"This month, two of the hottest AI companies in San Francisco announced a major push into healthcare - moves that experts say were not only inevitable, but also timely and high-stakes. These AI rivals - Anthropic and OpenAI, the makers of the widely used large language models Claude and ChatGPT, respectively - unveiled new suites of tools for healthcare organizations and everyday consumers."
"Anthropic and OpenAI's healthcare buildouts are forcing startups across the health tech market to reassess where they truly have defensible advantages, one investor pointed out. Kamal Singh, senior vice president at WestBridge Capital, thinks consumer wellness and nutrition startups are the most vulnerable, saying that these types of broad, chat-based platforms are likely to be commoditized. Startups offering nutrition or wellness advice without deep specialization now face weakened value propositions - given that Claude and ChatGPT have massive distribution and habitual usage, he pointed out."
"Others will probably remain insulated - or even strengthened - depending on how robust their models are, Singh said. In his view, companies focused on specialized clinical areas, such as chronic disease management, will be far more resilient to large tech incumbents entering the space. These types of companies rely on deep patient data, longitudinal insights and disease-specific expertise - capabilities that we still don't know if general purpose tech companies will be able to replicate at scale, Singh remarked."
Anthropic and OpenAI unveiled new suites of healthcare tools for organizations and consumers, expanding how patients access medical guidance while creating tradeoffs between access, trust, and control. Their healthcare buildouts are prompting health tech startups to reassess where they hold defensible advantages. Consumer-focused wellness and nutrition apps face particular vulnerability because broad chat-based platforms can be commoditized by large LLMs with massive distribution and habitual usage. Startups that depend on deep patient data, longitudinal insights, and disease-specific expertise — especially in chronic disease management — appear more resilient. Care coordination and care management can remain competitive differentiators when AI is combined with human clinicians.
Read at MedCity News
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