Feb 22 2025 79 mins 1
Vic and Marcus starting with Marcus’ firsthand insights from Saudi Arabia, exploring its rapid modernization, healthcare overhaul, and economic transformation. They shift to the evolving landscape of venture capital, questioning AI healthcare valuations and the shift away from Delaware for corporate registrations. The conversation delves into private equity’s changing dynamics, U.S. healthcare policy shifts, and the financial struggles of major institutions like Mass General Brigham and CHS. They discuss AI’s growing role in healthcare and tech, including Meta’s push into humanoid robotics and the mixed reality of AI-powered agents. Wrapping up, they analyze regulatory changes, workforce shifts in federal agencies and healthcare, and how the evolving political and economic environment is reshaping industries across the board.
Links:
12:34 - Fed Minutes Reveal Little Appetite for Near-Term Rate Cuts WSJ
13:21 - AI health-care startup OpenEvidence raises funding from Sequoia at $1 billion valuation CNBC
15:10 - Frontera Health gets $32M for autism therapy tools Axios
17:38 - Posterity collects $13M Series A for male fertility Axios
18:13 - Millie secures $12M to expand its maternity care platform Mobi Health
18:36 - Ex-Redesign Health director debuts Terrarium incubator Axios
19:21 - Leaving Delaware Blog
23:30 - The New Survival Guide for Private Equity: Go Big or Get Back to Basics WSJ
28:04 - HHS is losing thousands of workers under Trump administration probationary job cuts AP News
30:53 - FTC chair endorses Trump's ability to fire commissioners Axios
33:00 - Musk Cost-Cutting Effort Is Being Guided by Health Entrepreneur NYT
49:02 - Humana's CenterWell unit plans further expansion in 2025 Fierce Healthcare
49:59 - UnitedHealth Group offers buyouts to eligible employees Fierce Healthcare
53:07 - CHS’ losses widen in 2024 Healthcare Dive
55:13 - NYU Langone hospital nurses give strike notice Beckers
55:51 - A look under the hood at Risant Health’s value-based platform Fierce Healthcare
59:01 - Lumeris unveils AI tech for primary care Fierce Healthcare Fierce Healthcare
59:48 - Corti AI adds UpToDate integration to its foundation model Fierce Healthcare
1:00:38 - Mark Zuckerberg Bets Big That Real Humans Want Humanoid Rob
