Health:Further

Marcus Whitney & Vic Gatto
  • 4.5 (41)
  • Health & Fitness
  • Updated Semimonthly

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.

  1. 1d ago

    193 - UnitedHealthcare Medicaid Lawsuit, Hospital AI Expansion, and the New Longevity Boom

    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. Links Story 1: Economy 2:41 - U.S. Job Openings Increased While Hiring Fell in April WSJ 3:17 - U.S. Jobless Claims Rose Last Week WSJ 3:27 - Kevin Warsh Wants the Fed to Think About Inflation Differently WSJ Story 2: Private Credit - Blackstone 5:44 - Blackstone Investors Ask to Pull $4.4 Billion From Private-Credit Fund WSJ Story 3: VC rundown 7:14 - Coinbase Founder’s Longevity Startup Triples in Value WSJ 8:15 - Adaptive Innovations Raises $50M in Series A Funding FINSMES 9:37 - Advanced NanoTherapies raises $31M for drug-coated balloon tech Drug Delivery 9:58 - Contraline and its male birth control candidate rally $92.5M amid push into 'massive white space' of men's health Fierce Healthcare 10:52 - Novellia raises $18M for patient-controlled health data platform MobiHealth 12:55 - Ilant Health Secures $15M to Expand Value-Based Precision Obesity Management HIT Story 4: SCOTUS 13:45 - It's unanimous: SCOTUS agrees with Hikma in 'skinny label' case vs. Amarin Fierce Healthcare Story 5: MA sues UHG 16:06 - Massachusetts sues UnitedHealthcare for alleged Medicaid fraud Healthcare Dive 16:58 - California attorney general sues over 23andMe data breach Healthcare Dive Story 6: Ardent new CEO 18:41 - New Ardent Health CEO inherits growth ambitions Healthcare Dive Story 7: Ascension 21:56 - Ascension closes its $3.9B AmSurg purchase following FTC's all-clear Fierce Healthcare Story 8: WellSpan 24:18 - WellSpan Health strikes strategic partnership with Philips to deploy, co-develop new healthcare tech Fierce Healthcare Story 9: New Brain Tumor Treatment 25:33 - Radiation Device Placed in Brain Cuts Tumor Recurrence, Boosts Survival WSJ Story 10: Lilly 340B 27:53 - Eli Lilly issues data sharing ultimatum to 340B hospitals Healthcare Dive Story 11: Autism Fraud? 30:53 - The Autism-Therapy Business Is Booming—and So Is the Billing Abuse WSJ Story 12: Crypto Winter 39:06 - The Crypto Winter Turns Colder as Bitcoin Extends Its Slide WSJ 39:21 - Strategy shares fall after selling $2.5 million in bitcoin, its first sale since 2022 CNBC Story 13: Tokenized Bank Deposits 42:34 - JPMorgan, Citi and Big Banks Plan New Tokenized Deposit System to Answer Crypto WSJ Story 14: Mayo Teams with Microsoft 43:44 - Mayo’s latest AI bet: A frontier model with Microsoft Healthcare Dive Story 15: AI Regulation 45:23 - Trump Signs AI Executive Order to Increase Government Oversight WSJ Story 16: IPOs 53:50 - Anthropic Files to Go Public in Blockbuster Year for IPOs WSJ 53:59 - Google Seeks $80 Billion for AI Buildout; Berkshire Will Buy $10 Billion Stake WSJ 54:16 - SpaceX Sets Price for the World’s Largest I.P.O. NYT Story 17: PCs for AI Agents 55:35 - Nvidia Introduces First PCs Designed for AI Agents WSJ Story 18: Anthropic Reg Capture 56:31 - Anthropic Urges Global Pause in...

