162 - Compute Is the New Oil | Inside AI’s Power and Chip Arms Race

164 - How Trump Rx, Amazon’s Crash, and AI Are Reshaping Healthcare

In this episode, Marcus and Vic discuss the nationwide Amazon cloud outage and its impact on tech infrastructure, the Trump administration’s decision to release aid to struggling U.S. farmers, and the latest U.S.–China trade tensions. They cover new sanctions on Russia, global energy shifts, and rising healthcare costs for employers. The hosts also break down major healthcare investments and acquisitions, including AI startups, GLP-1 innovations, and hospital mergers. They explore Mark Cuban’s partnership with Trump Rx, new developments in cancer detection and retinal implants, policy battles over non-competes, the rise of autonomous vehicles and flying cars, and breakthroughs in biotech and AI-powered medicine. Links 00:42: - The Day Amazon Broke the Internet for Millions of Americans WSJ [http://bit.ly/47ciGpg] 4:13 - Trump Administration to Release Farm Aid Frozen by Shutdown WSJ [http://bit.ly/47qzY0r] 4:56 - Stocks Retreat as Trade Fears Resurface WSJ [http://bit.ly/4qtEsMJ] 5:45 - U.S. Imposes Substantial New Sanctions on Russian Oil Giants WSJ [http://bit.ly/4qq7FIt] 8:48 - Ampa raises $8.5m to begin US neuromodulation system launch Medical Device Network [http://bit.ly/4oKRhRf] 10:04 - Hyro Snags $45M for Its Conversational AI Agents MedCity [http://bit.ly/43CuvTa] 10:53 - Andel grabs $4.5M to help employers close the GLP‑1 coverage gap Tech Funding News [http://bit.ly/3WmjW2R] 11:39 - Knownwell Secures $25M to Expand Obesity Medicine MedCity [http://bit.ly/430vOLH] 12:17 - R1 acquires Phare Health, boosting AI abilities Modern Healthcare [http://bit.ly/3WWm15A] 13:20 - Cigna, CVS join TrumpRx in offering discounted infertility medications Healthcare Finance [http://bit.ly/4oKTAUp] 13:58 - Mark Cuban says Cost Plus Drugs will partner with TrumpRx Healthcare Dive [http://bit.ly/4hrKzwS] 17:31 - The Average Cost of a Family Health Insurance Plan Is Now $27,000 WSJ [http://bit.ly/4nnDwXm] 20:06 - Hospital lobby again petitions FTC to exclude doctors, hospital execs from noncompete enforcement Fierce Healthcare [http://bit.ly/3X3Vgw5] 22:09 - Minnesota attorney general investigating Aspirus Health over claims of unlawful noncompetes Fierce Healthcare [http://bit.ly/4oENQeG] 25:58 - Optum unveils new AI-powered claims processing platform Fierce Healthcare [http://bit.ly/431KjyK] 29:23 - Molina slashes 2025 profit guidance again on ACA woes Healthcare Dive [http://bit.ly/4oD43kz] 30:08 - Elevance outperforms in third quarter but warns of Medicaid challenges Healthcare Dive [http://bit.ly/42V61EE] 31:36 - Samaritan Health Services to join MultiCare Health System Fierce Healthcare [http://bit.ly/4od2D0p] 32:25 - Novo Nordisk to Shake Up Board After Obesity-Market Challenges WSJ [http://bit.ly/4oaqXjt] 33:44 - Grail says new data on multi-cancer screening test show improved performance Stat [http://bit.ly/3L7JZIG] 36:08 - Vision Restored Using Prosthetic Retinal Implant NYT [http://bit.ly/47JP1DR] 37:56 - A Mother and Son Share an Autism Diagnosis. Their Worlds Couldn’t Be More Different. WSJ [http://bit.ly/4qzZyt0] 41:02 - Coinbase Strikes Deal for Crypto-Investing Platfo [http://bit.ly/4qA6Woc] HF Site [https://jumpstarthealth.co/health-further-podcast/] YOUTUBE [https://tinyurl.com/448vzvc3] INSTAGRAM [https://tinyurl.com/y3k43rh2] TWITTER [https://tinyurl.com/yeyxkz34] FACEBOOK [https://tinyurl.com/krm37s9k] LINKEDIN [https://tinyurl.com/3feznutb] TIKTOK [https://tinyurl.com/2xnb4r6m]

