Episode Details

193 - UnitedHealthcare Medicaid Lawsuit, Hospital AI Expansion, and the New Longevity Boom

Episode 193 Published 4 months, 3 weeks ago

Description

Vic and Marcus discuss signs of stress in the private credit market, including redemption pressure at Blackstone, major healthcare and AI funding rounds, and the growing interest of technology investors in longevity startups. They examine legal and regulatory developments involving generic drug marketing, Massachusetts' lawsuit against UnitedHealthcare over alleged Medicaid fraud, and California's action related to the 23andMe data breach. The conversation also covers health system adoption of artificial intelligence through partnerships with General Catalyst, new healthcare AI investments, the evolving IPO market, and growing debate over AI regulation and the role of companies such as Anthropic, Google, and OpenAI.

Links

Story 1: Economy

2:41 - U.S. Job Openings Increased While Hiring Fell in April WSJ

3:17 - U.S. Jobless Claims Rose Last Week WSJ

3:27 - Kevin Warsh Wants the Fed to Think About Inflation Differently WSJ

Story 2: Private Credit - Blackstone

5:44 - Blackstone Investors Ask to Pull $4.4 Billion From Private-Credit Fund WSJ

Story 3: VC rundown

7:14 - Coinbase Founder’s Longevity Startup Triples in Value WSJ

8:15 - Adaptive Innovations Raises $50M in Series A Funding FINSMES

9:37 - Advanced NanoTherapies raises $31M for drug-coated balloon tech Drug Delivery

9:58 - Contraline and its male birth control candidate rally $92.5M amid push into 'massive white space' of men's health Fierce Healthcare