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FJ Research

Oscar Just Did Something Nobody Saw Coming

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FJ Research
Apr 20, 2026
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When I first wrote about Oscar Health, the thesis was simple: the best technology platform in individual health insurance, sitting directly in the path of the most powerful structural shift in US healthcare policy in a generation.

Today the thesis got bigger. Materially bigger.

Oscar Health just launched Lucie Health Marketplace — and if you understand wh…

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