Health:Further Podcast Por Marcus Whitney & Vic Gatto arte de portada

Health:Further

Health:Further

De: Marcus Whitney & Vic Gatto
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Every week, healthcare VCs and Jumpstart Health Investors co-founders Vic Gatto and Marcus Whitney review and unpack the happenings in US Healthcare, finance, technology and policy. With a firm belief that our healthcare system is doomed without entrepreneurship, they work through the mud to find the jewels, highlight headwinds and tailwinds, and bring on the smartest guests to fill in the gaps.

© 2025 Health:Further Economía Higiene y Vida Saludable
Episodios
  • 185 - AI Is Creating Jobs While Breaking Security and Reshaping Healthcare

    185 - AI Is Creating Jobs While Breaking Security and Reshaping Healthcare
    Apr 11 2026
    Vic and Marcus break down revised GDP data and slowing economic growth, rising concerns around private credit exposure across banks and pensions, and the long-term decline in labor force participation driven by aging demographics and immigration policy. They discuss the evolving job market as AI creates new roles and skill demands, while also examining venture activity including Yuzu Health’s funding and broader digital health investment trends. The episode covers major healthcare policy shifts like Medicare Advantage rate changes, California’s stance on private equity in medical practices, and health system performance driven by scale. They also explore breakthroughs in osteoarthritis treatments, ongoing challenges with nurse burnout and workforce retention, and increasing cybersecurity risks in healthcare platforms. The conversation expands into pharma developments, GLP-1 market expansion, and direct-to-consumer healthcare models. Finally, they dive deep into AI’s accelerating impact, including data center pushback, emerging policy frameworks, quantum security risks, and the implications of next-generation AI models capable of exposing widespread system vulnerabilities.LinksStory 1: Economic Rundown1:07 - US economy grew a sluggish 0.5% in fourth quarter, government says, downgrading previous estimate AP1:47 - Insurers’ $1 Trillion Buildup in Private Credit Is Leaving Regulators in the Dust WSJ4:04 - Why More People Are Dropping Out of the Job Market WSJ6:20 - The New Jobs Being Created by AI WSJStory 2: Q1 VC Growth & AI firms enter Health8:27 - Yuzu Health Raises $35M in Series A Funding FINSMES9:46 - Q1 2026 funding overview: Capital continues concentrating and four other market signals Rock Health12:02 - Anthropic acquires stealth AI startup Coefficient Bio in $400M deal: reports Fierce HealthcareStory 3: CA Limiting PE in Healthcare13:18 - California AG Urges Walling Off Medical Practices From Private Equity Rob Bonta stakes out a strict position on private equity’s roe in healthcare WSJStory 4: HHS moves19:05 - CMS finalizes higher Medicare Advantage rates for 2027 in gift to insurers Healthcare Dive20:57 - Federal Agency Unveils Three Potential Osteoarthritis Treatments NYTStory 5: Advocate Improved Financials22:45 - Advocate Health improves to 4% operating margin, $4.6B bottom line across 2025 Fierce HealthcareStory 6: Nurse Job Satisfaction24:55 - Nurses' job satisfaction stumbles after post-pandemic gains: survey Fierce HealthcareStory 7: Hims Cyber Attack27:35 - Hims & Hers says limited data stolen in social engineering attack Healthcare DiveStory 8 - 2 Acquisitions29:20 - Gilead to buy cancer biotech Tubulis for more than $3 billion Stat29:56 - Neurocrine to Buy Soleno, Nabbing Drug for Relentless Hunger Disorder WSJStory 9 - GLP-1 wars30:54 - Novo Nordisk Launches Higher-Dose Wegovy Weight-Loss Shot in U.S. WSJ31:23 - Eli Lilly launches oral GLP-1 drug across US through Lilly Direct, telehealth providers Fierce Healthcare Story 10 - Using AI for Health Data Analysis32:11 - I Uploaded My Blood Work to AI. Am I Oversharing? WSJStory 11 - Q-Day Getting Close35:11 - Cloudflare targets 2029 for full post-quantum security CloudflareStory 12-OpenAI Advising World Governments while States Resist Data Centers 38:09 - Industrial Policy for the Intelligence Age: Ideas to Keep People First OpenAI41:48 - These Cities and States Are Taking Aim at Data Centers WSJStory 13 - Anthropic Glasswing & Mythos45:00 - Anthropic Set to Preview Powerful ‘Mythos’ Model to Ward Off AI Cyberthreats WSJ49:43 - Anthropic Teams Up With Its Rivals to Keep AI From Hacking Everything Wired
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    56 m
  • 184 - How AI Created a Billion-Dollar Company With Just 2 People

