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.
The First Healthcare Demand Shock of the 21st Century
GLP-1 medications may do far more than treat diabetes or reduce weight. If they substantially cut obesity and metabolic disease, they could trigger the first large-scale decline in healthcare demand seen in the modern era. This piece explores how earlier demand shocks reshaped medicine, why GLP-1s pose a similar challenge for chronic-disease–based service lines, and what hospitals must do now to prepare for a world with fewer cardiometabolic patients.
The New York Times Got Smaller — Healthcare Is Next
The New York Times built one of the best digital products in media—yet its real revenue and profit have fallen by more than half. That’s what disruption actually looks like: the work moves elsewhere while the industry shrinks. Healthcare is now entering the same pattern, driven by consumer tech, GLP-1s, and safer mobility. We’re heading toward better health—and a smaller healthcare system.
Digital Coaches, Part II: Prevention’s New Business Model
Digital coaches are taking prevention where healthcare and public health can’t reach — into daily life. Activity trackers like Apple Watch, Fitbit, and Garmin now deliver personalized, continuous feedback at global scale, turning prevention into a business that keeps people healthier — and needing healthcare less.