In this episode, Vic and Marcus break down a sharp tech stock selloff driven by AI disruption, examine how AI is reshaping software, venture capital, and healthcare operations, and discuss major funding rounds in cardiology and women’s health. They analyze sweeping healthcare policy moves from the Trump administration, including drug pricing, PBM reform, telehealth expansion, and changes to addiction recovery funding. The conversation also covers payer performance with a focus on Cigna, winners and losers in pharma earnings, ongoing nursing workforce strain, Epic and Optum’s expanding AI tools, and the risks and realities of autonomous AI agents as new platforms rapidly emerge.

Links

3:42 - Intensifying Tech Slide Sends Nasdaq to Worst Two-Day Drop Since April WSJ

5:38 - AI Won’t Kill the Software Business, Just Its Growth Story WSJ

11:44 - Chamber gets a $60M jolt to power value-based care for cardiology practices Firece Healthcare

13:46 - Women's health clinic Midi Health closes $100M series D as it aims to scale a national healthcare company Firece Healthcare

16:29 - TrumpRx Is Set to Go Live on Thursday NYT

17:06 - Trump signs $1.2T spending package that funds HHS, enacts PBM reforms, telehealth and hospital-at-home measures Firece Healthcare

18:01 - One-quarter of Medicaid doctors don’t actually treat Medicaid patients Healthcare Dive

18:22 - HHS plans to invest $100M to support addiction recovery and address homelessness Firece Healthcare

25:32 - Cigna reports better-than-expected Q4 financial results Healthcare Finance

27:25 - FTC reaches 'landmark settlement' with Cigna's Express Scripts Healthcare Finance

28:31 - Eli Lilly Profit Rises as Weight-Loss Drug Demand Surges WSJ