『Health:Further』のカバーアート

Health:Further

Health:Further

著者： Marcus Whitney & Vic Gatto
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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.

© 2025 Health:Further 経済学 衛生・健康的な生活
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  • 201 - Google's Humanoid AI, Medicare Drug Subsidy Ends, Microsoft and Amazon Cloud Surge

    201 - Google's Humanoid AI, Medicare Drug Subsidy Ends, Microsoft and Amazon Cloud Surge
    2026/08/01
    Vic and Marcus discuss the return of Trump's tariffs, the Federal Reserve's evolving approach under Chairman Warsh, and the continued strength of AI infrastructure as Microsoft and Amazon report surging cloud growth. They cover major healthcare funding rounds, including AI revenue cycle management, vision therapies, and an AI-powered smart toilet for early disease detection. The episode also examines FTC action against Hims & Hers, the end of Medicare drug plan subsidies, Medicaid work requirement rulings, payer earnings, ACA market instability, rising uninsured rates, hospital consolidation, biotech acquisitions, the Ebola outbreak in the Democratic Republic of Congo, new wearable health monitoring technology, blockchain adoption across finance, AI agents handling payments, AI safety legislation, and Google's latest humanoid robotics advances.cognitive decline remind us that prevention and early detection remain the frontier of clinical care.Story Lineup1 — In This Economy00:33 -Story 1: Healthcare Faces 100% Drug Tariff Shock Starting July 31 [Becker's Hospital Review]8:54 - Story 2: Fed Holds Rates Steady but Internal Split Signals Future Pressure on Inflation [WSJ]13:13 - Story 3: Microsoft Azure Exceeds $100B as Tech Giants Diverge on AI Spending ROI [WSJ]2 — VC Deal Review14:29 - Story 1: Candid Health Raises $120M Series D for AI-Powered Revenue Cycle Management [MedCity News]16:49 - Story 2: Claris Biotech Emerges with $118M Series B for Corneal Disease Therapy [Fierce Biotech]18:03 - Story 3:Throne Science Raises $10M Series A for AI Toilet Sensor in Colorectal Cancer Screening [MedCity News]3 — Policy20:22 - Story 1: FTC Sues Hims & Hers Over Illegal Data Sharing With Meta and Snapchat [Gizmodo]22:59 - Story 2: CMS Ends Medicare Drug Plan Premium Subsidies; Seniors Face Higher 2027 Costs [WSJ.com: Health]26:57 - Story 3: Federal Court Upholds Medicaid Work Rules; Policy Shift Takes Effect [Becker's Hospital Review]4 — Health Payors28:07 - Story 1: Cigna Raises 2026 Outlook on Strong Q2 Employer Plan Growth; $1.7B Profit [Becker's Hospital Review]28:54 - - Story 2: "Back On Track" Centene Swing more than $1B in Profit in Q230:50 - Story 3: Humana Maintains Adjusted Earnings Outlook, Underwhelming Investors 31:44 - Story 4: Humana Retreats From Lower-Margin Medicare Advantage Plans Ahead of 2027 [Healthcare Dive - Latest News]32:50 - Story 5: ICHRA Adoption Slowed by ACA Exchange Instability and Affordability Concerns [Healthcare Dive]5 — Health Systems34:09 - Story 1: Hospital Uninsured Patient Volume Surges After ACA Subsidy Cliff [NYT]36:27 - Story 2: 29 Large Health Systems Announce M&A: Consolidation Boom Driven by Scale and Capital Access [Becker's Hospital Review]6 — Pharma & Novel Therapies38:39 - Story 1: J&J Partners With Sail Biomedicines on In Vivo CAR-T Therapy; $785M Upfront, $2.85B Acquisition Option [MedCity News]39:57 - Story 2: Argenx Acquires Forte Biosciences for $2B; CD122 Antibody Targets Autoimmune Orphans [MedCity News]7 — About Health & Us / The Clinician's Voice41:12 - Story 1: DRC Ebola Outbreak Now Second-Deadliest Ever; 1,500+ Deaths in Record-Breaking Two Months [The New York Times]42:44 - Story 2: Smart Ring Sensors Track Nutrition and Insulin Response via Finger Sweat; New Biomarker Frontier [Gizmodo]8 — Web344:21 - Story 1: BNY Mellon Targets $8.6 Trillion Transfer Agency Market via Blockchain; Major Traditional Finance Adoption [CoinDesk]45:33 - Story 2: Institutional Crypto Trading Hits Record 72% as Wall Street Dampens Market Volatility [CoinDesk]47:59 - Story 3: MoonPay Embe...
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  • 200 - AI, Healthcare, and the Future We've Been Tracking

    200 - AI, Healthcare, and the Future We've Been Tracking
    2026/07/25

    Vic and Marcus celebrate the 200th episode of the Health Further podcast while reflecting on four years of healthcare transformation, innovation, and policy change. They discuss the financial pressures facing hospitals from Medicaid funding cuts, the future of AI in healthcare, automation's impact on jobs, Google's massive AI investments, OpenAI's cybersecurity incident, the growing debate over open versus closed AI models, and why healthcare leaders may be underestimating the pace of disruption across the industry.

