The Information's TITV Oracle’s Shockingly Small Cloud Margins, OpenAI ‘Super App’ Goal, AI Copyright | Oct 7, 2025
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Oct 7, 2025 Join Alex Vannoni, Head of Healthcare Product at Whoop, as he dives into the exciting launch of the Advanced Labs blood-test product. This innovative service offers a comprehensive 65+ biomarker panel integrated with Whoop's wearables. Alex discusses the value of personalized insights over generic lab services and the importance of licensed clinician reviews. He also shares Whoop's vision for combining non-invasive data with intermittent blood tests, pushing the boundaries of health tracking.
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OpenAI Pushing ChatGPT As A Super App
- OpenAI is pushing ChatGPT to become a super app by embedding external apps and agents into the chat interface.
- This moves user behavior toward a single entry point for many services if the UX and distribution succeed.
AgentKit Helps But Doesn’t Eliminate Startups
- AgentKit lowers the bar for building agents but likely won't kill specialized agent startups that mix multiple model providers.
- Startups will remain valuable for orchestrating multi-model stacks and niche capabilities beyond a single provider.
Distribution Trumps Control Early On
- Many app owners will join ChatGPT to avoid losing distribution even if economics are unclear.
- The real test is whether the experience is superior enough for users to prefer ChatGPT as the entry point.