Podcast
Health:Further
Hosted by Marcus Whitney & Vic Gatto · EN
Every week, healthcare VCs and Jumpstart Health Investors co-founders Vic Gatto and Marcus Whitney review and unpack the happenings in US Healthcare, finance, technology and policy. With a firm belief that our healthcare system is doomed without entrepreneurship, they work through the mud to find the jewels, highlight headwinds and tailwinds, and bring on the smartest guests to fill in the gaps.
33episodes
Episodes
Newest firstAll episodes
193 - UnitedHealthcare Medicaid Lawsuit, Hospital AI Expansion, and the New Longevity Boom
3d ago01:03:07Tap to summarizeVic and Marcus discuss signs of stress in the private credit market, including redemption pressure at Blackstone, major healthcare and AI funding rounds, and the growing interest of technology investors in longevity startups. They examine legal and regulatory developments involving generic drug marketing, Massachusetts' lawsuit against UnitedHealthcare over alleged Medicaid fraud, and California's action related to the 23andMe data breach. The conversation also covers health system adoption of artificial intelligence through partnerships with General Catalyst, new healthcare AI investments, the evolving IPO market, and growing debate over AI regulation and the role of companies such as Anthropic, Google, and OpenAI.LinksStory 1: Economy2:41 - U.S. Job Openings Increased While Hiring Fell in April WSJ3:17 - U.S. Jobless Claims Rose Last Week WSJ3:27 - Kevin Warsh Wants the Fed to Think About Inflation Differently WSJStory 2: Private Credit - Blackstone5:44 - Blackstone Investors Ask to Pull $4.4 Billion From Private-Credit Fund WSJStory 3: VC rundown7:14 - Coinbase Founder’s Longevity Startup Triples in Value WSJ8:15 - Adaptive Innovations Raises $50M in Series A Funding FINSMES9:37 - Advanced NanoTherapies raises $31M for drug-coated balloon tech Drug Delivery9:58 - Contraline and its male birth control candidate rally $92.5M amid push into 'massive white space' of men's health Fierce Healthcare10:52 - Novellia raises $18M for patient-controlled health data platform MobiHealth12:55 - Ilant Health Secures $15M to Expand Value-Based Precision Obesity Management HITStory 4: SCOTUS13:45 - It's unanimous: SCOTUS agrees with Hikma in 'skinny label' case vs. Amarin Fierce HealthcareStory 5: MA sues UHG16:06 - Massachusetts sues UnitedHealthcare for alleged Medicaid fraud Healthcare Dive16:58 - California attorney general sues over 23andMe data breach Healthcare DiveStory 6: Ardent new CEO18:41 - New Ardent Health CEO inherits growth ambitions Healthcare DiveStory 7: Ascension21:56 - Ascension closes its $3.9B AmSurg purchase following FTC's all-clear Fierce HealthcareStory 8: WellSpan24:18 - WellSpan Health strikes strategic partnership with Philips to deploy, co-develop new healthcare tech Fierce HealthcareStory 9: New Brain Tumor Treatment25:33 - Radiation Device Placed in Brain Cuts Tumor Recurrence, Boosts Survival WSJStory 10: Lilly 340B27:53 - Eli Lilly issues data sharing ultimatum to 340B hospitals Healthcare DiveStory 11: Autism Fraud?30:53 - The Autism-Therapy Business Is Booming—and So Is the Billing Abuse WSJStory 12: Crypto Winter39:06 - The Crypto Winter Turns Colder as Bitcoin Extends Its Slide WSJ39:21 - Strategy shares fall after selling $2.5 million in bitcoin, its first sale since 2022 CNBCStory 13: Tokenized Bank Deposits42:34 - JPMorgan, Citi and Big Banks Plan New Tokenized Deposit System to Answer Crypto WSJStory 14: Mayo Teams with Microsoft43:44 - Mayo’s latest AI bet: A frontier model with Microsoft Healthcare DiveStory 15: AI Regulation45:23 - Trump Signs AI Executive Order to Increase Government Oversight WSJStory 16: IPOs53:50 - Anthropic Files to Go Public in Blockbuster Year for IPOs WSJ53:59 - Google Seeks $80 Billion for AI Buildout; Berkshire Will Buy $10 Billion Stake WSJ54:16 - SpaceX Sets Price for the World’s Largest I.P.O. NYTStory 17: PCs for AI Agents55:35 - Nvidia Introduces First PCs Designed for AI Agents WSJStory 18: Anthropic Reg Capture56:31 - Anthropic Urges Global Pause in...
