adenine base editing does not cut DNA. It converts a single nucleotide letter in the PCSK9 gene in liver cells. No double-strand break. The target mimics a natural human variant already field-tested by evolution.</p><p>The 18-month durability signal...

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  Thoughts on Healthcare Markets & Technology Podcast

  Part I: How The Joint Commission & CHAI Are Quietly Building A Parallel FDA For Hospital AI & Why The Governance Infrastructure Layer Will Eat More Of The Health AI Market Than The Models Themselves

  May 26, 20269 minS0

  <p>The real hospital AI regulator is not the FDA. It is the Joint Commission, which accredits 80% of US hospitals and controls access to 60% of their revenue.</p><p>In September 2025 the Joint Commission plus CHAI released AI governance guidance. Once it enters accreditation standards, hospitals operationalize it the same way they operationalize infection control. Mandatory committees, audits, evidence binders.</p><p>That shifts the AI procurement gate from innovation officers to legal, compliance, and clinical risk. Vendors without documentation mapping to the guidance get filtered before pricing conversations happen.</p><p>The core insight: every AI deployment is now...

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