Breakpoints are sudden changes in markets. Here’s a notable example. In the 1980s, the cost of Medicare was rising rapidly, and, at the same time, the Federal government was worried about resources to fund Medicare. (That was a time when federal deficits mattered, but I digress.) The two opposing trends—each getting stronger as time passed, neither giving way to the other—created a forced sudden change. In this case, the federal government rapidly changed Medicare reimbursement from “cost-plus” reimbursement to prospective payments, a set amount per clinical procedure code. The change was not just rapid but highly disruptive. Hospitals did not have cost-accounting systems yet, so imagine their plight with no insight into where their gross margins were being made or lost. Lengths of stay dropped dramatically, and medical supplies and product providers needed to deliver “better” offerings (translated into better financial results for…