Transcribe →192 - GLP-1 Frailty Concerns, AI's Impact on Jobs, and Amazon's $6 Billion AI Deal
1w ago01:53:58Tap to summarizeVic and guest host Emily Evans discuss declining consumer sentiment, challenges in the labor market, and the growing impact of AI on jobs and small businesses. They examine FDA food regulation and the debate around "generally regarded as safe" ingredients, Medicaid policy changes and fraud enforcement efforts under CMS, the expansion of AI from large enterprises to Main Street businesses, concerns that GLP-1 weight loss drugs may contribute to muscle loss and frailty, and major developments in the AI infrastructure race, including Amazon's multibillion-dollar chip deal.LinksStory 1: Economy00:41 - U.S. Consumer Sentiment Worsened in May WSJ1: 39 - This Summer’s Teen Job Market Is the Toughest in Decades WSJ4:05 - Phoenix Built an Empire of Cubicle Jobs. AI Is Coming to Tear It Down. WSJ7:32 - The App for Trump Accounts Will Launch Thursday. Here’s What to Know. WSJStory 2: VC rundown11:04 - Commure raises $70M, boosting post-money valuation to $7B Mobi Health13:08 - Benefitbay raises $18m Series A to scale ICHRA platform FinTech18:50 - Nourish raises $100M, plans to expand care model with physicians Fierce Healthcare23:07 - Private Loans to Venture-Backed Startups Surge Despite AI Disruption Concerns WSJStory 3: Political Hard-Ball Impacts Medicaid25:50 - Trump Nemesis Sen. Bill Cassidy Defeated in GOP Primary WSJ26:04 - Paxton Wins Texas Republican Primary After Trump Endorsement WSJ29:58 - Trump administration proposes crackdown on Medicaid state-directed payments Healthcare DiveStory 4: New CMS Health Plan Flexibility45:08 - New Final Rule Pushes Marketplace Enrollees Toward Lower-Quality, More Expensive Coverage CBPPStory 5: HHS Fraud Crackdown58:19 - HHS launches AI-backed health fraud crackdown Healthcare DiveStory 6: CVS and the end of PBMs1:06:01 - CVS sues to challenge Tennessee's new PBM law Fierce Healthcare1:08:17 - Bipartisan lawmakers reintroduce bill barring PBMs from owning pharmacies Fierce Healthcare1:10:27 - Brokers increasingly recommending ICHRA to employers Fierce Healthcare1:12:36 - Hospitals sue CVS Health alleging it redirected $250M in 340B funds Healthcare FinanceStory 7: Training more Docs (finally)1:15:26 - 5 physician residency programs launching or expanding in 2026 BeckersStory 8: Quorum as a Nonprofit1:16:09 - Quorum Health transitioning to nonprofit for financial pickup Fierce HealthcareStory 9: Big Health Brands moving quickly1:20:06 - Amazon taps Roy Schoenberg to lead healthcare business as Neil Lindsay plans to step down Fierce Healthcare1:20:53 - Amazon One Medical launches GLP-1 program integrated with primary care Fierce Healthcare1:22:33 - Smart ring maker Oura files confidentially for IPO as consumer demand propels revenue growth Fierce Healthcare1:24:33 - GoodRx launches subscription program for low-cost generic medications, telehealth services Fierce HealthcareStory 10: Lilly’s moves1:30:22 - One-and-Done Heart Disease Prevention? Scientists Show It May Be Possible. NYT1:32:00 - Lilly Agrees to Buy Trio of Vaccine Developers WSJStory 11: GLP1 Side Effects1:39:13 - Is the Weight-Loss Drug Revolution Causing a Frailty Epidemic? WSJStory 12: Ebola Watch1:41:49 - Doctors, Hospitals Struggle to Keep Up With Ebola’s Spread WSJStory 13: New Chip Entries Grow1:44:25 - Huawei Says It Has Workaround to Match Leading Chips WSJ1:45:42 - Amazon Strikes $6 Billion Deal With Snowflake for Agentic Computing Chips WSJStory 14: New Chip Entries Grow1:47:09 -
Transcribe →191 - FT. Chris Boone: Oracle, AI, and the Future of Healthcare, Real World Evidence, Precision Medicine, and Workforce Change
2w ago00:29:33Tap to summarizeVic and Marcus sit down with Chris Boone, Group Vice President of Research Services at Oracle Health and Life Sciences, live from the Jumpstart Health Summit. The conversation explores Oracle’s growing role in healthcare following its Cerner acquisition, the future of real world evidence in drug discovery, how artificial intelligence is reshaping clinical research and healthcare organizations, and the opportunities and challenges surrounding AI adoption, regulation, workforce transformation, and precision medicine. They also discuss predictive healthcare, autonomous agents, the evolution of healthcare leadership, and what a world free of disease could realistically look like.
