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E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more
All-In with Chamath, Jason, Sacks & Friedberg
Amgen's $28 Billion Acquisition of Horizon Therapeutics
Freiberg: I'm generally pretty negative on a lot of the comments, Lena Kahn's made and her positioning. She actually went after the PBM's. And if you really care about drug inflation and you follow dollars, the real culprits around this are the pharmacy benefit managers. Freiberg: It seems unfortunately for the FTC, every merger just gets contested for the sake of it being contested. But I don't think something like Amgen-Horizon is coming from all over the horizon because what I think will happen is that somebody in there understands where the price inflation comes from.
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