Insights / Industry
Field notes on Medtech — the device, diagnostics, and hardware companies adapting (or not) to a software-first world.
3 posts in Medtech
5 Mar 2026 · 3 min read
The FDA quietly granted Breakthrough Device Designation to a generative AI chatbot — not a diagnostic, not a scoring tool. An LLM that talks to post-surgical patients twice daily and escalates red flags. No GenAI device has ever received FDA authorization. This becomes the test case.
24 Apr 2025 · 1 min read
Biolinq has raised $100M to challenge the CGM market with an intradermal patch that uses microneedles and a built-in LED display — and I break down what makes their approach genuinely different from devices like Abbott's FreeStyle Libre.
20 Nov 2024 · 1 min read
Oura's $5B valuation following its deal with Dexcom signals a powerful convergence of continuous glucose monitoring and consumer wearables — and I think it could be a game-changer for health optimization well beyond diabetic patients.