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  • Venture Capital’s BIGGEST Bet on AI | Here’s Why It Could Fail!
    2024/10/05

    In this episode, Marcus & Vic discuss dock worker strikes, automation, & union demands. AI's effect on job displacement & societal change highlights AI tools' rapid development. Inflation concerns linked to the strike, review of recent developments in healthcare hiring, corporate real estate issues, & venture capital activity in healthcare AI. Updates on virtual dementia care, physical therapy practice management software, & venture capital's cautious stance in growth-stage investing.

    1:39 - A Candid Conversation With ILA President Harold J. Daggett

    5:32 - Will Automation Replace Jobs? Port Workers May Strike Over It

    7:55 - Port Strike Puts Pressure on Harris, Biden Ahead of Election

    9:43 - The Profane 78-Year-Old Leading the Dockworkers Strike

    9:55 - Governor DeSantis calls on FL Nation Guard to open ports X

    10:04 - DeSantis orders Florida National Guard, State Guard to intervene in port strike

    11:46 - Healthcare hiring slows, raising concerns for US job market

    13:14 - Chrysler Building Owner Is Poised to Lose Control of Iconic Skyscraper

    14:10 - The biggest opportunities for healthcare AI

    15:21 - Roadmap: Healthcare AI BVP website

    15:25 - Rippl announces $23M series A to expand virtual dementia care

    16:22 - StrataPT secures $25M for practice management software Axios

    17:49 - A Venture Capital Firm Does Something Rare: Give Money Back

    21:22 - TPG buys majority stake in health information network Surescripts

    23:01 - Feds back healthcare workers in noncompete lawsuit

    28:19 - Top healthcare takeaways from the VP presidential debate

    28:53 - California governor signs AI bills targeting providers, insurers

    30:45 - Humana Shares Plunge After Changes in Medicare Star Ratings

    32:01 - Glenview Capital Plans Push for Changes at CVS

    32:10CVS Board Conducts Strategic Review of Company

    35:08 - Mounjaro and Zepbound no longer in shortage

    38:25 - How Fentanyl Drove a Tsunami of Death in America

    40:16 - AI Will Drive Broad Deflation, Silicon Valley Pioneer Vinod Khosla Says

    43:41 - OpenAI Nearly Doubles Valuation to $157 Billion in Funding Round

    47:45 - Bret Taylor 20VC Podcast

    48:59 - Nvidia just dropped a new AI model

    51:16 - MIT spinoff Liquid debuts non-transformer AI models

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    56 分
  • 88 - Heart Health Innovation with Josh Eckelberry, Principal at Solas BioVentures
    2024/10/02

    In this episode of the Health Further podcast, Vic interviews Josh Eckelberry, a seasoned venture capitalist and Principal at Solas BioVentures, a life sciences venture capital firm. Josh brings a wealth of knowledge in healthcare innovation, particularly in heart health and cutting-edge cardiac technologies. With a focus on breakthrough medical devices, novel pharmaceuticals, and AI-driven diagnostic tools, Josh shares his insights on the future of healthcare and heart disease treatment. From discussing his journey into venture capital to highlighting the latest advancements in cardiac care, this episode is packed with valuable insights for anyone interested in health tech, medical innovations, and investment in healthcare startups.


    Solas BioVentures website: https://www.solasbio.com/

    Josh Eckelberry on LinkedIn

    Innovation videos used in the show

    Intershunt: YouTube

    Basking Biosciences: YouTube

    Vektor Medical: YouTube


    00:00:00 - Intro

    00:00:17 - Introduction of Josh Eckelberry

    00:01:07 - Overview of Cardiac Innovation Pipeline

    00:01:50 - Diagnostic Tools, Treatments, and New Technologies

    00:02:00 - Josh Eckelberry's Background and Journey into Venture Capital

    00:04:00 - Role and Focus of Solas BioVentures

    00:06:00 - Investment in Cardiac Care and Life Sciences

    00:07:12 - Types of Innovations: Molecules, Devices, and Diagnostics

    00:14:05 - Introduction of InterShunt Technology

    00:19:00 - Commercialization and Clinical Trials of InterShunt

    00:21:00 - Introduction of Basking Biosciences and Stroke Treatment Innovation

    00:24:00 - Basking Biosciences' Aptamer Technology

    00:32:00 - Introduction of Vektor Medical's AI-Based Cardiac Mapping

    00:36:00 - FDA Clearance and Adoption of Vektor Medical's Technology

    00:38:00 - The Future of Cardiac Innovation and Healthcare Technology

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    42 分
  • 87 - How AI is Reviving Nuclear Power w/ The Return of Three Mile Island
    2024/09/28