    1h 3m

  2. May 30

    192 - GLP-1 Frailty Concerns, AI's Impact on Jobs, and Amazon's $6 Billion AI Deal

    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. Links Story 1: Economy 00:41 - U.S. Consumer Sentiment Worsened in May WSJ 1: 39 - This Summer’s Teen Job Market Is the Toughest in Decades WSJ 4:05 - Phoenix Built an Empire of Cubicle Jobs. AI Is Coming to Tear It Down. WSJ 7:32 - The App for Trump Accounts Will Launch Thursday. Here’s What to Know. WSJ Story 2: VC rundown 11:04 - Commure raises $70M, boosting post-money valuation to $7B Mobi Health 13:08 - Benefitbay raises $18m Series A to scale ICHRA platform FinTech 18:50 - Nourish raises $100M, plans to expand care model with physicians Fierce Healthcare 23:07 - Private Loans to Venture-Backed Startups Surge Despite AI Disruption Concerns WSJ Story 3: Political Hard-Ball Impacts Medicaid 25:50 - Trump Nemesis Sen. Bill Cassidy Defeated in GOP Primary WSJ 26:04 - Paxton Wins Texas Republican Primary After Trump Endorsement WSJ 29:58 - Trump administration proposes crackdown on Medicaid state-directed payments Healthcare Dive Story 4: New CMS Health Plan Flexibility45:08 - New Final Rule Pushes Marketplace Enrollees Toward Lower-Quality, More Expensive Coverage CBPP Story 5: HHS Fraud Crackdown 58:19 - HHS launches AI-backed health fraud crackdown Healthcare Dive Story 6: CVS and the end of PBMs 1:06:01 - CVS sues to challenge Tennessee's new PBM law Fierce Healthcare 1:08:17 - Bipartisan lawmakers reintroduce bill barring PBMs from owning pharmacies Fierce Healthcare 1:10:27 - Brokers increasingly recommending ICHRA to employers Fierce Healthcare 1:12:36 -  Hospitals sue CVS Health alleging it redirected $250M in 340B funds Healthcare Finance Story 7: Training more Docs (finally) 1:15:26 - 5 physician residency programs launching or expanding in 2026 Beckers Story 8: Quorum as a Nonprofit 1:16:09 - Quorum Health transitioning to nonprofit for financial pickup Fierce Healthcare Story 9: Big Health Brands moving quickly 1:20:06 - Amazon taps Roy Schoenberg to lead healthcare business as Neil Lindsay plans to step down Fierce Healthcare 1:20:53 - Amazon One Medical launches GLP-1 program integrated with primary care Fierce Healthcare 1:22:33 - Smart ring maker Oura files confidentially for IPO as consumer demand propels revenue growth Fierce Healthcare 1:24:33 - GoodRx launches subscription program for low-cost generic medications, telehealth services Fierce Healthcare Story 10: Lilly’s moves 1:30:22 - One-and-Done Heart Disease Prevention? Scientists Show It May Be Possible. NYT 1:32:00 - Lilly Agrees to Buy Trio of Vaccine Developers WSJ Story 11: GLP1 Side Effects 1:39:13 - Is the Weight-Loss Drug Revolution Causing a Frailty Epidemic? WSJ Story 12: Ebola Watch 1:41:49 - Doctors, Hospitals Struggle to Keep Up With Ebola’s Spread WSJ Story 13: New Chip Entries Grow 1:44:25 - Huawei Says It Has Workaround to Match Leading Chips WSJ 1:45:42 - Amazon Strikes $6 Billion Deal With Snowflake for Agentic Computing Chips WSJ Story 14: New Chip Entries Grow 1:47:09 -

    1h 54m

  3. May 23

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

    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.

    30 min

  4. May 16

    190 - Marty Makary Resigns, AI Bubble Concerns Grow, and Healthcare Keeps California Afloat

