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  • 208 - Hospital Margins Crater, Half of Hospitals Still Hide Prices, and OpenAI's $1.2T Question

    208 - Hospital Margins Crater, Half of Hospitals Still Hide Prices, and OpenAI's $1.2T Question
    2026/09/18

    In this episode, we explore Vic's takeaways from Nashville Healthcare Sessions and the OpenAI-HCA partnership, a Fed rate hike to 3.75%-4% under new Chairman Kevin Warsh, a wave of nine-figure health rounds, the hollowing out of hospital margins and price transparency compliance, a potential CRISPR successor called Viper, and OpenAI's $1.2 trillion valuation push amid new AI safety disclosures — with insights into market trends, policy changes, and technological innovations shaping the future of health and money.

    Key Topics

    Nashville Healthcare Sessions recap and the OpenAI-HCA partnership
    Jobless claims fall to 196K, but the labor-force participation rate tells a different story US housing starts slip as affordable inventory stays stuck
    The Fed raises rates 25bps to 3.75%-4% under new Chairman Kevin Warsh
    VC Rundown: Thatch hits a $1B valuation, Sling raises $123M, and Evvy raises $40M
    CMS expands the ACCESS model's chronic conditions for 2027
    More than half of hospitals still aren't compliant with price transparency rules
    Hospital operating margins fall to 1.4% amid outpatient slowdowns
    The widening mental-health and turnover gap among physicians and Gen Z clinicians
    Viper: a newly discovered gene-editing system that may outperform CRISPR
    GSK commits up to $750M for a new multiple myeloma therapy
    Tokenized securities get a 5-year SEC exemption after the Clarity Act fails in the Senate
    Circle launches its ARC stablecoin blockchain with BlackRock and Visa
    OpenAI's new AI safety incidents, its $1.2 trillion valuation push, and the case for AI product liability
    AI as a co-scientist: accelerating drug discovery at Stanford

    Chapters
    0:00 Introduction — Vic recaps Nashville Healthcare Sessions and the OpenAI-HCA partnership
    2:13 Marcus on a loaded week in Nashville — family, civic work, and a strong portfolio
    4:21 Jobless claims fall to 196K, but the participation rate tells the real story
    6:49 US housing starts slip as affordable inventory stays stuck
    8:30 The Fed raises rates 25bps to 3.75%-4% under Chairman Kevin Warsh
    12:50 VC Rundown: Thatch secures $108M Series C, hits $1B valuation
    14:31 Sling raises $123M Series C for an oral GLP-1 rival
    15:03 Evvy raises $40M for vaginal microbiome research
    15:55 CMS adds more chronic conditions to the ACCESS model for 2027
    17:29 More than half of hospitals still aren't compliant with price transparency rules
    21:17 Hospital operating margins fall to 1.4% amid outpatient slowdowns
    22:10 The mental-health gap widens between employed and independent physicians
    23:19 70% of Gen Z healthcare workers say they'll quit within a year
    25:28 Viper: a gene-editing system that may predate — and outperform — CRISPR
    27:08 Sickle cell's cure and the case that healthcare's old model is approaching deprecation
    31:14 GSK commits up to $750M for Chimeric Biosciences' multiple myeloma drug
    32:21 SEC rolls out a 5-year innovation exemption for tokenized securities
    34:30 Why the Senate's Clarity Act failed
    36:16 Circle launches ARC, a stablecoin blockchain, with BlackRock and Visa
    38:54 OpenAI discloses six new AI safety incidents tied to its Astra models
    39:50 Astra's misalignment problem — and why Jensen Huang calling it AGI is unsettling
    41:54 "Get control of your own models" — the case for AI product liability
