Vic and Marcus break down the public feud between Elon Musk and Donald Trump, its impact on politics, social media power dynamics, and the fracture between tech elites and MAGA conservatives. They analyze market reactions, including crypto drops and investor concerns, and discuss the broader implications for the Republican party. The episode covers potential risks to Tesla and SpaceX, the debt ceiling crisis, recession indicators from ISM and Beige Book data, concerns over inflation data accuracy, and major venture capital updates across healthcare, insurance, and AI startups. They also examine healthcare policy impacts of the GOP bill, hospital layoffs, UnitedHealth’s ongoing legal battles, Epic’s TEFCA expansion, Amazon Pharmacy’s Medicare push, Apple’s App Store legal setback, FDA’s AI cancer screening approval, Quantum Health’s acquisition of Embold Health, and Anthropic’s alarming AI safety experiments.
1:33 - Elon and DJT Fight - X
23:13 - JPMorgan’s Jamie Dimon Predicts ‘Crack in the Bond Market,’ Citing U.S. Fiscal Mess WSJ
24:25 - US Economic Activity Ebbs, Prices Rise in Fed’s Beige Book Bloomberg
31:13 - Clara Home Care Raises $3.1M in Seed Funding FINSMES
32:47 - Texas Health Resources Among Investors in ArcheHealth Healthcare Innovation
33:49 - Reserv nabs $25M to fix insurance claims tech Axios
34:49 - Outcomes4Me Raises $21M in Funding FINSMES
35:49 - Prepared raises $80M to expand AI-powered emergency response platform Silicon Angle
38:29 - Omada Health aims to raise $158M in IPO, targeting valuation of $1.1 billion Fierce Healthcare
39:11 - Nearly 11M would become uninsured under GOP reconciliation bill: CBO Healthcare Dive
42:51 - Apple loses bid to pause app store reform order in Epic Games case Reuters
47:03 - UnitedHealth posts shareholder FAQ that offers greater detail on C-suite strategy Fierce Healthcare
51:04 - Ascension nears $3.9B AmSurg acquisition Fierce Healthcare
52:30 - 38 hospitals, health systems cutting jobs Beckers
54:09 - Amazon Pharmacy’s PillPack expands to Medicare patients Healthcare Dive
54:54 - Epic charts growth in provider TEFCA adoption Healthcare Dive
56:44 - Novartis’s Cancer Treatment Pluvicto Shows Positive Results in Trial WSJ
57:20 - Facing a Cancer Diagnosis? Exercise and Diet Could Make a Difference WSJ
59:36 - FDA clears first AI tool for breast cancer risk prediction from startup Clairity Fierce Healthcare
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