...systems have felt for years without a dollar figure attached. Youth mental health has become a public health infrastructure problem, and the infrastructure absorbing most of the impact isn’t behavioral health. It’s primary care. New survey data from Iris Telehealth shows that when a child starts struggling with attention, mood, or behavior, 42% of parents try home strategies first. Another 23% bring the issue to a teacher or school counselor. Only 11% go directly to a mental health professional. Everyone else eventually lands somewhere else first, and for most families, that somewhere is a pediatrician’s office. Pediatricians are absorbing psychiatric... Continue Reading
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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
Oracle trumpets successes to Wall Street while continuing layoffs, tightening spending. Oracle’s downsizing continues while revenue is parked on the sunny side of the street. Its fiscal 2027 Q1 revenue (ending August 2026) grew 30% to $19.3 billion while non-GAAP operating income rose 31% to $8.2 billion and non-GAAP earnings per share came in at $1.92, also up 30%. Some was driven by cloud growth. For those following their data center builds, their remaining performance obligations, a measure of contracted future revenue, grew by $26 billion but much of it was prepaid or with customer supplying their own hardware, meaning... Continue Reading
Perspectives: Digital Health Capital Keeps Rewarding What Patients See, Not What Keeps Companies Alive
...it had promised hospitals. Pear Therapeutics and Babylon Health, two of the most recognized digital health brands of the pandemic era, went through bankruptcy the same year. The products differed. The failure mode did not: each company built something patients or providers could see and use, while the financial machinery underneath it stayed thin, brittle, or simply unbuilt. This is worth naming plainly because the funding data suggests the pattern is still being set up, not corrected. Digital health investment is recovering in 2026, and AI is the reason why. U.S. digital health startups raised $7.4 billion across 244 deals... Continue Reading
AI’s hoofbeats as Horses, not Zebras: a Gimlety view of AI’s destructive capacity (updated)
...Yet Sam Altman along with Nvidia’s Jensen Huang will be attending the state dinner for Chinese President Xi Jinping’s visit to Washington next week, The security threat is real. China is building a lot of data centers, well away of course from any international observation; Uyghurs don’t get to complain about data centers and water usage to Beijing. One doesn’t even know if they are real or empty buildings like their empty hinterland cities. Where are the chips coming from? Yet Chinese-engineered AI models may take the lower end of the market, much like steel. There’s an old saying in... Continue Reading
Silicon Valley Bank’s take on H1 investment: among the “have and have nots”, it was “the best half in years” for health tech
...fundings. (Page 12) SVB attributes the new health tech prosperity to AI-based technologies: clinical workflow automation, administrative efficiency and data infrastructure. Payviders (remember them?) also had their overdue day powered by AI: Devoted Health in the US with Medicare Advantage, and Alan in Paris (EU and Canada only). In SVB’s terms, “The bar for founders has risen toward durable growth, differentiated technology and a credible path to scale, especially those leveraging AI to address meaningful healthcare challenges.” Exits, though, are hard to suss. There weren’t many this half for health tech. Kaia Health (Sword) in January, and in provider operations... Continue Reading
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
...in 2022 to close healthcare gaps in rural America, accounting for over 61% of primary care shortage areas and a 23% higher mortality rate. Both Medicaid and Medicare Advantage face challenges–funding cuts for Medicaid and with Medicare Advantage, payers reducing reimbursement rates based on rising costs and increased Federal scrutiny of higher costs, upcoding, overpayments, and bonus programs. 23% of Medicare Advantage enrollees are in a special needs plan (SNP) KFF Cityblock touts its CORE—Care Orchestration and Resourcing Engine—as an AI-based operating system underpinning our outcomes-based care platform to use almost 10 years of member data to close care gaps... Continue Reading
News potpourri: OpenAI sued for practicing unlicensed medicine”, Cleveland Clinic med drone delivery, Solventum separates out health info systems, Unlimited Technology RCM in 3.8M data breach, Samsung Galaxy Buds FDA cleared for hearing assist
...hack. In the second largest healthcare breach reported this year, 3.8 million records were breached by an unauthorized user via a network server between 5-10 October 2025, according to a report on Health and Human Services (HHS)’s HIPAA Cases Currently Under Investigation page. According to a class action law firm release in July, UT’s breached records had the full gamut of PII, including names, Social Security numbers, dates of birth, email and mailing addresses, phone numbers, demographic information, and scanned documents such as copies of driver’s licenses or other government identification, insurance cards, and intake forms. PHI may potentially include... Continue Reading
Breaking report: Oracle drawing up plans to lay off employees in “double digit percentages” by 1 September
...or her part time remote manager who remained after the last layoff round. Nothing is showing up in Federal/state WARN notices yet. However, WARN does not cover remote, dispersed employees nor offshore employees. There are about $300 million in restructuring costs included in the FY 27 SEC 10-K filing. This is a comparatively low amount that has to cover earlier layoff costs, which may indicate that this upcoming layoff will be lower than March’s. The money continues to flow out, not in. Oracle’s high-profile data center buildouts, notably Project Jupiter, are being hit with increasing “social costs”. Despite initial permitting,... Continue Reading
News roundup #2: Function Health’s jumbo $450M raise from General Catalyst, Hinge Health’s $105M Cylinder buy, and Throne Science’s $10M Series A
...Capital, Cosmic Venture Partners, Offscript, V1.VC, and Morrison Seger. Throne Science has developed an AI-assisted toilet sensor for $399 (plus $5.99/month membership) that monitors for bathroom habits, specifically monitoring patterns around hydration and gut health. Last month, they launched the beta version of their Gut Health AI coach which allows users to query the app about their data. The fresh funds will be used for further R&D for the next generation of the device targeting early detection of colon and urinary tract cancers. Interestingly, one of the founders is John Capodilupo, formerly CTO at the previously mentioned WHOOP. Release, Mobihealthnews... Continue Reading
News roundup #1: AI governance ‘in’ with Feds, ATA; Centene’s shrinking but more profitable future; repositions and partnerships for DispatchHealth, WHOOP; Te Whatu Ora Health New Zealand modernization
Besides data center worries, AI governance and cybersecurity are very near the top of AI concerns. For the Feds, AI is being used to patch up cyber vulnerabilities at speed and scale. The Gold Eagle “Promoting Advanced Artificial Intelligence Innovation and Security” initiative established in Executive Order (EO) 14409 is designed to operate across agency lines, reduce bureaucracy, stimulate innovation, and utilize AI for security as well as develop internal, responsible AI practices. It also promotes cooperation between the private sector and government by being built out by open source software companies, The EO has three major parts: Upgrading American... Continue Reading
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