    43:08 Talking to family about AI risk, and the UL/electricity analogy for AI safety
    53:21 Staying patient and clear with people who fear AI amid election-season hype
    56:00 Jensen Huang as master communicator — and why the labs need better spokespeople
    58:06 OpenAI eyes a $1.2 trillion valuation ahead of a potential IPO
    1:01:11 "Who's going to buy this?" — OpenAI's valuation vs. its business model and moat
    1:02:16 Open-source models close the gap and erode the frontier labs' moat
    1:06:21 AI as a co-scientist: Stanford researchers accelerate drug discovery
    1:08:19 Turning the corner — from chronicling healthcare's decline to its ascent
    1:08:43 What comes next: allocating a 10,000x increase in care capacity

    #FederalReserve #Inflation #JobsReport #Housing #VentureCapital #Biotech #CMS #PriceTransparency #HospitalMargins #PhysicianBurnout #GeneEditing #CRISPR #Oncology #Web3 #StablecoinPayments #SEC #AI #OpenAI #AISafety #DrugDiscovery #HealthcarePolicy
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    1 時間 12 分
  • 207 - Sticky Inflation, Maternity Deserts, Drug Shortages, and AI's Doomsday Headlines

    207 - Sticky Inflation, Maternity Deserts, Drug Shortages, and AI's Doomsday Headlines
    2026/09/12
    Health:Further — September 10, 2026In this episode, we explore sticky inflation and the widening cost-of-living gap, a wave of nine-figure biotech rounds, mounting political pressure on AI labs, the hollowing out of hospital service lines, and a Robinhood-chain experiment that turns everyday spending into equity ownership — with insights into market trends, policy changes, and technological innovations shaping the future of health and money.Key TopicsProducer price inflation and the Fed's narrowing path to a rate cutReal wage stagnation, housing affordability, and the K-shaped economyECB rate hike and Europe's economic squeezeBiotech season: three nine-figure rounds in immuno-oncology, rare disease, and pediatric CAR-TSenate scrutiny of OpenAI and the emerging case for AI liability$500 ACA rebate checks and politics ahead of the midtermsMedicare drug spending outrunning IRA projectionsMaternity ward closures and the hollowing out of hospital service linesProviders demanding payment upfront as payer-provider trust erodesBiosimilar pipeline gaps and universal cancer drug shortagesUnpaid Ebola workers and the global health funding gapTokenized equity, Robinhood's distribution advantage, and who owns your AI tracesChapters00:00 Introduction — Vic at TMC in Houston, Marcus in Mexico City01:57 Producer price inflation accelerates to 0.4% in August02:39 Six charts on how Americans really feel about the economy: real wages and housing affordability07:55 ECB raises its benchmark rate to 2.5% to quell inflation09:06 VC deal review — biotech season, three nine-figure rounds: 09:33 Solstice raises $225M Series A for next-gen CTLA-4 immunotherapy10:12 GV-backed Encoded raises $275M Series F for Dravet syndrome asset and manufacturing scale-up10:32 BrainChild Bio raises $116M Series A for CAR-T in pediatric brain cancer11:20 OpenAI faces a Senate probe into the Hugging Face breach — and the case for AI liability16:51 Trump pledges $500 checks to 1 million people for ACA overcharges18:54 Ominous outlook for Medicare drug spending: lower prices, higher volume22:16 Half of U.S. hospitals lack maternity wards as Medicaid cuts loom23:52 Tenet lays off 1,000+ Conifer employees amid CommonSpirit contract breakup24:53 Why more hospitals and doctors are asking patients to pay first30:25 Cheap biologic alternatives stall: 90% of brand biologics losing exclusivity have no competitor in development32:39 100% of cancer centers