Thoughts
Signals – quick single insights or data points
Notes – medium-length reflections
Longer in-depth essays
The Most Important Number Your Doctor Has Never Measured
There's a number that predicts whether you'll be alive in ten years better than your blood pressure, your cholesterol, your BMI, or whether you smoke. The American Heart Association has been recommending it as a vital sign since 2016. Your doctor has almost certainly never measured it. Apple Watch measures it every time you take a brisk walk.
Notes: 14 Million Appointments That Didn't Happen
Gallup says 14 million U.S. adults skipped a provider visit last month after using AI, which adds up to 168 million skipped visits per year. That's 16% of monthly physician visits — and it’s completely invisible in claims data, and ignored in healthcare planning.
The $50B Measurement Blind Spot in Healthcare Strategy
I speak with at least 100 healthcare leaders each year. They track everything — length of stay, readmissions, OR utilization, revenue cycle velocity. The one thing they're not tracking at all? The demand leaving the system entirely. And a Harvard finding that should have set off alarms six years ago has gone almost completely unnoticed.
The Economist Wrote About Healthcare Disruption — But Missed the Disruption
The Economist says healthcare has "proved resistant to treatment from disrupters." If that's true, why has per capita spending growth been falling for fifty years? Why have primary care visits dropped 24%?
Because the Economist, and the healthcare system, don't count disruption that doesn't call itself healthcare.