    In this episode, Marcus and Vic talk Fed's rate cuts, market trends since the 1980s, & how these factors affect the economy. Explore China’s economic efforts, AI innovations in radiology from companies like Qure.ai, venture capital investments in healthcare, including special needs plans and women’s midlife hormonal care, & Growing importance of advanced primary care—the potential reopening of Three Mile Island. Meta’s Orion AR glasses are shaping the future of technology. Broader economic and policy implications, including FTC actions, Medicare Advantage plans, & healthcare venture capital

    5:25 Here’s What Happens to Markets When Interest Rates Fall, in Charts WSJ

    10:31 China unleashes stimulus blitz to lift growth FT

    13:19 Radiology vendor Qure.ai completes $65M Series D funding round Radiology Business

    15:30 MA insurer Zing Health banks $140M

    16:56 Centivo gets $75M from Cone Health venture arm, others Modern healthcare

    18:38 Tory Burch, Amy Schumer among celebrity investors backing Midi Health's $63M series B

    20:59 Insight Partners closes in on $10bn fund as venture deals pick up Financial Times

    21:60 FTC targets 3 biggest PBMs over insulin rebates Modern Healthcare

    23:24 Electronic health records giant Epic Systems sued over alleged monopolistic

    28:08 Ozempic CEO agrees to discuss lower prices

    31:52 Justice Department Sues Visa, Alleges Illegal Monopoly in Debit-Card Payments WSJ

    36:27 Tennessee officials pressure Ballad Health's hospital monopoly Modern Healthcare

    41:22 Cigna trims Medicare Advantage plans in eight states Fierce Healthcare

    42:28 Nonprofit hospitals received $37.4B in federal

    44:43 Mount Sinai partners with Noom Modern Healthcare

    48:0 Roche Narrows Pharma Pipeline Amid Push Into Obesity Market WSJ

    50:03 The Keys to Aging at Home? Frank Conversations and Financial Planning WSJ

    54:56 OpenAI to Become For-Profit Company WSJ

    58:15 Meta’s big tease The Verge

    1:00:20 Lionsgate, Studio Behind ‘John Wick,’ Signs Deal With AI Startup Runway WSJ

    1:01:06 LA’s streaming gold rush is over. Film and TV workers have been left in the dust. Sherwood

    1:04:27 Three Mile Island’s Nuclear Plant to Reopen, Help Power Microsoft’s AI Centers WSJ

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    1 時間 7 分
  • 86 - How VR & AR Are Changing Medicine Forever! w/ Walter Greenleaf
    2024/09/25

    In this episode of the Health Further podcast, hosts Marcus and Vic engage in a dynamic discussion with neuroscientist and digital health expert Walter Greenleaf. They explore a range of topics, including the integration of VR and AR in healthcare, their potential in therapeutic treatments like stroke rehabilitation and mental health, and the broader role of digital health technologies. They also delve into the evolving healthcare landscape, discussing how new innovations are addressing challenges like patient adherence, clinician training, and the future of regulation and reimbursement in digital therapeutics.


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    56 分
  • 85 - 23andMe’s Leadership Walkout | What’s Happening Behind Closed Doors?
    2024/09/21

    In this episode, Marcus & Vic discuss the impact of the Federal Reserve's rate cuts, the labor strikes in major industries, including Boeing & U.S. port workers, and the potential implications on national security and the economy. Amazon's new return-to-office mandate, which they suggest may be a strategic way to reduce the workforce. Highlight venture capital deals, FDA approvals, and the ongoing cultural clash between technological advancements, such as AI, and the workforce's response.