    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. Links Story 1: CPI 1:44 - Inflation Soared to 3.8% in April, Driven by Gasoline Prices WSJ 3:24 - Prices at the Pump Are Wiping Out Wage Gains WSJ Story 2: New fed Chair 4:51 - Kevin Warsh Is Confirmed as Fed Chair in 54–45 Senate Vote WSJ Story 3: Jobs 11:42 - U.S. Adds 115,000 Jobs in April With Solid Hiring Across Sectors WSJ 13:43 - Cisco to Shed Jobs for All-In AI Push WSJ 14:21 - Forget Tech and Hollywood. California Is Powered by Healthcare Jobs. WSJ Story 4: VC rundown 15:14 - Chromie Health picks up $2M in pre-seed funding, launches SMS AI-powered nurse staffing agent Fierce Healthcare 16:07 - Salesforce Ventures, Echo Health Ventures back Optura's $17.5M series A to track AI performance Fierce Healthcare 18:03 - 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 2.0 20:04 - Google-backed Isomorphic Labs raises $2.1B for AI drug discovery platform Mobi Health Story 5: Policy rundown 21:08 - FDA Commissioner Marty Makary, Under Pressure From Trump, Resigns WSJ 33:11 - Vance to States: Address Fraud or Lose Federal Medicaid Funding WSJ 43:24 - U.S. Drug Overdose Deaths Fall for Third Straight Year WSJ 44:17 - Trump Was Flattering, Xi Was Resolute. The Difference Spoke Volumes. NYT Story 6: Optum Moving Away from Traditional PBM Model 49:39 - Optum Rx replaces traditional PBM model with a fee-based structure Healthcare Finance Story 6: UC reaches deal with Union 51:38 - University of California, union reach late-night deal to avert system-wide strike Fierce Healthcare Story 7: Digital Health Earnings 52:33 - Hims & Hers posts $92M loss in Q1 as it shifts to branded GLP-1 medications Fierce Healthcare 54:22 - Omada Health posts 42% revenue jump in Q1, joins Eli Lilly employer weight loss program Fierce Healthcare Story 8: GC Hosts Kennedy in Ohio 55:47 - General Cataylst & HatCo host Kennedy in Akron LI Story 9: Far Reaching Negative Impact of Hearing Loss 58:17 - Walking Slower? Why Your Ears, Not Your Knees, Might Be the Problem WSJ Story 10: Clarity Act 1:00:27 - Clarity Act clears U.S. Senate committee, on its way to a final test in Congress CoinDesk Story 11: SpaceX & Google 1:06:06 - SpaceX and Google Are in Talks to Launch Data Centers in Orbit WSJ Story 12: Googlebooks 1:08:45 - Google’s Android-powered laptops are called Googlebooks, and they’re coming this year Ars Technica Story 13: Robots You Wear 1:11:37 - Human + Robot Limitless

    1h 15m

  5. May 9

    189 - Hantavirus Fears Rise as Global Officials Respond | AI Layoffs Accelerate | Google Expands in Healthcare

    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. Links Story 1: Jobs market 1:52 - March Labor Market Was Stable, if Sluggish WSJ 3:08 - Job Market Starts to Show Glimmers of Good News WSJ Story 2:  Private Credit watch 4:02 - HSBC Takes $400 Million Hit From Private-Credit Alleged Fraud WSJ Story 3: AI Org changes 5:20 - AI Is Forcing CEOs to Make a Stark Choice: Lay Off Workers or Make Them Do More WSJ 5:40 - Coinbase layoff X 10:46 - PayPal to Cut 20% of Staff Amid Turnaround Push WSJ 12:12 - IBM CEO Says AI Triggers Need for New Operating Models WSJ Story 4: VC rundown 13:37 -  Startup Enabling Aging at Home Raises $6M, Gains New MA and Medicaid Partnerships MedCity 15:32 - Enzo Health raises $20M to expand AI home health platform Mobi Health 17:09 - XCaliber Health scores $6.5M for workflow platform Mobi Health 19:06 - Village: $9.5 Million Raised For Specialty Pediatrics AI Platform Pulse 2.0 Story 5: Antidepressants 22:02 - RFK Jr. Wants to Wean Some Americans Off Antidepressants WSJ Story 6: End of Quarterly requirements? 25:45 - SEC Proposes to Eliminate Quarterly Reporting Requirement for Public Companies WSJ Story 7: Elevance 30:39 - California hospitals sue to block Elevance out-of-network penalty Modern Healthcare Story 8: Payor earnings 33:22 - CVS’s Results Add to Positive Momentum for Health-Insurance Industry WSJ 35:48 - Oscar Health's profit hits $679M, membership rises in Q1 Fierce Healthcare Story 9: UPMC 40:02 - UPMC to acquire CommonSpirit’s Trinity Health Modern Healthcare Story 10: Health provider earnings 42:45 - Ardent touts outpatient volume, margin growth during hectic Q1 Fierce Healthcare 43:54 - Hinge Health lifts 2026 outlook after strong Q1 as it expands to new conditions Fierce Healthcare Story 11:  Pharma 44:50 - Pfizer Posts Better-Than-Expected Revenue, Profit WSJ 46:30 - Novo Nordisk Shares Jump on Strong Demand for Wegovy Pill WSJ 48:46 - Bayer to Buy Eye-Drug Developer Perfuse Therapeutics for Up to $2.45 Billion WSJ 49:41 - Roche shells out up to $1B for PathAI in move to boost artificial intelligence-powered diagnostics Fierce Healthcare Story 12:  Pharma Hantavirus Case in Switzerland Spurs Race to Trace Contacts WSJ 57:06 - Global Health Officials Race to Track Hantavirus but Predict ‘Limited’ Outbreak NYT Story 13:  AWS agent payments 59:36 - AWS taps Coinbase and Stripe to power USDC payments for AI agents The Block Story 14:  Hims AI 1:02:57 - Hims & Hers debuts its first AI care agent to interpret biomarker lab results Fierce Healthcare Story 15:  Google Fitbit 1:04:44 - A comprehensive view of your health: Google Blog 1:06:27 - Google unveils Whoop-like screenless Fitbit Air TechCrunch Story 16:  Anth...

