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. 13h ago

    198 - Healthcare's Consolidation Crunch Meets AI's Mega Buildout—And New Regulatory Crossroads

    Vic and Marcus discuss uncertainty around Federal Reserve interest rate policy, continued strength in AI infrastructure and semiconductor markets, and major venture funding across biotech and value-based care. They examine proposed NIH research policy changes, the impact of Medicaid enrollment reductions and rising ACA premiums, Medicare Advantage legal disputes, healthcare bankruptcies, labor strikes, and Ascension's acquisition of Williamson Health. They also cover major pharmaceutical acquisitions, expanding access to peptides, advances in brain-computer interfaces, the challenges of integrating wearable data into clinical care, blockchain's growing role in banking, China's evolving AI strategy, Apple's lawsuit against OpenAI, and the rapid expansion of AI data center infrastructure. Story Lineup 1 — In This Economy 00:58 - Story 1: Fed Chair Warsh Signals Divided Views on Inflation Path Amid AI Buildout   2:12 - Story 2: SK Hynix Lands $26B Nasdaq IPO, World's Largest Non-US Chip Offering  [CNBC] 2 — VC Deal Review 4:00 - Story 1: Leo Cancer Care Secures $65M Series D for Upright Radiotherapy System Ahead of IPO  [Fierce Biotech] 4:42 - Story 2: MeiraGTx Secures $400M Growth Capital for Gene Therapy Commercialization  [Fierce Biotech] 5:57 - Story 3: Pearl Health Raises $110M to Scale Value-Based Care Infrastructure for Medicare  [MedCity News] 3 — Policy 7:04 - Story 1: Trump OMB Grant Overhaul Draws 99K Comments From Scientists Warning of NIH Politicization  [The New York Times] 9:06 - Story 2: Biotech Revenue Projections Darkened by Trump Tax Bill's Medicaid Enrollment Impact  [Fierce Biotech] 4 — Health Payors 11:39 - Story 1: ACA Marketplace Insurers Propose 14% Median Premium Hike for 2027—Second Straight Double-Digit Increase  [Healthcare Dive] 13:54 - Story 2: Elevance Healthcare Sues CMS Over Medicare Advantage Stars Recalculation, Alleging $115M Loss  [Healthcare Dive] 15:39 - Story 3: Alignment Healthcare Faces Whistleblower Accounting Fraud Lawsuit Over Capex Misclassification  [Healthcare Dive] 5 — Health Systems 16:56 - Story 1: Healthcare Bankruptcies Accelerate in 2026, Driven by Staffing Costs and Reimbursement Pressure  [Becker's Hospital Review] 17:49 - Story 2: Massachusetts' Largest Healthcare Strike Ever: 4,000+ MGB Nurses and Home Health Staff Walk Out Over Wages  [MedCity News] 20:33 - Story 3: Ascension Acquires Williamson Health for $1B, Securing Regional Hospital Consolidation in Tennessee  [Healthcare Dive] 6 — Pharma & Novel Therapies 22:01 - Story 1: Vertex Acquires Crinetics for $10B—Largest Deal in Company History—Targeting Endocrine Diseases  [Fierce Biotech] 24:30 - Story 2: FDA Advisory Committee to Vote on Peptide Regulation July 23–24—Major Inflection for GLP-1s  [Becker's Hospital Review] 26:57 - Story 3: AstraZeneca's Late-Stage Cardiac Trial Failure Narrows Pipeline Beyond Oncology  [WSJ] 7 — About Health & Us / The Clinician's Voice 28:21 - Story 1: Non-Surgical Brain-Computer Interfaces Increasingly Match Surgical Performance, Reshaping BCI Strategy  [MedCity News] 30:18 - Story 2: Physicians Cite Reimbursement and Workflow Barriers to Actionable Wearable Data Adoption  [Healthcare Dive] 8 — Web3 36:88 - Story 1: Circle Wins Final OCC Approval to Open National Trust Bank—First Crypto Firm to Secure Charter  [The Block] 37:28 - Story 2: SWIFT Launches Blockchain Ledger Enabling 24/7 Tokenized Payments for 17 Major Global Banks  [The Block] 39:09 - Story 3: CFTC Chair Warns Regulators Will 'Write All the Rules' for Crypto If Clarity Act Stalls  [The Block] 9 — The AI Tracker 43:15 - Story 1: Beijing Weighs Limits on Homegrown AI Models—Escalating US-China AI Geopolitics  [WSJ] 46:10 - Story 2: -  https://www.wsj.com/tech/apple-openai-lawsuit-f86bd58c?mod=breakingnews  46:52 -  Story 3:

    55 min

  2. Jul 4

    197 - Frontier AI as Foreign Policy, Medicare Expands Weight-Loss Drugs, and Health Systems Face the Outpatient Reckoning

    Vic and Marcus discuss slowing U.S. job growth, Meta's move into AI cloud infrastructure, record venture funding driven by AI, and what those trends mean for the technology sector. They examine Medicare coverage for weight loss drugs, proposed CMS changes affecting hospitals, Medicaid work requirement lawsuits, and the continued shift of care away from hospitals. They also cover major healthcare advances, including expanded gene therapy for children with sickle cell disease, AI-powered drug discovery partnerships, and the first FDA-approved Treg cell therapy. The episode concludes with the record-low U.S. death rate, stablecoin adoption, blockchain tokenization, and the growing AI competition between the U.S. and China. Story Lineup 1 — In This Economy 3:47 - Story 1: U.S. labor market cools sharply: June jobs report shows only 57,000 positions added  [WSJ] 7:14 - Story 2: Meta Is Planning a Cloud Business to Sell AI Computing Power  [Bloomberg] 2 — VC Deal Review 10:30 - Story 1: Global startup investment surges to record $510B in H1 2026 as AI exits accelerate  [Crunchbase News] 12:40 - Story 2: Beeline raises $126M Series A extension on heels of $300M launch, bolsters autoimmune pipeline  [Fierce Biotech] 3 — Policy 14:15 - Story 1: Medicare begins covering GLP-1 weight-loss drugs for seniors at $50/month out-of-pocket starting July 1  [WSJ] 15:17 - Story 2: CMS targets 340B drug discount program and site-neutral pay in 2027 outpatient rule overhaul  [Becker's Hospital Review] 21:20 - Story 3: Twenty-six states sue Trump administration over Medicaid work requirements rule implementation  [Healthcare Dive] 4 — Health Payors 28:59 - Story 1: Evernorth commits $100M through 2028 to AI-powered specialty pharmacy program expansion  [MedCity News] 5 — Health Systems 30:28 - Story 1: 10-year outlook: outpatient volumes set to grow 20% while inpatient discharges rise just 7%, reshaping hospital economics  [Becker's Hospital Review] 32:45 - Story 2: Large health system EHR migrations collapse 40% year-over-year as Epic dominance and vendor delays lock in incumbency  [Becker's Hospital Review] 6 — Pharma & Novel Therapies 37:55 - Story 1: FDA expands Vertex's Casgevy CRISPR gene therapy to children as young as 2 with sickle cell disease  [Becker's Hospital Review] 39:36 - Story 2: Takeda partners with Insilico on AI drug discovery platform worth up to $600M across multiple therapeutic areas  [WSJ] 41:21 - Story 3: Orca Bio's Tregzi becomes first FDA-approved regulatory T cell therapy for graft-versus-host disease  [MedCity News] 7 — About Health & Us / The Clinician's Voice 43:45 - Story 1: U.S. Death Rate Falls to Its Lowest Point on Record [WSJ] 8 — Web3 46:52 - Story 1: Open USD stablecoin launch backed by Visa, Mastercard, and Google challenges USDC/USDT incumbents  [Decrypt Media] 49:41 - Story 2: Ondo launches SEC-compliant tokenized ETF and equities with Ethereum settlement, signaling institutional crypto infrastructure maturation  [The Block] 9 — The AI Tracker 51:28 - Story 1: Health systems pivot from proving AI efficacy to scaling implementations; inflection point for health tech adoption  [Becker's Hospital Review] 56:53 - Story 2: Anthropic unveils Claude Science AI workbench for pharma research execution ahead of anticipated IPO  [MedCity News] 59:52 -Story 3: New Chinese AI model matches Anthropic Claude performance; likely to reshape White House AI policy overhaul  [WSJ] 1:08:23 - Story 4: OpenAI proposes handing Trump administration 5% stake [FT]

