Second Opinion January 22, 2026
Where Investors and Founders Still See Opportunity in a Tough Medicaid Moment
2025 was a tough year for Medicaid. I’ve spent the past decade consulting and researching across the Medicaid space, which covers almost 80 million Americans, and 2025 hit hard.
For the uninitiated, Medicaid is America’s health insurance program for low-income individuals, which includes 40% of all kids, 40% of all births, and 60% of all nursing home residents. Nearly 70% of adults have some connection to the Medicaid program – as a member themselves, or through a family member or close friend – although many don’t even realize it. And Medicaid was a lifeline during the pandemic – providing healthcare to millions of individuals...
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