Health:Further

Marcus Whitney & Vic Gatto

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. 17H AGO

    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

  2. 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

  3. 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

  4. 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

  5. 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

  6. APR 11

    185 - AI Is Creating Jobs While Breaking Security and Reshaping Healthcare

    Vic and Marcus break down revised GDP data and slowing economic growth, rising concerns around private credit exposure across banks and pensions, and the long-term decline in labor force participation driven by aging demographics and immigration policy. They discuss the evolving job market as AI creates new roles and skill demands, while also examining venture activity including Yuzu Health’s funding and broader digital health investment trends. The episode covers major healthcare policy shifts like Medicare Advantage rate changes, California’s stance on private equity in medical practices, and health system performance driven by scale. They also explore breakthroughs in osteoarthritis treatments, ongoing challenges with nurse burnout and workforce retention, and increasing cybersecurity risks in healthcare platforms. The conversation expands into pharma developments, GLP-1 market expansion, and direct-to-consumer healthcare models. Finally, they dive deep into AI’s accelerating impact, including data center pushback, emerging policy frameworks, quantum security risks, and the implications of next-generation AI models capable of exposing widespread system vulnerabilities. Links Story 1: Economic Rundown 1:07 - US economy grew a sluggish 0.5% in fourth quarter, government says, downgrading previous estimate AP 1:47 - Insurers’ $1 Trillion Buildup in Private Credit Is Leaving Regulators in the Dust WSJ 4:04 - Why More People Are Dropping Out of the Job Market WSJ 6:20 - The New Jobs Being Created by AI WSJ Story 2: Q1 VC Growth & AI firms enter Health 8:27 - Yuzu Health Raises $35M in Series A Funding FINSMES 9:46 - Q1 2026 funding overview: Capital continues concentrating and four other market signals Rock Health 12:02 - Anthropic acquires stealth AI startup Coefficient Bio in $400M deal: reports Fierce Healthcare Story 3: CA Limiting PE in Healthcare 13:18 - California AG Urges Walling Off Medical Practices From Private Equity Rob Bonta stakes out a strict position on private equity’s roe in healthcare WSJ Story 4: HHS moves 19:05 - CMS finalizes higher Medicare Advantage rates for 2027 in gift to insurers Healthcare Dive 20:57 - Federal Agency Unveils Three Potential Osteoarthritis Treatments NYT Story 5: Advocate Improved Financials 22:45 -  Advocate Health improves to 4% operating margin, $4.6B bottom line across 2025 Fierce Healthcare Story 6: Nurse Job Satisfaction 24:55 - Nurses' job satisfaction stumbles after post-pandemic gains: survey Fierce Healthcare Story 7: Hims Cyber Attack 27:35 - Hims & Hers says limited data stolen in social engineering attack Healthcare Dive Story 8 - 2 Acquisitions 29:20 - Gilead to buy cancer biotech Tubulis for more than $3 billion Stat 29:56 - Neurocrine to Buy Soleno, Nabbing Drug for Relentless Hunger Disorder WSJ Story 9 - GLP-1 wars 30:54 - Novo Nordisk Launches Higher-Dose Wegovy Weight-Loss Shot in U.S. WSJ 31:23 - Eli Lilly launches oral GLP-1 drug across US through Lilly Direct, telehealth providers Fierce Healthcare  Story 10 - Using AI for Health Data Analysis 32:11 - I Uploaded My Blood Work to AI. Am I Oversharing? WSJ Story 11 - Q-Day Getting Close 35:11 - Cloudflare targets 2029 for full post-quantum security Cloudflare Story 12-OpenAI Advising World Governments while States Resist Data Centers  38:09 - Industrial Policy for the Intelligence Age: Ideas to Keep People First OpenAI 41:48 - These Cities and States Are Taking Aim at Data Centers WSJ Story 13 - Anthropic Glasswing & Mythos 45:00 - Anthropic Set to Preview Powerful ‘Mythos’ Model to Ward Off AI Cyberthreats WSJ 49:43 - Anthropic Teams Up With Its Rivals to Keep AI From Hacking Everything Wired

