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Health:Further

Health:Further

Von: Marcus Whitney & Vic Gatto
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Every week, healthcare VCs and Jumpstart Health Investors co-founders Vic Gatto and Marcus Whitney review and unpack the happenings in US Healthcare, finance, technology and policy. With a firm belief that our healthcare system is doomed without entrepreneurship, they work through the mud to find the jewels, highlight headwinds and tailwinds, and bring on the smartest guests to fill in the gaps.

© 2025 Health:Further Hygiene & gesundes Leben Ökonomie
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  • 177 - When AI Fights Back: Anthropic, Alignment, and the Future of Human Control

    177 - When AI Fights Back: Anthropic, Alignment, and the Future of Human Control
    Feb 14 2026
    Vic and Marcus break down January’s unexpected jobs uptick and why healthcare continues to dominate employment growth while capital outpaces labor across the broader economy. They analyze record market caps for major tech companies, the widening gap between corporate earnings and wages, and what that means for the future workforce. The episode explores two unicorn care navigation startups taking opposite approaches, new ACA policy shifts expanding non-standard plan options, and accelerating interoperability through TEFCA. They unpack the 340B rebate battle, mounting rural hospital closures, robotics in maternity care, Humana’s aggressive Medicare Advantage growth strategy, payer layoffs and restructuring, Novo Nordisk’s escalating fight with Hims & Hers, and a major Anthropic funding surge alongside revelations that its AI model exhibited blackmail behavior during testing—leading to a broader discussion about alignment, control, and whether AI is still just a tool. LinksStory #1 Jobs, Hiring and share of Profits1:10 - U.S. Hiring Starts the Year at a Strong Pace NYT3:44 - The Big Money in Today’s Economy Is Going to Capital, Not Labor WSJStory #2 Two Approaches to Care Navigation 7:57 - Solace Health Reaches Unicorn Status by Taking the ‘Homework’ Out of Care Navigation MedCity9:27 - Care navigation startup Garner Health scores $118M series D at $1.35B valuation Fierce HealthcareStory #3 Policy Continues to Move Fast11:32 - CMS plans to roll back limits on nonstandard ACA plan options Fierce Healthcare15:20 - 500M records exchanged through TEFCA, federal health IT office boasts Fierce Healthcare17:59 - HHS drops controversial 340B rebate pilot Healthcare Finance19:49 - Senate Questions Health Care Firm for Profiting Off Program Meant for Poor NYTStory #4 Humana22:16 - Humana Reports Wider Quarterly Loss, Expects 2026 Earnings Decline WSJ24:07 - Humana CEO hints at upcoming primary care deal Beckers25:47 - Humana could end 2026 as the largest Medicare Advantage insurer Healthcare DiveStory #5 Signs of Recovery in Payors26:45 - CVS Profit, Revenue Climb as Turmoil Continues in Health-Insurance Sector WSJ27:32 - Oscar posts $443M loss in 2025, but CEO says company is poised for 2026 profitability Fierce Healthcare28:41 - Cigna to lay off 2,000 workers worldwide Healthcare Dive Story #6 Rural Healthcare30:17 - 2026 rural health state of the state Chartis33:24 - Alabama’s ‘Pretty Cool’ Plan for Robots in Maternity Care Sparks Debate KFFStory #7 IP Wars Escalating38:22 - Novo Nordisk Escalates Fight Against Hims & Hers WSJ38:56 - Hims cancels plans to sell compounded GLP-1 pill after FDA backlash Helthcare DiveStory #8 Anthropic40:49 - Anthropic Superbowl Ad https://www.youtube.com/watch?v=kQRu7DdTTVA 41:36 - Anthropic Raises $30B At $380B Valuation In Second-Largest Venture Funding Deal Of All Time Crunchbase41:46 - Anthropic subscription surge cuts into OpenAI's lead Axios45:18 - Mrinank Sharma Resigns X46:30 - Daisy McGregor Safety Coments
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    56 Min.
  • 176 - How AI Is Quietly Rewriting the Healthcare Economy