Transcribe →190 - Marty Makary Resigns, AI Bubble Concerns Grow, and Healthcare Keeps California Afloat
3w ago01:15:15Tap to summarizeVic and Marcus discuss rising inflation driven by energy costs and the impact on consumers, travel, and wage growth. They examine newly confirmed Fed Chair Kevin Warsh and debate whether AI investment and market enthusiasm are creating an economic bubble. The episode covers healthcare job growth becoming a key driver of California’s economy, major healthcare venture funding activity, and the resignation of FDA Commissioner Marty Makary and what it could signal about the future of regulation. Additional topics include declining overdose deaths, changes to PBMs after Optum Rx moves to a fee-based model, Hims & Hers struggling after the GLP-1 shift, General Catalyst’s healthcare transformation efforts, US and China negotiations, and broader conversations around healthcare, policy, and technology.LinksStory 1: CPI1:44 - Inflation Soared to 3.8% in April, Driven by Gasoline Prices WSJ3:24 - Prices at the Pump Are Wiping Out Wage Gains WSJStory 2: New fed Chair4:51 - Kevin Warsh Is Confirmed as Fed Chair in 54–45 Senate Vote WSJStory 3: Jobs11:42 - U.S. Adds 115,000 Jobs in April With Solid Hiring Across Sectors WSJ13:43 - Cisco to Shed Jobs for All-In AI Push WSJ14:21 - Forget Tech and Hollywood. California Is Powered by Healthcare Jobs. WSJStory 4: VC rundown15:14 - Chromie Health picks up $2M in pre-seed funding, launches SMS AI-powered nurse staffing agent Fierce Healthcare16:07 - Salesforce Ventures, Echo Health Ventures back Optura's $17.5M series A to track AI performance Fierce Healthcare18:03 - Basata Secures $21M to Rebuild Healthcare’s Operational Layer: Automating Referrals and Scheduling End-to-End HIT 19:14 - Urologic Health: $11 Million Seed Financing Raised For Non-Invasive Bladder Function Monitoring Pulse 2.020:04 - Google-backed Isomorphic Labs raises $2.1B for AI drug discovery platform Mobi HealthStory 5: Policy rundown21:08 - FDA Commissioner Marty Makary, Under Pressure From Trump, Resigns WSJ33:11 - Vance to States: Address Fraud or Lose Federal Medicaid Funding WSJ43:24 - U.S. Drug Overdose Deaths Fall for Third Straight Year WSJ44:17 - Trump Was Flattering, Xi Was Resolute. The Difference Spoke Volumes. NYTStory 6: Optum Moving Away from Traditional PBM Model49:39 - Optum Rx replaces traditional PBM model with a fee-based structure Healthcare FinanceStory 6: UC reaches deal with Union51:38 - University of California, union reach late-night deal to avert system-wide strike Fierce HealthcareStory 7: Digital Health Earnings52:33 - Hims & Hers posts $92M loss in Q1 as it shifts to branded GLP-1 medications Fierce Healthcare54:22 - Omada Health posts 42% revenue jump in Q1, joins Eli Lilly employer weight loss program Fierce HealthcareStory 8: GC Hosts Kennedy in Ohio55:47 - General Cataylst & HatCo host Kennedy in Akron LIStory 9: Far Reaching Negative Impact of Hearing Loss58:17 - Walking Slower? Why Your Ears, Not Your Knees, Might Be the Problem WSJStory 10: Clarity Act1:00:27 - Clarity Act clears U.S. Senate committee, on its way to a final test in Congress CoinDeskStory 11: SpaceX & Google1:06:06 - SpaceX and Google Are in Talks to Launch Data Centers in Orbit WSJStory 12: Googlebooks1:08:45 - Google’s Android-powered laptops are called Googlebooks, and they’re coming this year Ars TechnicaStory 13: Robots You Wear1:11:37 - Human + Robot Limitless
