
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!
Please feel free to comment on the articles and pass along this Alert. Let me know if this is worth it to you! Also check out my personal page on Substack.
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
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