Vic and Marcus discuss revised jobless claims, Nvidia's continued AI-driven growth, and major developments across healthcare, technology, and policy. They cover Cityblock's acquisition of Homeward Health, new telehealth prescribing rules, Meta's $17.1 billion settlement over teen social media protections, and Medicare overbilling allegations involving Humana-owned Villages Health. The episode also examines cyberattacks affecting medical device companies, a new FDA-approved treatment for pancreatic cancer, Alzheimer's blood testing, diabetes monitoring technology, and concerns about AI transparency in healthcare. They close with Nvidia's reported move to acquire Hugging Face, Stripe's OpenRouter acquisition, and warnings from major technology companies about the growing threat of AI-enabled cyberattacks.
Story Lineup
1 — In This Economy
2:32 - Story 1: U.S. Jobless Claims Fall to 203,000; Labor Market Stays Resilient [WSJ]
4:45 - Story 2: Nvidia Reports Record $96.2B Revenue, Projects 70% Growth; AI Spending Boom Intact [WSJ]
7:11 - Story 3: Fed Chair Warsh Faces Pressure at Jackson Hole; Treasury-Fed Boundary Tensions Rise [WSJ]
2 — VC Deal Review
11:15 - Story 1: Cityblock Health Secures $116M Series E, Acquires Homeward Health to Expand Rural Medicare Advantage [MedCity News]
12:24 - Story 2: Onos Health Raises $17M Series A for AI-Driven Behavioral Health Platform [MedCity News]
3 — Policy
13:09 - Story 1: DEA Sends Final Telehealth Prescribing Rule to White House for Review; Would Enable Controlled-Substance Prescribing via Telehealth [Becker's]
14:29 - Story 2 : Meta to Pay up to $17.1 Billion
4 — Health Payors
18:17 - Story 1: Humana's Villages Health Settles Medicare Advantage Billing Fraud for $541.5M Over Fake Diagnosis Codes [Healthcare Dive]
5 — Health Systems
19:43 - Story 1: UPMC Swings to $18.3M Operating Loss in Q2; Insurance Revenue Up, Patient Revenue Flat Signals Margin Pressure [Becker's]
20:27 - Story 2: Boston Scientific Operations Disrupted by Cyberattack; Ordering and Shipping Systems Hit [Healthcare Dive]
6 — Pharma & Novel Therapies
25:26 - Story 1: FDA Approves Daraxonrasib (Rasonque), First RAS Inhibitor for Advanced Pancreatic Cancer—Landmark Breakthrough [WSJ]
26:48 - Story 2: Roche and Eli Lilly Win FDA Clearance for First-of-Its-Kind Alzheimer's Biomarker Blood Test [WSJ]
28:09 - Story 3: Novo Nordisk Shares Fall as Eli Lilly Outcompetes GLP-1 Market; Stock Down 70% from June 2024 Peak [WSJ]
7 — About Health & Us / The Clinician's Voice
30:05 - Story 1: FDA Clears Abbott's First-of-Its-Kind Wearable Ketone Sensor to Detect Diabetic Ketoacidosis Risk [Fierce Biotech]
31:07 - Story 2: Nearly Half of Americans Unaware Whether AI Has Been Used in Their Care, Pew Survey Finds [Healthcare Dive]
37:32 - Story 3: Oura Health Wearable Ring Faces Class-Action Lawsuit Over Sleep-Tracking AI Accuracy Claims [MedCity News]
8 — The AI Tracker
40:10 - Story 1: Nvidia Reportedly Acquiring Hugging Face AI Model Hub for ~$13B; Control Over Open-Source Infrastructure Consolidates [Gizmodo]
41:58 - Story 2 : Stripe Buys A.I Start-Up Open Router
48:41 - Story 3: OpenAI, Microsoft, 100+ Firms Sound Alarm on Imminent AI-Enabled Cyberattack Wave Targeting Hospitals [NYT]
