In this episode, Marcus and Vic discuss Trump’s rejection of a meeting with Democrats as a government shutdown looms, small business optimism data, Fed comments on rates, a series of major venture capital deals in virtual care, neurology, oncology, PBMs, maternal health, and organ preservation, policy shifts around Tylenol and autism claims, the $100,000 H1B visa fee, the creation of an independent vaccine advisory agency, challenges for regional nonprofit insurers, Humana’s Medicare Advantage commission changes, Ascension’s return to profitability, Privia’s acquisition of Evolent’s primary care unit, Kaiser strike threats, new interoperability moves from Epic, big pharma acquisitions in obesity and liver treatments, Eli Lilly’s Texas expansion, Bitcoin treasury consolidation, the VA adopting AI note-taking tech, Unity AI’s scheduling agents, Nvidia’s $100B OpenAI investment, Citi’s AI agent pilot, a controversial social app selling voice data to AI firms, and PwC’s trillion-dollar healthcare report that highlights the innovation divide

Links

2:08 - Trump Rejects Meeting With Democrats as Shutdown Approaches WSJ

5:45 - Small Business Index -Hits All Time High US Chamber

9:36 - Powell Describes Rates as ‘Modestly Restrictive,’ Keeping Door Open to Cuts WSJ

10:22 - Sevaro Health Secures $39M for AI Powered Virtual Neurology & Workflow Augmentation HIT

11:30 - Caregility Raises $25M in Funding FinSMES

11:51 - Thyme Care lands $97M series D backed by CVS Health, Humana, Morgan Health and Memorial Hermann Fierce Healthcare

14:00 - PBM Capital Rx rebrands as Judi Health, banks $400M funding round Modern Healthcare

15:17 - Seven Starling Raises $8M to Expand Access to Maternal Mental Health Support MedCity

16:46 - Until Labs Raises $58M to Pioneer Organ Cryopreservation and Medical Hibernation HIT

18:50 - AmplifyMD Snags $20M to Help Hospitals Scale Virtual Specialty Care MedCity

21:05 - Trump Issues Warning Based on Unproven Link Between Tylenol and Autism NYT

24:29 - Trump’s $100,000 H-1B Visa Fee Sets Off Scramble Across Corporate America WSJ

27:25 - The Doctors Building a Public-Health Universe Outside the Government WSJ

31:50 - Regional nonprofit health insurers falling behind competitors Modern Healthcare

32:44 - UnitedHealthcare unveils direct-to-consumer tool to shop for health and wellness programs Fierce Healthcare

33:42 - Humana ending commissions for some Medicare Advantage plans Modern Healthcare

36:10 - Ascension returned to profitability in 2025 Healthcare Dive

37:33 - Privia acquires Evolent’s value-based primary care unit for $100M Healthcare Dive

38:42 - More than 46,000 Kaiser Permanente workers have authorized strikes as contract expirations loom Fierce Healthcare

40:12 - Epic

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