    1h 16m

  3. Jun 27

    196 - PCE at 4.1%, GLP-1s for Kids, and OpenAI's Custom Chip — Health:Further Weekly

    Vic and Marcus discuss rising inflation, the AI-driven data center boom, and growing concerns about the long-term economic impact of artificial intelligence. They examine major healthcare venture funding rounds, the resurgence of biotech investment, Medicare policy changes, PBM scrutiny, rising healthcare spending driven by GLP-1 drugs, rural hospital transformation, chemotherapy drug shortages, new cancer treatments, and the growing use of Wegovy in children. The episode also covers Bitcoin's sharp decline, venture capital consolidation, and the future of healthcare innovation. Story Lineup 1 — In This Economy 1:59 - Story 1: PCE Hits 4.1% — The Iran War, the AI Build-Out, and a Fed Caught in the Middle  [WSJ] 7:13 - Story 2: AI Infrastructure Is Inflation's New Structural Driver  [WSJ] 16:17 - Story 3: AI Bubble Fears Trigger Nasdaq Rout; KOSPI Crashes 10% Overnight  [Axios] 18:02 - Story 4: Scott Bessent: Hamilton Inspires Trump Economic Statecraft  [WSJ] 2 — VC Deal Review 20:33 - Story 1: Menlo Ventures Closes $3B Fund — Biggest Ever — on the Back of Its Anthropic Bet  [TechCrunch] 28:49 - https://www.fiercehealthcare.com/ai-and-machine-learning/assort-health-scores-120m-series-c-scale-voice-ai-agent-platform-healthcare  30:21 - Story 2: Cadence Closes $100M Series C at $1.23B Valuation for AI-Powered Chronic Care  [MedCity News] 31:33 - Story 3: Ollin Biosciences Hauls In $330M Series B to Challenge Roche's Vabysmo in Wet AMD  [Fierce Biotech] 3 — Policy 32:34 - Story 1: U.S. Health Spending Hits $5.7 Trillion in 2025 — GLP-1 Costs Are a Primary Culprit  [Healthcare Dive] 34:43 - Story 2: 31 House Democrats Demand Transparency on CMS's AI Prior-Auth Pilot in Medicare  [Healthcare Dive] 4 — Health Payors 38:35 - Story 1: Florida Opens Antitrust Probe Into CVS/Caremark as State-Level PBM Crackdown Accelerates  [Healthcare Dive] 43:07 - Story 2: Abarca Health and LucyRx Merge to Build a Scaled Independent PBM Alternative  [MedCity News] 44:33 - Story 3: Medicare Advantage at an Inflection: Reset or Retreat?  [MedCity News] 5 — Health Systems 50:11 - Story 1: Cancer Chemo Shortages Force Hospitals to Consider Rationing  [Becker's] 52:33 - Story 2: Eli Lilly Halts 340B Discounts for Non-Compliant Hospitals, Triggering Legal Battle  [MedCity News] 55:39 - Story 3: States Are Using the $50B Rural Health Fund to Shrink Hospitals, Not Transform Care  [Healthcare Dive] 6 — Pharma & Novel Therapies 57:38 - Story 1: FDA Approves Two New Drugs to Replace Chemo as First-Line Treatment for Triple-Negative Breast Cancer  [WSJ] 59:23 - Story 2: Pfizer's First Major ADC From the $43B Seagen Acquisition Fails Phase 3  [Fierce Biotech] 59:47 - Story 3: AbbVie Pays $10.9B for Apogee to Challenge Dupixent in Eczema  [Fierce Biotech] 7 — About Health & Us / The Clinician's Voice 1:00:39 - Story 1: Wegovy for Elementary Schoolers: Pediatricians Turn to GLP-1s as Childhood Obesity Rates Climb  [WSJ] 8 — Web3 1:03:47 - Story 1: Bitcoin Hits Multi-Year Low of $58K as BTC and ETH Each Post 20%+ Monthly Losses  [CoinDesk] 9 — The AI Tracker 1:06:18 - Story 1: Anthropic Accuses Alibaba of Running a 'Brazen' Campaign to Illicitly Access Claude  [WSJ] 1:10:30 - Story 2 : https://www.lennysnewsletter.com/p/glm-52-why-im-replacing-opus-in-claude 1:12:32 - Story 3: OpenAI Unveils 'Jalapeño' — Its First Custom AI Inference Chip Built With Broadcom  [WSJ] 1:13:05 - Story 4: X - Satya Nadella - "Frontier without an ecosystem is not stable."  [X]

