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

51:04 - CommonSpirit Health logs $135M Q2 operating gain on higher volumes, checked labor spend Fierce Healthcare

52:11 - Mass General Brigham opens FY25 with $54M operating loss; expects layoffs to save over $200M annually 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

58:16 - MultiPlan unveils rebrand as it shifts focus to data assets, tech for providers, payers and employers 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

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