I just got back from Phoenix having 11-back-to-back meetings with entrepreneurs and investors. We also held DWP Capitals first Executive Game for 2024. Needless to say I am wiped but I was able to recharge myself by watching the release of Dune 2. Needless to say it was spectacular. I hope everyone has a restful weekend and I will see you on Monday!

Reads 🤓:

What to expect in US healthcare in 2024 and beyond– McKinsey & Company

SaaSletter – Platforms vs Pure Plays– Matt Harney – SaaSletter

QT not quite “paint drying,” but having little impact so far -research– Reuters

Deep Dive: The Business Model of Healthcare– Chamath Palihapitiya (paywalled)

Listens 🎙:

Lex Friedman Podcast: Putin, Navalny, Trump, CIA, NSA, War, Politics & Freedom