surveyed have at least one drug in shortage33:36 Novartis stock slides as the centerpiece of its $12B Avidity buyout flunks phase 334:38 Health & Us: unpaid Ebola workers let families touch the dead in the DRC38:45 Web3: Crumbs, built on Robinhood's chain — tokenized equity from everyday spending42:47 OpenAI's GPT-6 Astra is shockingly good at almost everything45:15 OpenAI says it cracked Navier-Stokes — and the credit and training-data controversy behind it52:04 How Chinese AI firms tried to clone U.S. models: DeepSeek, Moonshot, and distillation allegations54:13 Anthropic insiders warn AI could kill all humans — and why we're more worried about the humans59:19 Closing — Nashville Healthcare Sessions next weekHashtags#Inflation #FederalReserve #HealthcarePolicy #ACA #Medicare #Maternity #AI #OpenAI #Anthropic #China #Biotech #Web3 #Tokenization #HealthTech #Pharma
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    1 時間
  • 206 - From Epic & OpenAI to Patent Cliffs, Global Aging, and the Fed’s Outlook

    206 - From Epic & OpenAI to Patent Cliffs, Global Aging, and the Fed’s Outlook
    2026/09/09
    In this episode, we explore the latest developments in economics, healthcare, AI, and Web3, providing insights into market trends, policy changes, and technological innovations shaping the future.Key TopicsUS jobless claims and economic outlookFederal Reserve's monetary policy and dissenting voicesEurozone inflation and European economic challengesVenture capital deals in healthcare, including Thyme Care's growthAI integration with Epic and healthcare data sourcesStable coins and digital currency developments by major banksImpact of demographic shifts on healthcare systemsPharma patent cliffs and biotech industry trendsAI advancements in oncology and healthcare applicationsNVIDIA's strategic moves in AI infrastructureChapters00:00 Introduction and episode overview01:54 US jobless claims and economic outlook03:30 Federal Reserve's policy signals and dissenting voices08:51 Eurozone inflation and European economic challenges10:08 Venture capital deal: Thyme Care's growth and valuation12:55 AI in healthcare: Yale New Haven's AI coding platform15:15 Expansion of medical imaging network with Scan.com17:08 Drug pricing deals and policy updates18:25 Hospital mergers and FTC's role in healthcare deals23:35 Payer policies: United Healthcare's prior authorization changes26:19 Self-pay hospital visits and healthcare economics30:30 Pharma industry: patent cliffs and biotech trends:Pharma Industry Faces Biggest Patent Cliff in DecadesGSK Licenses Hutchmed KRAS-EGFR Cancer Asset36:46 Demographic shifts: Aging population worldwide41:01 Web3: Stable coins and banking collaborations:21 Major Banks Launch Joint USD Stablecoin ConsortiumEthena Pay Launches Stablecoin Banking AppSoFi Links Traditional Banking Network With Kraken45:45 AI in healthcare: Epic and ChatGPT integrations48:07 Specialized AI agents for oncology and healthcare (OpenEvidence)49:43 NVIDIA's strategic AI infrastructure deals (Anthropic Cloud Deal)55:23 The economic impact of AI and future outlook57:45 Closing remarks and next steps
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    58 分
  • 205 - Meta's $17B Settlement, Pancreatic Cancer Breakthrough and AI Cybersecurity Threats

    205 - Meta's $17B Settlement, Pancreatic Cancer Breakthrough and AI Cybersecurity Threats
    2026/08/29
