Vic and Marcus discuss rising inflation tied to escalating conflict in Iran and the broader economic implications for energy markets, review major venture capital and healthcare startup funding activity including surgical AI company Uncovr, examine developments in AI adoption and productivity across healthcare, analyze the competitive landscape between Apple and leading AI labs, explore IPO activity ranging from SpaceX demand to healthcare and pharmaceutical offerings, and close with a discussion on robotics, automation, and the impact of humanoid robots on future labor markets.

Links

Story 1: Economy

5:16 - Inflation Jumps as Iran War Intensifies Price Squeeze NYT

9:16 - SpaceX IPO Draws at Least $5 Billion Order From BlackRock

Story 2: VC rundown

15:32 - Surgical AI Startup Uncovr Emerges from Stealth with $7M Seed Funding HIT

16:55 - Stepful raises $55M for healthcare training platform Mobi Health

Story 3: Price transparency

17:40 - Kennedy & Oz Discuss Price transparency on X

Story 4: CMS Top 5 Priorities

22:39 - The 5 Areas Where Dr. Oz Says CMS Can Make Healthcare More Affordable MedCity

Story 5: Drug prices inside EMRs