    Links:
    4:03 - Fed Cuts Rates by Half Percentage Point WSJ
    8:42 - Senator Warren Letter to the Fed Letter
    13:03 - Boeing Union Goes on Strike, Halting 737 Production WSJ
    16:18 - U.S. Importers Are Pulling in Goods Early as Possible Port Strike Draws Closer WSJ
    22:39 - Amazon Tells Workers to Return to Office Five Days a Week WSJ
    26:04 - Ferrum Health nabs $16M to get FDA-cleared AI into hospitals Axios
    27:55 - PictorLabs hauls in $30M for digital staining Axios
    29:00 - Guardian Pharmacy Services sets IPO terms Axios
    29:40 - Bipartisan telehealth extension bill passes in House committee Fierce Healthcare
    30:13 - FDA Commissioner Talks Healthcare AI Forbes
    32:40 - Court Appears Skeptical of TikTok’s Challenge to U.S. Ban WSJ
    34:33 - DeepWell DTx receives FDA clearance for its therapeutic video game developer tools TechCrunch
    36:19 - DeepWell’s mindfulness game: Zengence
    38:32 - Senate panel votes to hold Steward Health CEO in contempt of Congress The Hill
    40:26 - Insurers set to rake in $11.8B in Medicare quality bonus payments for 2024 Fierce Healthcare
    42:28 - UTHealth Houston collaborates with OpenAI to offer clinicians HIPAA-compliant ChatGPT solutions Fierce Healthcare
    45:23 - Kroger Antitrust Case Could Open Up New Bag of M&A Possibilities WSJ
    50:12 - 23andMe Board Resigns in New Blow to DNA-Testing Company WSJ
    52:32 - Mirror, Mirror 2024: A Portrait of the Failing U.S. Health System Commonwealth Fund
    53:34 - The AI Spending Spree, in Charts WSJ
    54:59 - BlackRock, Microsoft Partner on Massive New AI Infrastructure Fund WSJ
    56:00 - T-Mobile Strikes Deal With OpenAI WSJ
    56:45 - Open Ai - GPT01: The Best Model I've Ever Tested 🍓 I Need New Tests! Youtube

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    1 時間 4 分
  • 84 - Can Your AirPods Now Replace a $5,000 Hearing Aid?
    2024/09/14

    00:50 - Inflation Extends Cooling Streak to Hit 2.5% in August WSJ

    02:00 - Ally Drops After CFO Flags Consumer Stress, Underperformance Bloomberg

    02:44 - China’s Deflationary Spiral Is Now Entering Dangerous New Stage Bloomberg

    04:41 - IT Unemployment Hits 6% Amid Overall U.S. Jobs Growth WSJ

    08:37 - Microbiome health science company Viome raises $25M to build out its diagnostics Vator

    09:35 - Salesforce rolls out new AI solutions, resources tailored to healthcare sector

    10:13 - Habitat Health announces founding leadership team and more than $50 million in capital investments

    12:53 - White House to require insurers pay for mental health the same as physical health The Hill

    14:49 - Harris and Trump square off on abortion, Obamacare in first debate Fierce Healthcare

    18:53 - Polymarket 2024 Presidental Election Forecast Polymarket

    19:39 - Steward Health CEO to Skip Hearing in Rare Rebuff of Congress Bloomberg

    21:35 - How a Private-Equity Payday Drained a Hospital Chain of Cash WSJ

    22:15 - Senate Hearing on Steward Health Care Bankruptcy C-span clip

    23:12 - AppliedVR's flagship VR device for chronic lower back pain now in network for Highmark members

    24:29 - Elevance grows Medicare Advantage business with IU Health deal

    26:07 - Cadence and Lifepoint: Remote monitoring shows promise to drive better health for rural patients

    28:22 - CommonSpirit opens Colorado hospital doors to Kaiser Permanente members, docs

    30:13 - Sleep Apnea Detection Will Be on Apple Watches Soon. Here's How It Will Work CNET

    35:41 - AirPods Pro 2 adds ‘clinical grade’ hearing aid feature 9to5Mac

    38:37 - Hospitals, health systems' labor crunch continues to fade Fierce Healthcare

    39:10 - YouTube to limit teens’ exposure to videos about fitness and weight across global markets

    45:14 - Salesforce rolls out new AI solutions, resources tailored to healthcare sector

    45:55 - Salesforce Health Cloud Library of Tools Health Cloud

    46:57 - UChicago Medicine grows into role of AI innovator HFMA

    49:18 - Where AI in healthcare is receiving venture capital investment

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    51 分
  • 83 - DEA vs Telehealth | Will Regulations End Prescription Abuse or Hurt Patients?
    2024/09/07

    Links:

    7:18 - Why This Jobs Report Could Be the Most Pivotal One in Years NYT

    9:16 - August private payrolls rose by 99,000, smallest gain since 2021 and far below estimates, ADP says CNBC

