Anthropic just launched Claude for #Healthcare, and OpenAI just launched ChatGPT Health. Both are LLMs, but their strategies differ significantly.
I wrote down a few thoughts.
1️⃣ 𝐂𝐥𝐚𝐮𝐝𝐞 𝐰𝐚𝐧𝐭𝐬 𝐭𝐨 𝐛𝐞𝐜𝐨𝐦𝐞 𝐭𝐡𝐞 𝐧𝐞𝐰 𝐨𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐬𝐲𝐬𝐭𝐞𝐦 𝐨𝐟 𝐡𝐞𝐚𝐥𝐭𝐡𝐜𝐚𝐫𝐞
Claude is entering the race with the ambition to integrate AI scribe + AI billing + AI clinical decision support + workflow, in order to become a new intelligence layer on top of legacy systems.
It targets payors, providers, and consumers, tapping into (public) databases to optimize clinical operations.
Claude also launched Claude for Life Sciences in October 2025, offering tailored solutions for pharma and integrating them into this broader ecosystem.
2️⃣ 𝐂𝐡𝐚𝐭𝐆𝐏𝐓 𝐇𝐞𝐚𝐥𝐭𝐡: 𝐭𝐡𝐞 𝐟𝐮𝐥𝐥 𝐜𝐨𝐧𝐬𝐮𝐦𝐞𝐫 / 𝐩𝐚𝐭𝐢𝐞𝐧𝐭 𝐩𝐥𝐚𝐲
ChatGPT’s strategy is much narrower, as it focuses primarily on consumers and patients, but with a much deeper offering.
It integrates medical navigation, lifestyle, nutrition, and fitness, as well as decision support to help users choose the right care plan (in the US), going after players like Transcarent.
3️⃣ 𝐁𝐨𝐭𝐡 𝐂𝐥𝐚𝐮𝐝𝐞 𝐚𝐧𝐝 𝐂𝐡𝐚𝐭𝐆𝐏𝐓 𝐩𝐫𝐨𝐯𝐢𝐝𝐞 𝐭𝐡𝐞 𝐢𝐧𝐟𝐫𝐚𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞 𝐟𝐨𝐫 𝐜𝐨𝐧𝐬𝐮𝐦𝐞𝐫 𝐀𝐈
Both Claude and ChatGPT integrate with Function Health, which uses blood analyses to both detect diseases early and optimize daily health.
Consumer AI currently remains a tool for the healthy and wealthy, but over time the system may shift from being doctor-centric to consumer-centric.
Claude and ChatGPT are clearly accelerating this shift.
4️⃣ 𝐖𝐡𝐨 𝐰𝐢𝐥𝐥 𝐰𝐢𝐧: 𝐂𝐥𝐚𝐮𝐝𝐞’𝐬 𝐢𝐧𝐟𝐫𝐚𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞 𝐩𝐥𝐚𝐲 𝐨𝐫 𝐂𝐡𝐚𝐭𝐆𝐏𝐓’𝐬 𝐜𝐨𝐧𝐬𝐮𝐦𝐞𝐫 𝐡𝐞𝐚𝐥𝐭𝐡 𝐛𝐞𝐭?
Claude is trying to go very big: maybe too big.
No one really wants a single player to own such a large and strategic piece of the healthcare tech stack.
ChatGPT, on the other hand, aims to become the digital front door of healthcare, similar to Apple or Amazon.
In the short term, it may monetize through advertising (as OpenAI has recently launched ads on its models).
In the long term, it’s unclear how it will evolve beyond this. It is already replacing “Dr. Google”, but Google itself never managed to build a truly large business around that.
5️⃣ 𝐂𝐥𝐚𝐮𝐝𝐞 𝐢𝐬 𝐫𝐞𝐝𝐞𝐟𝐢𝐧𝐢𝐧𝐠 𝐢𝐧𝐭𝐞𝐫𝐨𝐩𝐞𝐫𝐚𝐛𝐢𝐥𝐢𝐭𝐲
Claude connects to many different sources, often involving unstructured data.
Thanks to LLMs, it does not require highly structured or standardized data to operate effectively.
MCPs combined with LLMs are redefining interoperability.
Claude can ingest raw, unstructured data from multiple systems and generate usable insights.
Traditional IT and SaaS systems were simply not able to do this before.
----
Follow HGM Advisory for daily reposts of the most interesting #HealthTech news.