All Episodes

August 23, 2025 28 mins

Vic hosts solo as Marcus steps away after losing a pet, then runs a tight roundup: stronger corporate earnings and Fed minutes ahead of Jackson Hole; likely September rate‑cut odds; venture moves including Molecular You’s $5M biomarkers raise, Eight Sleep’s $100M and retail push plus FDA plans; AI in revenue cycle with Develop Health’s $14.3M; Chamath’s new SPAC with tougher sponsor terms; AAP guidance diverging from CDC on pediatric COVID shots; Medicare Advantage star‑ratings loss for a plan and a $289M whistleblower hit for CVS; UnitedHealth’s new governance committee; Emory layoffs and WARN‑act suit, Mass General Brigham’s layoff costs; FDA expanding Wegovy to liver disease; rising survival and uncertainty with metastatic cancers; Circle insider selling after its IPO; Texas AG probing Meta and Character.AI mental‑health claims; EHR AI escalation from Epic (160 projects) and Athenahealth, plus Google’s on‑device Magic Queue and Fitbit coaching; deepfake risks from politics to CEO scams, with a NYT quiz that fools viewers; and a Loom “lamp” robot that folds laundry.


Links

0:48 Strong Crop of Earnings Eases Investors’ Economic Concerns WSJ

1:38 Fed Minutes Reveal Broad Support for Holding Rates Steady Last Month WSJ

2:34 Behind Powell’s Big Gamble in Final Jackson Hole Speech NYT

3:40 B.C. healthy longevity company Molecular You raises $5M to expand biomarker testing Geek Wire

4:05 Eight Sleep raises $100 million, preps retail stores Axios=

5:18 Develop Health garners $14.3M for AI prior authorization platform Mobi Health

5:59 ‘Spac King’ Chamath Palihapitiya returns with a new blank-cheque vehicle https://www.axios.com/2025/08/20/chamath-palihapitiya-spac

7:58 Leading Pediatrics Group Recommends Covid-19 Shots for Young Children, Differing From CDC WSJ

9:01 Elevance Health loses Medicare Advantage star ratings suit to CMS Fierce Healhcare

10:00 Pennsylvania judge hits CVS with $289M fine in whistleblower suit Fierce Healthcare

10:34 UnitedHealth forms board committee focused on enhanced governance Fierce Healthcare

11:07 Former Emory Healthcare employee files class action lawsuit after wave of layoffs  Atlanta News First

12:28  Despite stronger Q3, Mass General Brigham's operations down $44M across 9 months due to layoff expenses Fierce Healthcare

12:54 FDA Approves Novo Nordisk’s Wegovy for Liver Disease WSJ

13:26 A New Reality for Terminal Cancer: Longer Lives, With Chronic Uncertainty WSJ

15:33 CEO Jeremy Allaire Is Selling Circle Stock Yahoo

16:59 Texas attorney general accuses Meta, Character.AI of misleading kids with mental health claims TechCrunch

18:11 How athenahealth is approaching AI for physician practices as tech innovation accelerates Fierce Healthcare

18:45

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