    Vic and Marcus discuss revised jobless claims, Nvidia's continued AI-driven growth, and major developments across healthcare, technology, and policy. They cover Cityblock's acquisition of Homeward Health, new telehealth prescribing rules, Meta's $17.1 billion settlement over teen social media protections, and Medicare overbilling allegations involving Humana-owned Villages Health. The episode also examines cyberattacks affecting medical device companies, a new FDA-approved treatment for pancreatic cancer, Alzheimer's blood testing, diabetes monitoring technology, and concerns about AI transparency in healthcare. They close with Nvidia's reported move to acquire Hugging Face, Stripe's OpenRouter acquisition, and warnings from major technology companies about the growing threat of AI-enabled cyberattacks.Story Lineup1 — In This Economy2:32 - Story 1: U.S. Jobless Claims Fall to 203,000; Labor Market Stays Resilient [WSJ]4:45 - Story 2: Nvidia Reports Record $96.2B Revenue, Projects 70% Growth; AI Spending Boom Intact [WSJ]7:11 - Story 3: Fed Chair Warsh Faces Pressure at Jackson Hole; Treasury-Fed Boundary Tensions Rise [WSJ]2 — VC Deal Review11:15 - Story 1: Cityblock Health Secures $116M Series E, Acquires Homeward Health to Expand Rural Medicare Advantage [MedCity News]12:24 - Story 2: Onos Health Raises $17M Series A for AI-Driven Behavioral Health Platform [MedCity News]3 — Policy13:09 - Story 1: DEA Sends Final Telehealth Prescribing Rule to White House for Review; Would Enable Controlled-Substance Prescribing via Telehealth [Becker's]14:29 - Story 2 : Meta to Pay up to $17.1 Billion4 — Health Payors18:17 - Story 1: Humana's Villages Health Settles Medicare Advantage Billing Fraud for $541.5M Over Fake Diagnosis Codes [Healthcare Dive]5 — Health Systems19:43 - Story 1: UPMC Swings to $18.3M Operating Loss in Q2; Insurance Revenue Up, Patient Revenue Flat Signals Margin Pressure [Becker's]20:27 - Story 2: Boston Scientific Operations Disrupted by Cyberattack; Ordering and Shipping Systems Hit [Healthcare Dive]6 — Pharma & Novel Therapies25:26 - Story 1: FDA Approves Daraxonrasib (Rasonque), First RAS Inhibitor for Advanced Pancreatic Cancer—Landmark Breakthrough [WSJ]26:48 - Story 2: Roche and Eli Lilly Win FDA Clearance for First-of-Its-Kind Alzheimer's Biomarker Blood Test [WSJ]28:09 - Story 3: Novo Nordisk Shares Fall as Eli Lilly Outcompetes GLP-1 Market; Stock Down 70% from June 2024 Peak [WSJ]7 — About Health & Us / The Clinician's Voice30:05 - Story 1: FDA Clears Abbott's First-of-Its-Kind Wearable Ketone Sensor to Detect Diabetic Ketoacidosis Risk [Fierce Biotech]31:07 - Story 2: Nearly Half of Americans Unaware Whether AI Has Been Used in Their Care, Pew Survey Finds [Healthcare Dive]37:32 - Story 3: Oura Health Wearable Ring Faces Class-Action Lawsuit Over Sleep-Tracking AI Accuracy Claims [MedCity News]8 — The AI Tracker40:10 - Story 1: Nvidia Reportedly Acquiring Hugging Face AI Model Hub for ~$13B; Control Over Open-Source Infrastructure Consolidates [Gizmodo]41:58 - Story 2 : Stripe Buys A.I Start-Up Open Router48:41 - Story 3: OpenAI, Microsoft, 100+ Firms Sound Alarm on Imminent AI-Enabled Cyberattack Wave Targeting Hospitals [NYT]
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    53 分
  • 204 - Exercise Pill, Cancer Vaccine, Blood-Draw Robots and the Future of Healthcare

    204 - Exercise Pill, Cancer Vaccine, Blood-Draw Robots and the Future of Healthcare
    2026/08/22
    Vic and guest host Paul Kappleman discuss the state of U.S. healthcare under the Trump administration, including access, affordability, hospital closures, consolidation, and the potential rise of Medicare for All. They examine weakening retail sales, interest rates, $40 trillion in U.S. debt, healthcare venture capital, at-home sleep apnea diagnosis, pancreatic cancer screening, primary care, FDA leadership and AI-enabled medical devices, Medicaid asset limits, Costco entering Medicare, Providence Health Plan's exit, and Moderna's personalized cancer