How we think

The thinking behind the work.

Field notes on putting AI to work in health plans, private equity, and the public sector. The arguments we bring into the room, published in full.

Health plans

Three levers for AI in a health plan

Most plans point AI at the smallest lever. The bigger returns sit in the other two.

4 min read
Health plans

The office that actually pulls the levers

Naming the levers is easy. Pulling them is a question of structure.

4 min read
Cross-industry

Consolidate first, then deploy

A hundred workflow variants collapse into a handful, in the right order.

4 min read
Health plans

The forward-deployed health plan

Sort the org chart into volume and judgment, then staff to the second.

3 min read
How we AI

Most regional MA exits are not exits

Most "exits" are sales. Contract-level tracing tells them apart.

4 min read
How we AI

Reading the Cityblock-Homeward deal

The read the headlines missed, built from public CMS data in an afternoon.

4 min read
Health plans

The speed trap

Two versions of prior auth: one runs faster, one changes the work.

4 min read
Investors

The moat inversion

When every buyer has the same models, your context becomes the moat.

3 min read
Health plans

The layer tax

Payer data arrives in layers. Each one caps what AI can return.

3 min read
Health plans

Every AI roadmap is secretly a data roadmap

The AI roadmap slips when the data roadmap under it was never written.

3 min read
Health plans

The talent auction

Regional plans cannot win the $600K talent auction. They do not need to.

3 min read
Investors

The office agents report to

Agents that cross silos need an office that owns them.

3 min read
Health plans

Health plans already ran this experiment

VBC taught plans what happens when silos own the roadmap.

3 min read
Investors

The $600K math

A credible AI hire costs $600K. The roadmap problem survives the hire.

3 min read
Investors

You need a ledger, not a metric

Activity dashboards don't answer the board. A benefits ledger does.

3 min read
Cross-industry

Own the layer that stays

Route workloads across models. The context layer, locally hosted, is yours.

3 min read

No insights match that filter yet.

Put it to work

Bring one of these into your operation.

Every insight here started as a client problem with a number attached. If one maps to yours, we will bring the point of view.

Book a demo