Archive

June 2026.

Field Notes

Industry roundups

Medtronic’s Hugo Filing Is an Access Play, Not a Specs Fight Aidoc’s Radiology AI Got a Breakthrough Tag, Not a Clearance Why the FDA’s 2,200 New Hires Won’t Speed Up Your Review Tissium’s $68M Raise and the Power of a Narrow De Novo Energy Dome’s CO2 Battery Wins Where Lithium Can’t Why a 3-Hour-Faster Blood Culture Test Is a Real Product What FDA’s QMSR Transition to ISO 13485 Means for Founders Karl Storz Is Retiring a Surgical Robot That Worked Medtronic’s Pulse Oximeter Fix Began in the Cohort When Beating the Predicate Breaks Your 510(k) The FDA’s Former Device Chief Is Advising Startups. What That Actually Buys You Sanctuary AI’s Physical AI Claim Is One You Can Actually Check How to Read the Pentagon’s Drone-Budget Surge as a Hardware Founder How a 2018 De Novo Let Dexcom Put a Glucose Monitor on a Toddler Why OraSure Built a Collection Kit, Not a Better STI Test GT Medical Raised $100M on Evidence, Not the Clearance It Already Had The Robot Is the Giveaway. The Instruments Are the Business. NEURA’s $1.4 Billion Humanoid Bet. I’d Bet Narrow. Penumbra’s Thunderbolt Stroke Clearance Is a Platform Play Battlefield Drone Tech Came Home. The Dual-Use Line Is the Lesson. GM’s Sodium-Ion Bet: Why It’s Selling Cells, Not Systems When a Quality System Catches the Problem and Still Can’t Fix It The 2026 Hardware Funding Records Hide a Higher Bar, Not Easier Money Medicare’s RAPID Coverage Pathway Moves the Work Earlier for Device Founders FDA 510(k) Exemptions Are Expanding. They Can Erase Your Moat Closed-Loop Insulin Delivery: The Algorithm Is the Easy Part The Humanoid Robot Is the Most Photogenic Bet in Physical AI, and the Hardest to Ship The Pentagon’s Drone Gauntlet Is Really a Manufacturing Test Spectral AI’s De Novo Clearance Is a Lesson in Non-Dilutive Capital
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