Crémieux, Tess Cameron, Eoghan McCabe, Pippa Lamb, Jack Dreifuss, David Tisch, TJ Parker, Surprise U.S.-China Trade Deal, Trump EO on Drug Prices, New Air Force One in 2025?, Perplexity Valuation Surge

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May 12, 2025

Guest

Tess Cameron

Join influential guests like Tess Cameron, a biotech analyst at RA Capital, and TJ Parker, co-founder of PillPack, as they explore the intricacies of drug pricing and the implications of recent healthcare policies. David Tisch from BoxGroup and Jack Dreifuss share insights on venture capital trends, while Pippa Lamb discusses the impact of U.S.-China trade dynamics on the tech industry. They dive into the complexities of healthcare costs, advocate for innovative pricing strategies, and ponder the future of AI in both healthcare and customer service.

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INSIGHT

US-China Trade Deal Impact

The US-China trade deal reduced tariffs temporarily but did not end tensions. - CEOs seriously evaluated reshoring supply chains due to tariff risks.

INSIGHT

Drug Pricing Complexity

High US drug prices partly reflect rebates and complex pricing structures. - The most favored nation (MFN) strategy tries to align US prices with other nations but implementation is complex.

INSIGHT

Generics Influence US Drug Prices

The US mostly consumes generic drugs which affect price dynamics. - Generic drugs constitute 91% of US prescriptions, which changes typical overpayment assumptions.

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(05:48) - Surprise U.S.-China Trade Deal.
(22:17) - Trump EO on Drug Prices.
(35:39) - New Air Force One in 2025?
(43:04) - Perplexity Valuation Surge.
(46:03) - Crémieux. Crémieux is a writer who explores genetics, econometrics, and demographics. His work blends data-driven analysis with cultural insight, earning him a loyal following in intellectually curious circles.
(01:04:09) - Tess Cameron. Tess is an emerging voice in venture capital and technology commentary. She is known for her work analyzing trends in consumer tech and startups.
(01:31:58) - Jack Dreifuss. Jack is a venture investor and entrepreneur involved in tech and finance circles. He is known for working at the intersection of emerging technologies and startup incubation.
(01:45:04) - Pippa Lamb. Pippa is a partner at Sweet Capital, the investment firm founded by the creators of Candy Crush. She focuses on early-stage investments in consumer and wellness brands.
(02:02:54) - Eoghan McCabe. Eoghan is the co-founder and Chairman of Intercom, a customer messaging platform. He previously served as CEO and is a vocal advocate for design-led product development.
(02:32:04) - David Tisch. David is the Managing Partner at BoxGroup, an early-stage venture capital firm. He’s invested in companies like Warby Parker, Airtable, and Harry’s.
(03:05:34) - TJ Parker. TJ is the co-founder of PillPack, an online pharmacy acquired by Amazon for nearly $1 billion. He is a trained pharmacist who helped modernize prescription delivery.