Episode Details

Vic and Marcus discuss rising inflation tied to escalating conflict in Iran and the broader economic implications for energy markets, review major venture capital and healthcare startup funding activity including surgical AI company Uncovr, examine developments in AI adoption and productivity across healthcare, analyze the competitive landscape between Apple and leading AI labs, explore IPO activity ranging from SpaceX demand to healthcare and pharmaceutical offerings, and close with a discussion on robotics, automation, and the impact of humanoid robots on future labor markets.

Links

Story 1: Economy

5:16 - Inflation Jumps as Iran War Intensifies Price Squeeze NYT

9:16 - SpaceX IPO Draws at Least $5 Billion Order From BlackRock

Story 2: VC rundown

15:32 - Surgical AI Startup Uncovr Emerges from Stealth with $7M Seed Funding HIT

16:55 - Stepful raises $55M for healthcare training platform Mobi Health

Story 3: Price transparency

17:40 - Kennedy & Oz Discuss Price transparency on X

Story 4: CMS Top 5 Priorities

22:39 - The 5 Areas Where Dr. Oz Says CMS Can Make Healthcare More Affordable MedCity

Story 5: Drug prices inside EMRs

26:41 - BCBS of Massachusetts partners for lower-cost drug alternatives Healthcare Finance

Story 6: GSK Oncology

28:21 - GSK to Buy Nuvalent for $10.6 Billion in Oncology Push WSJ

Story 7: GLP-1 Pills

28:40 - Novo Nordisk Weight-Loss Pill Prescriptions Hit Three Million Since Launch WSJ

Story 8: Pharma IPO in Canada

30:01 - Apotex Shares Rally as Trading Begins Following Pricing of C$1.3 Billion IPO WSJ

Story 9: Wearable Showdown 

31:33 - The Wearable Showdown: Oura Ring 5 vs. Fitbit Air vs. Whoop MG vs. Apple Watch WSJ

Story 10: Agent Payments

34:41 - Coinbase Launches Tool That Lets AI Agents Trade Crypto and Make Payments for Users Decrypt

35:35 - Mastercard Launches Agent Pay for Machines, Ripple and XRPL Join 30+ Partners to Power AI-Driven Commerce Merkle

Story 11: Abridge growth

38:53 - Abridge picks up strategic investment from Eli Lilly, expands payer, research workflows Fierce Healthcare

Story 12: Claude Fable5