William Dougherty

We’ve just reported Q425 and FY2025. It was a defining period for @OmadaHealth: We grew to 886K members (+55% YoY), delivered 53% revenue growth to $260M, and achieved our first quarter of GAAP profitability in Q4. A few highlights: 💡Positive adjusted EBITDA with significantly narrowed net loss in 2025 💡Q4 revenue of $76M, up 58% YOY 💡GAAP gross margin expanded to 66% for the year (71% in Q4), with non-GAAP gross margin reaching 68% for the year (73% in Q4) 💡More than 150,000 members supported on GLP-1s to date, alongside strong growth across our broader cardiometabolic suite. In many ways, I view 2025 as our launchpad – we’ve officially begun to see the benefit of many of our longstanding investments, all oriented to best serving our most important voices: our customers and our members in their pursuit of better health. Just so happens that I'm posting this on employee appreciation day. While the world sees the numbers, I see the thousands of hard working moments and the workforce behind them. This talented team fills me with pride, inspiration, and motivation every day. Grateful to every Omadan that got us here. What an exciting time for Omada. Now we get back to work bending the curve of chronic disease. Read more about our Q4 and end-of-year performance, including a reconciliation of GAAP to non-GAAP measures: bit.ly/40gcxnD $OMDA

$OMDA's Q2 results: 📈 Revenue up 49% YoY to $61M 👥 Member growth of 52% YoY 💪 Significant progress toward profitability Our Between-Visit Care model continues to drive strong momentum. More details: tinyurl.com/macrewt7

@SawyerMerritt Math

If you don't own an EV yet, what's holding you back from getting one?

All the way from Times Square 🏙️ at @NasdaqExchange — here's to making lasting health change possible for many more. $OMDA #CelebrateOMDA

Omada Health Announces Launch of Initial Public Offering dlvr.it/TL2zGV

Announcing...⭐Nutritional Intelligence⭐ Our AI-driven tool, OmadaSpark, offers real-time support & nutrition education to transform relationships with food and help members identify their practical and emotional barriers to healthy eating. Learn more: tinyurl.com/2x44vxuf

