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Inside OpenEvidence: The Art of Selling a $500M Company for $15B
People familiar with the company describe how CEO Daniel Nadler runs the company more like a hedge fund than a healthcare AI business.
WTF is going on at K Health?
Allon Bloch took every hard question like a pro, and PatientGPT is real and growing. He still never said what model runs it, or why the symptom checker…
 • Sergei Polevikov
Nolla’s “Autonomous” AI Prescriber Still Needs a Doctor’s Signature
Utah’s 3rd AI prescribing pilot in 9 months. A 96% accuracy claim with no study. Scripts carrying a clinician’s name the clinician never wrote. And…
 • Sergei Polevikov
Who Owns the Doctor in 2031: Epic or OpenAI?
A banker came on Digital Health Vitals and bet against me. 😂 Plus: Oura pulls its IPO a day after we recorded, CommonSpirit’s $1.9B RCM divorce, and…
 • Sergei Polevikov

September 2026

Oura Is Peloton 2.0, and Not in a Good Way
Oura delays its $2.1B IPO after a super weak 4x oversubscription. Same 80/20 hardware and subscription split as Peloton. Same “we’re a platform” pitch…
 • Sergei Polevikov
AI 0: Cancer 1
Five frontier models. Zero cancers cured. AI fixed Phase 1. Phase 2 and 3, the human trials, have not moved, and the FDA has no pathway for generative…
 • Sergei Polevikov
Why NASA Scientists Don’t Give a Sh*t About OpenAI Solving a Millennium Problem
This is what happens when coders mistake being good at solving riddles for being good in physics: confidence goes up, expertise stays put, and the…
 • Sergei Polevikov
Everyone Is Buying RCM. CommonSpirit Just Paid $1.9B to Get Rid of It.
R1 went private for $8.9B. Ensemble is worth $12B. And one of America’s largest hospital systems just paid $1.9B to leave outsourced billing 6 years…
 • Sergei Polevikov
There Is No Money in AI Drug Discovery
Five years, $5.58B of losses, not one AI-discovered drug approved. Then Novartis lost an 8,323-patient Phase 3 with the drug working exactly as…
 • Sergei Polevikov
Oura IPO: Slick Gadget, Shaky Business
Oura’s S-1: “We have only recently achieved profitability and may not maintain profitability in the future.” 🙂
 • Sergei Polevikov
ChatGPT Health + Epic Integration Just Killed the Healthtech AI Industry
Game over. I’ve argued for years that the gap between foundation models and specialized healthcare AI is closing. OpenEvidence was still punching at…
 • Sergei Polevikov

August 2026

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