    1h 31m

  6. May 2

    188 - Chinese Robot Beats Human, AI Beats Doctors, UAE Exits OPEC

    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 medicine Links Story 1: Fed Meeting 3:04 - Powell to Remain on Fed Board, Citing Legal Pressure From Trump WSJ Story 2: OPEC  5:45 - U.A.E.’s OPEC Exit Deals Major Blow to Cartel Amid Middle East Oil Squeeze WSJ Story 3: Cloud providers  9:35 - Google Profit Jumps 81% as Cloud Business Booms WSJ 12:49 - Amazon Posts Double-Digit Growth Anchored by Booming Web Services WSJ 13:15 - Microsoft Reports Strong Cloud Growth, but Questions About AI Returns Persist WSJ Story 4:  VC  15:54 - Axoft Raises $55M Series A to Advance Brain-Computer Interface Technology CityBiz 18:11 - Photon: $16 Million Raised To Modernize Prescription Infrastructure And Return Transparency To Patients Pulse 2.0 19:22 - Aidoc banks $150M backed by Goldman Sachs to scale clinical AI foundation model Fierce Healthcare Story 5:  FDA Looking to RWD  24:30 - FDA Turns to AI to Speed Up Clinical Trials WSJ Story 6:  Surgeon General  26:23 - Trump Withdraws Nomination of Casey Means for Surgeon General NYT Story 7:  Payors 29:54 - Cigna to exit ACA market, pursue strategic alternatives for eviCore unit Fierce Healthcare 31:01 - Centene swings to $1.5B profit as Medicaid business improves even as ACA membership falls by 2 million Fierce Healthcare 34:24 - Humana teams with Mark Cuban's Cost-Plus Drug Company Healthcare Finance Story 8:  UHS 36:13 - Universal Health Services' Q1 2026 earnings growth dampened by volume hits Fierce Healthcare Story 9:  Pharma 37:36 - Eli Lilly to Buy Ajax Therapeutics for Up to $2.3 Billion WSJ 39:06 - Sun Pharma to Buy U.S. Healthcare Firm Organon in $11.75 Billion Deal WSJ 40:47 - There’s a Revolution in Cancer. But Can Big Pharma Afford It? WSJ Story 10:   43:20 - We’re All Talking to Each Other Less Than We Did a Decade Ago WSJ Story 11:  Robinhood 50:00 - Robinhood Profit Rises on Boost From Prediction Markets, Gold Subscriptions WSJ Story 12:  Aave 51:48 - Crypto Rushes to Bail Out Decentralized Lender Targeted by Hackers WSJ Story 13:  AI Diagnosing Patients 56:23 - In real-world test, an AI model did better than ER doctors at diagnosing patients NPR N/A - Performance of a large language model on the reasoning tasks of a physician Science Story 14:  OpenAI 58: 11 -OpenAI Misses Key Revenue, User Targets in High-Stakes Sprint Toward IPO WSJ 1:00:20 - OpenAI Sued by Seven Families Over Mass Shooting Suspect’s ChatGPT Use WSJ 1:01:35 - Elon Musk Testifies He Was a ‘Fool’ to Fund OpenAI WSJ Story 15:  China 1:02:41 - China Bans Meta’s Acquisition of Manus on National Security Grounds WSJ 1:03:53 -

    1h 8m

  7. Apr 25

    187 - Trump Legalizes Medical Marijuana, China Beat Nvidia Without Chips, Gene Therapy Restores Hearing

