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Oura IPO: Slick Gadget, Shaky Business
Oura’s S-1: “We have only recently achieved profitability and may not maintain profitability in the future.” 🙂
8 hrs ago
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Sergei Polevikov
9
3
3
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…
Sep 2
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Sergei Polevikov
23
4
August 2026
DOJ Just Dropped a $541M AI Upcoding Case. Meanwhile, Arintra Raises $51M for AI Medical Coding. 🤦
An AI found The Villages Health $2.5M in “net new revenue.” By 2024 half its Medicare codes were unsupported. The same day DOJ settled with Villages for…
Aug 31
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Sergei Polevikov
14
2
Health Catalyst Sold Its Profits. Epic Announced Everything. R1 Bought Prior Auth.
🎙️ Health Catalyst sold 60% of its EBITDA, Judy went down market as the FTC knocked, R1 bought Humata, and Cosmos gives me hope. And of course, what…
Aug 27
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Sergei Polevikov
14
1
2
Heidi Health CEO: Frontier Models Have Plateaued
Tom Kelly says frontier models stopped getting better on Heidi's tasks. I published the opposite in June. Both stories, the safety data nobody…
Aug 19
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Sergei Polevikov
23
12
1
AI Will Replace Doctors (Part 5 of 6)
Or what the Khosla family wants you to believe
Aug 18
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Sergei Polevikov
24
17
3
Commure’s Long History of Red Flags
STAT News took my investigation into Commure to the next level
Aug 13
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Sergei Polevikov
22
5
2
July 2026
Apple Health Is Now a ChatGPT Plugin
Six months ago I said Apple Health had no LLM and needed a hyperscaler. Last week OpenAI answered by turning Apple into a checkbox in its onboarding…
Jul 29
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Sergei Polevikov
25
9
2
Ultrasound Is Leaving the Hospital, but Screening Is Only Half the Story
Midjourney's scan-spa is the argument of the moment, and the screening critique is right about almost everything. I grant all of it, then walk through…
Jul 7
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Sergei Polevikov
20
3
3
🔥 Spicy Healthtech News for June: LLMs vs OpenEvidence, Midjourney’s MRI, UNH’s AI Push, Abridge’s NVIDIA Bet
Top experts debate the biggest healthtech stories of the month on our podcast.
Jul 2
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Sergei Polevikov
19
1
2
June 2026
Doximity’s Response to the Nature Medicine Paper (well, kinda 😉)
Doximity’s new white paper on Doximity Ask came out today
Jun 23
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Sergei Polevikov
16
1
1
OpenEvidence Goes Hippocratic AI
Healthtech has billions in VC money and the communication strategy of an 8-year-old caught lying
Jun 23
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Sergei Polevikov
27
3
4
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