Transcribe →189 - Hantavirus Fears Rise as Global Officials Respond | AI Layoffs Accelerate | Google Expands in Healthcare
May 901:30:49Tap to summarizeVic and Marcus discuss the latest signals from the labor market and growing concerns around AI-driven layoffs, including workforce cuts at Coinbase, PayPal, and other major companies. They examine how AI is reshaping healthcare operations, payer strategies, and pharmaceutical distribution, with conversations covering IBM and OpenAI’s work with Elevance, Hims & Hers launching AI lab interpretation tools, Google’s push into consumer health, and Roche acquiring PathAI. The episode also covers RFK Jr.’s push to reduce antidepressant use, the SEC proposal to eliminate quarterly reporting, CVS and Oscar Health earnings, UPMC acquiring CommonSpirit’s Trinity Health assets, renewed momentum at Pfizer and Novo Nordisk, and the rapid convergence of AI agents, crypto payments, and cloud infrastructure through AWS, Coinbase, and Stripe.LinksStory 1: Jobs market1:52 - March Labor Market Was Stable, if Sluggish WSJ3:08 - Job Market Starts to Show Glimmers of Good News WSJStory 2: Private Credit watch4:02 - HSBC Takes $400 Million Hit From Private-Credit Alleged Fraud WSJStory 3: AI Org changes5:20 - AI Is Forcing CEOs to Make a Stark Choice: Lay Off Workers or Make Them Do More WSJ5:40 - Coinbase layoff X10:46 - PayPal to Cut 20% of Staff Amid Turnaround Push WSJ12:12 - IBM CEO Says AI Triggers Need for New Operating Models WSJStory 4: VC rundown13:37 - Startup Enabling Aging at Home Raises $6M, Gains New MA and Medicaid Partnerships MedCity15:32 - Enzo Health raises $20M to expand AI home health platform Mobi Health17:09 - XCaliber Health scores $6.5M for workflow platform Mobi Health19:06 - Village: $9.5 Million Raised For Specialty Pediatrics AI Platform Pulse 2.0Story 5: Antidepressants22:02 - RFK Jr. Wants to Wean Some Americans Off Antidepressants WSJStory 6: End of Quarterly requirements?25:45 - SEC Proposes to Eliminate Quarterly Reporting Requirement for Public Companies WSJStory 7: Elevance30:39 - California hospitals sue to block Elevance out-of-network penalty Modern HealthcareStory 8: Payor earnings33:22 - CVS’s Results Add to Positive Momentum for Health-Insurance Industry WSJ35:48 - Oscar Health's profit hits $679M, membership rises in Q1 Fierce HealthcareStory 9: UPMC40:02 - UPMC to acquire CommonSpirit’s Trinity Health Modern HealthcareStory 10: Health provider earnings42:45 - Ardent touts outpatient volume, margin growth during hectic Q1 Fierce Healthcare43:54 - Hinge Health lifts 2026 outlook after strong Q1 as it expands to new conditions Fierce HealthcareStory 11: Pharma44:50 - Pfizer Posts Better-Than-Expected Revenue, Profit WSJ46:30 - Novo Nordisk Shares Jump on Strong Demand for Wegovy Pill WSJ48:46 - Bayer to Buy Eye-Drug Developer Perfuse Therapeutics for Up to $2.45 Billion WSJ49:41 - Roche shells out up to $1B for PathAI in move to boost artificial intelligence-powered diagnostics Fierce HealthcareStory 12: PharmaHantavirus Case in Switzerland Spurs Race to Trace Contacts WSJ57:06 - Global Health Officials Race to Track Hantavirus but Predict ‘Limited’ Outbreak NYTStory 13: AWS agent payments59:36 - AWS taps Coinbase and Stripe to power USDC payments for AI agents The BlockStory 14: Hims AI1:02:57 - Hims & Hers debuts its first AI care agent to interpret biomarker lab results Fierce HealthcareStory 15: Google Fitbit1:04:44 - A comprehensive view of your health: Google Blog1:06:27 - Google unveils Whoop-like screenless Fitbit Air TechCrunchStory 16: Anth...
