193 - UnitedHealthcare Medicaid Lawsuit, Hospital AI Expansion, and the New Longevity Boom
JUN 6, 202663 MIN
193 - UnitedHealthcare Medicaid Lawsuit, Hospital AI Expansion, and the New Longevity Boom
JUN 6, 202663 MIN
Description
Vic and Marcus discuss signs of stress in the private credit market, including redemption pressure at Blackstone, major healthcare and AI funding rounds, and the growing interest of technology investors in longevity startups. They examine legal and regulatory developments involving generic drug marketing, Massachusetts' lawsuit against UnitedHealthcare over alleged Medicaid fraud, and California's action related to the 23andMe data breach. The conversation also covers health system adoption of artificial intelligence through partnerships with General Catalyst, new healthcare AI investments, the evolving IPO market, and growing debate over AI regulation and the role of companies such as Anthropic, Google, and OpenAI.LinksStory 1: Economy2:41 - U.S. Job Openings Increased While Hiring Fell in April WSJ3:17 - U.S. Jobless Claims Rose Last Week WSJ3:27 - Kevin Warsh Wants the Fed to Think About Inflation Differently WSJStory 2: Private Credit - Blackstone5:44 - Blackstone Investors Ask to Pull $4.4 Billion From Private-Credit Fund WSJStory 3: VC rundown7:14 - Coinbase Founder’s Longevity Startup Triples in Value WSJ8:15 - Adaptive Innovations Raises $50M in Series A Funding FINSMES9:37 - Advanced NanoTherapies raises $31M for drug-coated balloon tech Drug Delivery9:58 - Contraline and its male birth control candidate rally $92.5M amid push into 'massive white space' of men's health Fierce Healthcare10:52 - Novellia raises $18M for patient-controlled health data platform MobiHealth12:55 - Ilant Health Secures $15M to Expand Value-Based Precision Obesity Management HITStory 4: SCOTUS13:45 - It's unanimous: SCOTUS agrees with Hikma in 'skinny label' case vs. Amarin Fierce HealthcareStory 5: MA sues UHG16:06 - Massachusetts sues UnitedHealthcare for alleged Medicaid fraud Healthcare Dive16:58 - California attorney general sues over 23andMe data breach Healthcare DiveStory 6: Ardent new CEO18:41 - New Ardent Health CEO inherits growth ambitions Healthcare DiveStory 7: Ascension21:56 - Ascension closes its $3.9B AmSurg purchase following FTC's all-clear Fierce HealthcareStory 8: WellSpan24:18 - WellSpan Health strikes strategic partnership with Philips to deploy, co-develop new healthcare tech Fierce HealthcareStory 9: New Brain Tumor Treatment25:33 - Radiation Device Placed in Brain Cuts Tumor Recurrence, Boosts Survival WSJStory 10: Lilly 340B27:53 - Eli Lilly issues data sharing ultimatum to 340B hospitals Healthcare DiveStory 11: Autism Fraud?30:53 - The Autism-Therapy Business Is Booming—and So Is the Billing Abuse WSJStory 12: Crypto Winter39:06 - The Crypto Winter Turns Colder as Bitcoin Extends Its Slide WSJ39:21 - Strategy shares fall after selling $2.5 million in bitcoin, its first sale since 2022 CNBCStory 13: Tokenized Bank Deposits42:34 - JPMorgan, Citi and Big Banks Plan New Tokenized Deposit System to Answer Crypto WSJStory 14: Mayo Teams with Microsoft43:44 - Mayo’s latest AI bet: A frontier model with Microsoft Healthcare DiveStory 15: AI Regulation45:23 - Trump Signs AI Executive Order to Increase Government Oversight WSJStory 16: IPOs53:50 - Anthropic Files to Go Public in Blockbuster Year for IPOs WSJ53:59 - Google Seeks $80 Billion for AI Buildout; Berkshire Will Buy $10 Billion Stake WSJ54:16 - SpaceX Sets Price for the World’s Largest I.P.O. NYTStory 17: PCs for AI Agents55:35 - Nvidia Introduces First PCs Designed for AI Agents WSJStory 18: Anthropic Reg Capture56:31 - Anthropic Urges Global Pause in...