162 - Compute Is the New Oil | Inside AI’s Power and Chip Arms Race

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Health:Further

Marcus Whitney & Vic Gatto

171 episodes

2 weeks ago

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.

Health & Fitness

Business

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All content for Health:Further is the property of Marcus Whitney & Vic Gatto and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Health & Fitness

Business

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162 - Compute Is the New Oil | Inside AI’s Power and Chip Arms Race

Health:Further

1 hour 52 minutes

2 months ago

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-...