Insights
Field notes on AI-native company building, growth systems, healthcare AI, and what it takes to turn deep context into companies that compound.
The Healthcare AI Evidence Ladder: Why Benchmarks Don’t Tell You What Happens to Patients
Frontier models now beat specialized clinical tools and physician baselines on increasingly hard tests. The harder question is what those scores say about a real patient, a real clinician and a real workflow.
The Excluded Middle: Where the Next Healthcare AI Companies Come From
The first wave of healthcare AI removed work around the medicine. The next wave will redesign how the medicine gets delivered — and that is where physician founders should aim.
Women’s Health Doesn’t Have a Demand Problem. It Has a Buyer Problem.
Prescriptions are surging, capital is back and a $1 billion company is expanding. So why did a Y Combinator-backed perimenopause startup shut down? Because need and a business model are not the same thing.
When AI Passes the Test but Fails the Job
AI is becoming extraordinarily good at optimizing what we ask for. The harder problem is making sure what we ask for is what we actually want.
Stop Renting Your Intelligence
Model access is getting cheaper and less differentiating. What's getting scarcer is the loop that makes your system better than anyone else's.
Where AI Is Actually Working in Healthcare — and What Physician Entrepreneurs Should Build
Ambient documentation, patient access, chart intelligence and autonomous front-office work are producing measurable results in real practices. The pattern behind the wins is where physicians should look next.
Why Health AI Is Hard to Build—and What It Takes to Scale
The model can work and the company can still fail. The real test is whether the product holds together inside healthcare.