With a h/t to David Haber's OG "unbundling of Craigslist" map, we're already seeing the "unbundling of ChatGPT" based on the emergent behaviors of how consumers are using gen AI chatbots, including several healthcare use cases... the length of the pole between generalist chat and a durable/viable distribution motion, business model, regulatory compliance strategy, and care delivery workflow integration/clinical actionability is still long in most cases, but the generalist foundation models are upping the game on what's possible and what consumers will increasingly expect in their healthcare user experiences.
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