    Vic and Marcus recap insights from the Health Evolution Summit, focusing on high-value networking versus weak conference content, then break down major economic and policy developments including Kevin Warsh’s expected appointment as Fed Chair, the end of the investigation into Jerome Powell, and shifts in Fed governance. They cover venture activity across AI healthcare, biotech resurgence, and crowded revenue cycle startups, alongside new accelerators backed by Anne Wojcicki. Policy wins include FDA gene therapy breakthroughs, marijuana reclassification, and faster CMS coverage pathways. The episode dives into payer performance with improved MLR trends, ongoing health system struggles, and biotech deal momentum led by Eli Lilly. They explore AI’s growing role in healthcare, including dementia care and OpenAI launching clinical tools, while also unpacking infrastructure pressures from data center demand, chip innovation, and inference growth. The episode closes with geopolitical tensions in AI, highlighting Nvidia vs China debates, the rise of DeepSeek, and rapid advancements in robotics performance.  Links Story 1: Kevin Warsh - Fed 5:12 -  Warsh Pledges Independence at Fed Hearing WSJ 6:11 - DOJ drops investigation into Fed’s Powell Roll Call Story 2:  VC  8:36 - Amperos Health secures $16M in series A funding, unveils AI-native denial management solution Fierce Healthcare 9:37 - Tortugas comes out of its shell with $106M to fund 4 phase 2-stage neuro drugs licensed from Asia Fierce Healthcare 11:59 - Courier Health scores $50M to scale CRM technology Mobi Heath 12:53 - Ethermed: $8.5 Million Series A Brings Total Funding To $15 Million+ To Scale AI Prior Authorization Platform Pulse 2.0  13:19 - Esther and Anne Wojcicki back new healthcare accelerator, fund TechCrunch Story 3:  1st Gene Therapy 14:54 - FDA Approves First-Ever Gene Therapy to Restore Hearing WSJ Story 4:  Marijuana reclassified 16:51 - Trump Administration Reclassifies Marijuana as Less Dangerous Drug WSJ Story 5:  RAPID 18:44 - CMS and FDA announce RAPID Medicare coverage for breakthrough medical devices Healthcae Finance Story 6: Payor Financial Reports 20:43 - UnitedHealth Shows Signs of Turnaround With Strong Quarterly Results WSJ 21:58 - Molina controls costs in Q1 but future Medicaid spending in doubt Healthcare Dive  22:33 - Elevance perks up in 2026 though Medicare Advantage payout could ding profits Healthcare Dive Story 7: CHS Reports Loss 23:11 - Flagging first-quarter volumes dragged CHS’ earnings Healthcare Dive Story 8: Pharma Rundown 23:58 - Boston Scientific Net Grows Sharply WSJ 24:56 - Two Drugs Stir Hope for Treatment of Deadly Pancreatic Cancer NYT 25:41 - After Lilly’s $7B Kelonia deal, are there any in vivo CAR-T biotechs left to buy? Fierce Healthcare Story 9: Pharma Rundown 26:58 - New York Sues Coinbase, Gemini Over Crypto Exchanges’ Prediction Markets WSJ Story 10: AI for Dementia 32:03 - For Dementia Patients, AI Can Be a Good, Non-Judgmental Listener WSJ Story 11: OpenAI 33:44 - OpenAI launches ChatGPT for Clinicians, a free AI tool for physicians, NPs and pharmacists Fierce Healthcare 37:03 - OpenAI's GPT-5.5 is here, and it's no potato: narrowly beats Anthropic's Claude Mythos Preview on Terminal-Bench 2.0 Venture Beat Story 12: Datacenters and Infrence 39:17 - Oracle’s Deluge of AI Debt Pushes Wall Street to the Limit WSJ 43:38 - Intel Shares Jump 20% as AI Agents Drive Big Growth WSJ 44:22 - Google Introduces Specialized Chip for New Wave of AI Computing WSJ 47:06 - Dwarkesh Podcast w/ Jensen - YouTube 51:54 - Deepseek on X - X Story 13: Robot Marathon 56:05 - Chinese Robot Beats Human Best Time in Half-Marathon, After a Stumble WSJ

