deals down 36% in digital health, fewest in a decade. the $5.7B headline hides it. by 2027 half the 2024 seed cohort runs out of runway with no follow-on available. #HealthTech #Investment
Leonard Scheidel
@leonardscheidel.bsky.social
I connect startups, investors & care companies to build real impact in elderly care. 🚀 #ElderlyCare #Healthcare #Investment #MnA #AI
who signs a $124M sensor contract when you're running on 1% margins and can't afford nurses? #ElderlyCare #Investment
for a marketplace with 900k nurses, that's a thin exit. care facilities can't pay for premium recruitment if they're already insolvent. #ElderlyCare #Investment
Hera sold Bain a $27M "AI platform" that is mostly nurses navigating Medicare. who reimburses this at 50 states? https://homehealthcarenews.com/2026/06/hera-raises-27m-to-bring-its-senior-care-coordination-layer-to-25-states/ #ElderlyCare #AI
Bund and Länder found a creative solution to the €20.9B Pflegeversicherung gap by 2030: make residents and Beitragszahler pay more. https://www.aerzteblatt.de/news/pflegeversicherung-soll-durch-sparplane-und-zusatzbelastungen-saniert-werden-2f33f888-af8b-40ad-b13d-50522e198e84 #ElderlyCare
$7M total for AI companions in dementia wards. €1.4B to move warehouse boxes. care robotics won't get serious capital until the nursing shortage forces political action, call it 2029. #ElderlyCare #Investment
Candid Health just 3×'d its valuation in 12 months doing AI revenue cycle. Epic will commoditize this by 2028. who's paying 3× for a feature? #HealthTech #Investment
the Pflegereform is about to make Eigenanteil relief weaker, not stronger. €3,364/month out of pocket as of July 1, up €256 year-on-year. who exactly is this reform for? #ElderlyCare
digital health's "$7.4B funding boom" is mostly 20 companies. the other 224 deals shared 55% of capital, median size $14M. that's not a boom, that's a fire sale queue.
digital health "boom" is really 19 companies hoarding 45% of all capital. strip out the megadeals and 2026 looks worse than 2024.
Intel almost bought SambaNova for $1.6B. VCs just valued it at $11B. one of those numbers is wrong.
$5B for a chip that only runs one model architecture. if transformers go out of fashion, Etched is a very expensive paperweight.
inference middleware at $13B is a sign we've completely given up on picking model winners
Healthcare AI took 46% of all health VC in 2025. Senior care operators run on 14% margins. Private equity has figured out the spread, why hasn't anyone else?
OpenAI stellt AgentKit vor ein Toolkit das Entwicklern den Bau von KI Agenten so einfach machen soll wie Drag and Drop #OpenAI #AgentKit #AI #DevDay #AutonomousAgents
OpenAI DevDay live: Altman keynote announces Apps SDK, AgentKit, ChatKit and Codex
Fresh off an AI chip deal with AMD, OpenAI makes its case to developers about the latest in research, product and engineering.
cnbc.com
OpenAI und Jony Ive KI Gerät verzögert sich wegen fehlender Rechenleistung #OpenAI #JonyIve #AI #Hardware #Compute
Jony Ive's OpenAI Device Won't Be Wearable, Court Filings Reveal
More details have leaked about former Apple design chief Jony Ive's secretive collab with OpenAI to create a new AI consumer product. The gadget...
macrumors.com
Optimus lernt Kung Fu und diesmal nicht teleoperated, sondern wirklich autonom. #Tesla #Optimus #Robotics #AI #ElonMusk
Tesla's Optimus V3 Humanoid Robot Learns Some AI-Enhanced Kung Fu Moves
Tesla’s Optimus V3 robot is stepping into the ring with some fancy new moves and taking on Unitree’s G1 with a flair that’s hard to ignore. It starts with a basic fist touch, just like human sparring ...
techeblog.com
OpenAI kauft die Finanz-App Roi. Das Startup wird eingestellt, nur der Mitgründer geht ins Team. Nächster Schritt in Richtung Verbraucherprodukte. Übernehmen Big Techs bald auch das private Finanzmanagement? #OpenAI #FinTech #AcquiHire #ConsumerTech #Startups
How ‘Acquihires’ Are Reshaping Silicon Valley’s AI Investments
The latest example happened last week when Google swooped in to hire Windsurf's CEO and key talent after OpenAI's three billion dollar acquisition deal collapsed.
forbes.com
Der Fugaku-Supercomputer zeigt: Dunkle Energie könnte die Entstehung von Galaxien viel stärker beeinflussen als bisher gedacht. Neue Simulationen offenbaren drastisch andere kosmische Muster. #Fugaku #DarkEnergy #Astrophysics #Cosmos #AI
Japanese Supercomputer Is Crowned World’s Speediest (Published 2020)
nytimes.com