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Making sense of healthcare deals, technology, policy, and the occasional industry curveball.

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Bloomberg stops covering health insurance in the latest sign of rising care costs

Bloomberg stops covering health insurance in the latest sign of rising care costs

Christina Farr, Ruth Reader and Annalisa Merelli August 15, 2026 13 min read

Plus an interview with Jesse Ehrenfeld on a new consortium to figure out AI diagnostic governance

Takeaways from the Ai4 Conference

Takeaways from the Ai4 Conference

Christina Farr, Ruth Reader and Annalisa Merelli August 8, 2026 13 min read

Plus an update on Second Opinion’s growth

Situational Awareness: Leopold, Leverage, and the Case for Going Long Healthcare

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Situational Awareness: Leopold, Leverage, and the Case for Going Long Healthcare

Christina Farr and Stephanie Davis August 4, 2026 9 min read

What the rise and fall of the hedge fund Situational Awareness tells us about the market

Meet the All-New Second Opinion!

Meet the All-New Second Opinion!

Christina Farr, Ruth Reader and Annalisa Merelli August 1, 2026 10 min read

We’re live. Welcome to the all-new Second Opinion.

White House asks AI companies to sprint towards consensus on governance

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White House asks AI companies to sprint towards consensus on governance

Ruth Reader July 31, 2026 4 min read

Some companies are growing weary of the requests