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  • 195 - Warsh's Fed, the Hormuz Deal, Anthropic's Export Ban, and the Retatrutide Black Market! Ft. Ash Shehata

    195 - Warsh's Fed, the Hormuz Deal, Anthropic's Export Ban, and the Retatrutide Black Market! Ft. Ash Shehata
    2026/06/20
    Marcus welcomes Ash Shehata, former KPMG executive and current Impact Advisors leader, as guest host for a wide-ranging discussion on healthcare, technology, finance, and policy. They examine the Federal Reserve’s evolving approach under Kevin Warsh, the economic implications of reopening the Strait of Hormuz, and SpaceX’s historic IPO alongside its reported Cursor acquisition. The conversation also covers the resurgence of biotech and pharmaceutical M&A, FDA flexibility around gene therapies, rural hospital transformation funding, information blocking enforcement, Medicare Advantage contract disputes, PBM transparency battles, smart hospital rooms, longevity medicine, GLP-1 coverage expansion for seniors, digital assets, tokenized stocks, and the growing role of AI across healthcare and society.Story Lineup1 — In This Economy2:34 - Story 1: Warsh's Fed Ditches Forward Guidance — Markets Brace for Hikes [NYT]New Fed Chair Kevin Warsh holds rates but abandons forward guidance at his first FOMC presser, sending rate-hike odds higher and rattling markets — a fundamental shift in central bank posture.Tension / discussion: Is Warsh's opacity a feature or a bug? Does removing guidance restore Fed credibility or introduce dangerous ambiguity for markets and borrowers?also: Axiosalso: WSJ6:22 - Story 2: U.S.-Iran Deal Reopens Hormuz, Sends Oil Prices Tumbling [NYT]Strait of Hormuz reopens under a U.S.-Iran MOU signed ahead of schedule, driving oil prices lower, gas below $4 nationally, and stocks higher — the biggest macro relief valve in months.Tension / discussion: How durable is this deal? A fragile MOU with Iran may give markets false comfort while the underlying geopolitical fault lines remain very much alive.also: Axiosalso: Axios11: 07 - Story 3: SpaceX Acquires AI Coding Agent Cursor for $60 Billion [WSJ]SpaceX deploys post-IPO capital in a $60B all-stock acquisition of Cursor, extending Musk's empire into enterprise AI tooling and setting a new benchmark for AI startup valuations.Tension / discussion: Does a $60B price tag for a coding agent represent genuine enterprise value or peak AI deal froth? And what does it mean that a rocket company is now a software conglomerate?also: Strictly VC2 — VC Deal Review14:52 - Story 1: Biopharma M&A Is Back: PwC Reports Strongest Deal Quarter Since 2020 [Fierce Biotech]PwC data shows life sciences deal values exceeded $65B in Q1 2026, the strongest quarter in six years — a macro signal that the biopharma financing cycle has turned.Tension / discussion: Is this a genuine ecosystem recovery or a buyer's market where big pharma is snapping up distressed assets at favorable prices while smaller biotechs remain starved for capital?17:58 - Story 2: Kardigan Prices $400M Upsized IPO to Fund Cardiovascular Drug Push [Endpoints]Cardiovascular biotech Kardigan prices above expectations in a upsized $400M IPO, the latest evidence that the biotech IPO window is open for the right therapeutic areas.Tension / discussion: Cardiovascular drugs have a historically brutal Phase 3 attrition rate — does the IPO enthusiasm reflect genuine science confidence or investor FOMO in a hot market?FYIInStride Raises $30M Series C for Pediatric Mental Health [MedCity News]Altaris Acquires AI Drug Dev Platform Simulations Plus for $375M [Fierce Biotech]Vedana Therapeutics Emerges With $46M for Next-Gen Migraine Prevention [Fierce Biotech]3 — Policy20:01 - Story 1: FDA Reverses Course on uniQure Huntington's Gene Therapy — A Signal of New Regulatory Flexibility [MedCity News]FDA greenlights uniQure's Huntington's gene therapy for accelerated approval filing after reversing a prior requirement for an additional trial — a bellwether for how the agency will treat the broader rare disease pipeline.Tension / discussion: Is this welcome regulatory modernization for patients with no other options, or does loosening approval standards for gene therapies create a safety accountability gap that will haunt the field?also: STAT Newsalso: Fierce Biotech23:35 - Story 2: Rural Hospitals Told to 'Hang On' as Medicare Opt-Outs Accelerate and Closure Funds Lag [Becker's]Rural hospital leaders are skeptical the $50B HR 1 transformation fund arrives before closures hit, while a parallel JAMA analysis shows rural physicians are opting out of Medicare faster than anyone is tracking.Tension / discussion: Is the Rural Health Transformation Program a genuine lifeline or a political promise that arrives too late for the hospitals and patients that need it most?also: Becker's31:28 - Story 3: Trump HHS Launches Active Information-Blocking Enforcement Under 21st Century Cures Act [Becker's Hospital Review]After years of soft implementation, HHS is now actively enforcing information-blocking rules — a compliance wake-up call for health systems, EHR vendors, and health IT companies.Tension / discussion: Will enforcement pressure actually unlock data interope...
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    1 時間 21 分
  • 194 - Inflation Rises, SpaceX Demand Surges, and Apple’s AI Strategy Takes Shape

