Vic and Marcus discuss rising inflation tied to escalating conflict in Iran and the broader economic implications for energy markets, review major venture capital and healthcare startup funding activity including surgical AI company Uncovr, examine developments in AI adoption and productivity across healthcare, analyze the competitive landscape between Apple and leading AI labs, explore IPO activity ranging from SpaceX demand to healthcare and pharmaceutical offerings, and close with a discussion on robotics, automation, and the impact of humanoid robots on future labor markets.LinksStory 1: Economy5:16 - Inflation Jumps as Iran War Intensifies Price Squeeze NYT9:16 - SpaceX IPO Draws at Least $5 Billion Order From BlackRockStory 2: VC rundown15:32 - Surgical AI Startup Uncovr Emerges from Stealth with $7M Seed Funding HIT16:55 - Stepful raises $55M for healthcare training platform Mobi HealthStory 3: Price transparency17:40 - Kennedy & Oz Discuss Price transparency on XStory 4: CMS Top 5 Priorities22:39 - The 5 Areas Where Dr. Oz Says CMS Can Make Healthcare More Affordable MedCityStory 5: Drug prices inside EMRs26:41 - BCBS of Massachusetts partners for lower-cost drug alternatives Healthcare FinanceStory 6: GSK Oncology28:21 - GSK to Buy Nuvalent for $10.6 Billion in Oncology Push WSJStory 7: GLP-1 Pills28:40 - Novo Nordisk Weight-Loss Pill Prescriptions Hit Three Million Since Launch WSJStory 8: Pharma IPO in Canada30:01 - Apotex Shares Rally as Trading Begins Following Pricing of C$1.3 Billion IPO WSJStory 9: Wearable Showdown 31:33 - The Wearable Showdown: Oura Ring 5 vs. Fitbit Air vs. Whoop MG vs. Apple Watch WSJStory 10: Agent Payments34:41 - Coinbase Launches Tool That Lets AI Agents Trade Crypto and Make Payments for Users Decrypt35:35 - Mastercard Launches Agent Pay for Machines, Ripple and XRPL Join 30+ Partners to Power AI-Driven Commerce MerkleStory 11: Abridge growth38:53 - Abridge picks up strategic investment from Eli Lilly, expands payer, research workflows Fierce HealthcareStory 12: Claude Fable540:08 - Anthropic Releases New ‘Mythos-Class’ Model to General Public With Guardrails WSJ41:16 - bWe've Never Seen an AI Like This (Claude Fable 5) YouTubeStory 13: Price War Coming?1:05:55 - OpenAI Considers Drastic Price Cuts, Anticipating War for Users With Anthropic WSJStory 14: Apple Developer Conf1:07:37 - Apple Unveiled the New Siri AI. Here Are the Key Takeaways. WSJStory 15: Apple Developer Conf1:12:47 - Driverless Trucks Are Here—and They’re Delivering Bags of Doritos WSJ