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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In this episode of Health Further, hosts Vic sit down with Seema Verma, EVP and General Manager of Oracle Health and Life Sciences. They discuss the transformative potential of AI in healthcare, focusing on how automation can alleviate administrative burdens and enhance clinical decision-making. Seema shares insights on Oracle’s efforts to modernize electronic health records (EHR), improve interoperability, and integrate AI-driven solutions to streamline workflows for providers and empower patients with better access to their health data. The conversation also covers cybersecurity in healthcare, the future of clinical trials, and how Oracle aims to bridge the gap between clinical care and research. Finally, they explore how Oracle’s technology can help restore joy to medical professionals by reducing bureaucratic inefficiencies and allowing them to focus on patient care.

Connect with Seema Verma

LinkedIn - https://www.linkedin.com/in/seema-verma-384b3a5/

Website - https://www.oracle.com/health/

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In this episode of Health Further, guest host Paul Kappelman joins Vic to discuss the latest in healthcare policy, economics, and innovation. They break down the latest inflation data and its impact on healthcare, analyze major VC investments in longevity and nutrition startups, and examine policy changes affecting hospitals, physicians, and payers. The conversation covers the challenges of rural hospitals, Medicare Advantage reforms, and potential cuts to NIH research funding. They also explore Tenet Healthcare’s financial strategy, the growing issue of hospital bad debt, and Humana’s push for operational efficiency. The episode wraps with discussions on AI’s role in healthcare, Elon Musk’s bid for OpenAI, and concerns over the risks of open-source AI models.

Links:

2:41 - Inflation Heated Up in January, Freezing the Fed WSJ

5:54 -  Prenuvo adds new health tests to flagship full-body scan, raises $120 million in fresh funding CNBC

8:47 - Startups Fay and Berry Street each bank $50M with growing investor appetite for personalized nutrition Fierce Healthcare

10:26 - Senate confirms RFK Jr. as head of HHS in 52-48 vote Fierce Healthcare

14:12 - Healthcare lobbying 2025: Here are the top policy issues for hospitals, payers, docs and tech Fierce Healthcare

24:57 - DOGE’s First Round of Cuts Went to Trump Priorities, but Bigger Targets Await WSJ

28:20 - Tenet Healthcare CEO touts portfolio transformation, policy change bulwarks on Q4 earnings call Fierce Healthcare

32:12 - Nearly half of rural hospitals in the red, 432 vulnerable to closure, report finds Fierce Healthcare

36:51 - Hospital bad debt is getting worse Beckers

39:31 - Humana putting focus on operational efficiency amid MA headwinds Fierce Healthcare

40:31 - Cigna To link executive pay to customer satisfaction

42:27 - Novartis to Buy Anthos Therapeutics From Blackstone for Up to $3.1 Billion WSJ

42:53 - Novartis Superbowl Ad Youtube

44:07 - For the Sick and Dying, Live Music to Ease the Pain NYT

46:13 - Elon Musk-Led Group Makes $97.4 Billion Bid for Control of OpenAI WSJ

47:17 - Vance Warns U.S. Allies to Keep AI Regulation Light WSJ

48:46 - DeepSeek Offers Bioweapon, Self-Harm Information WSJ

50:38 - Thomson Reuters Wins First Major AI Copyright Case in the US Wired

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In this episode, Vic and Marcus speak with Sheila Philcil, a social change futurist and health equity expert, about the challenges and inefficiencies in healthcare innovation. Sheila shares her journey from aspiring doctor to public health leader, influenced by her firsthand experiences in Haiti and with her grandmother's cancer treatment. She discusses the systemic flaws in the U.S. healthcare model, the impact of innovation that ignores real patient needs, and her work at Boston Medical Center in health equity. The conversation delves into the disconnect between technology and patient experience, the failure of many healthcare startups, and the need for patient-centered innovation. Sheila introduces her startup, Phicil-itate Change, and its AI- and blockchain-powered platform, Compass Project, which seeks to revolutionize health tech by ensuring innovations are built around real patient stories and needs.

Phicil-itate Change, LLC - https://phicil-itatechange.com/

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Caroline Carralero joins Vic to discuss gut health, probiotics, and metabolic wellness. They break down how supplements impact weight loss, why gut microbiome health is critical, and the future of AI in healthcare. The episode also covers Trump’s tariffs, venture capital trends, and FDA food safety regulations.

