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$890B in Labor. 5.1% Reimbursement. Do the Math.

$890B in Labor. 5.1% Reimbursement. Do the Math.

This week we’re unpacking healthcare’s structural cost squeeze and how AI is becoming the operating system across clinical and administrative workflows.

Research Deep DiveResearch Deep Dive
The Cost Squeeze: Why Healthcare Economics Break in 2025

The Cost Squeeze: Why Healthcare Economics Break in 2025

Healthcare cost inflation is no longer a single-variable problem. It is a system-wide compression cycle where premiums, labor, reimbursement, and consumer affordability are all moving in conflicting directions.

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+54% in 3 Years: The Rise of the Self-Pay Patient

+54% in 3 Years: The Rise of the Self-Pay Patient

Today we’re unpacking the rise of the self-pay patient and the strain on healthcare collections.

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The Value-Based Care Shift Just Accelerated: Here’s What You’re Missing

The Value-Based Care Shift Just Accelerated: Here’s What You’re Missing

This week we’re diving into the value-based healthcare services market, proprietary David H. Crean expert call, value based care enabler competitive landscape, and biotechnology market trends.

Expert CallExpert Call
The AI-Driven HealthTech VC Trend

The AI-Driven HealthTech VC Trend

Why Healthcare Venture Capital Has Become a Barbell Market

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Value-Based Care: The Next Margin Lever in Healthcare

Value-Based Care: The Next Margin Lever in Healthcare

How outcome-linked payment models are redefining profitability, reshaping delivery systems, and creating a trillion-dollar opportunity across the healthcare value chain.

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80% of CEOs Are Shifting Strategy—Here’s Why

80% of CEOs Are Shifting Strategy—Here’s Why

From Caution to Reinvention — What’s Driving the CEO Reset

SurveysSurveys
Biggest Cost Drivers in Healthcare

Biggest Cost Drivers in Healthcare

No Single Culprit — Layered Pressures Are Driving Costs Higher

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$328B in deals, -5% volume: healthcare is concentrating

$328B in deals, -5% volume: healthcare is concentrating

Bigger Checks, Fewer Bets — Healthcare Consolidation Accelerates

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Healthcare M&A 2026: Discipline, Scale, and Strategic Reinvention

Healthcare M&A 2026: Discipline, Scale, and Strategic Reinvention

Why execution, resilience, and AI-driven transformation are redefining dealmaking in a reset market

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Too Many MA Plans, Real AI Workflows, and a $1.11B Advisory Bet

Too Many MA Plans, Real AI Workflows, and a $1.11B Advisory Bet

Less noise in MA, more action in AI — and a $1B+ bet on advisory platforms.

Long Form ArticleLong Form Article
Medicare Advantage Plan Supply Contracts After 2023 Peak

Medicare Advantage Plan Supply Contracts After 2023 Peak

The total number of Medicare Advantage plans available nationwide declined again in 2026, continuing the retrenchment that began after the 2023 peak.

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