The Reckoning
Season finale. We bring all threads together — growth, concentration, networks, ownership, pricing. Data does not lie. But silence does. And we have to break it.
Thursday, March 5, 2026|~11:15 min
“Data doesn't lie. But silence does. And we have to break it.”
Key Findings
- 82% growth driven by concentration + cost increases + service mix shifts
- System needs transparency, competitive pressure, and data access
- Disenrollment has massive system-wide impact
Data Points
Synthesis of $1.09T across 617K providers
Policy levers: transparency, pricing rules, network analysis
Call to action for policymakers, journalists, beneficiaries