Healthcare isn't easy - ask Oracle/Cerner. But this could be interesting and I'm willing to test it out ... if ChatGPT for Health could connect with my medical records.
That's the direction everything is going! Both companies are partnering with health systems now, and it will be interesting to see how interoperable the data becomes.
Healthcare will be a vertical where Google will be a major player. Many seem to ignore how much it already brings to the table — Isomorphic Labs (drug discovery), AlphaFold, Fitbit data, MedGemma, Gemini’s leading multimodal capabilities (useful for analyzing scans, procedure videos), devices that can track one’s wellness, etc
Hi Alex! I think it's interesting to see BigTech companies leverage their foundational models to customize it to specific use cases. This is a trend I've been tracking in the legal industry as well. Perplexity has launched Perplexity Enterprise for automating workflows. It can be customized according to a firm's proprietary workflows (Contracts, NDAs, Term sheets etc.) Furthermore, OpenAI has floated an internal contract review tool. Anthropic has also shown how their in-house team uses Claude for legal work. In the long run, we might see BigTech companies transform into Full-Stack enterprise companies that provide infrastructure across health, legal and finance. This also means that more M&A because these companies will not build for each and every use case.
From my understanding of LegalTech, startups in order to survive have to build for specific use cases. For example, pick one particular area such as M&A, Capital Markets or IPR and then build specifically for this area. A great example of this is Perplexity Patents that positions itself as an AI Agent that assists with patent research. I've written a short post analyzing where there are opportunities to build in 2026. I write a newsletter focused on LegalTech. Would love to connect with you!
That's really interesting, I'll give your work a read! In my chat with Anthropic, I did get the sense that this is a playbook to be run across a bunch of verticals over time.
Glad you found those points interesting! The M&A one I hadn't thought about going in, but the interface one reminds me a lot of covering SaaS years ago. Take Zoom -- a company still trying to establish itself as more than the video meeting place.
Healthcare isn't easy - ask Oracle/Cerner. But this could be interesting and I'm willing to test it out ... if ChatGPT for Health could connect with my medical records.
That's the direction everything is going! Both companies are partnering with health systems now, and it will be interesting to see how interoperable the data becomes.
Healthcare will be a vertical where Google will be a major player. Many seem to ignore how much it already brings to the table — Isomorphic Labs (drug discovery), AlphaFold, Fitbit data, MedGemma, Gemini’s leading multimodal capabilities (useful for analyzing scans, procedure videos), devices that can track one’s wellness, etc
Great point -- and I do think Apple will eventually be a big player in consumer, too.
“We’re trying to be relatively un-opinionated” is lame.
Have an opinion. Healthcare doesn’t need more of the same. It’s 18% of GDP up from 5% a few decades ago.
I think he means in the sense that they don’t want to close off the platform to certain use cases / customers? But I hear you!
Hi Alex! I think it's interesting to see BigTech companies leverage their foundational models to customize it to specific use cases. This is a trend I've been tracking in the legal industry as well. Perplexity has launched Perplexity Enterprise for automating workflows. It can be customized according to a firm's proprietary workflows (Contracts, NDAs, Term sheets etc.) Furthermore, OpenAI has floated an internal contract review tool. Anthropic has also shown how their in-house team uses Claude for legal work. In the long run, we might see BigTech companies transform into Full-Stack enterprise companies that provide infrastructure across health, legal and finance. This also means that more M&A because these companies will not build for each and every use case.
From my understanding of LegalTech, startups in order to survive have to build for specific use cases. For example, pick one particular area such as M&A, Capital Markets or IPR and then build specifically for this area. A great example of this is Perplexity Patents that positions itself as an AI Agent that assists with patent research. I've written a short post analyzing where there are opportunities to build in 2026. I write a newsletter focused on LegalTech. Would love to connect with you!
https://harshithviswanath.substack.com/p/three-legaltech-whitespace-plays
That's really interesting, I'll give your work a read! In my chat with Anthropic, I did get the sense that this is a playbook to be run across a bunch of verticals over time.
Glad you found those points interesting! The M&A one I hadn't thought about going in, but the interface one reminds me a lot of covering SaaS years ago. Take Zoom -- a company still trying to establish itself as more than the video meeting place.