The greatest ad for DOGE you’ll ever see

WHY JACK DORSEY IS SATOSHI NAKAMOTO Jack Dorsey was: 1 of ~1,300 confirmed cypherpunks in 1996 (his UMR email) Wore an Adam Back t-shirt in the UMR yearbook UMR students were called Miners Was a CompSci & Math major with an interest in crypto Member of ACM in 1997 to at least 1999 Created academic research paper submission & review software for Mira Digital Publishing Known to use: OpenBSD, Windows, Mac, Linux Confirmed to code in: C, Python, Java, Perl, PHP, OCaml, JoCaml, Lisp, ObjC and more Still on the cypherpunk mailing list in 2000 under his dnet .com email Wrote a manifesto about making a mark without leaving a trace in 2001 Subscriber to cryptome .org in 2001 Made a blog post where he jokingly says he is working on a network for drug traffickers Posted a bio in 2003 that says he is into crypto, pseudonyms, 4am hacks, and more Posted in 2003 that he is ending his dependence on the US dollar and creating a barter network Referred to himself as Jak instead of Jack. Jak was his pseudonym. Jack, who was a sailor, tweeted on 8/17/08: Around the horn and home again, for that's the sailor's way". Bitcoin .org was registered the next day. Jack's twitter profile from Sept '07 - Jan '09 said he was a sailor. The original Bitcoin source code included an old sailor's adage. "Never go to sea with two chronometers; take one or three" The original Bitcoin source code documents are all timestamped as being created at exactly 4AM, just like Jack's bio The original Bitcoin source code documents contain a brute forced example vanity bitcoin address that starts with NS17 (Nakamoto Satoshi 1/7 ). The documents were created 1/7/09. Satoshi accidentally logged into IRC on 1/10/09 using a real IP, revealing he was in California (where Jack was) The first bitcoin transaction took place on Jack's mom's birthday (1/11/09) Satoshi joined the bitcoin forum on Jack's birthday (11/19) Satoshi's last mined block was on Jack's dad's birthday (5/3/10) Satoshi told Hal in an email about vanity bitcoin addresses and showed him a SECOND one beginning with NS. Jack sends bitcoin to 4 addresses after Hal, including one that has jD2m in the middle. Jack lived at 2 Mint Plaza in San Francisco. Jack Dorsey 2 Mint (jD2m). Satoshi tells Martti Malmi that he is really busy with work. Jack was busy launching his next startup, Square (now Block) Satoshi tells people on the forum not to donate Bitcoins to Wikileaks on 12/5/10 Twitter is hit with a secret court order with a gag requirement to turn over everything it has about Wikileaks on 12/14/10 Satoshi stopped logging into the forum on 12/13/10 and never returned Jack is made Executive Chairman of Twitter while remaining CEO of Square on 3/28/11 and he tweets that he is very busy with both Satoshi sends his last email on 4/23/11 Twitter's tech lead suggests that Twitter might integrate bitcoin payments on 5/23/11 Jack Dorsey calls Bitcoin an Amazing Movement in September 2012 and said that Square would accept it if it became huge and accepted. Jack's best friend Alyssa Milano writes a novel (Hacktivist) in the Summer of 2013 about Jack, in which she places him as living a double life behind a famous pseudonym Square announces Bitcoin acceptance on 3/31/14. Satoshi's gmx email is hacked on 9/8/14 and the hacker attempts to extort Satoshi by sharing that he knows about his connection to St. Louis, Missouri. Jack is from St. Louis. Alyssa Milano writes a 2nd novel about Jack (Hacktivist). In this one, Jack's famous pseudonym is hijacked and his software developed in a way that was not intended. The hijacker has a logo that looks almost exactly like Gavin Andresen's Bitcoin Faucet logo. It was released in installments with the first one going out on 7/29/15. Two weeks later on 8/15/15, Satoshi reappears on the bitcoin mailing list to address the bitcoin block size debates. People are shocked about Satoshi's return and some doubt it is really him but could not disprove it. On 10/15/15, Jack is made permanent CEO of Twitter, officially making him CEO of two companies. The last installment of Milano's novel about Jack is published, in which its ends by him returning as head to his social network. Square publishes a children's book in January 2018 to explain the "Legend of Satoshi Nakamoto" in which it makes its Satoshi character look like Jack. On 4/20/20 Lex Fridman asks Jack if he is Satoshi, to which Jack tells him that he wouldn't admit it to him if he was. This is in contrast to Nick Szabo, Adam Back, and Hal Finney all saying explicitly that they were not Satoshi. On 5/25/20 - 145 very old bitcoin addresses signed a message stating that Craig Wright was not Satoshi and that he was a liar and a fraud. The oldest bitcoin address that signed the message started with 1jak (Jack's old pseudonym) and the oldest that signed it contained HiSQ in the middle. SQ is the ticker for his company Square. In February of 2022 Jack starts wearing a Satoshi shirt, first on a Michael Saylor podcast and then at the Super Bowl. On 10/27/23, Jack said at a conference that "Bitcoin and Satoshi in 2009 was a combination of my childhood and my curiosity and everything that I aspired to be and everything I loved." Craig Wright's attorneys argue in early 2024 that if Craig Wright was not Satoshi "then the real Satoshi would have been expected to come forward to counter the claim." It did not dawn on them that the person countering the claim was Jack Dorsey, who was the basis for the COPA v Wright legal challenge to begin with. Jack Dorsey came forward to counter the claim. On 7/21/24 Jack wrote on Nostr, "I frequently imagine Satoshi sitting back somewhere and laughing at it all." On 8/28/24 Jack went on Nostr and thanked Hal Finney (now deceased) for his help. Jack parades himself around in a Satoshi shirt. ---------- The belief that Satoshi never wanted to be found is something that other people invented about Satoshi. Satoshi chose pseudonymity, not anonymity, as Jack so pointed out in a podcast with Lex Fridman. The reason why Jack would do all of the above, while not directly admitting it, is because Satoshi and bitcoin are his art. And it's a masterpiece. @jack

