HeyJaredHealth Tech Nerds Radio
Where we share our weekly news debriefs and discussions with industry experts. These are lo-fi recordings aimed at giving our readers more opportunities to engage with our analysis and a view into some of the conversations that shape it.
- Indexed episodes, last 90 days
- 11
- Latest publication
- Sep 21, 2026
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- Earliest in this view
- Jul 13, 2026
Latest episodes
The Grand Roundup: Oscar's Investor Day, Alignment Health's mysterious 35% drop, OpenEvidence's oncology pivot, Walmart's GLP-1 pharmacist pilot, and more (opens the original)
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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
The Grand Roundup: Autonomous clinical AI is here, challenger health plans vs. the incumbents, InnovAge's PACE push, a private markets roundup, and more (opens the original)
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Kevin and Martin open on where autonomous clinical AI actually stands post-ARPA-H awards and the Zeke Emanuel conversation. They then discuss whether employer-sponsored insurance is nearing its end — Julie Yoo’s "Great Health Plan Replacement" thesis, Surest, and the CrowdHealth risk-pool debate Next, they dig into Omada's inaugural investor day: the PBM-as-channel go-to-market strategy and updated margin targets now at 80% gross and 30% adjusted EBITDA. From there, InnovAge's Q4 earnings — the
The Grand Roundup: Wildflower Health CEO Leah Sparks on the $100B maternal health gap, the Every Mother acquisition, and D2C's next frontier (opens the original)
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This week's Grand Roundup is a replay of last week's Health Tech Nerds company presentation: Kevin sits down with Leah Sparks, CEO and founder of Wildflower Health, for a look into the maternal health and women's health market. Leah walks through Wildflower's model — a digital and AI-enabled wraparound care layer that fills the gaps between OB visits for pregnant and postpartum patients, working across payers, providers, and now, following its recent acquisition of Every Mother, direct-to-consum
The Grand Roundup: Q2 earnings special — AI ROI finally shows up, managed care's comeback, Molina's ACA spiral, Hims' Bluetooth pill box pitch, and more (opens the original)
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Kevin and Martin are out this week, so TGR is running our Q2 earnings wrap-up with HTN's Sean Leimbach, covering the quarter across the HTN Research coverage universe. First up: AI. Centene's Sarah London gave what Kevin calls “the quote of earnings season” on the risk of spending big with no return, while Astrana pointed to a 210 basis point G&A win and Doximity's stock jumped 30%. From there, it's managed care's comeback: Humana as the sector's bellwether, Centene retreating from markets while
The Grand Roundup: Medicare for All's trillion-dollar trade-offs, STAT’s Commure probe, the ICHRA covered-lives boom, new rounds for Aligned Marketplace and Innovaccer, and more (opens the original)
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Kevin and Martin open on employer health: Bloomberg is asking staff to contribute to health insurance premiums after years of covering 100%, and a new survey shows small employers fleeing the big-three PBMs for centers of excellence and advanced primary care. Then they discuss Aligned Marketplace's $20 million raise and an HRA Council survey showing ICHRA lives roughly doubled year over year. They also talk about a Yale preprint claiming Medicare for All would save a trillion dollars a year — bu
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