THE $1B RORSCHACH TEST

Summary from the TLDR Founders newsletter

MEDVi is the "two-employee $1.8B revenue company" the NYT framed as an AI success story. Fabricated doctor profiles, an intake that approved a patient wanting to reach 60 pounds, an FDA warning letter, a data breach, and a class action. The stack that made it possible wasn't AI. It was post-COVID telehealth deregulation, rented clinical infrastructure, and insatiable GLP-1 demand.