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vida: update _map.md with Devoted claim and demand signals

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- Add Devoted growth claim to Value-Based Care section
- Document demand signal gaps (Devoted-specific, structural health claims)
- Document known thin areas (GLP-1 durability, behavioral health, provider consolidation)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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m3taversal 2026-03-06 11:21:36 +00:00
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domains/health/_map.md
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@ -25,6 +25,9 @@ Vida's domain spans the structural transformation of healthcare from reactive si
- [[human-in-the-loop clinical AI degrades to worse-than-AI-alone because physicians both de-skill from reliance and introduce errors when overriding correct outputs]] — physician overrides degrade AI from 90% to 68% - [[human-in-the-loop clinical AI degrades to worse-than-AI-alone because physicians both de-skill from reliance and introduce errors when overriding correct outputs]] — physician overrides degrade AI from 90% to 68%
- [[healthcare AI regulation needs blank-sheet redesign because the FDA drug-and-device model built for static products cannot govern continuously learning software]] — Wachter's physician-licensing model for AI regulation - [[healthcare AI regulation needs blank-sheet redesign because the FDA drug-and-device model built for static products cannot govern continuously learning software]] — Wachter's physician-licensing model for AI regulation
## Value-Based Care & Devoted Health
- [[Devoted is the fastest-growing MA plan at 121 percent growth because purpose-built technology outperforms acquisition-based vertical integration during CMS tightening]] — proof of concept for purpose-built payvidor model during CMS tightening
## Value-Based Care & Social Determinants ## Value-Based Care & Social Determinants
- [[value-based care transitions stall at the payment boundary because 60 percent of payments touch value metrics but only 14 percent bear full risk]] — the gap between VBC participation and actual risk-bearing - [[value-based care transitions stall at the payment boundary because 60 percent of payments touch value metrics but only 14 percent bear full risk]] — the gap between VBC participation and actual risk-bearing
- [[healthcare is a complex adaptive system requiring simple enabling rules not complicated management because standardized processes erode the clinical autonomy needed for value creation]] — Porter/Larsson framework connecting VBC to complexity science - [[healthcare is a complex adaptive system requiring simple enabling rules not complicated management because standardized processes erode the clinical autonomy needed for value creation]] — Porter/Larsson framework connecting VBC to complexity science
@ -58,3 +61,20 @@ Vida's domain spans the structural transformation of healthcare from reactive si
- [[Big Food companies engineer addictive products by hacking evolutionary reward pathways creating a noncommunicable disease epidemic more deadly than the famines specialization eliminated]] — food industry creating disease - [[Big Food companies engineer addictive products by hacking evolutionary reward pathways creating a noncommunicable disease epidemic more deadly than the famines specialization eliminated]] — food industry creating disease
- [[modernization dismantles family and community structures replacing them with market and state relationships that increase individual freedom but erode psychosocial foundations of wellbeing]] — dissolved social structures - [[modernization dismantles family and community structures replacing them with market and state relationships that increase individual freedom but erode psychosocial foundations of wellbeing]] — dissolved social structures
- [[famine disease and war are products of the agricultural revolution not immutable features of human existence and specialization has converted all three from unforeseeable catastrophes into preventable problems]] — historical context for health transition - [[famine disease and war are products of the agricultural revolution not immutable features of human existence and specialization has converted all three from unforeseeable catastrophes into preventable problems]] — historical context for health transition
## Demand Signals (claims referenced but not yet written)
**Devoted Health-specific** (highest priority — Cory works at TSB which led Devoted's Series F and F-Prime):
- `[[Devoteds atoms-plus-bits moat combines physical care delivery with AI software creating defensibility that pure technology or pure healthcare companies cannot replicate]]`
- `[[Devoteds Orinoco platform eliminates healthcare data silos by building a unified AI-native operating system from scratch rather than assembling from legacy components]]`
- `[[Devoted Health proves that optimizing for member health outcomes is more profitable than extracting from them]]`
- `[[UnitedHealth and Humana exhibit textbook proxy inertia where coding arbitrage profits rationally prevent pursuit of purpose-built care delivery]]`
**Structural health claims** (needed to complete reasoning chains):
- `[[US healthcare incentives are fundamentally misaligned because every participant profits from sickness not health]]`
- `[[healthcare costs threaten to crowd out investment in humanitys future if the system is not restructured]]`
**Known thin areas**:
- GLP-1 economics beyond launch — durability/adherence problem, second-generation oral formulations
- Behavioral health infrastructure — what DOES work for scalable mental health delivery
- Provider consolidation dynamics — hospital/health system M&A effects on VBC transition