Data moat and defensibility concerns

Today’s episode breaks down OpenAI’s launch of ChatGPT Health and what it reveals about how people are already using AI to navigate symptoms, medical information, insurance, and gaps in access across a strained healthcare system. The episode examines the usage data behind the launch, the new health-specific features and privacy architecture, early reactions from clinicians and industry insiders, and why health may become one of AI’s strongest long-term data moats. In the headlines: record-setting AI fundraising rounds, LM Arena’s rapid commercialization, and Google overtaking Apple as the world’s second-most valuable company.

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