Healthcare is moving fast — and not everyone agrees on where it's heading. This week, Christina and Stephanie break down the latest in health tech news and data before diving into one of the most provocative debates in modern medicine: is full body scanning actually good for you? The conversation gets a timely twist with Midjourney's recent announcement of a full-body ultrasound scanner built on licensed Butterfly Network technology.

In this episode: Christina Farr and Stephanie Davis are joined by Keaton Bedell, Co-Founder and CEO of Bridge, and Joe DeVivo, President, CEO, and Chairman at Butterfly Network. First, Keaton walks us through the latest data and recent news shaping the health tech landscape — including where virtual care is headed next, as behavioral health and primary care give way to a much richer tapestry of specialties. Then Joe brings the Butterfly Network perspective as we get into it: how Butterfly's tech ended up inside Midjourney's new scanner, the ethics, hype, and reality of full body scans, and what it actually means when AI gets involved in reading them.

We'll cover:

• The latest health tech and market news, including a $4.5M CPOM settlement against Carbon Health, Medicare's new coverage of weight-loss drugs, a stress test of frontier AI models on health benchmarks, and health tech stocks up 14% on average since June 1.

• The next wave of virtual care growth markets — metabolic health, women's health, dermatology, oncology, and dietitian care — and why they're seeing strong consumer demand with far fewer players

• How Midjourney's new scanner runs on licensed Butterfly Network technology, and what that means for the point-of-care ultrasound space

• What full body scans can (and can't) tell you — including the insurance gap and the hidden cost of incidental findings

• Where AI actually fits in — and where it doesn't

• What this means for the future of consumer wellness

Hosts and Guests:

• Christina Farr, CEO, Second Opinion; GP, Scrub Capital

• Stephanie Davis, Healthcare Industry Analyst

• Keaton Bedell, Co-Founder and CEO at Bridge

• Joe DeVivo, President, CEO, and Chairman at Butterfly Network

Timestamps:

(0:00) Intro (0:46) California cracks down on the "friendly PC" model (3:39) Digital health stocks are rallying (6:27) GPT-5 and Gemini ace health benchmarks — but are they ready? (9:45) GLP-1s get a government copay program (13:21) Keaton Bedell (Bridge) joins: virtual care's next frontier (15:26) Inside the data: 9,000+ virtual care companies analyzed (18:03) Where the market's crowded vs. wide open (20:14) Why virtual specialty care is "the next frontier" (23:45) What's the real moat in care delivery? (26:31) The CMS codes reshaping reimbursement (28:50) Will new codes finally kill PEPM? (32:05) Joe DeVivo (Butterfly Network) joins: the Midjourney partnership (32:26) How Butterfly's semiconductor ultrasound works (33:41) Butterfly + Midjourney: how the partnership works (34:59) The "incidentaloma" debate, explained (39:32) Making full-body imaging accessible, not just for the wealthy (44:16) Are patients smarter than the industry gives them credit for? (46:45) What's next: the three phases of the Midjourney roadmap (48:01) Is Butterfly's tech exclusive to Midjourney?

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