171 - Is AI Actually a Bubble or the Most Misunderstood Technology of Our Time?
Description
Vic and Marcus break down rising unemployment and cooling inflation, debate whether the Fed is behind the curve, and unpack what those signals mean for markets heading into next year. They cover major healthcare funding rounds across pediatrics, cardiology, and AI-enabled front offices, examine payer losses and policy shifts impacting subsidies and gender-affirming care, and analyze FDA clearances pointing to renewed medical innovation. The conversation expands into crypto and AI, including JPMorgan’s tokenized money fund, prediction markets, OpenAI’s government partnerships, and mounting concerns over an AI bubble, enterprise adoption, and the future of energy, jobs, and economic power.
Links
00:00 - Intro
2:04 - U.S. Unemployment Rose in November Despite Job Gains WSJ
3:44 - Inflation Eased to 2.7% in Report Distorted by Government Shutdown WSJ
4:41 - Clarity Pediatrics lands $14.5M to treat childhood obesity Modern Healthcare
6:15 - Leona Health: $14 Million Seed Funding Raised And WhatsApp AI Copilot For Doctors Launched Pulse 2.0
7:46 - Wearlinq secures $14M to scale wireless heart monitor MobiHealth
9:52 - Auxira Health Secures $7.8M for Virtual Cardiology Platform MedCity
10:41 - Valerie Health Raises $30M Series A to Bring AI Front Office to Independent Provider Groups Fox40
11:44 - Wall Street Gets a Taste of Blockbuster Stock-Market Debuts Ahead WSJ
13:09 - House passes healthcare affordability bill without subsidy extension Fierce Healthcare
14:53 - HHS moves to cut federal funding from hospitals that provide gender-affirming care to minors Fierce Healthcare
16:43 - FDA clearances: BlueWind Medical, Bendit Technologies Modern Healthcare
18:41 - Highmark posts $24.6B in revenue through Q3 as utilization pressures persist Fierce Healthcare
19:25 - UnitedHealthcare to hold off on remote patient monitoring policy Modern Healthcare
20:13 - Kaiser pulls plans from Georgia insurance exchange Modern Healthcare
21:44 - New York doles out $300M to fund health IT, hospital cybersecurity projects Fierce Healthcare
23:24 - GSK Gets FDA Approval for New Severe Asthma Drug With a Dosing Advantage MedCity
24:00 - Cencora to acquire majority stake in OneOncology for $5B Fierce Healthcare
25:35 - JPMorgan Steps Further Into Crypto With Tokenized Money Fund WSJ
26:43 - Coinbase Joins With Kalshi to Enter the Surging Prediction-Markets Business WSJ
31:37 - The Political Skirmish Over Trump’s AI Order Is Just the Beginning WSJ
34:06 AI-Themed Stocks Take More Hits, Sending Nasdaq Lower WSJ
45:49 - CoreWeave’s Staggering Fall From Market Grace Highlights AI Bubble Fears WSJ
48:09 - OpenAI in Talks to Raise $10 Billion From Amazon, Use Its Chips Bloomberg
50:02 - Google Says Its New Gemini 3 Flash AI Model Is Better and Faster Than 2.5 Pro CNET
51:30 - Deepening our collaboration with the U.S. Department of Energy OpenAI
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