145 - From Wearables to Wall Street: How Tech, AI & Policy Are Reshaping U.S. Healthcare
Description
In this episode, Vic and Marcus cover a packed week of developments across AI, healthcare, finance, and policy. They break down Eric Cass’s keynote at HFMA on AI risks and optimism, discuss GenAI’s real-world implications on labor and politics, and explore the financial market's response to Middle East ceasefires and Federal Reserve positioning. They examine major investments like Abridge’s $300M raise and new startups automating clinical and insurance workflows, while unpacking RFK Jr.’s wearable health proposal and CMS’s drug pricing transparency push. They also introduce a new Web3 segment, highlighting stablecoin regulation, Fiserv’s partnership with Circle, and tokenized SpaceX shares through Republic. Finally, they review healthcare job cuts, upcoming legislation turmoil, and Walgreens’ operational shifts.
Links
8:50 - Stocks Hover Near Records, Oil Prices Recover Some Ground WSJ
10:09 - Powell Reaffirms Wait-and-See Posture on Rate Cuts WSJ
12:57 - U.S. Regulators Move to Ease Financial Crisis-Era Bank Capital Rules WSJ
13:45 - Abridge, Whose AI App Takes Notes for Doctors, Valued at $5.3 Billion at Funding WSJ
15:06 - Voice AI company SuperDial picks up $15M series A to automate insurance calls Fierce Healthcare
15:58 - Introducing Mandolin: AI Teammates for Healthcare Greylock website
16:49 - Juniper Genomics Raises $4.6M for Whole-Genome Embryo Screening Platform Fem Tech
17:42 - ForSight Robotics raises $125M to trial cataract eye surgery platform Fierce Healthcare
18:27 - Precision Medicine Firm Caris Breaks Bio IPO Drought, Raising $494M for Cancer Analysis Tools MedCity News
19:24 - Medicaid changes don't meet Senate rules in 'big, beautiful bill' says parliamentarian NPR
22:42 - HHS Secretary Kennedy, CMS Administrator Oz Secure Industry Pledge to Fix Broken Prior Authorization System HHS website
25:40 - RFK Jr.'s Public Health Plan? Get Every American to Buy a Wearable Device PC Mag
30:21 -33:28 Oz hints at impending CMS rule to force drug price transparency Healthcare Dive
33:28 - Executive insight from Aetna, Anterior, Ascendium and more
37:16 - HFMA’s Ann Jordan announces new tools to quantify the performance of healthcare
41:55 - Vanderbilt University Medical Center announces up to 650 layoffs Axios
42:37 - American Hospital Association launches 'seven-figure' ad campaign against Medicaid cuts Fierce Healthcare
45:23 - Walgreens Sales Rise on Healthcare and Costs Cuts Ahead of Going Private WSJ HFMA Annual Recap: HFMA
46:13 b - New Data Shows Just How Powerful the Next Weight-Loss Drugs May Be NYT
47:09 - Hims & Hers Stock Drops More Than 30% After Novo Nordisk Breakup WSJ
48:08 - Novo Nordisk inks partnership with WeightWatchers to broaden We
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