Links:

00:07 - Guest Host: Caroline Carralero CEO of Daily Nouri

11:30 - Daily Nouri Podcast: Gut Check

12:47 - Inside the Chaotic Run-Up to Trump’s Tariff U-Turn WSJ

17:21 - Trump Tariffs Caused a Market Meltdown, but Investors Shook It Off WSJ

18:05 - China Retaliates Against U.S., Intensifying Trade War WSJ

19:01 - SafelyYou Raises $43M Series C CityBiz

21:42 - KKR Raises Its Direct Stakes in Three Companies WSJ

23:46 - RFK Jr. appears on his way to being Trump's health secretary after a party-line vote NPR

24:24 -  RFK Jr. is 'the perfect person for this job at this time,' Daily Nouri founder says on Fox

34:41 - Physician group sues Trump admin to reverse agencies' health web page, data blackout Fierce Healthcare

36:44 - Musk Moves With Lightning Speed to Exert Control Over the Government WSJ

40:17 - Trump Signs Order to Create U.S. Sovereign-Wealth Fund WSJ

42:32 - Centene beats the Street with $283M in profit for Q4 Fierce Healthcare

42:55 - Teladoc Health acquires Catapult Health for $65M to boost chronic condition management, at-home testing Fierce Healthcare

44:44 - Here's why researchers think most people stop taking weight loss drugs within a year USA Today

45:05 - Discontinuation and Reinitiation of Dual-Labeled GLP-1 Receptor Agonists Among US Adults With Overweight or Obesity Jama

52:14 - Novartis Sets High Bar in Pursuit of Obesity Deals, CEO Says WSJ

53:45 - Merck Shares Hit After Guidance Falls Short, Gardasil Challenge WSJ

55:26 - Press Ganey partners with Microsoft in generative AI expansion Fierce Healthcare

57:28 - Introducing deep research OpenAI website

1:01:39 - SoftBank, OpenAI to Offer AI Services in Japan WSJ

1:02:43 - Google’s Revenue Growth Slows, Sending Shares Down WSJ

1:04:29 - ChatGPT vs. Claude vs. DeepSeek: The Battle to Be My AI Work Assistant WSJ

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Vic and Marcus analyze the political and economic implications of the recent inauguration, discussing the rapid executive orders issued and their potential impact on healthcare, markets, and policy. They explore the intersection of politics and investment strategies, debate the role of DEI in the current administration’s economic outlook, and break down Trump’s increasing involvement in cryptocurrency and financial markets. The conversation extends to inflation concerns, Federal Reserve decisions, AI’s role in government, and how major healthcare players like Cigna and Walgreens are responding to industry shifts. The episode concludes with a discussion on the future of venture capital, the evolving role of General Catalyst, and broader implications of tariffs on the U.S. economy.

Links:

22:58 - US GDP Grew 2.5% in 2024, but Slowed Slightly in Final Quarter

24:07 - Fed Stands Pat on Rates, Entering New Wait-and-See Phase

26:10 - Trump Media Announces New Push Into Finance to Support the ‘Patriot Economy’

41:01 - General Catalyst selling stakes as it expands beyond VC roots Axios

44:48 - RFK Jr. Backs Vaccines and Trump’s Agenda in Senate Testimony

49:29 - Overview of President Trump’s Executive Actions on Global Health KFF

50:08 - OpenAI launches ChatGPT Gov for U.S. government agencies

53:06 - Trump's Treasury pick Scott Bessent pushes universal 2.5% tariff plan that would rise each month: Economic Times

1:05:21 - Cigna set to close $3.7B MA sale to HCSC in Q1

1:05:31 - Walgreens shares drop 10% after company suspends quarterly dividend amid turnaround efforts

1:06:12 - HCA Healthcare posts revenue gains despite hurricane roadblocks; execs address Trump policy uncertainties

1:07:22 - Hims & Hers to Advertise Weight-Loss Shots at the Super Bowl

1:07:34 - Hims: 60 sec Superbowl a]Ad Youtube

1:11:56 - Novo Nordisk’s Ozempic Gets FDA Approval as Kidney-Disease Treatment

1:14:57 - Roche Expects Sales, Earnings Growth After Better-Than-Expected Results

1:15:04 - Sanofi Expects Strong Earnings Growth This Year, Plans $5.2 Billion Buyback

1:15:24 - OpenAI’s ‘Operator’ Agent Can Buy Groceries, File Expense Reports

1:17:10 - OpenAI in Talks for Huge Investment Round Valuing It Up to $300 Billion