    Story Lineup


    8:35 - Story 1: LA Safety-Net Hospital Braces for $80–100M Annual Medicaid Hit From HR 1 Cuts [Becker's Hospital Review]


    10:30 - Story 2: Trump Administration Pauses $1B in Medicaid Payments [HealthCare Dive]


    13:33 - Story 3: OpenAI Launches ChatGPT Health Nationwide; Claims Models Reason at Clinician Level, Intensifying Healthcare AI Adoption Debate [The Verge]


    18:01 - Story 4: Molina Plans Further ACA Exchange Exits in 2027 Despite Stable Medicaid and Strong MA Growth [Healthcare Dive]

    30:14 - Story 5: Travis Kalanick's Atoms Robotics Raises $1.7B Series C Led by a16z [TechCrunch]



    45:27 - Story 6: Big Tech's AI Capex Binge Raises Doubts on Returns as Google, OpenAI Pour Billions Into Infrastructure [The New York Times]


    57:30 - Story 7: OpenAI's GPT Models Escaped Sandbox and Autonomously Hacked Hugging Face in Test Gone Wrong—Major AI Safety Incident [WSJ]
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  • 199 - Fintech Consolidation, AI Commoditization, and the Hospital Profitability Crisis

    199 - Fintech Consolidation, AI Commoditization, and the Hospital Profitability Crisis
    2026/07/19
    Vic and Marcus discuss easing inflation, the growing number of workers locked out of the job market, and major venture funding rounds for AI-powered healthcare companies. They examine proposed Medicare physician payment cuts, prior authorization policy, Medicaid challenges, insurer earnings, and mounting financial pressure on hospitals as care continues shifting to outpatient settings. They also cover Eli Lilly's latest acquisition, a first-of-its-kind cholesterol pill, food safety concerns, new wearable health technology, Visa's stablecoin platform, AI agent commerce, and China's rapid advances in artificial intelligence that are reshaping global competition.Story Lineup1 — In This Economy📊 Economy Vitals — this week's macro readings6:56 - Story 1: 📉 Inflation — CPI (June, rel. Jul 14): CNBC8:09 - Story 2:👷 Labor — initial jobless claims (wk ending Jul 4): https://www.wsj.com/economy/jobs/unemployment-long-term-job-market-629199f9?mod=Searchresults&pos=1&page=12 — VC Deal Review10:05 - Story 1: Chai Discovery Raises $400 Million Series C for AI Molecule Design Platform Adopted by Pharma Giants [Fierce Biotech]11:07 - Story 2: Neko Health Secures $700 Million Series C for U.S. Clinical Diagnostics Expansion [MedCity News]3 — Policy12:16 - Story 1: CMS Proposes 2027 Physician Pay Cuts Amid Broader Medicare Value-Based Payment Reforms [Healthcare Dive]13:46 - Story 2: Senate Republicans Block Democratic Bid to Repeal Medicare AI Prior Authorization Pilot [Healthcare Dive]4 — Health Payors17:30 - Story 1: UnitedHealth Reports $5.5 Billion Q2 Profit, Raises 2026 Guidance on Cost-Control Discipline [Healthcare Dive]18:17 - Story 2: Elevance Shuts Down D.C. Medicaid Business, Eyes Additional Market Exits [Healthcare Dive]19:35 - Story 3: CVS/Caremark Settles FTC Insulin Pricing Case, Required to Stop Formulary Bias Toward Higher-Cost Drugs [Healthcare Dive]5 — Health Systems21:09 - Story 1: HCA Healthcare Slashes 2026 Earnings Forecast After Losing $400 Million in ACA Plan Dropouts [Healthcare Dive]24:21 - Story 2: Health Systems Race to Build Ambulatory Surgery Center Networks as Outpatient Revenue Growth Outpaces Inpatient [Becker's Hospital Review]6 — Pharma & Novel Therapies28:48 - Story 1: Eli Lilly Acquires AtaiBeckley for $2.8 Billion, Entering Psychedelic-Based Mental Health Market [MedCity News]30:23 - Story 2: Merck's Lipfendra Approved as First-of-Kind Oral Cholesterol Drug Beyond Statin Monotherapy [WSJ.com: Health]7 — About Health & Us / The Clinician's Voice32:56 - Story 1: Cyclospora Outbreak Spreads to 30+ States; CDC Struggles to Identify Source Amid Surveillance Capacity Gaps [WSJ]38:55 - Story 2: New Smart Ring Technology Enables Non-Invasive Blood Pressure Measurement Without Calibration [9to5Mac]8 — Web341:48 - Story 1: Visa Launches Institutional Stablecoin Platform for Banks and Fintechs; Enables Digital Dollar Integration [Decrypt Media]9 — The AI Tracker52:32 - Story 1: China's Moonshot AI Releases Kimi K3 Model, Claiming Parity with GPT-5.6 and Anthropic Systems at Lower Cost [Axios]1:00:40 - Story 2: Meta Negotiates ~$10 Billion Compute Lease to Anthropic; AI Infrastructure Bottleneck Fuels New Business Models [The New York Times]1:07:57 - Story 3: Former Mayo Clinic Leader Sues System Over Alleged AI Safety and Privacy Concerns Retaliation [MedCity News]1:15:36 - Story 4: https://x.com/chamath/status/2077018028852588687?s=20
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