Episode Details
| Title | Mark Bertolini - Performance During Pain - [Invest Like the Best, EP.438] |
|---|---|
| Date | 8/19/2025 |
| Podcast | Invest Like the Best with Patrick O'Shaughnessy ↗ |
Key Insights
Bullish:
- 🟢 $AI - Oscar Health has successfully implemented AI technologies, specifically large language models, to reduce operating costs and maintain competitive pricing.
- “We have implemented almost two dozen large language models on the back end of the business that have reduced our operating costs. We've been able to reduce costs and hold our prices at a lower place other than what we would have had we had these bigger costs.” - Mark (1:16:06)
- 🟢 $OSCAR - 🔒
- 🟢 $VIRTUALHEALTH - 🔒
- 🟢 $NARROWNETWORKS - 🔒
Bearish:
- 🔻 $EMPLOYERSPONSORED - 🔒