Скачать или смотреть 141 - The Trump-Elon Split: GOP Tensions, Debt Ceiling Risks, and Healthcare Fallout

Vic and Marcus break down the public feud between Elon Musk and Donald Trump, its impact on politics, social media power dynamics, and the fracture between tech elites and MAGA conservatives. They analyze market reactions, including crypto drops and investor concerns, and discuss the broader implications for the Republican party. The episode covers potential risks to Tesla and SpaceX, the debt ceiling crisis, recession indicators from ISM and Beige Book data, concerns over inflation data accuracy, and major venture capital updates across healthcare, insurance, and AI startups. They also examine healthcare policy impacts of the GOP bill, hospital layoffs, UnitedHealth’s ongoing legal battles, Epic’s TEFCA expansion, Amazon Pharmacy’s Medicare push, Apple’s App Store legal setback, FDA’s AI cancer screening approval, Quantum Health’s acquisition of Embold Health, and Anthropic’s alarming AI safety experiments.
00:00 - Intro

1:33 - Elon and DJT Fight - X
https://bit.ly/4mR4tnb

23:13 - JPMorgan’s Jamie Dimon Predicts ‘Crack in the Bond Market,’ Citing U.S. Fiscal Mess WSJ
https://bit.ly/4mRf55u

24:25 - US Economic Activity Ebbs, Prices Rise in Fed’s Beige Book Bloomberg
https://bit.ly/445krTm

25:35 - Bond Yields Fall After Weak Data Spurs Hopes of Rate Cut WSJ Economists Raise Questions About Quality of U.S. Inflation Data WSJ
https://bit.ly/4mHMYWq

31:13 - Clara Home Care Raises $3.1M in Seed Funding FINSMES
https://bit.ly/4453lF9

32:47 - Texas Health Resources Among Investors in ArcheHealth Healthcare Innovation
https://bit.ly/4dY46U6

33:49 - Reserv nabs $25M to fix insurance claims tech Axios
https://bit.ly/3HphIvp

34:49 - Outcomes4Me Raises $21M in Funding FINSMES
https://bit.ly/4dY3Moo

35:49 - Prepared raises $80M to expand AI-powered emergency response platform Silicon Angle
https://bit.ly/3Tj0qm1

38:29 - Omada Health aims to raise $158M in IPO, targeting valuation of $1.1 billion Fierce Healthcare
https://bit.ly/3Hqv2jb

39:11 - Nearly 11M would become uninsured under GOP reconciliation bill: CBO Healthcare Dive
https://bit.ly/4mMIZbj

42:51 - Apple loses bid to pause app store reform order in Epic Games case Reuters
https://bit.ly/3FBLQDb

47:03 - UnitedHealth posts shareholder FAQ that offers greater detail on C-suite strategy Fierce Healthcare
https://bit.ly/3FsQVh9

49:01 - UnitedHealth files defamation suit over report that it paid kickbacks to nursing homes Fierce Healthcare
https://bit.ly/43zrsfc

51:04 - Ascension nears $3.9B AmSurg acquisition Fierce Healthcare
https://bit.ly/3FJyip8

52:30 - 38 hospitals, health systems cutting jobs Beckers
https://bit.ly/3TeCj84

54:09 - Amazon Pharmacy’s PillPack expands to Medicare patients Healthcare Dive
https://bit.ly/4dWJNX0

54:54 - Epic charts growth in provider TEFCA adoption Healthcare Dive
https://bit.ly/3HJgzi8

56:44 - Novartis’s Cancer Treatment Pluvicto Shows Positive Results in Trial WSJ
https://bit.ly/43vHjLI

57:20 - Facing a Cancer Diagnosis? Exercise and Diet Could Make a Difference WSJ
https://bit.ly/4jF5OLc

59:36 - FDA clears first AI tool for breast cancer risk prediction from startup Clairity Fierce Healthcare
https://bit.ly/3TcNWwh

1:01:56 - Quantum Health to Acquire Embold Health, Strengthening AI-Powered Healthcare Navigation HIT Consultant
https://bit.ly/3HMfbeA

1:02:24 - Anthropic C.E.O.: Don’t Let A.I. Companies off the Hook NYT-Op
https://bit.ly/45eyLtY

1:05:26 - Reddit Sues Anthropic, Alleges Unauthorized Use of Site’s Data WSJ
https://bit.ly/3HvmqHM

1:06:09 - Snowflake to Buy Crunchy Data for $250 Million WSJ
https://bit.ly/3Hu5BNy

1:07:01 - Meta Signs Nuclear Power Deal to Fuel Its AI Ambitions WSJ
https://bit.ly/4jJtspY

1:07:43 - AI Gen Video directly optimizable Andrej Karpathy on X
https://bit.ly/4jBhNt1



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