Thoughts on Healthcare Markets & Technology
Thoughts on Healthcare Markets & Technology Podcast
Part I: How the Trump Administration and a Cohort of AI Startups Are Building a Regulatory On-Ramp for Autonomous AI Doctors, and Why Working Physicians Think the Genie Is Already Out of the Bottle
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Part I: How the Trump Administration and a Cohort of AI Startups Are Building a Regulatory On-Ramp for Autonomous AI Doctors, and Why Working Physicians Think the Genie Is Already Out of the Bottle

The administration is building a regulatory pathway for AI systems that diagnose and prescribe with no physician in the loop. Utah already has a pilot running. The Medical Licensing Board asked for an immediate suspension.

A Nature Medicine study gave chatbots 1,200 real patient simulations. Correct diagnosis rate: 34%. They were worse than Google at guiding people to the right decision. These same models pass medical licensing exams.

The self-driving car comparison is everywhere. But robotaxis are geofenced - Waymo refuses the hard routes. The entrepreneurs are pitching a general-purpose AI that handles everything. That is Level 5 in any weather, which the auto industry spent a decade learning to stop promising.

The sleeper risk is the corporate practice of medicine doctrine. Most states bar corporations from practicing medicine. A chatbot owned by a VC-backed company that diagnoses and prescribes is, on its face, a corporation practicing medicine. Nobody running these pilots has a clean answer for who holds the license.

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