The AI Takeover No One Can Stop & What It Means for Your Job

Marcus and Vic unpack a turbulent week of global and economic shifts — from the Israel-Palestine ceasefire and U.S. government shutdown to rising layoffs, job stagnation, and Wall Street’s growing fixation on AI. They dive into China’s rare earth dominance, Trump’s trade maneuvers, and the growing tension between free markets and government control. In healthcare, they cover California’s crackdown on PBMs and private equity, telehealth funding freezes, labor strikes, and AI-driven innovations from Google and Microsoft. The hosts close with major biotech deals, the crypto market’s resilience, and an existential look at AI’s power, risk, and global race for dominance. Links 2:25 - The Unofficial Jobs Numbers Are In and It’s Rough Out There WSJ [http://bit.ly/47xfYdY] 5:08 - Strong Bank Earnings Push S&P 500 Higher WSJ [http://bit.ly/47dqTrU] 6:42 - China, Betting It Can Win a Trade War, Is Playing Hardball With Trump WSJ [http://bit.ly/47aJDbr] 10:46 - China’s Rare Earth Restrictions Aim to Beat U.S. at Its Own Game NYT [http://bit.ly/4qjZVrk] 12:11 - The Small Company in Europe Caught in the Big Trade War Between the U.S. and China NYT [http://bit.ly/4nfVRWu] 19:15 - Powell Keeps Fed on Track to Lower Rates Again WSJ [http://bit.ly/47f6Jxx] 23:24 - Seattle startup Brook.ai raises $28M to expand remote care platform GeekWire [http://bit.ly/4qoqHPq] 25:45 - OutcomesAI raises $10m seed funding for AI nursing model Hospital Mgmt [http://bit.ly/48xNrWG] 28:34 - WellTheory Raises $14M to Expand Autoimmune Care Platform MedCity [http://bit.ly/4qBh8Nh] 29:29 - Vega Health launches out of stealth to help health systems purchase, monitor AI Fierce Healthcare [http://bit.ly/3IToCdv] 30:17 - ŌURA Snags $900M to Expand Smart Ring Globally MedCity [http://bit.ly/3WbpPQn] 31:42 - California passes laws targeting PBMs, private equity Healthcare Dive [http://bit.ly/3WNMthK] 33:52 - AstraZeneca Strikes Drug-Pricing Deal With Trump Administration WSJ [http://bit.ly/48VUlp1] 35:32 - Medicare telehealth, hospital-at-home payments on hold Modern Healthcare [http://bit.ly/3WRYt1H] 39:05 - Big Changes Are Coming for 2026 Medicare Plans. What You Need to Know. WSJ [http://bit.ly/4hfXQZk] 40:57 - 31,000 Kaiser Permanente workers begin strike in Northern California, Hawaii Healthcare Dive [http://bit.ly/3WeBC09] 42:55 - To Find Workers, Hospitals Are Training Teenagers WSJ [http://bit.ly/48EnVzc] 45:07 - Hims & Hers to Offer Treatments for Menopause, Perimenopause WSJ [http://bit.ly/3L0efFe] 45:31 - Jefferson Health laying off roughly 650 employees amid 'significant financial headwinds' Fierce Healthcare [http://bit.ly/4nhBU1x] 47:18 - Novo Nordisk to Acquire Akero Therapeutics for Up to $5.2 Billion WSJ [http://bit.ly/4ouIgvn] 48:06 - Johnson & Johnson to Split Off Orthopedics Business WSJ [http://bit.ly/4osiLuE] 49:55 -http://bit.ly/47gcwTw HF Site [https://jumpstarthealth.co/health-further-podcast/] YOUTUBE [https://tinyurl.com/448vzvc3] INSTAGRAM [https://tinyurl.com/y3k43rh2] TWITTER [https://tinyurl.com/yeyxkz34] FACEBOOK [https://tinyurl.com/krm37s9k] LINKEDIN [https://tinyurl.com/3feznutb] TIKTOK [https://tinyurl.com/2xnb4r6m]