Transcribe →188 - Chinese Robot Beats Human, AI Beats Doctors, UAE Exits OPEC
May 201:07:51Tap to summarizeVic and Marcus cover Jerome Powell remaining on the Federal Reserve board and concerns around Fed independence, global instability including the UAE exiting OPEC and weakening international institutions, and hyperscaler dominance with strong earnings from Google, Amazon, and Microsoft driven by AI and cloud growth; they discuss venture funding trends including brain-computer interfaces and clinical AI models, FDA adoption of AI to accelerate clinical trials, and policy shifts including the withdrawal of Casey Means’ nomination and Cigna exiting ACA markets; the episode also explores payer performance, Humana’s partnership with Mark Cuban’s Cost Plus Drugs, pharma consolidation led by Eli Lilly, and rising acquisition costs in biotech; they examine societal impacts of reduced human interaction due to technology, crypto instability and DeFi bailouts, and major AI developments including OpenAI’s slowing growth, legal challenges, China blocking Meta’s acquisition of Manus, and the accelerating gap between AI systems and human expertise in medicineLinksStory 1: Fed Meeting3:04 - Powell to Remain on Fed Board, Citing Legal Pressure From Trump WSJStory 2: OPEC 5:45 - U.A.E.’s OPEC Exit Deals Major Blow to Cartel Amid Middle East Oil Squeeze WSJStory 3: Cloud providers 9:35 - Google Profit Jumps 81% as Cloud Business Booms WSJ12:49 - Amazon Posts Double-Digit Growth Anchored by Booming Web Services WSJ13:15 - Microsoft Reports Strong Cloud Growth, but Questions About AI Returns Persist WSJStory 4: VC 15:54 - Axoft Raises $55M Series A to Advance Brain-Computer Interface Technology CityBiz18:11 - Photon: $16 Million Raised To Modernize Prescription Infrastructure And Return Transparency To Patients Pulse 2.019:22 - Aidoc banks $150M backed by Goldman Sachs to scale clinical AI foundation model Fierce HealthcareStory 5: FDA Looking to RWD 24:30 - FDA Turns to AI to Speed Up Clinical Trials WSJStory 6: Surgeon General 26:23 - Trump Withdraws Nomination of Casey Means for Surgeon General NYTStory 7: Payors29:54 - Cigna to exit ACA market, pursue strategic alternatives for eviCore unit Fierce Healthcare31:01 - Centene swings to $1.5B profit as Medicaid business improves even as ACA membership falls by 2 million Fierce Healthcare34:24 - Humana teams with Mark Cuban's Cost-Plus Drug Company Healthcare FinanceStory 8: UHS36:13 - Universal Health Services' Q1 2026 earnings growth dampened by volume hits Fierce HealthcareStory 9: Pharma37:36 - Eli Lilly to Buy Ajax Therapeutics for Up to $2.3 Billion WSJ39:06 - Sun Pharma to Buy U.S. Healthcare Firm Organon in $11.75 Billion Deal WSJ40:47 - There’s a Revolution in Cancer. But Can Big Pharma Afford It? WSJStory 10: 43:20 - We’re All Talking to Each Other Less Than We Did a Decade Ago WSJStory 11: Robinhood50:00 - Robinhood Profit Rises on Boost From Prediction Markets, Gold Subscriptions WSJStory 12: Aave51:48 - Crypto Rushes to Bail Out Decentralized Lender Targeted by Hackers WSJStory 13: AI Diagnosing Patients56:23 - In real-world test, an AI model did better than ER doctors at diagnosing patients NPRN/A - Performance of a large language model on the reasoning tasks of a physician ScienceStory 14: OpenAI58: 11 -OpenAI Misses Key Revenue, User Targets in High-Stakes Sprint Toward IPO WSJ1:00:20 - OpenAI Sued by Seven Families Over Mass Shooting Suspect’s ChatGPT Use WSJ1:01:35 - Elon Musk Testifies He Was a ‘Fool’ to Fund OpenAI WSJStory 15: China1:02:41 - China Bans Meta’s Acquisition of Manus on National Security Grounds WSJ1:03:53 -
Transcribe →187 - Trump Legalizes Medical Marijuana, China Beat Nvidia Without Chips, Gene Therapy Restores Hearing
Apr 2500:57:59Tap to summarizeVic and Marcus recap insights from the Health Evolution Summit, focusing on high-value networking versus weak conference content, then break down major economic and policy developments including Kevin Warsh’s expected appointment as Fed Chair, the end of the investigation into Jerome Powell, and shifts in Fed governance. They cover venture activity across AI healthcare, biotech resurgence, and crowded revenue cycle startups, alongside new accelerators backed by Anne Wojcicki. Policy wins include FDA gene therapy breakthroughs, marijuana reclassification, and faster CMS coverage pathways. The episode dives into payer performance with improved MLR trends, ongoing health system struggles, and biotech deal momentum led by Eli Lilly. They explore