According to @mcuban, scale in healthcare enables regulatory capture as large firms can buy enough companies and generate sufficient profits to influence the rules. Source: @mcuban on X, Nov 28, 2025. He adds that markets need efficiency and asserts healthcare markets have zero efficiency. Source: @mcuban on X, Nov 28, 2025. For traders, his comments flag headline and policy-risk sensitivity for large, consolidation-driven healthcare equities (insurers, PBMs, hospital roll-ups), where perceived regulatory capture could act as a negative sentiment catalyst in valuation screens and positioning. Source: @mcuban on X, Nov 28, 2025. Active strategies may focus on relative strength between mega-cap acquirers and smaller providers during antitrust, pricing, or M&A newsflow that aligns with this critique. Source: @mcuban on X, Nov 28, 2025.