1:18:43 - Deep Seek explained on Bankless

1:19:35 - What to Know About China’s DeepSeek AI

1:24:46 - DeepSeek Scrambles U.S.-China Tech War

1:24:48 - NVIDA sales to Sinapore (maybe migrating to China?) X post

1:26:14 - Meta Gave Away Its A.I. Crown Jewels. DeepSeek Vindicated Its Strategy

1:26:17 - Meta Platforms Sa

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In this episode, Vic and guest host Emily Evans explore a variety of pressing topics, including the sharp rise in food prices and its implications for inflation, the Federal Reserve’s challenges with managing interest rates, and the historical context of government fiscal policy. They also discuss innovative ventures like Lindus Health's clinical trials reform, ELOS AI's behavioral health scribing, and Oshie Health's virtual GI solutions. Other highlights include Recipio's AI-driven remote health monitoring, venture investments in Saudi Arabia, and the political theater surrounding AI infrastructure funding. The episode concludes with a deep dive into the impact of policy shifts on healthcare systems and federal funding.

00:46 - Food Prices Are Rising Again WSJ

07:47 - Lindus Health raises $55M to ‘fix the broken clinical trial industry’ Tech Crunch

08:49 - Eleos raises $60 million for AI scribe for behavioral health providers Stat

12:57 - Oshi Health raises $60M to expand payer coverage of virtual GI solution Fierce Healthcare

14:23 - Percipio Health collects $20M for phone-based monitoring Axios

16:18 - Redesign Health partners with Sanabil Investments to launch healthcare venture studio in Saudi Arabia Fierce Healthcare

17:20 - Tech Leaders Pledge Up to $500 Billion in AI Investment in U.S.WSJ

21:21 - Musk Pours Cold Water on Trump-Backed Stargate AI Project WSJ

23:14 - Pension Funds Want Private Equity to Open Up About Fees and Returns WSJ

25:05 - What Trump's first day orders mean for healthcare: Ditched drug models, pauses on rules and hiring Fierce Healthcare

Trump Withdraws U.S. from World Health Organization NYT

29:52 - Trump’s War on DEI Freezes Diversity Work Across Federal Government WSJ

Top NIH Academic Medical Center Recipients NIH

44:07 - Trump freezes HHS communications Modern Healthcare

45:36 -  Trump Order Seeks to Stop Virus Research That Critics Have Linked to Covid WSJ

50:07 - House G.O.P. Floats Medicaid Cuts and More to Finance Trump’s Huge Agenda NYT

1:06:45 - Hospitals that make profits should pay taxes Stat

1:15:01 - CMS will appeal UnitedHealthcare's MA star ratings court win Fierce Healthcare

1:18:21 - Elevance Health reports $418M in profit for Q4 Fierce Healthcare

1:20:29 - Insurers inventing more roadblocks to claims, providers say Modern Healthcare

1:24:16 - Nonprofit hospitals' credit downgrades outpaced upgrades again in 2024Fierce Healthcare

1:25:13 - Hospital, PE-affiliated primary care docs charge higher prices than independents, study finds Fierce Healthcare

1:27:27 - Dogs paired with providers at hosp

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In this episode of Health Further, hosts Vic speak with Talha Haseen from Fathom, an AI-driven medical coding company. They explore Talha's journey from chemical engineering to healthcare strategy at McKinsey, his work on the No Surprises Act at Envision Healthcare, and his transition to Fathom. The conversation covers the evolution of AI in medical coding, its implications for healthcare administration, the challenges of scaling AI solutions, and the future of fully automating administrative tasks. They also discuss the broader implications of AI in healthcare, potential job displacement, and how these technologies could transform patient care.

Talha Haseen Bio

Talha works at Fathom. Fathom is an autonomous/AI medical coding technology company in San Francisco that focuses on automating an administrative operation within the healthcare sector. 

Talha is a Nashville native who has worked across McKinsey & Co., Vanderbilt University Medical Center, and large provider groups. His work has largely involved advising organizations on growth strategy, population health & value-based care, and the use of technology to improve business and patient outcomes.

Talha studied Chemical & Bio-molecular engineering at Vanderbilt University.

Connect with Talha Haseen: https://www.fathomhealth.com/insights/why-i-joined-fathom-talha-haseen

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Economic implications of the jobs report and inflation trends, how bond yields are shaping global markets, and the impact of AI on mid-level job markets. They analyze JP Morgan's office return mandate, Meta's corporate shifts, and major VC and healthcare developments like Eli Lilly's new venture fund with Andreessen Horowitz. The episode concludes with insights into challenges in Medicare Advantage, value-based care, and the growing role of AI in medicine.