State Dept and Treasury were recently hacked and no one screamed. There is a report out that pretty much every single one of our telecommunications providers have been infiltrated by China and again no one is screaming. They are doing an audit of all of the federal systems to find out the facts. And they have to do this because it hasn't been done for many decades. Anyone in the cybersecurity industry that is upset that the federal government (who write the very compliance frameworks your organizations supposedly have to comply with🙄) is doing an audit is not only acting irresponsibly but are being very foolish. We all do this for a living. We are all supposed to gather facts, be objective and based on your experience and skills and the compliance frameworks you are complying with, present your findings. Every time a manager in our orgs complains that they have to comply with a framework all of us get annoyed because we are doing our jobs. When we gather facts are we modifying any data? No. In fact there are multiple security controls that talk about immutability and tamper-proof auditing. Every single one of you reading this has configured these systems and knows what read only access means. Your feelings on what is going on in the federal government do not change the material facts of the matter. Audits our long overdue. There are a lot of suspicious payments going out via channels that they normally would not go out from. Millions of federal workers have not shown up to their physical offices to work and as a result have placed each operation at risk of various compromises. An audit is being conducted in every agency. You do not have to like that this is going on but it is going to happen and lawsuits which are temporary in nature will be overturned because there is nothing illegal going on by way of the actual audit. Please stop believing the hysterics.

@BillAckman meta.wikimedia.org/wiki/Grants:Pr… H.1 Which organization(s) did you receive grants from? Open Society Foundation European Union USAID

It is shocking but perhaps not surprising that the Biden/Harris administration used USAID, the agency whose purpose is to administer the funding of international aid, to fund a left wing media organization that attacked the administration’s opponents. If this is not prima facie corruption, what is it? What other media organizations does USAID fund? How about Wikipedia?

FLASHBACK: Milton Friedman effortlessly laying out the blueprint for DOGE.

This is incredible but raises the next big problem: about 30% of all breast cancer surgeries in the US still leave cancer behind because they don’t have the help that AI can give them to do it right the first time. What’s worse is that it usually takes a pathologist 7-10 days to let a woman know this at which point they need to submit to another surgery. Because of this error rate, for every 10 women who get diagnosed with breast cancer in the US it takes doctors 14 surgeries to help them. The next leap after AI enabled detection is AI enabled surgeries. The error rate can and should be zero and it’s possible with better imaging and decision support in the OR, in real time, using AI to help guide the surgeon. After many years, @PerimeterMed has met this endpoint and will be the first commercial company submitting for final approval from the FDA this year. With this approval, we should expect in the USA that ALL breast cancer surgeries have a 0% error rate and leave no cancer behind. These devices are in several of the top hospitals in the country so if you need to do a lumpectomy, please see our website for a list of hospitals to prefer. You can also message me and I can direct you to the company to help guide you.

🚨 This young king gets Autist of the Week award 🥇 🏆 👏🏼

Hats off to the team at @omadahealth for over 10 years of advocacy to expand Medicare access to Diabetes Prevention Programs (DPP). While the finish line is still ahead, the win highlighted in this article is a significant milestone. Fun fact: years ago, my Co-founder Adrian James and I approached the CDC to ask what it would take to include virtual delivery for DPP. As expected, they wanted evidence. We quickly launched a trial comparing our outcomes to their standards, and after publication, digital DPP was embraced not just for us but for the entire field of innovators. Still, to date Medicare FFS has only supported in-person providers. If passed, this bill would change that, allowing Omada and the wider community to serve Medicare beneficiaries in new ways. Fingers crossed! And special thanks to Omada's @SavageLucia who every single year has worked to move this ball forward for the full community. fiercehealthcare.com/providers/virt…

If you have an .io domain you should read this. When the British government announced last week that it was transferring sovereignty of an island in the Indian Ocean to the country of Mauritius, Gareth immediately realized its online implications: the end of the .io domain suffix. every.to/p/the-disappea…

@AIHealthUncut @dvasishtha Please explain. Have you analyzed the technical details of their HIPAA workflows and ZDR endpoints?

@dvasishtha Important message to Devoted and any other player thinking a BAA will save you in the court of law: ChatGPT is not HIPAA compliant, which means it's illegal to use in any real-world clinical setting.

Apparently Devoted has a BAA with OpenAI that they feed their claims data through which allows their operators to ask chatGPT all their operational and pop health questions. This would make 90% of pop health vendors obsolete if it was expanded to payviders writ large.

@mcuban Quite a few actually. He’s helped a lot of small business owners

Seeding every child at birth w an individual 401k like acct will close the wealth gap, teach financial literacy, tackle hopelessness & better align everybody w free enterprise & our democratic capitalist values. Look forward to discussing on Tuesday w @profgalloway. 🇺🇸🚀

I love the @omadahealth Alaska story: Diabetes Prevention, a rural population, and a public health approach. Read more in @FierceHealth fiercehealthcare.com/digital-health…