    12:25 - Thatch takes in $38M for ICHRA health benefits Axios

    13:30 - Lightforce lands $50M for dental devices Axios

    14:19 - Biden Prepares to Block $14 Billion Steel Deal WSJ

    17:53 - California Senate Passes Bill to Clamp Down on Private-Equity Healthcare Deals WSJ

    24:19 - Leaked Reports and Political Heat Are Testing Trust in Economic Data NYT

    26:35 - Advocates rush to Congress, White House to extend telehealth prescribing for two years, after DEA's plans leaked Fierce Healthcare

    29:49 - Pivotal Week Ahead in Kroger-Albertsons Case After FTC Lands Early Blows WSJ

    34:22 - Medicaid redeterminations still affecting Centene as stock plunges Fierce Healthcare

    39:19 - Mounting insurance expenses drag UPMC to $313M H1 operating loss Fierce Healthcare

    40:40 - Highmark Blue Cross Reaps $417 Million Profit As Health Plans And Providers Grow Forbes

    40:56 - Evernorth's Accredo to make Stelara biosimilar available at $0 out-of-pocket Fierce Healthcare

    41:30 - Humana exiting Medicare Advantage in 13 markets Fierce Healthcare

    43:56 - How a Leading Chain of Psychiatric Hospitals Traps Patients NYT

    48:11 - Rite Aid exits bankruptcy, sheds $2B in debt Retail Dive

    49:34 - Feeling Suddenly Older? Scientists See Aging ‘Waves’ at 44 and 60 WSJ

    52:03 - The Household Ingredient That’s Powering Olympic Runners WSJ

    54:38 - The effect of sodium bicarbonate mini-tablets ingested in a carbohydrate hydrogel system

    54:46 - In a rural small town, a group of locals steps up to support senior health NPR

    57:31 - Startup Harrison.ai launches radiology-specific language model Fierce Healthcare

    58:50 - Apple, Nvidia Are in Talks to Invest in OpenAI WSJ

    1:05:39 - OpenAI may lift cap on profits as it courts Apple and Nvidia, report says MarketWatch

    1:06:16 - Yuval Harari: What Happens When the Bots Start Competing for Your Love? NYT-Op

    1:11:28 - AI Bets Are Reaching Astronomical Heights. Why the C-Suite Likes Its Odds Anyway. WSJ

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    1 時間 16 分
  • 82 - This Shocking TikTok Case Could Rewrite Internet Laws Forever!
    2024/08/31

    2:45 - Fed’s Powell Declares ‘Time Has Come’ for Rate Cuts WSJ
    4:24 -
    The Geography of Unequal Recovery NYT
    6:35 -
    Canada pallet backs order, restoring freight rail operation
    8:04 -
    The IPO Market Gets Cold Feet WSJ
    9:36 -
    Nvidia Reports Strong Quarter Amid...
    13:21 -
    ApiJect collects $35M for prefilled injection devices Axios
    14:40 -
    PitchBook Q2 Healthcare Funds Report PitchBook
    18:57 -
    Northwell, Nuvance merger wins state AGs' blessing Fierce Healthcare
    21:28 -
    TikTok isn't protected by Section 230 in 10-year-old’s...
    26:46 -
    Evolent Health's stock price leaps...
    28:14 -
    Federal court: TennCare illegally terminated...
    30:36 -
    McKesson to buy stake in Florida cancer...
    33:40 -
    Optum sets sights on Surgery Partners...
    35:34 -
    Advocate Health's operating...
    36:51 -
    Here's how much Kaiser Permanente's Risant...
    39:09 -
    Recent moves by Epic, Carequality mark a major...
    41:19 -
    5 takeaways from Epic’s user group meeting Modern Healthcare
    43:39 -
    J&J Takes Aim at Hospital Drug-Discount Program WSJ
    46:04 -
    HRSA says J&J's plan for 340B discounts...
    50:30 -
    House weighs suggestions to fix 340B...
    50:46 -
    Pfizer Launches PfizerForAll: Connecting...
    52:17 -
    Battling Mpox in the Outbreak’s Epicenter in Congo NYT
    55:25 -
    OpenAI in Talks for Funding Round Valuing It Above $100 Billion WSJ
    58:59 -

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    1 時間 1 分