Two weekend ‘must reads’: the New Yorker’s Sam Altman/OpenAI exposé–and comments; a further deep dive into Carbon Health’s implosion

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Perspectives: Exploring the Telehealth Extension: Building Infrastructures for Better Access

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Funding/deal roundup: WHOOP’s $575M Giant raise, Anthropic buys med AI startup for $400M, early stage fundings for Jimini, Insight Health; Noom buys compounder; Mount Sinai NY to embed OpenEvidence

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NY Times’ highly questionable but glowing–and viral–portrait of AI-created GLP-1 e-prescriber and marketer Medvi

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Former VA EHRM executive director Federally charged with accepting vendor cash and gifts, making false statements

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Teladoc faces activist shareholder challenge, demanding $200M stock buyback, business spinoffs, cost cuts

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A study in contrasts: OpenAI raises $122B, eMed’s $200M Series A. Then there’s Avo’s $10M Series A, Stedi’s $50M Series C. And Oracle expands Nashville campus!

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The Oracle shoe dropped: Oracle lays off 18%–20-30K–of global employees, in their largest ever layoff

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Chutes and Ladders: UnitedHealth sued by faith-based investor group, Qualified Health raises $125M, Cerebral acquires Inflow ADHD app, Flourish Care’s $5.7M seed

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‘AI doctor’ Doctronic raises $40M Series B, but faces controversy on autonomous Rx renewals in Utah and effectiveness claims

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Drafted House bill may threaten VA/Oracle EHRM rollout

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News roundup: Microsoft debuts a rebooted Copilot Health, Stryker whacked by Iranian cyberattack, Amazon buys Rivr robotics for delivery, Turquoise Health’s $40M raise, Verily raises $300M to shake off Alphabet control

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Perspectives: Telehealth as Infrastructure–Building a Financially and Clinically Sustainable Virtual Channel

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Short newsy takes: Amazon Connect Health AI, UHS buys Talkspace for $835M, Oura buys Doublepoint, Science Corp.’s $230M raise, VSee’s debuts first autonomous telehealth robot

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FDA warns 30 telehealths on compounding GLP-1s, while Hims & Hers cuts deal with Novo Nordisk, buys Australia’s Eucalyptus for $1.1B

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Oracle’s ‘beat the Street with a club’ Q3 performance

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Oracle’s rock-and-hard place in Abilene TX: building out a data center with Nvidia chips that are already obsolete–and the financing it takes

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Breaking–Oracle to lay off thousands due to AI data center cash crunch, possibly as early as next week. What’s next?

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Some more Ladders, tall and short: telepsych Grow Therapy’s $150M Series D, UnityAI’s $8.5M Series A; Health Recovery Solutions buys Rimidi

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Chutes & Ladders: UnitedHealth’s sideways ’26, longtime exec Cianfrocco departs; CHAI’s concept failure and future; KeyCare’s $27M Series A

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Breaking–Oracle Health loses five executives sent there to fix Cerner: report. And what is it telling us?

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Subscriber Update: Our Email Alerts Are Down

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Chutes & Ladders: Amwell’s ’25 loss, ’26 hopes; Teladoc’s flat 2025; Walgreens and Cigna layoffs; telehealth stable at 7%; Humana CenterWell buys MaxHealth clinics; Honest Health raises $140M

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Veradigm won’t face SEC enforcement action, cuts 15% of staff, forecasts further retrenching for 2026 growth

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Hollywood Ending, Part Deux: Joe Kiani goes on from Masimo as tech CEO plus board chair of three companies

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UnitedHealth Group’s CEO Hemsley held investments in competitive companies: WSJ

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Rock Health’s sunnier 2025: up 35% due to AI, but a tale of ‘have and have nots’

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Hollywood Ending: Masimo patient monitoring selling to Danaher for $9.9B, will be standalone operating company

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News bites: Amazon Pharmacy’s same-day delivery zooms, One Medical’s lab results app, OpenEvidence’s valuation shock, NYU Langone-Isaac Health, HealthMark buys Purview, Harbor Health buys Rippl, big raises for Solace Health, Talkiatry

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Must Read: an excellent analysis on Carbon Health’s bankruptcy–and the Ominous Parallels

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So why is there a ‘100% Written by a human’ flag in the header?

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Chutes and Ladders w/o 9 Feb: Biofourmis’ ex-CEO faces major Singapore fraud charges, Doximity’s 17% drop; Devoted Health’s big $366M raise, Garner Health garners $118M, Synthpop’s $15M Series A

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What’s happening now with the VA on the Oracle EHRM rollout?

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Chutes & Ladders this week: Carbon Health’s Ch. 11; Centene’s 2-way beat, TrumpRx.com debuts; Doc.com files for $24M Nasdaq listing, $55M for Alaffia Health, big Series Ds for Midi Health and ElevenLabs

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Summing up the speculation: will Oracle sell off Oracle Health/Cerner to finance $300B OpenAI datacenter buildout?

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A short and personal remembrance of Challenger, 40 years ago

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Chutes & Ladders: UnitedHealth’s disastrous day and industry portents; Sword Health buys Kaia for $285M, $250M Series D for OpenEvidence, Pomelo’s $92M Series C, NOCD buys Rebound Health

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One-two punch: AI moves hard into clinical healthcare and consumer medical with OpenAI/ChatGPT and Claude for Healthcare debuts

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AI failing–at present–to lower costs, grow revenue, improve efficiencies. Yet it’s full speed ahead: Deloitte, PwC surveys

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Short takes: Owlet’s baby sleep survey, MediBioSense’s Infinity Watch, telehealth extensions move to Senate, EBG’s telemental laws app ’26 update, Done Global indicted with principals convicted

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This week’s Must Read: a deep dive on football’s Tom Brady’s involvement with GLP-1 e-Rx eMed

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2025 healthcare investment off 12% versus 2024, with AI nearly half: Silicon Valley Bank roundup

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