    194 - Inflation Rises, SpaceX Demand Surges, and Apple’s AI Strategy Takes Shape
    2026/06/13
    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.LinksStory 1: Economy5:16 - Inflation Jumps as Iran War Intensifies Price Squeeze NYT9:16 - SpaceX IPO Draws at Least $5 Billion Order From BlackRockStory 2: VC rundown15:32 - Surgical AI Startup Uncovr Emerges from Stealth with $7M Seed Funding HIT16:55 - Stepful raises $55M for healthcare training platform Mobi HealthStory 3: Price transparency17:40 - Kennedy & Oz Discuss Price transparency on XStory 4: CMS Top 5 Priorities22:39 - The 5 Areas Where Dr. Oz Says CMS Can Make Healthcare More Affordable MedCityStory 5: Drug prices inside EMRs26:41 - BCBS of Massachusetts partners for lower-cost drug alternatives Healthcare FinanceStory 6: GSK Oncology28:21 - GSK to Buy Nuvalent for $10.6 Billion in Oncology Push WSJStory 7: GLP-1 Pills28:40 - Novo Nordisk Weight-Loss Pill Prescriptions Hit Three Million Since Launch WSJStory 8: Pharma IPO in Canada30:01 - Apotex Shares Rally as Trading Begins Following Pricing of C$1.3 Billion IPO WSJStory 9: Wearable Showdown 31:33 - The Wearable Showdown: Oura Ring 5 vs. Fitbit Air vs. Whoop MG vs. Apple Watch WSJStory 10: Agent Payments34:41 - Coinbase Launches Tool That Lets AI Agents Trade Crypto and Make Payments for Users Decrypt35:35 - Mastercard Launches Agent Pay for Machines, Ripple and XRPL Join 30+ Partners to Power AI-Driven Commerce MerkleStory 11: Abridge growth38:53 - Abridge picks up strategic investment from Eli Lilly, expands payer, research workflows Fierce HealthcareStory 12: Claude Fable540:08 - Anthropic Releases New ‘Mythos-Class’ Model to General Public With Guardrails WSJ41:16 - bWe've Never Seen an AI Like This (Claude Fable 5) YouTubeStory 13: Price War Coming?1:05:55 - OpenAI Considers Drastic Price Cuts, Anticipating War for Users With Anthropic WSJStory 14: Apple Developer Conf1:07:37 - Apple Unveiled the New Siri AI. Here Are the Key Takeaways. WSJStory 15: Apple Developer Conf1:12:47 - Driverless Trucks Are Here—and They’re Delivering Bags of Doritos WSJ
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    1 時間 20 分
  • 193 - UnitedHealthcare Medicaid Lawsuit, Hospital AI Expansion, and the New Longevity Boom

    193 - UnitedHealthcare Medicaid Lawsuit, Hospital AI Expansion, and the New Longevity Boom
    2026/06/06
    Vic 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...
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    1 時間 3 分
  • 192 - GLP-1 Frailty Concerns, AI's Impact on Jobs, and Amazon's $6 Billion AI Deal

    192 - GLP-1 Frailty Concerns, AI's Impact on Jobs, and Amazon's $6 Billion AI Deal
    2026/05/30
    Vic 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 -
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    1 時間 54 分
  • 191 - FT. Chris Boone: Oracle, AI, and the Future of Healthcare, Real World Evidence, Precision Medicine, and Workforce Change

    191 - FT. Chris Boone: Oracle, AI, and the Future of Healthcare, Real World Evidence, Precision Medicine, and Workforce Change
    2026/05/23

    Vic 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.
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    30 分
  • 190 - Marty Makary Resigns, AI Bubble Concerns Grow, and Healthcare Keeps California Afloat

    190 - Marty Makary Resigns, AI Bubble Concerns Grow, and Healthcare Keeps California Afloat
    2026/05/16
    Vic 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
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    1 時間 15 分
  • 189 - Hantavirus Fears Rise as Global Officials Respond | AI Layoffs Accelerate | Google Expands in Healthcare

    189 - Hantavirus Fears Rise as Global Officials Respond | AI Layoffs Accelerate | Google Expands in Healthcare
    2026/05/09
    Vic 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...
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    1 時間 31 分
  • 188 - Chinese Robot Beats Human, AI Beats Doctors, UAE Exits OPEC

    188 - Chinese Robot Beats Human, AI Beats Doctors, UAE Exits OPEC
    2026/05/02
    Vic 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 -
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    1 時間 8 分