vaccine. They also cover an exercise pill, patient access to test results, Bitcoin and the CLARITY Act, robotic blood draws, Epic's AI platform, OpenAI's new protections for teens and enterprise users, and Amazon's expansion of drone delivery.1 — In This Economy17:09 - U.S. Retail Sales Fell 0.6% in July to $763.6 Billion, Missing Forecasts for Growth WSJ17:26 - Fed Minutes Reveal Broader Support for Rate Increases WSJ17:56 - U.S. Debt Hits $40 Trillion as America’s Borrowing Binge Continues NYT2 — VC Deal Review19:58 - Happy Health Snags $75M to Support Home-Based Care MedCity sleep21:24 - Craif raises $33M to boost work on its urine test for cancer Fierce Healthcare. Urine pancreatic cancer22:27 - Aligned Marketplace Secures $20M for Advanced Primary Care Marketplace MedCity3 — Policy25:05 - Trump Taps Dr. Heidi Overton to Lead FDA NYT27:18 - FDA: Considerations for the Regulation of Generative AI-Enabled Medical Devices: Discussion Paper and Request for Feedback. Reg.gov4 — Health Payors29:25 - Medi-Cal plans brace for ‘devastating’ asset limit crunch Beckers31:35 - Costco Sells Vacations, Gas and, Soon, Medicare Plans WSJ33:33 - Providence Health Plan to close completely after Medicare Advantage deal falls through Healthcare Dive5 — Pharma & Novel Therapies37:11 - Moderna Shares More Than Double on Success of mRNA Cancer Vaccine WSJ39:50 - An ‘Exercise Pill’ Just Cleared Its First Human Test Gizmodo6 — About Health & Us / The Clinician's Voice41:44 - Nearly 7 in 10 patients view test results before a clinician weighs in: Study Beckers7 — Web345:16 - Bitcoin hits $69,000, ether jumps 10% as Treasury buybacks, SEC crypto proposal fuel market rally The Block45:51 - Trump pushes Congress to move on Clarity Act during White House crypto event Coindesk8 — The AI Tracker48:05 - FDA authorizes 1st-of-its-kind blood draw robot BeckersVideo 50:39 - Epic expands AI ambitions with agent platform, Cosmos-powered predictions and workflow automation Fierce Healthcare54:29 - What Parents Need to Know About OpenAI’s New ChatGPT for Teens WSJ55:38 - OpenAI’s Latest Bid to Fight Anthropic: A Promise Not to Keep Customer Data WSJ58:06 - Amazon to Expand Drone Delivery Service to Nearly 500 Locales WSJ
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    1 時間 1 分
  • 203 - Unemployment Spikes, Trump Blows Up the Vaccine Schedule & Google Loses Its Top AI Mind

    203 - Unemployment Spikes, Trump Blows Up the Vaccine Schedule & Google Loses Its Top AI Mind
    2026/08/17
    Retail sales fell 0.6% in July. Inflation held steady at 3.4%. Jobless claims jumped to 209,000. Marcus and Vic ask if the Federal Reserve (Fed) still has room to cut rates, or if the job market is the next thing to break.President Trump signed an order to cut back the childhood vaccine schedule and repeated a debunked claim linking vaccines to autism. Medical groups pushed back hard. A federal court also struck down a key pricing rule in the No Surprises Act, which could raise what insurers pay out-of-network doctors. Employers are dropping the three biggest pharmacy benefit managers (PBMs), and small businesses are bracing for 14% premium hikes in 2027.Biotech kept raising big money. PTC Therapeutics bought a gene therapy out of Sangamo's bankruptcy sale. Epicrispr raised $90 million. Braveheart Bio went public in a deal worth close to $440 million. A new Tufts University study found that artificial intelligence (AI) agents can deliver up to 82 times the return on investment (ROI) in cancer drug trials.Google DeepMind is losing top talent, including Jeff Dean, who is leaving to start his own company. OpenAI is restructuring ahead of a planned public offering. Tether passed its first clean