Vic and Marcus recap Marcus’s keynote covering two years of show themes, then dig into Trump’s pace of change, Newsom’s X strategy, July inflation and market reactions, major healthcare deals, Nvidia’s China workaround, U.S. R&D tax incentives, FDA moves, antitrust pushback, and payvider results. They also hit Omada’s growth, Lilly’s weight-loss pill troubles, crypto’s surge, Oracle Health’s EHR push, state AI rules, OpenAI’s rocky rollout, and close with caregiving, healthspan, and their new studio.
Links
8:30 Inflation Held Steady at 2.7% in July WSJ
9:33 U.S. Stocks Amble to Fresh Records on Optimism for a September Rate Cut WSJ
11:07Citizen Health Inks $30m Sereis A VC Journal
14:53 Reprieve Cardiovascular raises $61M for heart failure treatment system Mass Device
15:26 Conformal Medical nets $32M to complete trial of foam-based heart occluder Fierce Healthcare
15:57 Tony Robbins and Peter Diamandis’ longevity company Fountain Life raises $18M TechCrunch
16:56 Gameto Secures $44M to Advance Stem Cell Therapy for Infertility and Menopause HIT Consultant
17:41 Arintra Raises $21M to Help Providers Win the Reimbursement Fight MedCity
18:03 SetPoint Medical nabs $140M to commercialize neuromod device Modern Healthcare
18:36 With Billions at Risk, Nvidia CEO Buys His Way Out of the Trade Battle WSJ
23:14 No More Offshore. Startups Look to Spend and Hire in U.S. Due to Trump Tax Change. WSJ
25:03 Vinay Prasad, in surprise reversal, to rejoin FDA after abrupt departure Biopharma Dive
28:10 Nearly 6,500 providers reject Blue Cross antitrust deal Modern Healthcare
29:04 Cardinal Health Posts Mixed Results, Strikes $1.9 Billion Solaris Health Deal WSJ
30:14 Providence narrows operating losses in Q2 on volume, commercial rate gains Fierce Healthcare
30:36 Kaiser Permanente ahead of last year on revenue and profit Healthcare Finance
36:47 Omada grows revenue, membership in public earnings debut Healthcare Dive
37:59 Eli Lilly Shares Slide as Weight-Loss Pill Results Dent Enthusiasm WSJ
40:20 Bayer, Kumquat Biosciences Team Up on New Potential Cancer Drug WSJ
40:57 https://www.youtube.com/watch?v=pi3A4443HDo
41:52 Crypto Firm Circle Posts Loss in First Earnings Report After IPO WSJ
47:22 Bullish’s Stock Soars in Latest Test for IPO Market WSJ
48:56 Coinbase App X
50:56 Oracle Health debuts
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