Health:Further

Vic and Marcus break down revised GDP data and slowing economic growth, rising concerns around private credit exposure across banks and pensions, and the long-term decline in labor force participation driven by aging demographics and immigration policy. They discuss the evolving job market as AI creates new roles and skill demands, while also examining venture activity including Yuzu Health’s funding and broader digital health investment trends. The episode covers major healthcare policy shifts like Medicare Advantage rate changes, California’s stance on private equity in medical practices, and health system performance driven by scale. They also explore breakthroughs in osteoarthritis treatments, ongoing challenges with nurse burnout and workforce retention, and increasing cybersecurity risks in healthcare platforms. The conversation expands into pharma developments, GLP-1 market expansion, and direct-to-consumer healthcare models. Finally, they dive deep into AI’s accelerating impact, including data center pushback, emerging policy frameworks, quantum security risks, and the implications of next-generation AI models capable of exposing widespread system vulnerabilities.

Links
Story 1: Economic Rundown
1:07 - US economy grew a sluggish 0.5% in fourth quarter, government says, downgrading previous estimate AP
1:47 - Insurers’ $1 Trillion Buildup in Private Credit Is Leaving Regulators in the Dust WSJ
4:04 - Why More People Are Dropping Out of the Job Market WSJ
6:20 - The New Jobs Being Created by AI WSJ
Story 2: Q1 VC Growth & AI firms enter Health
8:27 - Yuzu Health Raises $35M in Series A Funding FINSMES
9:46 - Q1 2026 funding overview: Capital continues concentrating and four other market signals Rock Health
12:02 - Anthropic acquires stealth AI startup Coefficient Bio in $400M deal: reports Fierce Healthcare
Story 3: CA Limiting PE in Healthcare
13:18 - California AG Urges Walling Off Medical Practices From Private Equity Rob Bonta stakes out a strict position on private equity’s roe in healthcare WSJ
Story 4: HHS moves
19:05 - CMS finalizes higher Medicare Advantage rates for 2027 in gift to insurers Healthcare Dive
20:57 - Federal Agency Unveils Three Potential Osteoarthritis Treatments NYT
Story 5: Advocate Improved Financials
22:45 -  Advocate Health improves to 4% operating margin, $4.6B bottom line across 2025 Fierce Healthcare
Story 6: Nurse Job Satisfaction
24:55 - Nurses' job satisfaction stumbles after post-pandemic gains: survey Fierce Healthcare
Story 7: Hims Cyber Attack
27:35 - Hims & Hers says limited data stolen in social engineering attack Healthcare Dive
Story 8 - 2 Acquisitions
29:20 - Gilead to buy cancer biotech Tubulis for more than $3 billion Stat
29:56 - Neurocrine to Buy Soleno, Nabbing Drug for Relentless Hunger Disorder WSJ
Story 9 - GLP-1 wars
30:54 - Novo Nordisk Launches Higher-Dose Wegovy Weight-Loss Shot in U.S. WSJ
31:23 - Eli Lilly launches oral GLP-1 drug across US through Lilly Direct, telehealth providers Fierce Healthcare 
Story 10 - Using AI for Health Data Analysis
32:11 - I Uploaded My Blood Work to AI. Am I Oversharing? WSJ
Story 11 - Q-Day Getting Close
35:11 - Cloudflare targets 2029 for full post-quantum security Cloudflare
Story 12-OpenAI Advising World Governments while States Resist Data Centers 
38:09 - Industrial Policy for the Intelligence Age: Ideas to Keep People First OpenAI
41:48 - These Cities and States Are Taking Aim at Data Centers WSJ
Story 13 - Anthropic Glasswing & Mythos
45:00 - Anthropic Set to Preview Powerful ‘Mythos’ Model to Ward Off AI Cyberthreats WSJ
49:43 - Anthropic Teams Up With Its Rivals to Keep AI From Hacking Everything Wired

What is Health:Further?

Every week, healthcare VCs and Jumpstart Health Investors co-founders Vic Gatto and Marcus Whitney review and unpack the happenings in US Healthcare, finance, technology and policy. With a firm belief that our healthcare system is doomed without entrepreneurship, they work through the mud to find the jewels, highlight headwinds and tailwinds, and bring on the smartest guests to fill in the gaps.