audit from KPMG, and the Securities and Exchange Commission (SEC) pushed back its crypto rulemaking plan again.Marcus and Vic break down what matters and what's just noise.00:00 Intro📊 THE ECONOMY 00:57 Retail Sales Fall 0.6% in July | WSJ ↳ https://www.wsj.com/economy/weak-retail-sales-number-adds-to-softening-economic-data-c047dce9?mod=rss_socialeconomyfeed 02:04 Inflation Holds at 3.4% | WSJ ↳ https://www.wsj.com/economy/central-banking/inflation-federal-reserve-interest-rates-296d1430?mod=rss_socialeconomyfeed 03:01 209,000 File for Unemployment in the Week Through Aug. 8 | WSJ ↳ https://www.wsj.com/economy/jobs/u-s-jobless-claims-rose-again-last-week-29384997?mod=rss_socialeconomyfeed💰 VC & BIOTECH DEALS 04:21 Epicrispr Raises $90M for Gene Therapy | Fierce Biotech ↳ https://www.fiercebiotech.com/biotech/epicrispr-bags-90m-rewrite-treatment-rare-muscle-disease 05:10 Vaderis Lands $152M for AKT Inhibitor | Fierce Biotech ↳ https://www.fiercebiotech.com/biotech/vaderis-lands-152m-squeeze-akt-inhibitor-through-phase-3-and-regulatory-approval 06:09 Khartis Launches with $95M Seed | Fierce Biotech ↳ https://www.fiercebiotech.com/biotech/pfizer-chemistry-whiz-debuts-khartis-therapeutics-sights-set-thyroid-eye-disease⚖️ POLICY 07:17 Trump Signs Vaccine Schedule Order | WSJ ↳ https://www.wsj.com/health/healthcare/trump-signs-order-to-reduce-childhood-vaccines-repeats-unfounded-autism-link-e9c9651d?mod=rss_socialhealth 09:52 Bill Aims to Protect the 340B Program | MedCity News ↳ https://medcitynews.com/2026/08/340b-drugs-senate/🏥 HEALTH PAYORS 14:09 Insurers Seek 14% Premium Hikes for 2027 | Healthcare Dive ↳ https://www.healthcaredive.com/news/small-business-health-insurance-premiums-2027-kff-rate-filings/827247/🏨 HEALTH SYSTEMS 16:37 Healthcare Faces a Cybersecurity Crisis | Healthcare Dive ↳ https://www.healthcaredive.com/news/healthcare-cybersecurity-crisis-def-con/827428/ 18:41 HHS Moves to Decertify an Organ Network | Healthcare Dive ↳ https://www.healthcaredive.com/news/hhs-decertify-organ-procurement-group-patient-safety-failures-network-for-hope/827334/💊 PHARMA & NOVEL THERAPIES 22:19 PTC Wins Sangamo Gene Therapy in Bankruptcy Auction | MedCity News ↳ https://medcitynews.com/2026/08/ptc-sangamo-therapeutics-bankruptcy-auction-fabry-gene-therapybid-wins-bankruptcy-auction-for-sangamo-gene-therapy-ptct-sgmoq/ 23:29 Braveheart Bio's $440M IPO | MedCity News ↳ https://medcitynews.com/2026/08/braveheart-bio-ipo-obstructive-hcm-myosin-inhibitor-cardiomyopathy-brve/🩺 HEALTH & WELLNESS 24:39 Health Nerds Feed Data to AI Chatbots | WSJ ↳ https://www.wsj.com/tech/ai/the-datamaxxers-feeding-their-every-health-move-to-ai-df0af9b5?mod=rss_Technology🪙 WEB3 28:58 Tether Passes First Clean Audit | The Block ↳ https://www.theblock.co/news/business/2026-08-13-tether-kpmg-first-full-audit-usdt-clean-opinion-411760 32:48 SEC Delays Crypto Rules Again | CoinDesk ↳ https://www.coindesk.com/policy/2026/08/13/sec-cancels-long-awaited-proposal-of-reg-crypto-postponing-meeting-without-new-date🤖 THE AI TRACKER 34:58 Google DeepMind Loses Jeff Dean | The Verge ↳ https://www.theverge.com/podcast/979370/google-deepmind-ai-race-lose-jeff-dean-demis-hassabis 39:59 OpenAI Restructures Before IPO | Axios ↳ https://www.axios.com/2026/08/14/openai-executive-greg-brockman-ipo 42:21 Gemini vs. GPT: The Speed Race | Decrypt ↳ https://decrypt.co/375580/google-openai-super-fast-ai-models-gemini-flash-gpt-ultrafast 47:26 Grok Bot Launches | x.ai ↳ https://x.ai/news/introducing-grok-bot-----------------more at healthfurther.com
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    57 分
  • 202 - AI Inflection, Payer Chaos, and the Healthcare Energy Bind | Health:Further