162 - Compute Is the New Oil | Inside AI’s Power and Chip Arms Race

Vic and Marcus break down the latest in AI and markets—from agentic tools reshaping work and Nvidia’s data-center dominance to the real threat of job loss across creative industries. They hit gold’s surge past $4,000, global market shifts, and China’s trade pivots, then move into healthcare: UnitedHealthcare vs. Johns Hopkins, new startup funding, Trump-era policy moves, and the rising wave of home diagnostics. The episode closes with the AI arms race, Microsoft, OpenAI, AMD, and Elon’s data-center push, asking if compute is the new oil. Links 14:30 - Gold Prices Top $4,000 for First Time WSJ [https://www.wsj.com/finance/commodities-futures/gold-price-4000-ounce-record-d63ab2bd?st=yyJosx&reflink=desktopwebshare_permalink] 22:07 - America’s Soybean Farmers Are Panicking Over the Loss of Chinese Buyers WSJ [https://www.wsj.com/economy/trade/us-soybean-farmers-china-market-8749c5a2?st=jbWqrU&reflink=desktopwebshare_permalink] 25:13 - A Tech Rebound Lifts U.S. Stocks, and the March to Record Highs Resumes WSJ [https://www.wsj.com/finance/stocks/global-stocks-markets-dow-news-10-08-2025-c550e878?st=N3ZKVk&reflink=desktopwebshare_permalink] 27:12 - DUOS snags $130M equity investment to scale AI benefits platform for seniors Fierce Healthcare [https://www.fiercehealthcare.com/finance/duos-snags-130m-equity-investment-scale-ai-platform-seniors] 28:02 - Truepill co-founder's latest startup, Foundation Health, banks $20M to bring AI to pharmacy operations Fierce Healthcare [https://www.fiercehealthcare.com/health-tech/truepill-co-founders-latest-startup-foundation-health-banks-20m-bring-ai-pharmacy] 30:13 - Oath Surgical raises $24m to advance outpatient surgical care network Medical Device Network [https://www.medicaldevice-network.com/news/oath-surgical-raises-24m-to-advance-outpatient-surgical-care-network/?cf-view] 31:09 - Attuned Intelligence Emerges from Stealth with $13M to Automate Hospital Call Centers with Supervised AI HIT [https://hitconsultant.net/2025/10/07/attuned-intelligence-emerges-from-stealth-with-13m-to-automate-hospital-call-centers-with-supervised-ai/] 31:37 - Heidi Health raises $65M to expand global reach of its AI medical scribe platform Mobi health [https://www.mobihealthnews.com/news/heidi-health-raises-65m-expand-global-reach-its-ai-medical-scribe-platform] 32:44 - Remedy Robotics Debuts Pioneering Endovascular Surgical Robotic System and Completes World's First Fully Remote Neurointerventional Procedures Newswire [https://www.prnewswire.com/news-releases/remedy-robotics-debuts-pioneering-endovascular-surgical-robotic-system-and-completes-worlds-first-fully-remote-neurointerventional-procedures-302576051.html] 33:56 - Q3 2025 market overview: Signals out of sync Rock Health [https://rockhealth.com/insights/q3-2025-market-overview-signals-out-of-sync/] 38:17 - Qualtrics to buy Press Ganey Forsta for $6.75B to expand its reach in healthcare Fierce Healthcare [https://www.fiercehealthcare.com/health-tech/qualtrics-buy-press-ganey-forsta-675b-gain-foothold-healthcare] 41:44 - Trump Wants to Overhaul Drug Sales. A Company Tied to His Son Stands to Benefit. WSJ [https://www.wsj.com/health/pharma/trumprx-drug-companies-blinkrx-2b6e1761?st=RD5A8a&reflink=desktopwebshare_permalink] 44:35 - https://www.wsj.com/articles/californias-newsom-signs-bill-to-curb-private-equitys-role-in-healthcare-5b608f2b?st=wWxop4&reflink=desktopwebshare_permalink HF Site [https://jumpstarthealth.co/health-further-podcast/] YOUTUBE [https://tinyurl.com/448vzvc3] INSTAGRAM [https://tinyurl.com/y3k43rh2] TWITTER [https://tinyurl.com/yeyxkz34] FACEBOOK [https://tinyurl.com/krm37s9k] LINKEDIN [https://tinyurl.com/3feznutb] TIKTOK [https://tinyurl.com/2xnb4r6m]

161 - Government Shutdown & AI Chaos | What’s Coming for Healthcare and the Economy

