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152 - How Nvidia “Bought” Its Way Back Into China & What It Means for U.S. Power
Manage episode 500800880 series 2553216
Vic and Marcus recap Marcus’s keynote covering two years of show themes, then dig into Trump’s pace of change, Newsom’s X strategy, July inflation and market reactions, major healthcare deals, Nvidia’s China workaround, U.S. R&D tax incentives, FDA moves, antitrust pushback, and payvider results. They also hit Omada’s growth, Lilly’s weight-loss pill troubles, crypto’s surge, Oracle Health’s EHR push, state AI rules, OpenAI’s rocky rollout, and close with caregiving, healthspan, and their new studio.
Links
8:30 Inflation Held Steady at 2.7% in July WSJ
9:33 U.S. Stocks Amble to Fresh Records on Optimism for a September Rate Cut WSJ
11:07Citizen Health Inks $30m Sereis A VC Journal
14:53 Reprieve Cardiovascular raises $61M for heart failure treatment system Mass Device
15:26 Conformal Medical nets $32M to complete trial of foam-based heart occluder Fierce Healthcare
15:57 Tony Robbins and Peter Diamandis’ longevity company Fountain Life raises $18M TechCrunch
16:56 Gameto Secures $44M to Advance Stem Cell Therapy for Infertility and Menopause HIT Consultant
17:41 Arintra Raises $21M to Help Providers Win the Reimbursement Fight MedCity
18:03 SetPoint Medical nabs $140M to commercialize neuromod device Modern Healthcare
18:36 With Billions at Risk, Nvidia CEO Buys His Way Out of the Trade Battle WSJ
23:14 No More Offshore. Startups Look to Spend and Hire in U.S. Due to Trump Tax Change. WSJ
25:03 Vinay Prasad, in surprise reversal, to rejoin FDA after abrupt departure Biopharma Dive
28:10 Nearly 6,500 providers reject Blue Cross antitrust deal Modern Healthcare
29:04 Cardinal Health Posts Mixed Results, Strikes $1.9 Billion Solaris Health Deal WSJ
30:14 Providence narrows operating losses in Q2 on volume, commercial rate gains Fierce Healthcare
30:36 Kaiser Permanente ahead of last year on revenue and profit Healthcare Finance
36:47 Omada grows revenue, membership in public earnings debut Healthcare Dive
37:59 Eli Lilly Shares Slide as Weight-Loss Pill Results Dent Enthusiasm WSJ
40:20 Bayer, Kumquat Biosciences Team Up on New Potential Cancer Drug WSJ
40:57 https://www.youtube.com/watch?v=pi3A4443HDo
41:52 Crypto Firm Circle Posts Loss in First Earnings Report After IPO WSJ
47:22 Bullish’s Stock Soars in Latest Test for IPO Market WSJ
48:56 Coinbase App X
50:56 Oracle Health debuts
154 episodes
Manage episode 500800880 series 2553216
Vic and Marcus recap Marcus’s keynote covering two years of show themes, then dig into Trump’s pace of change, Newsom’s X strategy, July inflation and market reactions, major healthcare deals, Nvidia’s China workaround, U.S. R&D tax incentives, FDA moves, antitrust pushback, and payvider results. They also hit Omada’s growth, Lilly’s weight-loss pill troubles, crypto’s surge, Oracle Health’s EHR push, state AI rules, OpenAI’s rocky rollout, and close with caregiving, healthspan, and their new studio.
Links
8:30 Inflation Held Steady at 2.7% in July WSJ
9:33 U.S. Stocks Amble to Fresh Records on Optimism for a September Rate Cut WSJ
11:07Citizen Health Inks $30m Sereis A VC Journal
14:53 Reprieve Cardiovascular raises $61M for heart failure treatment system Mass Device
15:26 Conformal Medical nets $32M to complete trial of foam-based heart occluder Fierce Healthcare
15:57 Tony Robbins and Peter Diamandis’ longevity company Fountain Life raises $18M TechCrunch
16:56 Gameto Secures $44M to Advance Stem Cell Therapy for Infertility and Menopause HIT Consultant
17:41 Arintra Raises $21M to Help Providers Win the Reimbursement Fight MedCity
18:03 SetPoint Medical nabs $140M to commercialize neuromod device Modern Healthcare
18:36 With Billions at Risk, Nvidia CEO Buys His Way Out of the Trade Battle WSJ
23:14 No More Offshore. Startups Look to Spend and Hire in U.S. Due to Trump Tax Change. WSJ
25:03 Vinay Prasad, in surprise reversal, to rejoin FDA after abrupt departure Biopharma Dive
28:10 Nearly 6,500 providers reject Blue Cross antitrust deal Modern Healthcare
29:04 Cardinal Health Posts Mixed Results, Strikes $1.9 Billion Solaris Health Deal WSJ
30:14 Providence narrows operating losses in Q2 on volume, commercial rate gains Fierce Healthcare
30:36 Kaiser Permanente ahead of last year on revenue and profit Healthcare Finance
36:47 Omada grows revenue, membership in public earnings debut Healthcare Dive
37:59 Eli Lilly Shares Slide as Weight-Loss Pill Results Dent Enthusiasm WSJ
40:20 Bayer, Kumquat Biosciences Team Up on New Potential Cancer Drug WSJ
40:57 https://www.youtube.com/watch?v=pi3A4443HDo
41:52 Crypto Firm Circle Posts Loss in First Earnings Report After IPO WSJ
47:22 Bullish’s Stock Soars in Latest Test for IPO Market WSJ
48:56 Coinbase App X
50:56 Oracle Health debuts
154 episodes
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