173 - Healthcare Is Collapsing, AI Is Taking Over, and No One Is Prepared

Описание: Vic is joined by guest host Paul Kappelman to break down the latest signals shaping healthcare and the economy, including inflation trends, slowing job growth, housing market movement, healthcare spending exceeding $5 trillion, Medicare Advantage investigations, payer scrutiny, hospital labor strikes, and major pharma M&A. The episode also covers at-home cancer care, digital health’s growing divide, new federal healthcare proposals, shifting nutrition guidelines, flu treatment advances, data interoperability battles, and how AI agents from OpenAI and Anthropic are beginning to reshape clinical workflows, consumer health access, and everyday work.

Links
00:00 Intro

04:12 Inflation Holds at 2.7%
https://www.wsj.com/economy/consumer-...

05:19 America’s Job Market Slows
https://www.wsj.com/economy/jobs-repo...

07:54 Home Sales Jump 5.1%
https://www.wsj.com/economy/housing/h...

10:26 Bringing Cancer Care Into the Home
https://www.wsj.com/health/healthcare...

13:51 US Healthcare Spending Hits $5.3 Trillion
https://www.beckershospitalreview.com...

15:44 Digital Health Funding: A Tale of Two Markets
https://rockhealth.com/insights/2025-...

17:55 The Great Healthcare Plan
https://www.whitehouse.gov/fact-sheet...

20:58 RFK Jr.-Backed Dietary Guidelines
https://www.wsj.com/health/healthcare...

22:19 UnitedHealth Medicare Advantage Investigation
https://www.wsj.com/health/healthcare...

23:56 Kaiser Permanente $556M Medicare Fraud Settlement
https://www.fiercehealthcare.com/paye...

25:24 UnitedHealthcare Accelerates Rural Hospital Payments
https://www.fiercehealthcare.com/paye...

26:15 NYC Nurses Strike
https://www.nytimes.com/2025/01/15/ny...

27:48 Epic Sues Over Medical Record Data Misuse
https://www.healthcaredive.com/news/e...

31:58 Boston Scientific Acquires Penumbra for $14.5B
https://www.fiercehealthcare.com/medt...

33:09 Flu Surge and Antivirals
https://www.wsj.com/health/flu-surge-...

35:22 Polymarket and Dow Jones Partnership
https://www.wsj.com/finance/polymarke...

37:33 Claude Expands Into Healthcare
https://www.anthropic.com/news/advanc...

38:32 Claude MRI Interpretation Example
https://x.com/anthropicai/status/1746...

40:10 OpenAI Acquires Healthcare Startup Torch
https://www.fiercehealthcare.com/heal...

42:17 Apple and Google Gemini Partnership
https://www.macrumors.com/2025/01/14/...

44:00 Anthropic Launches Cowork AI Agent
https://techcrunch.com/2025/01/13/ant...

44:49 Claude Cowork Demo
https://x.com/anthropicai/status/1747...

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