Unlike previous technologies, ChatGPT’s launch created immediate, widespread pressure on biopharma executives. Prompted by their boards and even families, they recognized the potential to leapfrog years of development, rapidly elevating AI on the corporate agenda despite concerns about data privacy and IP.

Since ChatGPT's launch, OpenAI's core mission has shifted from pure research to consumer product growth. Its focus is now on retaining ChatGPT users and managing costs via vertical integration, while the "race to AGI" narrative serves primarily to attract investors and talent.

Unlike medical fields requiring physical procedures, psychiatry is fundamentally based on language, assessment, and analysis. This makes it uniquely suited for generative AI applications. Companies are now building fully AI-driven telehealth clinics that handle everything from patient evaluation to billing and clinical trial support.

The most anticipated capability of ChatGPT Health is not just answering questions, but its ability to perform cross-platform analysis that is currently difficult. Users are most excited to ask how daily steps from Apple Health correlate with sleep from Whoop, or how blood test results connect to heart rate data, uncovering previously inaccessible personal health insights.

OpenAI's path to profitability isn't just selling subscriptions. The strategy is to create a "team of helpers" within ChatGPT to replace expensive human services. The bet is that users will pay significantly for an AI that can act as their personal shopper, travel agent, and financial advisor, unlocking massive new markets.

OpenAI's launch of ChatGPT Health, which integrates medical records, signals a clear strategy to move beyond general-purpose APIs. Foundation model companies are now building specialized, vertical-specific products, posing a direct threat to "wrapper" startups that rely on the underlying models' existing capabilities.

The feature is a "data moat play disguised as a feature launch." By connecting to EHRs and wellness apps, OpenAI moves beyond ephemeral chats to build a persistent, indexed health profile for each user. This creates immense switching costs and a personalized model that competitors like Google and Meta cannot easily replicate with their existing data graphs.

AI adoption in healthcare has accelerated by sidestepping slow enterprise sales cycles. Companies like Open Evidence offer free, consumer-like apps directly to doctors (prosumers). This bottom-up approach creates widespread use, forcing organizations to adopt the technology once a critical mass of their staff is already using it.

Unlike the top-down, regulated rollout of EHRs, the rapid uptake of AI in healthcare is an organic, bottom-up movement. It's driven by frontline workers like pharmacists who face critical staffing shortages and need tools to manage overwhelming workloads, pulling technology in out of necessity.