Health:Further 162 - Compute Is the New Oil | Inside AI’s Power and Chip Arms Race
Vic and Marcus break down the latest in AI and markets—from agentic tools reshaping work and Nvidia’s data-center dominance to the real threat of job loss across creative industries. They hit gold’s surge past $4,000, global market shifts, and China’s trade pivots, then move into healthcare: UnitedHealthcare vs. Johns Hopkins, new startup funding, Trump-era policy moves, and the rising wave of home diagnostics. The episode closes with the AI arms race, Microsoft, OpenAI, AMD, and Elon’s data-center push, asking if compute is the new oil.
Links
14:30 - Gold Prices Top $4,000 for First Time WSJ
22:07 - America’s Soybean Farmers Are Panicking Over the Loss of Chinese Buyers WSJ
25:13 - A Tech Rebound Lifts U.S. Stocks, and the March to Record Highs Resumes WSJ
27:12 - DUOS snags $130M equity investment to scale AI benefits platform for seniors Fierce Healthcare
30:13 - Oath Surgical raises $24m to advance outpatient surgical care network Medical Device Network
31:37 - Heidi Health raises $65M to expand global reach of its AI medical scribe platform Mobi health
33:56 - Q3 2025 market overview: Signals out of sync Rock Health
38:17 - Qualtrics to buy Press Ganey Forsta for $6.75B to expand its reach in healthcare Fierce Healthcare
41:44 - Trump Wants to Overhaul Drug Sales. A Company Tied to His Son Stands to Benefit. WSJ