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▶ 0:33 · $OSCR · Oscar Health CEO outlines tech-first strategy with AI, ICHRA expansion to 200M TAM
episode briefing
Asymmetric Investing

Interview: Oscar Health CEO Mark Bertolini

2026-05-26 · 1 company · 4 thematic
sentiment
1 bull0 bear0 neu
speakers
mark bertolini

Healthcare executive and investor who previously served as chairman and CEO of Aetna. His work has focused on health insurance, care delivery, and healthcare-system reform.

quote
“We're a tech-first insurance company. We're digitally native. Um we have one platform. It's the first new platform in health insurance since 1972. Um we have one data set, so one version of the truth. So, for us implementing AI is a very s…”
—mark bertolini
now playing · $OSCR
$OSCR···bullish· high· posmark bertolini
Oscar Health CEO outlines tech-first strategy with AI, ICHRA expansion to 200M TAM
Oscar's single tech platform (first new one since 1972) with 40+ LLMs and 3 agentic AI bots enables consumer-directed healthcare via tools like Ozwell and Lucy marketplace; ICHRA…