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152 - How Nvidia “Bought” Its Way Back Into China & What It Means for U.S. Power

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Manage episode 500800880 series 2553216
Content provided by Marcus Whitney & Vic Gatto, Marcus Whitney, and Vic Gatto. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Marcus Whitney & Vic Gatto, Marcus Whitney, and Vic Gatto or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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

10:26 Isaac Health secures $10.5M to advance technology for brain health and dementia care Fierce Healthcare

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

HF Site
YOUTUBE
INSTAGRAM
TWITTER
FACEBOOK
LINKEDIN
TIKTOK

  continue reading

154 episodes

Artwork
iconShare
 
Manage episode 500800880 series 2553216
Content provided by Marcus Whitney & Vic Gatto, Marcus Whitney, and Vic Gatto. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Marcus Whitney & Vic Gatto, Marcus Whitney, and Vic Gatto or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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

10:26 Isaac Health secures $10.5M to advance technology for brain health and dementia care Fierce Healthcare

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

HF Site
YOUTUBE
INSTAGRAM
TWITTER
FACEBOOK
LINKEDIN
TIKTOK

  continue reading

154 episodes

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