Roche just paid seven hundred fifty million dollars for an AI pathology company.

Run time: 21:10

In today's episode:

1. Roche acquires PathAI in nine-figure pathology AI deal
2. ISMRM 2026 unveils whole-body MRI and AI risk models
3. OpenAI publishes healthcare AI policy blueprint
4. AccurKardia gets FDA clearance for next-gen ECG AI
5. OpenEvidence embeds in Mount Sinai Epic at twelve billion valuation
6. Oracle Health Clinical AI Agent expands to thirty-plus specialties
7. Insilico signs two point seven five billion dollar Lilly discovery pact
8. Claude Managed Agents can now dream between sessions
9. Anthropic and SpaceX strike three-hundred-megawatt compute deal
10. Anthropic doubles Claude Code rate limits across paid tiers

TL;DR:

• Roche is acquiring PathAI for $750M upfront plus up to $300M in milestones, the first nine-figure pharma takeout of a pathology-AI pure-play and a sign foundation pathology models are becoming pharma infrastructure.
• ISMRM 2026 (Cape Town, May 9–14) is showcasing AI on whole-body MRI for early metabolic disease and quantitative MRI that matches mammography for dense-breast assessment — the next axis for image-based risk stratification.
• Anthropic shipped a research-preview "dreaming" feature for Claude Managed Agents on May 6: agents review past sessions between runs to update shared memory. Harvey reports roughly 6× task-completion gains.

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