Marcus and Vic break down the U.S. government shutdown, its political fallout, and how shifting power in Washington could reshape healthcare and the economy. They celebrate Nashville SC’s first major championship, examine the credit market’s warning signs, and analyze the growing divide between workforce readiness and AI acceleration. The hosts also discuss major healthcare investments, policy moves like “Trump RX,” and the record-breaking valuation of OpenAI amid rising ethical concerns about AI-generated content. Links 8:45 - Government Shutdown Begins as Funding Lapses WSJ [http://bit.ly/3IA1Gjf] 12:06 -These 6 Charts Explain Why Democrats Shut Down the Government NYT-Op [http://bit.ly/3KAuFnG] 16:40 - The Credit Market Is Humming—and That Has Wall Street On Edge WSJ [http://bit.ly/47bBCEn] 19:01 - In a Sea of Tech Talent, Companies Can’t Find the Workers They Want WSJ [http://bit.ly/4nAq0At] 21:19 - The Jobs Report That Wasn’t Leaves Economists Guessing NYT [http://bit.ly/4gUmoa6] 24:27 - Folia Health Secures $10.5M Series A to Scale Patient-Driven RWE Platform HIT [http://bit.ly/3IA1Qal] 25:15 - Visana Health Secures $24M for Women’s Health Clinic MedCity [http://bit.ly/48PoCFC] 25:51 -  Midi Health Raises $50M Series C for Menopause Care Platform FemTech [http://bit.ly/3WmsxCu] 28:29 - BeSound Raises $6.8M to Expand Breast Cancer Screening for Dense Tissue FemTech [http://bit.ly/4gSYDz6] 28;59 - ICHRA Administrator SureCo Secures $23 Million in Funding Healthcare Innovation [http://bit.ly/46T7P25] 30:05 - Assort Health brings in $102M in 4 months to build out voice AI platform Fierce Healthcare [http://bit.ly/48jyc3C] 31:05 - White House Unveils ‘TrumpRx’ Drug-Buying Site and a Pfizer Pricing Deal WSJ [http://bit.ly/4mUfeUN] 32:51 - Texas Stock Exchange Could Start Listing Shares Next Year WSJ [http://bit.ly/3VOsajZ] 35:32 - U.S. to Take Equity Stake in Lithium Americas and Its Nevada Mining Project WSJ [http://bit.ly/3J0yLF3] 38:50 - FDA Approves New Generic Version of the Abortion Pill Mifepristone WSJ [http://bit.ly/3WqFkDU] 40:57 -  Inside Nashville Healthcare Sessions 2025: Strategies shaping the future Modern Healthcare [http://bit.ly/3ILQEra] 45:53 - CommonSpirit announces initiative to address mounting headwinds, lagging finances Healthcare Dive [http://bit.ly/4nztZ0d] 48:02 - Hospitals' administrative burden under 340B pilot far outstrips government's estimates, AHA says Fierce Healthcare [http://bit.ly/48j5NdQ] 49:38 - General Catalyst’s HATCo finalizes Summa Health acquisition Healthcare Dive [http://bit.ly/4mKm4vP] 52:33 - GoodRx stock climbs on potential TrumpRx partnership, expanded Kroger tie-up Fierce Healthcare [http://bit.ly/4gV4bZX] 55:34 - Cardinal Health to Build Indianapolis Pharma Plant to Supply Growing Distribution WSJ [http://bit.ly/472ViJA] 56:38 - Genmab to Buy Cancer-Treatment Developer Merus For $8 Billion in Cash WSJ [http://bit.ly/48QJsVc] 57:39 - GSK CEO Emma Walmsley to Step Down WSJ [http://bit.ly/46WfgFN] 58:26 - Recovery Is a Journey. Readers Share Their Advice After Blood Clots. WSJ [http://bit.ly/48iQUsa] 59:51 -http://bit.ly/4hhC2g9 HF Site [https://jumpstarthealth.co/health-further-podcast/] YOUTUBE [https://tinyurl.com/448vzvc3] INSTAGRAM [https://tinyurl.com/y3k43rh2] TWITTER [https://tinyurl.com/yeyxkz34] FACEBOOK [https://tinyurl.com/krm37s9k] LINKEDIN [https://tinyurl.com/3feznutb] TIKTOK [https://tinyurl.com/2xnb4r6m]

