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Who’s actually winning the GLP-1 race—and can embryo screening deliver on its promises? This week on HCN, we unpack the fight over patient recordings, the proposed crackdown on corporate medicine, and the science behind some of healthcare’s biggest promises. Special guests Otto Sipe, CEO and cofounder of Photon, and Cremieux join us to debate AI doctors, weight-loss drugs, embryo selection, and cancer screening.
00:00 — Intro & Bookmarks The week’s healthcare headlines, what caught our attention, and what’s on the docket.
11:37 — Patient Data: Who Owns Your Doctor’s Visit Recording? A Washington court denies a patient access to an AI-scribe recording of her appointment. We debate patient access, physician control, and why getting care can feel like assembling a legal case.
19:49 — Otto Sipe: AI Doctors & the GLP-1 Race Photon’s CEO and cofounder joins us to discuss who’s winning in GLP-1 prescribing, pills versus injections, the FDA’s pressure on compounders, and which parts of a doctor’s job AI could actually take over.
40:09 — PE $ In Health: AOC, Warren & the Future of Private Practice Would restricting private equity and insurer control of medical practices protect doctors—or push more of them toward hospital systems? We unpack the proposed legislation, the role of management services organizations, and the hospital exemption.
46:24 — Cremieux: Embryo Selection & Cancer Screening Cremieux joins us to scrutinize Nucleus Genomics’ embryo-selection claims and GRAIL’s Galleri cancer-screening test. What does the evidence support, where does the marketing get ahead of the science, and what would make these tests worth using?
1:06:01 — Wrap Up Closing out this week’s conversations.
1:06:30 — Final Thoughts: AI’s Patience Problem
AI promises unlimited productivity. Is it also making us unwilling to work through anything that isn’t instant? A closing thought on the difference between faster output and better work—and why, especially in healthcare, some things still deserve the time to get them right.
