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Good morning. Lots to get to, but first a few announcements. Once again, we have guests, as today's newsletter is going out to those attending the Techonomy conference, where I will be moderating a session Tuesday on the state of VR and AR.

Also, for our readers in Philly — Vice President and Dr. Biden, along with Sean Parker, are joining Axios' Mike Allen Wednesday to discuss the future of cancer care and you're invited. Mike will also explore this topic with the CEO of Celgene Mark Alles, Cancer survivor and advocate Stefanie Joho, and deputy director of the Kimmel Cancer Center at Johns Hopkins, Elizabeth Jaffee. RSVP here.