UnitedHealth Group 3rd Quarter 2026 Earnings Call
All previously announced prior authorization reforms will be in place by the end of 2026, cutting total prior authorizations by 30% and those for people under 18 by two-thirds.
Transcripts and summaries of speeches, interviews, and podcasts worth your time.
Jonathan Haidt: AI Is the Neutron Bomb for Education
Schools, college admissions, and AI are built on rationalism, a view that overvalues IQ and SAT-style intelligence and amputates emotion, intuition, memory, imagination, and the body.
Big Short Investor Explains How the AI Bubble Will Burst
The AI industry has catastrophic concentration risk: 70% of hyperscaler AI revenue comes from Anthropic and OpenAI alone, and if either fails, the United States would enter a recession overnight.
What the AI Boom Looks Like from Inside Cisco with Sam Badri
Cisco’s revenue growth accelerated from a guided 5% to 18% in the latest quarter, and its fiscal 2027 guidance calls for 15% growth at the midpoint.
Obama on AI and More
Recursive learning has shifted AI training from roughly 90 percent human-taught to about 50-50 in less than a year, and current trend lines point toward 90 percent machine-taught.
A Data-Driven Reality Check on AI in Business
Generative AI is still prediction (of the next word or image component), but linguistic output makes it usable by non-technical people and so dazzling that executives forget traditional machine learning on structured data remains the better tool for better decisions, and the strongest results come from combining the two.
Mark Cuban: AI Hype vs Reality
There is no gap between AI hype and reality, because businesses that do not use large language models and agents are already falling behind.
Against the Rules: Michael Burry Speaks
The 2000s subprime short was a once-in-a-century trade because Wall Street would sell cheap, illiquid insurance on bonds you didn’t own, and that opening is not coming back.