    56 min

  7. APR 4

    184 - How AI Created a Billion-Dollar Company With Just 2 People

    Vic and Marcus recap the Jumpstart Health Summit, including a workshop where non-technical founders built full AI-driven products and an agentic investment bank in under 48 hours, followed by key discussions from the summit on healthcare transformation, AI infrastructure, venture capital evolution, and leadership changes at Jumpstart Health. They break down major economic signals including declining job openings, stock market performance, and rising risks in private credit markets, then analyze healthcare policy shifts targeting hospital pricing practices and UnitedHealthcare’s push into AI-driven member tools. The episode also covers major pharma momentum led by Eli Lilly across acquisitions, GLP-1 advancements, and AI-powered drug discovery, alongside emerging trends in crypto-backed mortgages, agentic commerce, and Coinbase’s expanding role in financial infrastructure. They close with a deep dive into AI disruption, highlighting a two-person billion-dollar company, open-source model acceleration, security risks, and breakthroughs that could reshape hardware demand and the future of work. Links Story 1 Jobs and Equity market 11:37 - U.S. Job Openings and Hiring Fell in February WSJ 18:10 - Here’s What Worked During a Rough Quarter for Markets WSJ Story 2 Private credit watch 19:17 - What Banks Stand to Lose From the Private-Credit Mess WSJ Story 3 VC rundown 23:14 - WHOOP Secures $575M, Reaches $10B Valuation MedCity Story 4  DOJ v NY Pres 25:21 - Justice Department Files Antitrust Lawsuit Against NewYork-Presbyterian WSJ Story 6 UHG launches AI Companion 30:12 - UnitedHealthcare launches Avery, a generative AI companion for members Fierce Healthcare Story 7 1st Reimbursement for Robot Companion 32:22 - Intuition Robotics secures Medicaid coverage for social AI robot ElliQ in Washington State Fierce Healthcare Story 8 Eli Lilly moves 37:21 - Eli Lilly to Buy Centessa Pharmaceuticals for Initial $6.3 Billion WSJ 37:55 - Eli Lilly Gets Speedy FDA Nod for Oral GLP-1 Drug, a Competitor to New Novo Nordisk Pill MedCity 38:52 - Eli Lilly reaches $2.75 billion deal with Insilico to bring AI-developed drugs to the global market CNBC Story 9 Web3 rundown 39:54 - Fannie Mae to Accept Crypto-Backed Mortgages for the First Time WSJ 41:54 - Coinbase’s AI payments system joins Linux Foundation, gathers support from Google, Stripe, AWS and others Coindesk 45:57 - Coinbase clears key regulatory hurdle in bid to bolster its stablecoin business CNBC  Story 10 1st $B - 2 person AI startup is healthcare 47:24 - How A.I. Helped One Man (and His Brother) Build a $1.8 Billion Company NYT Story 11 Antropic 50:27 - Anthropic Races to Contain Leak of Code Behind Claude AI Agent WSJ 51:19 - Claw Code Launches Open-Source AI Coding Agent Framework With 72,000 GitHub Stars in First Days 24-7 Story 12 Google 54:00 - Google announces Gemma 4 open AI models, switches to Apache 2.0 license ArsTechnica 56:30 - Google now lets you direct avatars through prompts in its Vids app TechCrunch 57:00 - Google’s TurboQuant Breakthrough Just Rewrote the AI Playbook Yahoo

    1h 1m

  8. MAR 28

    183 - AI Agents Are Coming for Your Job Faster Than Anyone Expected

    Vic and Marcus discuss rising energy costs and their ripple effects across the economy, declining tourism, and ongoing financial pressure tied to global instability. They break down major healthcare funding deals including telehealth weight loss platforms and AI governance in health systems, along with payer struggles and pharmaceutical acquisitions. The episode explores legal shifts around social media liability and Section 230, contrasting platform responsibility with internet infrastructure. They cover policy updates in Medicaid and rural hospital funding, trends in tokenized financial markets, and AI developments across healthcare, enterprise, and consumer platforms. The conversation closes with a deep dive into the evolution of AI agents, digital workers, and the shift toward autonomous systems that could redefine how individuals and companies operate.  Links Story 1 - Energy prices 2:34 - How Americans Are Navigating Higher Energy Costs on Every Front WSJ Story 2 - VC Rundown 5:42 - GLP-1 unicorn raises $200 million from Tom Brady, others Axios 7:48 - Qualified Health locks in $125M in fresh funding to scale enterprise AI at health systems Fierce Healthcare Story 3 - Section 230 Challenged 9:16 - Meta and YouTube Lose Landmark Social-Media Addiction Trial WSJ 16:24 - Supreme Court Limits Liability for Internet Service Providers WSJ Story 4 - Peds Wrap-around payment model Story 5 - Cash available for Rural Health systems 23:27 -  Rural hospitals could apply for temporary interest-free construction, renovation loans under new bipartisan bill Fierce Healthcare Story 6 - Higmark results 24:45 - Highmark reports $175M net loss for 2025 as financial headwinds batter health plan Fierce Healthcare Story 7 - 2 Pharma Deals 25:10 - Merck Reaches Nearly $6 Billion Deal for Cancer Biotech Terns WSJ 26:03 - Gilead Sciences gains opportunity for immune system reset with $1.7B Ouro acquisition MedCity   Story 8 - Dance therapy 27:33 - Tango Therapy: How the Dance of Passion Is Helping Parkinson's Patients NYT Story 9 - Tokenized Stocksl 29:04 - NYSE Partners With Securitize to Develop 24/7 Tokenized Securities Platform WSJ Story 10 - OpenEvidence expands product offereing 29:53 - OpenEvidence rolls out AI medical coding feature Fierce Healthcare Story 11 - Optum using AI to reduce Fraud 32:05 - A look at how Optum Rx is using AI to address pharmacy fraud, waste and abuse Fierce Healthcare Story 12 - OpenAI moving to enterprise 33:56 - OpenAI Scraps Sora Video Platform Months After Launch WSJ 35:23 - OpenAI abandons yet another side quest: ChatGPT’s erotic mode TechCrunch 37:46 - OpenAI sweetens private equity pitch amid enterprise turf war with Anthropic, sources say Reuters Story 13 - Google’s Gemini coming to Siri 41:59 - New details on Apple-Google AI deal revealed, including Gemini changes: 9to5 mac Story 14 - Google releases Figma Competitor 44:52 - I 'Vibe Designed' a Website in Minutes Using Google Labs' Stitch Tool CNet

    1 hr
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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
    190
  • Rating
    Clean
  • Copyright
    © 2025 Health:Further
  • Show Website
    Health:Further

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