Posts on healthcare markets, insurance, technology, startups, and building companies.
Healthcare pricing has three unknowns: who provides the service, who submits the bill, and who pays for it. Reference-based pricing emerged as a practical response to this structural opacity.
The uninsured population in 2026 is different. It's less about access and more about affordability and behavior.
When growth is tied to temporary enrollment mechanics, capital flows quickly — and exits quickly when conditions change.
We've known for years that enhanced ACA subsidies would expire. And yet, millions of consumers face massive premium increases with little clarity from policymakers.
An FT Partners CEO interview with HealthCare.com co-founder Howard Yeh discussing digital insurance distribution, Medicare growth, and building a data-driven customer acquisition platform.
Why some teams and companies move faster than others — and how speed becomes a competitive advantage.
A simple practice for recognizing great work and keeping your team motivated.
What the Eagles classic has to say about founders, risk, and knowing when to let people in.
Conversion optimization principles to keep your team running at constant motion.
Lessons from Bezos's 2016 letter to shareholders on decision-making speed and quality.
An analysis of the economic forces and structural challenges facing the Affordable Care Act.
What Sam Hinkie's bold strategy with the 76ers teaches us about patience, conviction, and playing the long game.
What Google's decision to remove right-side ads means for advertisers, CPCs, and customer acquisition.
The realities, tradeoffs, and best practices of remote work in early-stage startup teams.
What Zenefits' implosion reveals about growth-at-all-costs culture and the hard work of rebuilding.
Surviving year one means finding the one thing that matters and relentlessly focusing on it.