    1h 21m

  4. Jun 20

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

    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 Lineup 1 — In This Economy 2:34 - 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 Review 14:52 - 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?FYI InStride 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 — Policy 20:01 - 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...

    1h 21m

  5. Jun 13

    194 - Inflation Rises, SpaceX Demand Surges, and Apple’s AI Strategy Takes Shape

    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. Links Story 1: Economy 5:16 - Inflation Jumps as Iran War Intensifies Price Squeeze NYT 9:16 - SpaceX IPO Draws at Least $5 Billion Order From BlackRock Story 2: VC rundown 15:32 - Surgical AI Startup Uncovr Emerges from Stealth with $7M Seed Funding HIT 16:55 - Stepful raises $55M for healthcare training platform Mobi Health Story 3: Price transparency 17:40 - Kennedy & Oz Discuss Price transparency on X Story 4: CMS Top 5 Priorities 22:39 - The 5 Areas Where Dr. Oz Says CMS Can Make Healthcare More Affordable MedCity Story 5: Drug prices inside EMRs 26:41 - BCBS of Massachusetts partners for lower-cost drug alternatives Healthcare Finance Story 6: GSK Oncology 28:21 - GSK to Buy Nuvalent for $10.6 Billion in Oncology Push WSJ Story 7: GLP-1 Pills 28:40 - Novo Nordisk Weight-Loss Pill Prescriptions Hit Three Million Since Launch WSJ Story 8: Pharma IPO in Canada 30:01 - Apotex Shares Rally as Trading Begins Following Pricing of C$1.3 Billion IPO WSJ Story 9: Wearable Showdown  31:33 - The Wearable Showdown: Oura Ring 5 vs. Fitbit Air vs. Whoop MG vs. Apple Watch WSJ Story 10: Agent Payments 34:41 - Coinbase Launches Tool That Lets AI Agents Trade Crypto and Make Payments for Users Decrypt 35:35 - Mastercard Launches Agent Pay for Machines, Ripple and XRPL Join 30+ Partners to Power AI-Driven Commerce Merkle Story 11: Abridge growth 38:53 - Abridge picks up strategic investment from Eli Lilly, expands payer, research workflows Fierce Healthcare Story 12: Claude Fable5 40:08 - Anthropic Releases New ‘Mythos-Class’ Model to General Public With Guardrails WSJ 41:16 - bWe've Never Seen an AI Like This (Claude Fable 5) YouTube Story 13: Price War Coming? 1:05:55 - OpenAI Considers Drastic Price Cuts, Anticipating War for Users With Anthropic WSJ Story 14: Apple Developer Conf 1:07:37 - Apple Unveiled the New Siri AI. Here Are the Key Takeaways. WSJ Story 15: Apple Developer Conf 1:12:47 - Driverless Trucks Are Here—and They’re Delivering Bags of Doritos WSJ

    1h 20m

  6. Jun 6

    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

  7. 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

  8. 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
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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
    198
  • Rating
    Clean
  • Copyright
    © 2025 Health:Further
  • Show Website
    Health:Further

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