Vic and Marcus open with updates on their personal healthcare experiences and transition into breaking news on Trump’s 15% tariff deals with Japan and likely Europe. They analyze economic indicators suggesting a possible recession and unpack the national security fallout from a zero-day SharePoint cyberattack linked to Chinese actors. The hosts cover major AI investments in healthcare, including Aidoc’s $150M raise and AbsoluteCare’s $135M value-based care expansion. They discuss policy shifts, including Trump’s AI action plan, a bipartisan push to equalize Medicare reimbursement, and proposed legislation requiring hospitals to disclose NICU capabilities. Earnings hits from Molina, Oscar, and UnitedHealth are examined, alongside leadership changes at CHS amid Medicaid reimbursement cuts. They explore growing investments in Ethereum, Trump’s $2B Bitcoin buy-in, and the crypto-ification of corporate treasuries. AI safety risks are highlighted with OpenAI's role in a user's delusions, while Google’s Gemini AI integrates with G Suite. The episode wraps with a powerful essay from primary care doctors urging inclusion in Maha healthcare reform and Amazon’s controversial acquisition of a wearable that listens to your entire day.

Links

2:34 Trump’s New Trade Standard Takes Shape With 15% Tariff Deal WSJ

3:54 Japan Trade Deal and European Talks Send U.S. Stocks Higher WSJ

4:43 U.S. Leading Indicators Show Economic Clouds Gathering WSJ

6:11 Microsoft Alerts Firms to Server-Software Attack WSJ

8:29 Microsoft links Sharepoint ToolShell attacks to Chinese hackers Bleeping Computer

9:49 Clinical AI company Aidoc lands $150M backed by General Catalyst, Nvidia's venture arm Fierce Healthcare

10:42 Robotics Startup Dash Bio Sprints to New Financing WSJ

11:47 Value-Based Provider AbsoluteCare Raises $135M for Market Expansion BH Business

14:11 AI Talent Frenzy Is a Mixed Bag for VCs WSJ

16:32 White House releases AI Action Plan, looks to speed adoption in healthcare Fierce Healthcare

23:55 Bill Would Force Hospitals to Warn If They Aren’t Equipped to Save Premature Babies WSJ

26:43 Bipartisan bill aims to ensure parity between reimbursement in MA, traditional Medicare Fierce Healthcare

35:00 MAHA group makes hefty pitch backing Trump and RFK Jr.’s health agenda The Hill

37:12 Cost pressures limit Molina Healthcare during Q2 earnings, stock dips 4% Fierce Healthcare

37:32 Oscar Health cuts full-year guidance, estimates 2025 loss as ACA marketplace stumbles Fierce Healthcare

39:22 UnitedHealth confirms it’s under investigation by DOJ Healthcare Dive

42:43 Community Health Systems beats Q2 revenue, earnings estimates; CEO to retire Fierce Healthcare

47:52 Tenet raises 2025 expectations, but dodges questions about policy impacts Healthcare Dive

49:15

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