The Policy Stack

Seven Models in One Quarter: Making Sense of CMS's Most Aggressive Innovation Push Ever

53 min · 9. feb. 2026
episode Seven Models in One Quarter: Making Sense of CMS's Most Aggressive Innovation Push Ever cover

Description

Liza Health’s Duncan Reece reflects on decades in value-based care, from Medicare Health Support's failure to today's explosion of CMMI models launching simultaneously. He shares why MSSP's $10 billion in savings gets unfairly criticized against Medicare's $1.2 trillion spend, how Iora built its own EHR from scratch when nothing else worked for accountable care, and why the real unlock isn't payment models: it's separating necessary accountability from unnecessary complexity while technology costs plummet and AI adoption in healthcare outpaces every other industry.

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