At 7th November 2026
- Weekend Must Reads: Polevikov on Walmart’s Ninth Try At Health with General Medicine, Zitron on the Collapse of the AI Bubble
- More questions for Oracle as VA doctors and dentists question EHR rollout safety, demand a pause; Oracle’s $20B AI building raise
- Rounding up the funding and M&A action of early Q4–plus CVS’ split, Anthropic’s IPO
- IPOs, IPOs–Oura’s stalls out, Anthropic’s restarts, possibly mid-November. To everyone’s amazement!
- Developing: Walgreens’ Sycamore Partners owner on final approach to sell Boots operation to Canada’s Weston family for ~$9B
- Perspectives: What Meta’s settlement reveals about youth mental health, access shortages, and where telehealth can support pediatricians
- Oracle’s continued restructuring cuts 3K more jobs, adds $700 million while revenue grows 30%; House VA Committee subpoenas Ellison, Sicilia 19-0–and why Congress is mad at a 170% budget increase
- Perspectives: Digital Health Capital Keeps Rewarding What Patients See, Not What Keeps Companies Alive
- AI’s hoofbeats as Horses, not Zebras: a Gimlety view of AI’s destructive capacity (updated)
- Silicon Valley Bank’s take on H1 investment: among the “have and have nots”, it was “the best half in years” for health tech
- News roundup: Verma’s rumors, DEA’s new (?) telemedicine rule goes to OMB for review, Cityblock Health goes rural with Homeward buy, Scottish housing sensor tech could save millions–study
- Revealed: Oracle’s extended VA EHRM contract increased by $17B as original ceiling reached this year; VA Indy EHR goes online
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