All 15 Healthcare posts we have indexed from venture capital blogs and newsletters, plus the highest-scoring pieces of the past year and the people who write about it most.
Fluent's investment thesis on global health: proven business models (AI primary care, D2C, home care delivery, practice software) working in one geography are being replicated across borders and sectors, with AI and localization as key multipliers.
Clinical AI is shifting from administrative tasks to diagnosis and treatment decisions, driven by consumer demand and physician shortages. Success requires navigating regulatory complexity, reimbursement uncertainty, and the autonomy curve—not just raw model performance.
Employer-sponsored health insurance is ripe for disruption as rising costs force employers to shop, AI reduces operational barriers, and consumers demand better experiences. Challenger health plans competing across underwriting, care navigation, and admin efficiency represent a generational replacement opportunity.
Healthcare AI faces the 'Oracle Problem': benchmarks cannot reliably measure model performance because clinical ground truth is subjective, data is proprietary, and evaluation metrics become marketing tools. Real-world outcomes—not test scores—must drive AI adoption in medicine.
GLP-1 drugs (semaglutide, tirzepatide) generated $71B in 2025—outearning OpenAI and Anthropic combined—while reaching under 2% of eligible patients globally. As new trials reveal benefits beyond obesity (addiction, kidney disease, cardiovascular), the addressable market and revenue potential expand dramatically.
A new generation of biomedical device startups is reshaping venture economics by combining hardware with software platforms, consumer adoption, proprietary data collection, and multiple indications—transforming the sector from capital-intensive, binary-risk plays into defensible platform businesses.
As the AI trade faces headwinds from unprofitable frontier labs, concentrated bets, and softening retail demand, healthcare stocks may emerge as a rotation target—but the author argues healthcare's strength stems from fundamental performance, not AI-trade flight, making it a durable safe haven rather than a cyclical rotation play.
A detailed personal health and longevity protocol covering sleep, exercise, nutrition, supplements, and lifestyle habits—grounded in research and aimed at enabling decades of physical vigor through consistency rather than exotic interventions.
Vickram Pradhan (4) · Alex Lazarow (4) · Not Boring (3) · 7wire Ventures (2) · A16Z (2) · BIG by Matt Stoller (1) · Teddy Blank (1) · OpenVC.app (1) · Chamath Palihapitiya (1) · Michael Greeley (1)
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