AI’s growing role in healthcare, including dementia care and OpenAI launching clinical tools, while also unpacking infrastructure pressures from data center demand, chip innovation, and inference growth. The episode closes with geopolitical tensions in AI, highlighting Nvidia vs China debates, the rise of DeepSeek, and rapid advancements in robotics performance. LinksStory 1: Kevin Warsh - Fed5:12 - Warsh Pledges Independence at Fed Hearing WSJ6:11 - DOJ drops investigation into Fed’s Powell Roll CallStory 2: VC 8:36 - Amperos Health secures $16M in series A funding, unveils AI-native denial management solution Fierce Healthcare9:37 - Tortugas comes out of its shell with $106M to fund 4 phase 2-stage neuro drugs licensed from Asia Fierce Healthcare11:59 - Courier Health scores $50M to scale CRM technology Mobi Heath12:53 - Ethermed: $8.5 Million Series A Brings Total Funding To $15 Million+ To Scale AI Prior Authorization Platform Pulse 2.0 13:19 - Esther and Anne Wojcicki back new healthcare accelerator, fund TechCrunchStory 3: 1st Gene Therapy14:54 - FDA Approves First-Ever Gene Therapy to Restore Hearing WSJStory 4: Marijuana reclassified16:51 - Trump Administration Reclassifies Marijuana as Less Dangerous Drug WSJStory 5: RAPID18:44 - CMS and FDA announce RAPID Medicare coverage for breakthrough medical devices Healthcae FinanceStory 6: Payor Financial Reports20:43 - UnitedHealth Shows Signs of Turnaround With Strong Quarterly Results WSJ21:58 - Molina controls costs in Q1 but future Medicaid spending in doubt Healthcare Dive 22:33 - Elevance perks up in 2026 though Medicare Advantage payout could ding profits Healthcare DiveStory 7: CHS Reports Loss23:11 - Flagging first-quarter volumes dragged CHS’ earnings Healthcare DiveStory 8: Pharma Rundown23:58 - Boston Scientific Net Grows Sharply WSJ24:56 - Two Drugs Stir Hope for Treatment of Deadly Pancreatic Cancer NYT25:41 - After Lilly’s $7B Kelonia deal, are there any in vivo CAR-T biotechs left to buy? Fierce HealthcareStory 9: Pharma Rundown26:58 - New York Sues Coinbase, Gemini Over Crypto Exchanges’ Prediction Markets WSJStory 10: AI for Dementia32:03 - For Dementia Patients, AI Can Be a Good, Non-Judgmental Listener WSJStory 11: OpenAI33:44 - OpenAI launches ChatGPT for Clinicians, a free AI tool for physicians, NPs and pharmacists Fierce Healthcare37:03 - OpenAI's GPT-5.5 is here, and it's no potato: narrowly beats Anthropic's Claude Mythos Preview on Terminal-Bench 2.0 Venture BeatStory 12: Datacenters and Infrence39:17 - Oracle’s Deluge of AI Debt Pushes Wall Street to the Limit WSJ43:38 - Intel Shares Jump 20% as AI Agents Drive Big Growth WSJ44:22 - Google Introduces Specialized Chip for New Wave of AI Computing WSJ47:06 - Dwarkesh Podcast w/ Jensen - YouTube51:54 - Deepseek on X - XStory 13: Robot Marathon56:05 - Chinese Robot Beats Human Best Time in Half-Marathon, After a Stumble WSJ
Transcribe →186 - How AI Agents Are Quietly Rewriting Jobs, Healthcare, and the Economy
Apr 1801:01:02Tap to summarizeVic and Marcus break down a surge in AI development, starting with Vic’s hands-on experience building autonomous agents and what it reveals about the future of work, productivity, and identity. They discuss the growing gap between economic growth and job creation, the psychological impact of AI on workers, and parallels to past industry disruptions. The episode covers venture activity in healthcare, including AI-native operating systems, fertility innovation, and value-based care startups, alongside policy updates like digital health reimbursement models and system-wide labor tensions. They examine the expanding role of GLP-1 drugs beyond weight loss, major pharma momentum, and the increasing convergence of AI and healthcare. The conversation shifts to infrastructure challenges with data centers, global competition, and regulatory friction, before diving into rapid AI advancements across OpenAI, Anthropic, Google, and robotics, ending with a broader reflection on purpose, identity, and adapting in an accelerating world.LinksStory 1: Economic Rundown12:32 -The Economy Is Growing, Jobs Aren’t. Why That Might Be OK. WSJ18:50 - Process to Refund Tariffs to Begin Next Week WSJ19:22 - U.S. Economy Remains Resilient in Face of Iran War, Banks Say WSJStory 2: VC 20:06 - Keebler Health secures $16M in series A funding for AI-powered risk adjustment platform Fierce Healthcare20:36 - AI-Enabled Fertility Care and Longevity Provider ONTO Health Closes $20 Million Series funded by ARTIS and Humania YahooN/A - Helical raises $10M seed for virtual pharma AI lab Axios21:05 - Ultralight Raises $9.3M Seed Round SaaS News22:32 - Joyful Health Raises $17M in Series A Funding for FinTech FinSms Story 3: FDA Peptides23:01 - FDA moves toward easing restrictions on certain peptides Healthcare DiveStory 4: ACCESS23:56 - CMS accepts more than 150 providers, digital health firms for ACCESS model Healthcare DiveStory 5: BSW Exits ACA & Medicaid25:38 - Baylor Scott & White Health Plan to depart individual market, Medicaid this year Fierce HealthcareStory 6: Walmart Better Care27:59 - Walmart expands digital health platform’s weight loss offerings, including GLP-1 prescribing Healthcare DiveStory 7: UC Health Strike28:19 - UC Health workers plan open-ended, system-wide strike for May 14 Fierce HealthcareStory 8: J & J30:28 - J&J’s First-Quarter Sales Grow on Cancer-Drug Strength WSJStory 9: Lilly Acq31:32 - Lilly makes preclinical ADC specialist CrossBridge its latest acquisition in vague $300M deal Fierce Healthcare Story 10: ?32:34 - (The New York Times) Online and in Doctors Offices. People are Finding that GLP-1sStory 11: Web 335:28 - Elon Musk’s X Money Stands to Disrupt Payments and Pressure PayPal38:18 - Charles Schwab Begins Rollout of Spot Bitcoin, Ethereal trading PlatformStory 12: Anthropic39:38 - Anthropic Adds Novartis CEO to Board WSJ40:42 - Anthropic Releases Claude Opus 4.7 to Remind Everyone How Great Mythos Is GizmodoStory 13: Open AI 43:14 - OpenAI unveils GPT‑5.4‑Cyber, an AI model for defensive cybersecurity 9to5Mac43:40 - OpenAI’s big Codex update is a direct shot at Anthropic’s Claude Code The Verge OpenAI unveils GPT‑5.4‑Cyber, an AI model for defensive cybersecurity - 9to5MacVergeStory: 14 Data Center Fights45:29 - Elon Musk’s xAI Sued by NAACP Over Memphis Data Center WSJ47:49 - Maine Lawmakers Pass Ban on Large Data Centers WSJ48:38 - AI Is Using So Much Energy That Computing Firepower Is Running Out WSJStory 15: Gemini 51:02 -Google launches a Gemini AI app on Mac The Verge51:59 - DeepMind launches Gemini Robotics-ER 1.6 to meet precise physical AI demands SilconAngle
Transcribe →185 - AI Is Creating Jobs While Breaking Security and Reshaping Healthcare
Apr 1100:56:27Tap to summarizeVic and Marcus break down revised GDP data and slowing economic growth, rising concerns around private credit exposure across banks and pensions, and the long-term decline in labor force participation driven by aging demographics and immigration policy. They discuss the evolving job market as AI creates new roles and skill demands, while also examining venture activity including Yuzu Health’s funding and broader digital health investment trends. The episode covers major healthcare policy shifts like Medicare Advantage rate changes, California’s stance on private equity in medical practices, and health system performance driven by scale. They also explore breakthroughs in osteoarthritis treatments, ongoing challenges with nurse burnout and workforce retention, and increasing cybersecurity risks in healthcare platforms. The conversation expands into pharma developments, GLP-1 market expansion, and direct-to-consumer healthcare models. Finally, they dive deep into AI’s accelerating impact, including data center pushback, emerging policy frameworks, quantum security risks, and the implications of next-generation AI models capable of exposing widespread system vulnerabilities.LinksStory 1: Economic Rundown1:07 - US economy grew a sluggish 0.5% in fourth quarter, government says, downgrading previous estimate AP1:47 - Insurers’ $1 Trillion Buildup in Private Credit Is Leaving Regulators in the Dust WSJ4:04 - Why More People Are Dropping Out of the Job Market WSJ6:20 - The New Jobs Being Created by AI WSJStory 2: Q1 VC Growth & AI firms enter Health8:27 - Yuzu Health Raises $35M in Series A Funding FINSMES9:46 - Q1 2026 funding overview: Capital continues concentrating and four other market signals Rock Health12:02 - Anthropic acquires stealth AI startup Coefficient Bio in $400M deal: reports Fierce HealthcareStory 3: CA Limiting PE in Healthcare13:18 - California AG Urges Walling Off Medical Practices From Private Equity Rob Bonta stakes out a strict position on private equity’s roe in healthcare WSJStory 4: HHS moves19:05 - CMS finalizes higher Medicare Advantage rates for 2027 in gift to insurers Healthcare Dive20:57 - Federal Agency Unveils Three Potential Osteoarthritis Treatments NYTStory 5: Advocate Improved Financials22:45 - Advocate Health improves to 4% operating