Couverture de Jensen Out at Nvidia, Anthropic's Record IPO & the Three Ds of Competing With AI

Jensen Out at Nvidia, Anthropic's Record IPO & the Three Ds of Competing With AI

Jensen Out at Nvidia, Anthropic's Record IPO & the Three Ds of Competing With AI

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 Marcus and Vic open on a week that refused to calm down. They start with the Treasury selloff, stubborn inflation, and rising jobless claims, then run through the deal flow: J&J-backed Delix's $100M raise for a non-hallucinatory psychedelic, Calley Means on Joe Rogan and why psychedelics face so little lobbying resistance, Neurosterix's schizophrenia trial and Oura's $625M purchase of Counsel Health. On policy, they cover CMS's 340B and site-neutral cuts, the 2027 physician pay cut, the FDA pausing its priority voucher pilot and the coming PBM transparency mandates, plus what Democrats might realistically roll back from HR 1. Health systems brace for Medicaid work rules, ER patients wait 24 hours in hallways and providers start suing employers over out-of-network bills. In pharma, Pfizer and Blackstone place a $1.5B GLP-1 bet as the FDA adds a vision-loss warning, alongside new prostate screening guidance for men turning 50 and a $270M bank-backed stablecoin. The back half turns to AI: Jensen Huang's resignation from Nvidia, whether tech companies are outgrowing nation-states, Anthropic's record IPO, and how founders can stay below the frontier labs' ambition threshold using Vic's three Ds of data, distribution, and downside, before closing on Google's Gemini for Healthcare. With insights into market trends, policy changes, and technological innovations shaping the future of health and money.Chapters0:00 Introduction: a week that would not calm down1:42 Treasury selloff accelerates as rate-hike pressure builds ↳https://www.wsj.com/economy/central-banking/treasury-yields-rise-as-fed-rate-hike-expectations-remain-strong-401fed892:26 Stubborn inflation and a longer Fed tightening campaign ↳https://www.axios.com/2026/11/12/inflation-rates-fed-iran-tariffs3:50 Jobless claims rise more than expected ↳https://www.wsj.com/economy/jobs/u-s-jobless-claims-rise-more-than-expected-in-the-week-c1651a1c4:22 J&J-backed Delix raises $100M for a non-hallucinatory psychedelic ↳https://www.fiercebiotech.com/biotech/delix-drums-100m-its-non-hallucinatory-psychedelic-therapy-depression4:43 Calley Means, Joe Rogan and the MAHA lobbying debate7:09 Why psychedelics face little lobbying resistance7:51 Neurosterix raises $105M for a phase 2 schizophrenia trial ↳https://www.fiercebiotech.com/biotech/addex-spinout-neurosterix-raises-105m-series-b-fund-phase-2-schizophrenia-trial8:25 Oura acquires Counsel Health for $625M ↳https://www.healthcaredive.com/news/oura-makes-bet-on-ai-in-healthcare-with-625m-counsel-health-buy/874401/9:41 Medicare cuts 340B and expands site-neutral payments ↳https://www.healthcaredive.com/news/medicare-will-cut-billions-from-340b-expand-site-neutral-payments-in-2027/873846/11:07 What Democrats could roll back: work requirements and ACA subsidies12:31 Medicare finalizes a 2.3% physician pay cut for 2027 ↳https://www.healthcaredive.com/news/medicare-finalizes-physician-pay-cut-for-2027/873862/13:32 FDA pauses its national priority voucher pilot ↳https://www.fiercebiotech.com/pharma/fda-appears-pause-controversial-speedy-review-program-complete-response-letter-disclosures14:29 PBMs face new transparency mandates ↳https://www.modernhealthcare.com/insurance/mh-pbm-transparency-rules-cvs-optum-cigna16:14 Hospitals brace for Medicaid work rules and funding cuts ↳https://www.nytimes.com/2026/11/11/business/hospitals-medicaid-cuts.html17:25 ER crowding: 24 hours in the hallway ↳https://www.wsj.com/health/healthcare/hospitals-are-so-crowded-patients-spend-24-hours-in-the-e-r-hallways-b9fe2e4d18:43 Providers start suing employers over out-of-network bills ↳https://www.statnews.com/2026/11/11/no-surprises-act-phi-health-air-ambulance-sues-employers/20:48 Pfizer and Blackstone's $1.5B GLP-1 bet ↳https://www.wsj.com/health/pharma/pfizer-signs-1-5-billion-deal-with-blackstone-to-fund-weight-loss-drug-development-b6b08b5d21:32 FDA warns of a rare vision-loss risk on GLP-1s ↳https://www.wsj.com/health/pharma/u-s-regulators-warn-glp-1-drugs-carry-possible-rare-blindness-risk-c36a456422:49 Turning 50: new prostate screening guidance ↳https://www.wsj.com/health/turning-50-prostate-screenings-arent-optional-anymore-cancer-society-says-412f5e2c23:49 Big banks commit $270M to the Project Faro stablecoin ↳https://www.coindesk.com/business/2026/11/10/goldman-sachs-citi-among-banks-said-to-commit-usd270-million-to-stablecoin-venture25:31 Jensen Huang resigns as Nvidia CEO ↳https://www.axios.com/2026/11/12/nvidia-jensen-huang-out29:30 What Nvidia looks like without its founder31:18 Are tech companies outgrowing nation states?32:36 Can you replace a founder? Nvidia vs. Apple after Jobs35:03 Anthropic seeks a record $88.5B in its IPO ↳https://news.crunchbase.com/ai/anthropic-record-ipo-ant-public-market-debut-spcx/37:06 Staying below the frontier labs' ambition threshold39:30 Unreleased models and the push into drug discovery41:09 Vic's three Ds: data, distribution and downside43:55 Google ...
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