...Ora Health New Zealand modernization Recent Headlines and Must Reads Chutes & Ladders, Oracle Edition: Surprise! Project Jupiter data center build overages, “social costs” multiply. Pentagon inks $7B, 10 year deal for software. Catching up to Masimo’s ‘unfinished’ business: Danaher completes $9.9B acquisition of Masimo. $634 million damages from Apple upheld, but Kiani lawsuits continue This week’s Must Read: the dangerous financing of AI data center buildouts–and how they resemble the 2020 health tech boom (Remember the SPAC boom that cracked and left nearly all companies and billions in the dust?) A gloomy view on Oracle going forward: debt, cash... Continue Reading
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TTA’s August Ice Cream Run: General Catalyst’s $ for Function Health, GI health is “IT” for Hinge and Throne, EO for AI, DispatchHealth repositions, Health NZ modernizes, Centene’s profit, more!
...data center build overages, “social costs” multiply. Pentagon inks $7B, 10 year deal for software. Catching up to Masimo’s ‘unfinished’ business: Danaher completes $9.9B acquisition of Masimo. $634 million damages from Apple upheld, but Kiani lawsuits continue Recent Headlines and Must Reads This week’s Must Read: the dangerous financing of AI data center buildouts–and how they resemble the 2020 health tech boom (Remember the SPAC boom that cracked and left nearly all companies and billions in the dust?) Chutes & Ladders: Data breach clouts Clover, OpenAI agent escapes sandbox to attack Hugging Face, Precision’s surface BCI achieves thought control, Tempus... Continue Reading
TTA’s July’s a Wrap: what’s up with Masimo and Danaher, Oracle’s new datacenter danger zone with overruns, Included buys Firefly in expansion, Candid raises $120M, TytoCare’s new CEO and $25M, more!
...Firefly, Candid’s $120M raise, DarioHealth’s $23M RDO, TytoCare’s $25M growth round + new execs, Aurenar’s $5.7M seed for ICU neuromodulation Chutes & Ladders, Oracle Edition: Surprise! Project Jupiter data center build overages, “social costs” multiply. Pentagon inks $7B, 10 year deal for software. Catching up to Masimo’s ‘unfinished’ business: Danaher completes $9.9B acquisition of Masimo. $634 million damages from Apple upheld, but Kiani lawsuits continue Last week’s headlines This week’s Must Read: the dangerous financing of AI data center buildouts–and how they resemble the 2020 health tech boom (Remember the SPAC boom that cracked and left nearly all companies and... Continue Reading
Catching up to Masimo’s ‘unfinished’ business: Danaher completes $9.9B acquisition of Masimo. $634 million damages from Apple upheld, but Kiani lawsuits continue
...the offer was made, Masimo stock was trading around $130. This made for a very good deal for long-suffering Masimo shareholders and Politan Capital, which forced out owner/founder/CEO Joe Kiani in a blistering September 2024 proxy fight. Masimo shareholders approved it in May. Masimo will operate as a brand and division under Danaher Diagnostics, led by EVP Diagnostics Julie Sawyer Montgomery with Masimo CEO Katie Szyman continuing as CEO of the division. Danaher updated its full-year 2026 guidance on 21 July with its Q2 earnings release. “For full year 2026, the Company expects non-GAAP core revenue will increase in the... Continue Reading
The Oracle shoe dropped: Oracle lays off 18%–20-30K–of global employees, in their largest ever layoff (Updated 2 Apr)
...Skyhorse media endeavors, the latest being the besting of Netflix in buying Warner Bros. He is also 81. These are factors to investors. Our Readers will recall that in 2022, Michael Neidorff, 25-year CEO of Centene, was forced out at age 79 by an activist shareholder group (Politan Capital, later famous for upending Masimo) that referred to both his age and tenure. One does wonder how many of the laid off employees had specific skills that would have been useful in changing over to cloud/AI. It’s doubtful that Oracle had any process to evaluate individual competencies or capabilities for future... Continue Reading
Hollywood Ending, Part Deux: Joe Kiani goes on from Masimo as tech CEO plus board chair of three companies
...the Willow website, Joe Kiani founded it in 1998, nine years after Masimo as a spinout. Its impressive base of 127 patented technologies include those licensed from Masimo, such as the Masimo Rainbow Signal Extraction Technology® (SET). Like Masimo, Willow is located in Irvine, but at the University of California campus. It was renamed from Cercacor in 2024. Joe Kiani bio on Willow. Orange County Business Journal His other major gig is as CEO of Like Minded Labs, a media technology company based out of Santa Monica. Cofounded by Joe Kiani, its main product is Coresee, a video conferencing platform... Continue Reading
Hollywood Ending: Masimo patient monitoring selling to Danaher for $9.9B, will be standalone operating company
The long Masimo drama has a Hollywood Ending, at least for shareholders. The sale announced on Tuesday 17 February is a rich one–$180 per share, cash. (Masimo was trading in the ~$130/share range last week, making this a close to 40% boost.). Both boards have approved the transaction, expected to close in H2 2026. At that time, Irvine California-based Masimo, which specializes in pulse oximetry and patient monitoring devices, will operate as a standalone company within Danaher’s Diagnostics segment along with Radiometer (blood analysis), Leica Biosystems, Cepheid, and Beckman Coulter Diagnostics. Danaher, based in Washington, DC, has not made any... Continue Reading
Update: Masimo’s website status and an analysis of the Sound United sale
Things are apparently a lot more together for Masimo online. Their website structure has settled down since their cyberattack at the end of April brought down their websites, then by 6 and 13 May, a confusing and partial restoration [TTA 7 May]: A new Masimo site at https://www.masimo.com/ that leads with Professional Health with a tab at the top for Consumer Health. Professional Health opens a series of sub-tabs leading with Technology and Products. A tab for Masimo Audio does not appear unless you open Consumer Health, leading to pages for their brands Bowers & Wilkins, Denon, and others. A... Continue Reading
Best wishes to Strata-gee’s Ted Green on a fast recovery!
...fascinating and written from the perspective of a real Business Insider. He digs deep. Right before his ‘airborne’ event, Ted’s last Masimo story for Strata-gee dated 1 May investigated what was going on with their website. I had casually mentioned to Ted that the Masimo website was down after picking up his analysis of former CEO Joseph Kiani’s claim to 13.2% share ownership. Ted is the one who investigated that Masimo’s website remained down with no explanations that made sense and it had spread internally. He was the first to bring to everyone’s attention on the healthcare side that Masimo... Continue Reading
Breaking–Masimo Mystery SOLVED–cyberattack, website down for days, new websites up–and where’s the public explanations? Sound United sold.
...performance of any devices has been affected. Back to the ‘restored’ websites: A questionable restoration of their website(s). As of Tuesday (6 May, 9 pm EDT), the Masimo website is back live–but it depends on how you enter the URL! There are apparently two websites: a finished corporate and professional product website with a Personal Health section under construction with placeholders, but other live web pages which are accessible, apparently mainly for Canada–or for US under construction or discarded designs. Masimo.com entered as this link (https://www.masimo.com) features a home page with Masimo SET and their professional products such as SafetyNet... Continue Reading
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