    202 - AI Inflection, Payer Chaos, and the Healthcare Energy Bind | Health:Further
    2026/08/08
    Vic and Marcus discuss the yen carry trade and its implications for the Federal Reserve, the rapid transformation of the U.S. economy by AI, and the growing risks surrounding AI investment and infrastructure. They cover major healthcare and biotech funding, including LifeMine Therapeutics, Function Health, and Quant Health, along with the Senate confirmation of Dr. Erica Schwartz as CDC director and a 2.3% Medicare hospital payment increase for 2027. The episode also examines CVS Health's GLP-1 partnership with Eli Lilly, Amazon's $50-a-month GLP-1 offering for Medicare patients, rising numbers of uninsured Americans, and a potential AstraZeneca-Bristol Myers Squibb merger. They also discuss extreme heat's growing impact on Americans, rising heart disease rates among younger women, patients using AI to interpret medical results, DeepSeek's dramatically lower AI costs, AI models behaving deceptively during testing, and the accelerating path toward recursive self-improvement and AGI.Story Lineup1 — In This Economy1:30 - Story 1: https://www.wsj.com/economy/central-banking/scott-bessents-yen-trade-has-unintended-consequences-for-the-markets-5297044b?mod=Searchresults&pos=1&page=16:57 - Story 2: The AI Boom Is Transforming the American Economy—and Healthcare Must Contend With Energy Constraints [WSJ]2 — VC Deal Review15:36 - Story 1: LifeMine Therapeutics Raises $188M Series E From Gates and Bezos to Revive Fungal-Therapeutic Platform [Fierce Biotech]16:23 - Story 2: Function Health Raises $450M Growth Round to Expand Preventive Care Lab and Imaging Footprint [MedCity News]17:48 - Story 3: QuantHealth Raises $45M Series B to Reduce Pharma Trial Failure via AI Clinical-Trial Simulation [MedCity News]3 — Policy20:30 - Story 1: Senate Confirms Dr. Erica Schwartz as CDC Director in Party-Line Vote; First Permanent Director in Year [Becker's Hospital Review]22:17 - Story 2: Hospital Price Caps Gain Momentum Across Multiple States, Making Affordability a CEO Accountability Issue [Becker's Hospital Review]4 — Health Payors23:37 - Story 1: CVS Health Partners With Eli Lilly on GLP-1 Weight Management, Lifts Full-Year Outlook on Strong Health Plan Results [WSJ]24:11 - Story 2: Amazon Pharmacy Now Offers GLP-1 Weight-Loss Drugs to Medicare Part D Beneficiaries at $50/Month [WSJ]5 — Health Systems25:25 - Story 1: ACA Subsidy Expiration Drives Millions Uninsured; Hospitals Report Rising Uncompensated Care and Revenue Losses [WSJ]6 — About Health & Us / The Clinician's Voice28:36 - Story 1: 90% of Americans Report Extreme Heat Affecting Their Health and Daily Life; Major Shift in Climate-Health Awareness [Axios]31:46 - Story 2: Rising Cardiovascular Disease Among Young Women Examined; Prevention Strategies and Risk-Profile Shifts Discussed [New York Times]33:05 - Story 3: One-Third of Adults Now Use AI to Interpret Medical Test Results Despite Physician Objections [WSJ]7 — The AI Tracker34:35 - Story 1: https://www.reuters.com/business/retail-consumer/deepseeks-new-ai-model-is-by-far-cheapest-well-known-models-run-research-firm-2026-08-03/37:44 - Story 2: OpenAI and Anthropic AI Agents Engaged in Sustained Hacking Attempts on Real Infrastructure; U.K. AI Security Institute Reports Deceptive Behavior During Safety Testing [WSJ]41:17 - Story 3: Leading AI Architects Declare Singularity Threshold Reached; Google Signals Major Leadership Rupture as Industry Enters Intelligence-Explosion Phase [Axios]
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    50 分
  • 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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    1 時間