Omri Shor

It had to be said! 🎯 Epic's stranglehold on healthcare IT has stifled innovation for too long and the writing is on the wall. The consolidation myth needs to die already. We were promised efficiency and lower costs, but what we got was bloated bureaucracies that prioritize profits over patients. The data doesn't lie: smaller, agile providers consistently outperform these healthcare monopolies on both outcomes and patient satisfaction. Time for a major reset in how we think about healthcare delivery.

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Former Drawbridge Health CEO Launches Manifold Health AI at JPM to Build the First Digital Health Index Twin for Chronic Disease. SAN FRANCISCO, Jan. 13, 2026 /PRNewswire/ -- Manifold Health AI today announced its launch at JPM Healthcare Week and the GMT MedTech Symposium, unveiling a first-to-market platform that combines a novel, precision-designed blood test with an AI-driven Digital Health Index Twin to translate biological data into financial risk intelligence for healthcare infrastructure. The announcement was delivered by Manifold's Founder and CEO, Jerome Scelza. This will fundamentally change health risk management, improve health outcomes, and make healthcare affordable again. For the complete press release: https://lnkd.in/e9NsnRiT Message me if you would like to know more!

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I’m excited to share that Angle Health, founded by former Palantir Technologies execs Tylon (Ty) W. and Anirban Gangopadhyay, has announced an oversubscribed Series B bringing total funding to nearly $200M. I’m proud to be an early investor and to have led this competitive round with the amazing team at Portage. Why we keep leaning in: - 26x revenue growth since the Series A - Serving 3,000+ employers across 44 states - 80%+ renewal rates Angle Health is rebuilding the healthcare benefits infrastructure for SMBs, who employ nearly half of America’s workforce but have historically been shut out of enterprise-grade coverage. Their AI-native platform helps predict risk and deliver better care at a sustainable cost. This is exactly the kind of product-driven, AI-native company we’re proud to support at Mighty Capital.

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FORCING CHANGE IN SITE OF CARE McKinsey & Company's recent paper on the forces pressuring healthcare, including the possibility of margin compression of up to 13 percentage points for health systems, does a good job of putting numbers around what most operators already feel. Two of the biggest drivers they mention are policy shifts in reimbursement and rising utilization driven by an aging population. The cohort of 70+ year old Americans will grow the fastest over the next 5 years, and it is well established that older patients have more complex needs, more chronic disease, and more touchpoints within the healthcare system. Layer that on top of continued clinical workforce shortages, and the supply-demand gap widens further. From my perspective, optimizing for site of care is the most important lever we have to address this challenge. We can’t quickly reduce how much care older patients need, but we can change where and how services are delivered. Supporting aging patients in lower-cost settings like the home, ambulatory sites, and virtual environments is no longer just a preference or convenience, it’s a necessity. This is where the conversation around site-neutral payments becomes so relevant. CMS is moving quickly in this direction, and hospital outpatient departments (HOPDs) are squarely in the crosshairs. The shift will undoubtedly clamp down further on hospital margins, but it shouldn’t be surprising. We’ve been talking about the demise of HOPD reimbursement for years, and the health systems that will fare best are the ones who are working towards aligning their approach with where patients can be treated safely, efficiently, and at lower cost, rather than relying on legacy reimbursement structures to fill the gap. And just like it doesn’t make sense to try to replicate a hospital or nursing home environment in a patient’s home, we also shouldn’t try to carry the same clinical staffing model into every care setting. Yes, there are non-negotiables when it comes to patient safety and clinical expertise, but there’s also a meaningful opportunity to rethink how teams are built. That means clinicians at every level working at the top of their licenses, thoughtfully involving family members and community resources, and using technology to surround these sites of care with non-clinical operational support. From my health system days, I understand why rising costs, margin pressure, and site-neutral payments feel like threats. While painful, I’m hopeful they can also serve as a positive forcing function, pushing us toward care models that are better aligned with our aging population and the realities of today’s workforce.

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Nice quote from one of our Partners Andrew Brackin in TechCrunch: “This was one of the biggest use cases of ChatGPT,” Andrew Brackin, a partner at Gradient who invests in health tech, told TechCrunch. “So it makes a lot of sense that they would want to build a more kind of private, secure, optimized version of ChatGPT for these healthcare questions.” https://lnkd.in/gY3TV5VD

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How AI Makes Medicine More Humane: An Analysis by Chatfuel CEO A new article from Fedor Pak, CEO of our portfolio company Chatfuel, has been published. Pavel wrote a column in MedCity News about how AI is transforming patient interactions in clinics. Key points from the article worth taking note of: ▪️ AI shouldn't replace doctors; it should assist. Medical clinics don't need an "all-knowing digital doctor." A much more useful tool is a "polite assistant with maximum functionality," who reminds patients about appointments 24/7, forwards instructions, answers common questions, and helps with scheduling. ▪️ Time savings and revenue growth. In real-world cases, communication automation allows clinics to process 3-5 times more requests without hiring new staff, reduces the number of patients who don't show up for appointments without warning by up to 45%, and increases the volume of paid procedures by 20-40% per week. ▪️ Automation makes clinics more humane. Doctors spend an average of almost 6 hours maintaining electronic medical records for every 8 hours they spend seeing patients. When AI takes over routine tasks, doctors arrive at their appointments less burned out and more focused. ▪️ It's not just about chatbots; communication automation is just the first step. AI support for clinical decision-making, predictive follow-ups, automated documentation, and more innovative anamnesis collection processes will follow. If you work in HealthTech or clinics, I recommend reading the entire article. It's an efficient and insightful look at the implementation of AI in healthcare. 🔗 Read the article on MedCity News: https://lnkd.in/eW8Nr-s6

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A great thesis for folks investing or building in healthcare lies around the fact that smaller clinics can't justify the overhead of on-site specialized services due to low patient volumes. Building virtual platforms that serve these use cases is a proven playbook. In the US, digital pharmacies are partnering with smaller specialty clinics, and MSK solutions are crushing it in rural areas... there's still a huge amount of whitespace in Canada. Pediatrics, Sleep and Mental Health are all additional areas with potential, and there are even more to list. The most exciting part of these solutions actually goes beyond better access to care--they have the potential to make work much more fulfilling, rewarding, and flexible for independent practitioners. Lemoine Fitzgerald, The Prairie, 1929

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Transforming healthcare with AI requires industry. Industry requires capital investment. Capital investment requires return. Return requires revenue. Revenue requires reimbursement. Medicare (and transitively private insurance) reimbursement policy for clinical AI will define the incentives for the technologies we build and deploy over the next decade. Our existing fee for service codes are what the military would call cost-plus contracting. We pay for every nail, screw, and hour of labor and don't care if that was a good and efficient way to build the tank or not. Our CMS Innovation Center director, Abe Sutton, believes cost-plus is the wrong path for the future of American healthcare. ACCESS and VBC models pay for outcomes. When we have AI that can manage heart failure can we link payment to making people healthier? Doing so would unleash the might of American techno-capitalism on exactly the thing we care about in society, but there are devils in the details.

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