160 - The $100K H1B Shock That Could Rewrite America’s Workforce

In this episode, Marcus and Vic discuss Trump’s rejection of a meeting with Democrats as a government shutdown looms, small business optimism data, Fed comments on rates, a series of major venture capital deals in virtual care, neurology, oncology, PBMs, maternal health, and organ preservation, policy shifts around Tylenol and autism claims, the $100,000 H1B visa fee, the creation of an independent vaccine advisory agency, challenges for regional nonprofit insurers, Humana’s Medicare Advantage commission changes, Ascension’s return to profitability, Privia’s acquisition of Evolent’s primary care unit, Kaiser strike threats, new interoperability moves from Epic, big pharma acquisitions in obesity and liver treatments, Eli Lilly’s Texas expansion, Bitcoin treasury consolidation, the VA adopting AI note-taking tech, Unity AI’s scheduling agents, Nvidia’s $100B OpenAI investment, Citi’s AI agent pilot, a controversial social app selling voice data to AI firms, and PwC’s trillion-dollar healthcare report that highlights the innovation divide Links 2:08 - Trump Rejects Meeting With Democrats as Shutdown Approaches WSJ [http://bit.ly/475mx6j] 5:45 - Small Business Index -Hits All Time High US Chamber [http://bit.ly/4gHPp8N] 9:36 - Powell Describes Rates as ‘Modestly Restrictive,’ Keeping Door Open to Cuts WSJ [http://bit.ly/4nsaE17] 10:22 - Sevaro Health Secures $39M for AI Powered Virtual Neurology & Workflow Augmentation HIT [http://bit.ly/46IH4NA] 11:30 - Caregility Raises $25M in Funding FinSMES [http://bit.ly/3IGC6ZF] 11:51 - Thyme Care lands $97M series D backed by CVS Health, Humana, Morgan Health and Memorial Hermann Fierce Healthcare [http://bit.ly/4ntnvQC] 14:00 - PBM Capital Rx rebrands as Judi Health, banks $400M funding round Modern Healthcare [http://bit.ly/3KimEUl] 15:17 - Seven Starling Raises $8M to Expand Access to Maternal Mental Health Support MedCity [http://bit.ly/3Ko2bgK] 16:46 - Until Labs Raises $58M to Pioneer Organ Cryopreservation and Medical Hibernation HIT [http://bit.ly/46Dg1mQ] 18:50 - AmplifyMD Snags $20M to Help Hospitals Scale Virtual Specialty Care MedCity [http://bit.ly/3Iuk2C9] 21:05 - Trump Issues Warning Based on Unproven Link Between Tylenol and Autism NYT [http://bit.ly/4mwOaup] 24:29 - Trump’s $100,000 H-1B Visa Fee Sets Off Scramble Across Corporate America WSJ [http://bit.ly/46C0Om4] 27:25 - The Doctors Building a Public-Health Universe Outside the Government WSJ [http://bit.ly/46Wk4vQ] 31:50 - Regional nonprofit health insurers falling behind competitors Modern Healthcare [http://bit.ly/4pPGir4] 32:44 - UnitedHealthcare unveils direct-to-consumer tool to shop for health and wellness programs Fierce Healthcare [http://bit.ly/46G9DeJ] 33:42 - Humana ending commissions for some Medicare Advantage plans Modern Healthcare [http://bit.ly/3KnnC1u] 36:10 - Ascension returned to profitability in 2025 Healthcare Dive [http://bit.ly/4mBnXuM] 37:33 - Privia acquires Evolent’s value-based primary care unit for $100M Healthcare Dive [http://bit.ly/4gNBzSD] 38:42 - More than 46,000 Kaiser Permanente workers have authorized strikes as contract expirations loom Fierce Healthcare [http://bit.ly/3Ki3luj] 40:12 - Epic [http://bit.ly/3VF2iqz] HF Site [https://jumpstarthealth.co/health-further-podcast/] YOUTUBE [https://tinyurl.com/448vzvc3] INSTAGRAM [https://tinyurl.com/y3k43rh2] TWITTER [https://tinyurl.com/yeyxkz34] FACEBOOK [https://tinyurl.com/krm37s9k] LINKEDIN [https://tinyurl.com/3feznutb] TIKTOK [https://tinyurl.com/2xnb4r6m]