    58 min

  8. Apr 18

    186 - How AI Agents Are Quietly Rewriting Jobs, Healthcare, and the Economy

    Vic and Marcus break down a surge in AI development, starting with Vic’s hands-on experience building autonomous agents and what it reveals about the future of work, productivity, and identity. They discuss the growing gap between economic growth and job creation, the psychological impact of AI on workers, and parallels to past industry disruptions. The episode covers venture activity in healthcare, including AI-native operating systems, fertility innovation, and value-based care startups, alongside policy updates like digital health reimbursement models and system-wide labor tensions. They examine the expanding role of GLP-1 drugs beyond weight loss, major pharma momentum, and the increasing convergence of AI and healthcare. The conversation shifts to infrastructure challenges with data centers, global competition, and regulatory friction, before diving into rapid AI advancements across OpenAI, Anthropic, Google, and robotics, ending with a broader reflection on purpose, identity, and adapting in an accelerating world. Links Story 1: Economic Rundown 12:32 -The Economy Is Growing, Jobs Aren’t. Why That Might Be OK. WSJ 18:50 - Process to Refund Tariffs to Begin Next Week WSJ 19:22 - U.S. Economy Remains Resilient in Face of Iran War, Banks Say WSJ Story 2:  VC  20:06 - Keebler Health secures $16M in series A funding for AI-powered risk adjustment platform Fierce Healthcare 20:36 - AI-Enabled Fertility Care and Longevity Provider ONTO Health Closes $20 Million Series funded by ARTIS and Humania Yahoo N/A - Helical raises $10M seed for virtual pharma AI lab Axios 21:05 - Ultralight Raises $9.3M Seed Round SaaS News 22:32 - Joyful Health Raises $17M in Series A Funding for FinTech FinSms  Story 3:  FDA Peptides 23:01 - FDA moves toward easing restrictions on certain peptides Healthcare Dive Story 4:  ACCESS 23:56 - CMS accepts more than 150 providers, digital health firms for ACCESS model Healthcare Dive Story 5:  BSW Exits ACA & Medicaid 25:38 - Baylor Scott & White Health Plan to depart individual market, Medicaid this year Fierce Healthcare Story 6:  Walmart Better Care 27:59 - Walmart expands digital health platform’s weight loss offerings, including GLP-1 prescribing Healthcare Dive Story 7:  UC Health Strike 28:19 - UC Health workers plan open-ended, system-wide strike for May 14 Fierce Healthcare Story 8:  J & J 30:28 - J&J’s First-Quarter Sales Grow on Cancer-Drug Strength WSJ Story 9:  Lilly Acq 31:32 - Lilly makes preclinical ADC specialist CrossBridge its latest acquisition in vague $300M deal Fierce Healthcare  Story 10:  ? 32:34 - (The New York Times) Online and in Doctors Offices. People are Finding that GLP-1s Story 11: Web 3 35:28 - Elon Musk’s X Money Stands to Disrupt Payments and Pressure PayPal 38:18 - Charles Schwab Begins Rollout of Spot Bitcoin, Ethereal trading Platform Story 12: Anthropic 39:38 - Anthropic Adds Novartis CEO to Board WSJ 40:42 - Anthropic Releases Claude Opus 4.7 to Remind Everyone How Great Mythos Is Gizmodo Story 13: Open AI  43:14 - OpenAI unveils GPT‑5.4‑Cyber, an AI model for defensive cybersecurity 9to5Mac 43:40 - OpenAI’s big Codex update is a direct shot at Anthropic’s Claude Code The Verge OpenAI unveils GPT‑5.4‑Cyber, an AI model for defensive cybersecurity - 9to5MacVerge Story: 14  Data Center Fights 45:29 - Elon Musk’s xAI Sued by NAACP Over Memphis Data Center WSJ 47:49 - Maine Lawmakers Pass Ban on Large Data Centers WSJ 48:38 - AI Is Using So Much Energy That Computing Firepower Is Running Out WSJ Story 15:  Gemini  51:02 -Google launches a Gemini AI app on Mac The Verge 51:59 - DeepMind launches Gemini Robotics-ER 1.6 to meet precise physical AI demands SilconAngle

    1h 1m
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4.5
out of 5
41 Ratings

About

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.

Information

  • Creator
    Marcus Whitney & Vic Gatto
  • Years Active
    2017 - 2026
  • Episodes
    193
  • Rating
    Clean
  • Copyright
    © 2025 Health:Further
  • Show Website
    Health:Further

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