    176 - How AI Is Quietly Rewriting the Healthcare Economy
    Feb 7 2026
    In this episode, Vic and Marcus break down a sharp tech stock selloff driven by AI disruption, examine how AI is reshaping software, venture capital, and healthcare operations, and discuss major funding rounds in cardiology and women’s health. They analyze sweeping healthcare policy moves from the Trump administration, including drug pricing, PBM reform, telehealth expansion, and changes to addiction recovery funding. The conversation also covers payer performance with a focus on Cigna, winners and losers in pharma earnings, ongoing nursing workforce strain, Epic and Optum’s expanding AI tools, and the risks and realities of autonomous AI agents as new platforms rapidly emerge. Links3:42 - Intensifying Tech Slide Sends Nasdaq to Worst Two-Day Drop Since April WSJ5:38 - AI Won’t Kill the Software Business, Just Its Growth Story WSJ11:44 - Chamber gets a $60M jolt to power value-based care for cardiology practices Firece Healthcare13:46 - Women's health clinic Midi Health closes $100M series D as it aims to scale a national healthcare company Firece Healthcare 16:29 - TrumpRx Is Set to Go Live on Thursday NYT17:06 - Trump signs $1.2T spending package that funds HHS, enacts PBM reforms, telehealth and hospital-at-home measures Firece Healthcare18:01 - One-quarter of Medicaid doctors don’t actually treat Medicaid patients Healthcare Dive18:22 - HHS plans to invest $100M to support addiction recovery and address homelessness Firece Healthcare25:32 - Cigna reports better-than-expected Q4 financial results Healthcare Finance27:25 - FTC reaches 'landmark settlement' with Cigna's Express Scripts Healthcare Finance28:31 - Eli Lilly Profit Rises as Weight-Loss Drug Demand Surges WSJ28:39 - AbbVie Revenue Rises on Immunology Growth WSJ28:53 - GSK’s Specialty Medicines Drive Solid Results WSJ29:43 - Wegovy Maker Novo Nordisk Forecasts Steep Sales Drop in 2026 WSJ30:22 - Merck Expects Slower Earnings Growth As It Spends on Acquisitions WSJ30:53 - Pfizer Sales Fall on Continued Lower Covid-19 Drug Demand WSJ34:05 - Nurses Get Bitten, Spat on, Thrown. That’s Why We’re on Strike. NYT-op35:18 - Tethered to Tech, Nurses Suffer Digital Compassion Fatigue Medscape36:05 - The evidence based ROI of wellness starts with building a culture that heals the healers Wolters Kluwer website41:25 - Epic rolls out AI charting tool as scribe market heats up Healthcare Dive43:52 - Optum unveils 2 new AI-powered tools for digital prior authorization Firece Healthcare45:38 - Moltbook: Maybe this isn't a good idea YouTube53:44 - The Moltbook Experiment Failed YouTube
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    1 Std. und 4 Min.
  • 175 - Why Health Insurance Is Becoming Unaffordable for the Middle Class

    175 - Why Health Insurance Is Becoming Unaffordable for the Middle Class
    Jan 31 2026
    Vic and Marcus break down the ripple effects of a major winter storm in Nashville before covering a wide range of healthcare and tech developments, including rising ACA premiums as subsidies expire, corporate layoffs and their impact on insurance markets, venture funding for virtual autism therapy, Medicare Advantage rate pressure, insurer earnings declines, strong performance from major health systems, the growth of direct-to-consumer healthcare brands, Amazon and One Medical’s expansion into at-home diagnostics, consolidation in employer-sponsored primary care, the long-term realities of GLP-1 weight loss drugs, new FDA-approved treatments for presbyopia, Tether’s aggressive gold accumulation strategy, rapid advances in AI agents, open-source frontier models, and the economic and societal implications of accelerating artificial intelligence.Links00:00 - Intro4:23 - Health Insurance Is Now More Expensive Than the Mortgage for These Americans WSJ9:09 - Amazon to Lay Off Around 16,000 Corporate Employees WSJ10:50 - AnswersNow Raises $40M to Expand Access to Autism Therapy MedCity16:50 - Trump Administration Proposes Keeping Steady the Rates Medicare Pays Insurers WSJ18:02 - Investors Assumed Medicare Advantage Was Safe Under the GOP. They Were Wrong. WSJ22:39 - UnitedHealth revenue climbs in 2025, though profit continues to fall Healthcare Dive23:33 - Elevance Health sets 'prudent' 2026 guidance as it navigates ongoing cost, utilization pressures Fierce Healthcare25:06 - HCA Healthcare unveils bullish 2026 guidance despite $600M-$900M ACA exchanges hit Fierce Healthcare26:16 - Cleveland Clinic CEO: Budget overperformance in 2025 paves way for growth Fierce Healthcare28:02 - Hims & Hers uses another Super Bowl ad to tackle healthcare affordability Fierce Healthcare33:13 -At-home testing company Reperio teams up with Amazon One Medical on preventive care Fierce Healthcare34:34 - Employer-focused primary care companies Premise Health, Crossover Health announce merger plans Fierce Healthcare37:10 - Here’s What Happens when you stop taking Ozempic and Wegovy (Wall Street)39:28 - Presbyopia Eye Drop From Startup Tenpoint Gets FDA Approval (Medcity News)41:29 - Tether is buying up to $1 billion of gold per month and storing it in a 'James Bond' bunker CoinDesk45:26 - The Adolescence of Technology Dario Amodei 51:51 - Clawdbot sheds skin to become Moltbot, can't slough off security issues Register56:00 - Moonshot AI releases open-source Kimi K2.5 model with 1T parameters Silicon Angle
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    1 Std. und 1 Min.
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