TTA’s It’s June: Anthropic’s pending IPO, the AI Hype Curve, Oracle Health for sale, Schoenberg’s move to Amazon, Mass. sues UnitedHealthcare, Signos/H1 raises, more!

June 4, 2026 | by | No Comments

Thursday 4 June 2026

This Editor is closing and sending out Alerts a little early this week as off to an event. Most significant this week is Anthropic’s confidential, unpriced IPO filing on top of a $65B raise, a sure mark of Peak AI and the next stages of the Gartner Hype Curve. The other is an analysis of the potential market for a sell-off of Oracle Health’s EHR and what that entails–oddly coinciding with Roy Schoenberg’s move to Amazon Health. More about raises, UHG’s senior MassCare plans accused of fraud, and new Teladoc business. From last week–our Must Reads about the societal impact and the divinity of AI.

Enjoy your week and weekend!

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Chutes & Ladders: MA sues UHG on Medicaid fraud, Teladoc joins Walmart’s Better Care Services, raises for Signos and H1

Breaking: Anthropic files confidential S-1 with SEC for IPO, less than one week after $65B raise. But is this Peak AI?

Selling Oracle Health’s EHR–what are the potential buyers, their odds, and price?

Breaking: Roy Schoenberg moving to Amazon to lead Health Services; Neil Lindsay to depart

Last Week’s Headlines

Weekend Must Reads on AI: its societal and economic effects, and why its developers see it as replacing God

Short takes: Garner Health’s $100M Series E; Veradigm files financial reports for ’23/’24, moved to net loss; Rovex debuts autonomous in-hospital transport robot

Post-holiday news roundup: Oracle Health acute care EHR market share crumbles to 20%–what that means; retail real estate downsizer marketing Walgreens leases; Oura files for US IPO, Swoop buys NimbleRx

Holiday weekend roundup: VA asks for ‘cyberspeed’ 25% EHR budget bump, update on EHRM fraud indictment; Commure raises $70M; Innovaccer buys Caduceus, lays off staff; Doximity, OpenEvidence slugfest gets hot

 

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Breaking: Roy Schoenberg moving to Amazon to lead Health Services; Neil Lindsay to depart

May 29, 2026 | by | No Comments

Roy Schoenberg, MD MPH, the co-founder of Amwell and a past CEO, is moving effective 1 July to head up Amazon Health Services. He is replacing Neil Lindsay, who is a 15-year Amazon veteran and was senior vice president since 2021.

Dr. Schoenberg, whom with physician brother Ido co-founded American Well in Boston in 2006, can be considered one of the pioneers of telehealth. Notably, he had become less active in the now Amwell starting in June 2024 when he stepped down as president/CEO, moving to executive vice chairman. His LinkedIn profile has this board role ending this month with the announcement. He is also listed as the founder as of September 2025 of Aileen.ai, a personal health companion targeted to the senior market, and with various board positions that continue. He announced his appointment on a LinkedIn post yesterday.

From reports, Mr. Lindsay led the search for his successor. Lindsay oversaw a restructuring of AHS into six divisions last June, leading to several executive departures. One Medical’s integration and marketing has remained a struggle since 2022 and Amazon Care was discontinued in 2023. The scope of the reorganization and the status of the parts will be a considerable challenge for the good doctor.

Amazon Health Services comprise primary care (One Medical), pharmacy services (Amazon Pharmacy), and telehealth services (Direct Message Care and Video Care). All are tightly integrated with Amazon Prime. (As an Amazon shopper who has studiously avoided the expense of Prime, that has been a drawback.) CNBC, Healthcare IT News