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
40:08 - Anthropic Releases New ‘Mythos-Class’ Model to General Public With Guardrails WSJ
41:16 - bWe've Never Seen an AI Like This (Claude Fable 5) YouTube
Story 13: Price War Coming?
1:05:55 - OpenAI Considers Drastic Price Cuts, Anticipating War for Users With Anthropic WSJ
Story 14: Apple Developer Conf
1:07:37 - Apple Unveiled the New Siri AI. Here Are the Key Takeaways. WSJ
Story 15: Apple Developer Conf
1:12:47 - Driverless Trucks Are Here—and They’re Delivering Bags of Doritos WSJ
