By KIM BELLARD America is crazy about gambling. Once you had to gamble illegally with a bookie, or go to Atlantic City or Las Vegas; now 45 states – plus the District of Columbia, Puerto Rico, and the U.S. Virgin Islands – have state lotteries. Since the Supreme Court struck down PASPA, the federal ban on sports betting, 38 states – plus the D.C. and Puerto Rico – offer legal sports betting. I didn’t think we could get any crazier, until I saw last week that arcade chain Dave & Busters was going to allow betting on some of its games. Honestly, healthcare may be the only industry upon whic ..read more

By RICHARD FRANK Demand for GLP-1 medications soared last year and shows no signs of stopping in 2024. Employers and health plans are understandably anxious about how long they should expect to pay for these pricey drugs. They’re itching for an easy off-ramp. Some solutions are cropping up to pave the way. Many of them claim they can help patients reap the benefits of GLP-1s within a short time frame, and get them off the drugs within 12 months to save costs. But the data doesn’t support that promise. In fact, studies suggest some patients may need to stay on the drugs indefinitely to sustain ..read more

By ROBBIE PEARL Soon after Apple released the original iPhone, my father, an unlikely early adopter, purchased one. His plan? “I’ll keep it in the trunk for emergencies,” he told me. He couldn’t foresee that this device would eventually replace maps, radar detectors, traffic reports on AM radio, CD players, and even coin-operated parking meters—not to mention the entire taxi industry. His was a typical response to revolutionary technology. We view innovations through the lens of what already exists, fitting the new into the familiar context of the old. Generative AI is on a similar trajectory ..read more

Walmart surprised us all and changed its mind about primary care yesterday. It’s out. Because so few people have seen it I want to show what Walmart‘s head of health care said just 18 months ago (Nov 2022). Today they are finally killing off the 6th different strategy they’ve had (maybe it was 4). I guess (unlike CVS & Walgreens) they don’t have to write down investment in Oak Street or VillageCare, but they never worked out that primary care is only profitable if it’s 1) very low overhead 2) a loss leader for more expensive services (as most hospitals run it) or 3) getting a cut of ..read more

By MATTHEW HOLT A decent amount of time in recent weeks has been spent hashing out the conflict over data. Who can access it? Who can use it for what? What do the new AI tools and analytics capabilities allow us to do? Of course the idea is that this is all about using data to improve patient care. Anyone who is anybody, from John Halamka at the Mayo Clinic down to the two guys with a dog in a garage building clinical workflows on ChatGPT, thinks they can improve the patient experience and improve outcomes at lower cost using AI. But if we look at the recent changes to patient care, especiall ..read more

I’m off to Finland next month which reminded me of a talk I gave one time I was there in the late 2010s, and I thought you might enjoy it!–Matthew Holt ..read more

By KIM BELLARD When I was young, robots were Robby the Robot (Forbidden Planet, etc.), the unnamed robot in Lost in Space, or The Jetsons’ Rosey the Robot. Gen X and Millennials might think instead of the more malevolent Terminators (which, of course, are actually cyborgs). But Gen Z is likely to think of the running, jumping, back-flipping Atlas from Boston Dynamics, whose videos have entertained millions. Alas, last week Boston Dynamics announced it was discontinuing Atlas. “For almost a decade, Atlas has sparked our imagination, inspired the next generations of roboticists and leapt over t ..read more

Aasim Saeed is the CEO of Amenities. He’s a doc, ex-McKinsey Consultant and spent a lot of time building a version of his tool for Baylor Scott & White. We had a wide ranging conversation about how health systems treat patients (not well), whether health systems know the value of their customers (no!), and how to bump up “in network” utilization. Amenities is a front door tool that essentially replaces those sh*tty MyChart portals, and eventually will lead to creating a loyalty membership experience. He gave me a tour of the new-ish tool that is live at MemorialCare in southern California ..read more

By DOUG MIRSKY & BRIAN GONZALEZ What if digital innovations could be the key to reducing the burden of cancer? CancerX was founded in 2023 as part of the Cancer Moonshot to achieve this goal. By uniting leading minds across industries such as technology, healthcare, science, and government, we are breaking down silos and leveraging digital innovation in the fight against cancer. With ambitious goals to cut the death rate from cancer by at least 50% and to improve the experience of people who are affected by cancer, digital innovation is critical. As a public-private partnership co-hosted ..read more

By MIKE MAGEE In his book, “The Age of Diminished Expectations” (MIT Press/1994), Nobel Prize winner, Paul Krugman, famously wrote, “Productivity isn’t everything, but in the long run it is almost everything.” A year earlier, psychologist Karl E. Weich from the University of Michigan penned the term “sensemaking” based on his belief that the human mind was in fact the engine of productivity, and functioned like a biological computer which “receives input, processes the information, and delivers an output.” But comparing the human brain to a computer was not exactly a compl ..read more