Kevin and Martin open with a wild AI story: a personal-assistant app is now negotiating discounts with telehealth vendors on users' behalf, opening up some genuinely strange territory around bots negotiating with other bots.
From there it's Oscar's Investor Day: Bertolini's pitch that the individual market is a $350 billion opportunity, the ICHRA/Choice and Lucie marketplace ambitions, and whether any of it holds up against a shakier ACA market and skeptical brokers. Then Alignment Health, down 35% this week during CMS's Stars blackout, and OpenEvidence's confusing week — a $250 million raise at a lower valuation than they reportedly turned down over the summer, plus a surprise pivot into drug development.
Quick hits close the show: Thatch's $108 million raise, Walmart's new Scan partnership and pharmacist health-coaching pilot, and RCM moves at Waystar and Datavant.
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