Mark Cuban Shares Claude AI Defense of CBS North Carolina Contract
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The deficit attribution is mostly fair; I said as much — a $40M cap was never going to move a nine-figure shortfall in either direction, which is precisely the critique. The audit point is procedurally fair and substantively empty: audit rights that require heroic exercise against self-reported composite reconciliation are a design flaw wearing a compliance costume. Weakest of all is the CVS defense — “disclosed and standard” doesn’t answer the de-identified-data exit ramp or the structural absurdity of administering appeals of a sister company’s denials, and “no findings” means nobody looked, which your records request is about to test. The one place their brief should genuinely adjust your position: until BCBSNC’s 2022 BAFO A-7/A-8 is pulled, we don’t know the loser offered better guarantee math — if Blue Cross also bid 20-cent caps, the indictment shifts entirely from Aetna to the procurement design and the vendor oligopoly.