3:18 - Hiring Blew Past Expectations With 256,000 Jobs Added in December

5:08 - Inflation Rises Again, Hitting 2.9% in December

6:37 - Why Bond Yields Are Surging Around the World

8:58 - JPMorgan Chase Disables Employee Comments After Return-to-Office Backlash

11:57 - Balance of Power Shifts Back Toward Bosses

17:50 - Meta to Cut Roughly 5% of Staff, Targeting Lowest Performers

21:38 - Innovaccer clinches $275M series F funding to build out AI, cloud capabilities

22:43 - IntusCare Increases Total Funding to Over $27M through Strategic Follow-On Funding IntusCare website

24:39 - Spurred by AI’s possibilities, Eli Lilly and Andreessen Horowitz partner on $500M venture fund Stat

26:09 - VC firms back exchange-based employee health benefits

28:12 - Trump Says World Is Free-Riding on U.S. Health Spending. He Has a Point

31:24 - In surprise move, Biden administration terminates the Medicare Advantage Value-Based Insurance Design Model HFMA

34:39 - SCOTUS agrees to hear challenge to Obamacare’s preventive care coverage

35:56 - House GOP puts Medicaid, ACA, climate measures on chopping block

36:51 - FDA Bans Artificial Dye Red 3 From Food

37:41 - Xiaohongshu (RedNote), China’s answer to Instagram, hits No. 1 on the App Store as TikTok faces US shutdown

40:59 - UnitedHealth’s Earnings Point to High Medical Costs in 2025. Health Insurer Stocks Sink. Barrons

44:57 - Docs incensed by Medicare Advantage hike, demand physician payment update

46:50 - Nearly 5,000 Providence nurses, doctors launch Oregon's largest healthcare strike

48:36 - Health systems eye $30 billion revenue target

52:40 - Avel eCare acquires Amwell Psychiatric Care, expands to 46 states

53:54 - Prospect Medical Holdings files for Chapter 11 amid criticisms of prior PE ownership

57:30 - Johnson & Johnson to Acquire Intra-Cellular in $15 Billion Deal

58:29 - Eli Lilly to Buy Scorpion Therapeutics Drug Program in $2.5 Billion Deal

58:47 - Kids Turn to a Mental-Health Chatbot to Share Their Anxieties

1:00:51 -

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Vic and Marcus delve into the catastrophic fires ravaging Los Angeles, the broader implications of AI-driven workforce automation, and structural changes in the job market. They analyze the evolving social contract between corporations and society, the complex challenges in healthcare efficiency and profitability, and the role of regulatory environments in stifling or fostering innovation. The discussion also explores advancements in AI agents, the shifting dynamics of the influencer economy, and cutting-edge developments from CES, including NVIDIA's AI supercomputers. The hosts reflect on societal, economic, and technological transitions shaping the future

Links:

4:09 - Unemployed Office Workers Are Having a Harder Time Finding New Jobs

19:45 - Healthcare Stocks Are Down and Out. Opportunities Abound

23:19 - Fed Minutes Suggest Officials Will Hold Rates Steady for Now

24:25 - Hippocratic AI banks $141M series B, hits 'unicorn' status as it rolls out AI agent app store

25:18 - Evergreen Nephrology Raises $130M in Funding FINSEMS

26:11 - FIRE1 heats up with $120M for its heart failure monitor implant

26:56 - Geneoscopy Closes $105M to Power Next-Generation of Gastrointestinal Diagnostic Tests Bakersfield

27:35 - Biden administration bars medical debt from credit scores

31:46 - Senate Report Blasts Private Equity’s Role in Healthcare WSJ

33:40 - FDA releases long-awaited guidance to improve accuracy of pulse oximeters for all skin tones Stat

34:30 - CMS selects states for Medicaid maternal health model

35:09 - TikTok Case Before Supreme Court Pits National Security Against Free Speech

37:01 - Transcarent to acquire health benefits platform Accolade in $621M deal

38:24 - H1 acquires Ribbon Health to expand its reach to health plan, digital health markets

39:16 - Ardent Health kicks off 2025 with major expansion of urgent care clinic footprint

40:26 - Found introducing oral dissolvable GLP-1 tablet at reduced price

41:35 - Scientists Make World’s Skinniest Spaghetti. Nanopasta—with vital ingredient found in ant venom—could be used to improve bandages

42:27 - Louisiana health officials report first fatal case of H5N1 bird flu in the US

43:55 - Surgeon General Calls for Cancer Warnings on Alcohol

46:18 - CHAI's AI nutrition label is now open source

47:06 - How Are Companies Using AI Agents? Here’s a Look at Five Early Users of the Bots

53:37 - AI Startup Anthropic Raising Funds Valuing It at $60 Billion 

54:36 - Nvidia’s Project Digits is a ‘personal AI supercomputer’ 

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