margin, $4.6B bottom line across 2025 Fierce HealthcareStory 6: Nurse Job Satisfaction24:55 - Nurses' job satisfaction stumbles after post-pandemic gains: survey Fierce HealthcareStory 7: Hims Cyber Attack27:35 - Hims & Hers says limited data stolen in social engineering attack Healthcare DiveStory 8 - 2 Acquisitions29:20 - Gilead to buy cancer biotech Tubulis for more than $3 billion Stat29:56 - Neurocrine to Buy Soleno, Nabbing Drug for Relentless Hunger Disorder WSJStory 9 - GLP-1 wars30:54 - Novo Nordisk Launches Higher-Dose Wegovy Weight-Loss Shot in U.S. WSJ31:23 - Eli Lilly launches oral GLP-1 drug across US through Lilly Direct, telehealth providers Fierce Healthcare Story 10 - Using AI for Health Data Analysis32:11 - I Uploaded My Blood Work to AI. Am I Oversharing? WSJStory 11 - Q-Day Getting Close35:11 - Cloudflare targets 2029 for full post-quantum security CloudflareStory 12-OpenAI Advising World Governments while States Resist Data Centers 38:09 - Industrial Policy for the Intelligence Age: Ideas to Keep People First OpenAI41:48 - These Cities and States Are Taking Aim at Data Centers WSJStory 13 - Anthropic Glasswing & Mythos45:00 - Anthropic Set to Preview Powerful ‘Mythos’ Model to Ward Off AI Cyberthreats WSJ49:43 - Anthropic Teams Up With Its Rivals to Keep AI From Hacking Everything Wired
Transcribe →184 - How AI Created a Billion-Dollar Company With Just 2 People
Apr 401:01:15Tap to summarizeVic and Marcus recap the Jumpstart Health Summit, including a workshop where non-technical founders built full AI-driven products and an agentic investment bank in under 48 hours, followed by key discussions from the summit on healthcare transformation, AI infrastructure, venture capital evolution, and leadership changes at Jumpstart Health. They break down major economic signals including declining job openings, stock market performance, and rising risks in private credit markets, then analyze healthcare policy shifts targeting hospital pricing practices and UnitedHealthcare’s push into AI-driven member tools. The episode also covers major pharma momentum led by Eli Lilly across acquisitions, GLP-1 advancements, and AI-powered drug discovery, alongside emerging trends in crypto-backed mortgages, agentic commerce, and Coinbase’s expanding role in financial infrastructure. They close with a deep dive into AI disruption, highlighting a two-person billion-dollar company, open-source model acceleration, security risks, and breakthroughs that could reshape hardware demand and the future of work.LinksStory 1 Jobs and Equity market11:37 - U.S. Job Openings and Hiring Fell in February WSJ18:10 - Here’s What Worked During a Rough Quarter for Markets WSJStory 2 Private credit watch19:17 - What Banks Stand to Lose From the Private-Credit Mess WSJStory 3 VC rundown23:14 - WHOOP Secures $575M, Reaches $10B Valuation MedCityStory 4 DOJ v NY Pres25:21 - Justice Department Files Antitrust Lawsuit Against NewYork-Presbyterian WSJStory 6 UHG launches AI Companion30:12 - UnitedHealthcare launches Avery, a generative AI companion for members Fierce HealthcareStory 7 1st Reimbursement for Robot Companion32:22 - Intuition Robotics secures Medicaid coverage for social AI robot ElliQ in Washington State Fierce HealthcareStory 8 Eli Lilly moves37:21 - Eli Lilly to Buy Centessa Pharmaceuticals for Initial $6.3 Billion WSJ37:55 - Eli Lilly Gets Speedy FDA Nod for Oral GLP-1 Drug, a Competitor to New Novo Nordisk Pill MedCity38:52 - Eli Lilly reaches $2.75 billion deal with Insilico to bring AI-developed drugs to the global market CNBCStory 9 Web3 rundown39:54 - Fannie Mae to Accept Crypto-Backed Mortgages for the First Time WSJ41:54 - Coinbase’s AI payments system joins Linux Foundation, gathers support from Google, Stripe, AWS and others Coindesk45:57 - Coinbase clears key regulatory hurdle in bid to bolster its stablecoin business CNBC Story 10 1st $B - 2 person AI startup is healthcare47:24 - How A.I. Helped One Man (and His Brother) Build a $1.8 Billion Company NYTStory 11 Antropic50:27 - Anthropic Races to Contain Leak of Code Behind Claude AI Agent WSJ51:19 - Claw Code Launches Open-Source AI Coding Agent Framework With 72,000 GitHub Stars in First Days 24-7Story 12 Google54:00 - Google announces Gemma 4 open AI models, switches to Apache 2.0 license ArsTechnica56:30 - Google now lets you direct avatars through prompts in its Vids app TechCrunch57:00 - Google’s TurboQuant Breakthrough Just Rewrote the AI Playbook Yahoo
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