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Last week on Episode 3 of Rounds, Stephanie Davis and I sat down with two visitors who know precisely the place digital well being funding stands proper now.
Megan Zweig, President + CEO of Rock Health Advisory, walked us by means of their first-half 2026 funding report. And Arvind Kadaba, CFO of Aidoc, joined contemporary off back-to-back mega raises to unpack what it really takes to shut a $250M spherical proper now.
Some highlights ↓
→ Looking on the public markets, Oracle now trades like a proxy for OpenAI because the AI story overshadows the broader enterprise
The AI spending growth is placing actual debt on the books of corporations like Oracle, and more and more the wager is much less about their core enterprise and extra about staying tethered to OpenAI’s development. There’s additionally a sleeper storyline in Cerner, a legacy EHR that might get a real AI-native rebuild. There’s been market hypothesis that Oracle could should monetize the asset to fund AI spend, although tax implications imply any spin-off is unlikely earlier than 2027.
→ Only two sorts of corporations are elevating cash proper now: AI corporations and worthwhile ones
Rock Health’s report discovered $7B+ invested in digital well being in H1 2026, on tempo to beat final 12 months. But that capital is concentrated: 19 corporations raised 20 mega offers, accounting for 45% of all enterprise {dollars} within the house. Meanwhile, roughly 600 corporations are caught in a “murky middle”, too far alongside to be early-stage, not well-capitalized sufficient to be a mega-deal winner.
→ M&A in digital well being is not the pleased ending individuals suppose it’s
A number of these acquisitions are actually aqui-hires — medical and technical expertise will get absorbed, whereas small traders and staff typically stroll away with little or no. Combining two “monoline” merchandise hardly ever produces the one-plus-one-equals-three final result everybody hopes for.
→ AI is not a moat, it is desk stakes
Being “AI-native” was once a pitch. Now it is assumed. The actual differentiators traders are chasing: infrastructure that every thing else runs on prime of, and corporations constructing belief by means of partnerships — suppose medical affiliation validations or foundation-model tie-ups — somewhat than one-by-one enterprise gross sales.
→ Growth-at-all-costs is over, rule of 40 is again
Arvind put it plainly: in case you’re rising quick, you’ve got earned the proper to burn money; in case you’re not, push towards profitability. And AI is not changing headcount a lot as compressing timelines — pulling a 3-year roadmap into 12–18 months with out slicing the workforce constructing it.
→ “Rich vs. King”: the framework each founder ought to sit with earlier than elevating
Take loads of VC, dominate the market, personal a smaller slice of a much bigger firm. Or elevate much less, develop slower, and personal extra of one thing smaller. Neither is unsuitable, however too many founders elevate as a result of it is “cool” somewhat than as a result of the capital depth of their precise market calls for it.
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