Ep51 Cancer Vaccine Breakthrough | Bots Overtake Humans | Rickard Hansson

Moderna and Merck have reported the first positive Phase 3 result for a personalised cancer vaccine — an mRNA therapy built for one patient at a time, given alongside Keytruda in high-risk melanoma. The market moved 162% on it in a month.Rickard Hansson makes the point almost nobody else is making: the AI doing the work here is not the AI you think it is. It's a ranking model, frozen in 2021, and regulation means it cannot be improved mid-trial. It didn't make a better drug. It changed the cost curve of designing one.Then the other story. Agentic traffic on OpenRouter has reached a seven-day average of 7.3 trillion tokens — close to five times what humans generate, and up roughly 14x since February. Nobody asked for that. Sub-agents did, and they spend your budget without asking.Ben and Rickard get into what "34 markers" actually means, why output tokens are the ones that hurt, why legal is the fastest-growing group using AI at work, and what happens when the software decides how much of your money it spends.⏱️ CHAPTERS00:00  Welcome and Agenda01:30  AI Cancer Vaccine Breakthrough03:40  Biotech Market and AI Impact05:03  Trial Results and Stock Surge07:22  How the AI Model Works09:51  Regulation and Update Limits14:28  Timeline to Approval16:28  Bots Overtake Humans17:52  Sub Agents and Token Costs24:59  Enterprise Usage by Function25:52  EU AI Act and Legal Risks27:02  Measuring ROI and Wrap Up30:36  Closing and Next Topics🔗 SOURCES AND LINKSThe Phase 3 resulthttps://www.fiercebiotech.com/biotech/merck-and-modernas-personalized-cancer-vaccine-slows-recurrence-ph-3-trialThe earlier Phase 2b data (KEYNOTE-942)https://www.merck.com/news/moderna-and-merck-announce-mrna-4157-v940-an-investigational-personalized-mrna-cancer-vaccine-in-combination-with-keytruda-pembrolizumab-met-primary-efficacy-endpoint-in-phase-2b-keynote-94/Token usage by type — the chart we discusshttps://openrouter.ai/rankingsThe a16z chart packhttps://a16z.news/subscribeEU AI Act, Article 50 — the transparency rules mentionedhttps://artificialintelligenceact.eu/article/50/Rickard Hansson on LinkedInhttps://www.linkedin.com/in/rickardh/Ben Drakes on LinkedInhttps://www.linkedin.com/in/ben-drakes/👤 GUESTRickard Hansson is the founder of Gainable, building internal applications from enterprise data rather than prompts. He previously founded Weavy and Incentive, and works with organisations from the Fortune 50 to NATO.🎙️ ABOUTThe AI Outcomes Podcast, hosted by Ben Drakes. Conversations with the people actually putting AI to work in enterprise sales and go to market. New episodes weekly, with this AI news strand every fortnight.#AIOutcomes #EnterpriseAI #AIinHealthcare #mRNA #AIAgents #AIStrategy