172 - They Froze $10 Billion, Handed Healthcare to AI, and Let Machines Prescribe Drugs

Описание: Vic and Marcus open the year by unpacking how shifting political power, market dynamics, and AI acceleration are reshaping healthcare and the broader economy. They discuss Wall Street’s continued dominance, job market signals, venture capital strategies, and how AI is redefining everything from drug discovery to prescription renewals. The episode covers policy changes around vaccines, women’s health screening, federal funding freezes, hospital consolidation, payer pressure on providers, and the growing role of consumer wearables. They also examine OpenAI’s deepening move into healthcare, the risks and limits of clinical AI, Nvidia’s expanding dominance, and what these forces mean for entrepreneurs, healthcare operators, and patients navigating a rapidly fragmenting system.

Links
00:00 Intro
06:54 Dow closes above 49,000 for first time
https://www.wsj.com/finance/stocks/gl...
11:22 US job openings hit lowest level in over a year
https://www.cnn.com/2026/01/07/econom...
16:18 Antler reloads with $160M after 400+ investments
https://www.wsj.com/articles/venture-...
20:29 HRSA endorses at-home cervical cancer screening
https://www.fiercehealthcare.com/prov...
24:15 CDC pares childhood vaccine recommendations
https://www.wsj.com/health/healthcare...
34:09 AI approved to renew prescriptions without doctors
https://x.com/andrewcurran_/status/20...
38:43 HHS freezes $10B in funding to five states
https://www.wsj.com/politics/policy/h...
42:40 FDA opens path for AI-powered wearables
https://www.fiercehealthcare.com/ai-a...
45:30 340B rebate pilot paused after legal challenge
https://www.fiercehealthcare.com/prov...
47:47 UnitedHealthcare tightens radiology reimbursement rules
https://www.healthcaredive.com/news/u...
50:14 Nurses strike threat continues in New York
https://www.fiercehealthcare.com/prov...
51:52 RWJ Barnabas moves to acquire Englewood Health
https://www.nj.com/healthfit/2026/01/...
53:49 Novo Nordisk’s Wegovy pill launches in US
https://www.wsj.com/health/pharma/nov...
55:31 AbbVie nears deal for Revolution Medicines
https://www.wsj.com/business/deals/ab...
56:19 Eli Lilly partners with Nimbus on obesity pill
https://www.wsj.com/health/pharma/eli...
57:22 OpenAI introduces ChatGPT Health
https://openai.com/index/introducing-...
59:34 40M people use ChatGPT daily for health questions
https://www.fiercehealthcare.com/ai-a...
1:01:30 Hospitals test what AI can and can’t do
https://www.wsj.com/tech/ai/hospitals...
1:04:18 Nvidia unveils faster AI chips ahead of schedule
https://www.wsj.com/tech/ai/nvidia-un...
1:06:42 Lego introduces AI-powered Smart Play bricks
https://www.engadget.com/entertainmen...
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