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Writing
Writing
Monthly financial and product teardowns of health tech companies. Published on Substack.
Why payer infrastructure still feels early
A teardown of the workflows, incentives, and bottlenecks behind payer-facing products.
The care navigation wedge
Where navigation companies create value, where they stall, and what buyers actually need.
Provider enablement is not a category
A practical look at what provider organizations buy when margin, staffing, and quality collide.
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