Thoughts
Signals – quick single insights or data points
Notes – medium-length reflections
Longer in-depth essays
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.