    184 - How AI Created a Billion-Dollar Company With Just 2 People
    Apr 4 2026
    Vic and Marcus recap the Jumpstart Health Summit, including a workshop where non-technical founders built full AI-driven products and an agentic investment bank in under 48 hours, followed by key discussions from the summit on healthcare transformation, AI infrastructure, venture capital evolution, and leadership changes at Jumpstart Health. They break down major economic signals including declining job openings, stock market performance, and rising risks in private credit markets, then analyze healthcare policy shifts targeting hospital pricing practices and UnitedHealthcare’s push into AI-driven member tools. The episode also covers major pharma momentum led by Eli Lilly across acquisitions, GLP-1 advancements, and AI-powered drug discovery, alongside emerging trends in crypto-backed mortgages, agentic commerce, and Coinbase’s expanding role in financial infrastructure. They close with a deep dive into AI disruption, highlighting a two-person billion-dollar company, open-source model acceleration, security risks, and breakthroughs that could reshape hardware demand and the future of work.LinksStory 1 Jobs and Equity market11:37 - U.S. Job Openings and Hiring Fell in February WSJ18:10 - Here’s What Worked During a Rough Quarter for Markets WSJStory 2 Private credit watch19:17 - What Banks Stand to Lose From the Private-Credit Mess WSJStory 3 VC rundown23:14 - WHOOP Secures $575M, Reaches $10B Valuation MedCityStory 4 DOJ v NY Pres25:21 - Justice Department Files Antitrust Lawsuit Against NewYork-Presbyterian WSJStory 6 UHG launches AI Companion30:12 - UnitedHealthcare launches Avery, a generative AI companion for members Fierce HealthcareStory 7 1st Reimbursement for Robot Companion32:22 - Intuition Robotics secures Medicaid coverage for social AI robot ElliQ in Washington State Fierce HealthcareStory 8 Eli Lilly moves37:21 - Eli Lilly to Buy Centessa Pharmaceuticals for Initial $6.3 Billion WSJ37:55 - Eli Lilly Gets Speedy FDA Nod for Oral GLP-1 Drug, a Competitor to New Novo Nordisk Pill MedCity38:52 - Eli Lilly reaches $2.75 billion deal with Insilico to bring AI-developed drugs to the global market CNBCStory 9 Web3 rundown39:54 - Fannie Mae to Accept Crypto-Backed Mortgages for the First Time WSJ41:54 - Coinbase’s AI payments system joins Linux Foundation, gathers support from Google, Stripe, AWS and others Coindesk45:57 - Coinbase clears key regulatory hurdle in bid to bolster its stablecoin business CNBC Story 10 1st $B - 2 person AI startup is healthcare47:24 - How A.I. Helped One Man (and His Brother) Build a $1.8 Billion Company NYTStory 11 Antropic50:27 - Anthropic Races to Contain Leak of Code Behind Claude AI Agent WSJ51:19 - Claw Code Launches Open-Source AI Coding Agent Framework With 72,000 GitHub Stars in First Days 24-7Story 12 Google54:00 - Google announces Gemma 4 open AI models, switches to Apache 2.0 license ArsTechnica56:30 - Google now lets you direct avatars through prompts in its Vids app TechCrunch57:00 - Google’s TurboQuant Breakthrough Just Rewrote the AI Playbook Yahoo
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    1 h y 1 m
  • 183 - AI Agents Are Coming for Your Job Faster Than Anyone Expected

    183 - AI Agents Are Coming for Your Job Faster Than Anyone Expected
    Mar 28 2026
    Vic and Marcus discuss rising energy costs and their ripple effects across the economy, declining tourism, and ongoing financial pressure tied to global instability. They break down major healthcare funding deals including telehealth weight loss platforms and AI governance in health systems, along with payer struggles and pharmaceutical acquisitions. The episode explores legal shifts around social media liability and Section 230, contrasting platform responsibility with internet infrastructure. They cover policy updates in Medicaid and rural hospital funding, trends in tokenized financial markets, and AI developments across healthcare, enterprise, and consumer platforms. The conversation closes with a deep dive into the evolution of AI agents, digital workers, and the shift toward autonomous systems that could redefine how individuals and companies operate. LinksStory 1 - Energy prices2:34 - How Americans Are Navigating Higher Energy Costs on Every Front WSJStory 2 - VC Rundown5:42 - GLP-1 unicorn raises $200 million from Tom Brady, others Axios7:48 - Qualified Health locks in $125M in fresh funding to scale enterprise AI at health systems Fierce HealthcareStory 3 - Section 230 Challenged9:16 - Meta and YouTube Lose Landmark Social-Media Addiction Trial WSJ16:24 - Supreme Court Limits Liability for Internet Service Providers WSJStory 4 - Peds Wrap-around payment modelStory 5 - Cash available for Rural Health systems23:27 - Rural hospitals could apply for temporary interest-free construction, renovation loans under new bipartisan bill Fierce HealthcareStory 6 - Higmark results24:45 - Highmark reports $175M net loss for 2025 as financial headwinds batter health plan Fierce HealthcareStory 7 - 2 Pharma Deals25:10 - Merck Reaches Nearly $6 Billion Deal for Cancer Biotech Terns WSJ26:03 - Gilead Sciences gains opportunity for immune system reset with $1.7B Ouro acquisition MedCity Story 8 - Dance therapy27:33 - Tango Therapy: How the Dance of Passion Is Helping Parkinson's Patients NYTStory 9 - Tokenized Stocksl29:04 - NYSE Partners With Securitize to Develop 24/7 Tokenized Securities Platform WSJStory 10 - OpenEvidence expands product offereing29:53 - OpenEvidence rolls out AI medical coding feature Fierce HealthcareStory 11 - Optum using AI to reduce Fraud32:05 - A look at how Optum Rx is using AI to address pharmacy fraud, waste and abuse Fierce HealthcareStory 12 - OpenAI moving to enterprise33:56 - OpenAI Scraps Sora Video Platform Months After Launch WSJ35:23 - OpenAI abandons yet another side quest: ChatGPT’s erotic mode TechCrunch37:46 - OpenAI sweetens private equity pitch amid enterprise turf war with Anthropic, sources say ReutersStory 13 - Google’s Gemini coming to Siri41:59 - New details on Apple-Google AI deal revealed, including Gemini changes: 9to5 macStory 14 - Google releases Figma Competitor44:52 - I 'Vibe Designed' a Website in Minutes Using Google Labs' Stitch Tool CNet
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    1 h
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