Claude Code’s Shining Moment, ChatGPT for Healthcare, End Of Busywork?

Channel: Alex Kantrowitz

Published at: 2026-01-12

YouTube video id: jgjP6qJ1dIE

Source: https://www.youtube.com/watch?v=jgjP6qJ1dIE

Cloud code is on a legendary run and
becoming useful beyond programming.
OpenAI rolls out chat GPT for
healthcare. Prediction markets [music]
have an insider trading problem or do
they? And is the end of busy work a bad
thing? That's coming up on a Big
Technology Podcast Friday edition right
after this. Welcome to Big Technology
Podcast Friday edition where we break
down the news in our traditional,
coolheaded, and nuanced format. We have
a great show for you today. We have
filled our document with a ton of
stories to go through, including what's
happening with cloud code and why it
might be applicable for folks beyond
programming. Maybe it will end up
impacting [music]
much of knowledge work. That's at least
what Ethan Malik has to say. We'll go
through his post on the matter. We're
also going to talk about OpenAI's foray
into healthcare. It's it's actually it's
an official foray into healthcare
because millions of people have been
using chatbt for healthcare already. Uh
we're also going to talk a little bit
about prediction markets [music] and the
end of busy work. Joining us as always
on Fridays to do it is Ranjan Roy of
Margins. Ranjan, great to see you.
Welcome back.
>> Good to see you, Alex. Um excited to be
here.
>> Let's begin just talking about cloud
code. Uh I don't know if you've seen
this, but for me recently on X, cloud
code has been a meme. It's almost like
those Chuck Norris memes where people
have been talking about how Cloud Code
could basically do anything and it's got
these uh superhuman capabilities. And I
was waiting for a post to kind of
illustrate what was going on with Cloud
Code uh that had made people so excited
about it. And I think we got one from
Ethan Malik, the Wharton professor,
friend of the show, and he writes the
one useful thing Substack. And his post
is called Claude Code and what comes
next. and and I think he really
illustrates uh just the amount of
autonomous work that Claude Code has
been able to do and the fact that it's
not simply a code autocomplete anymore.
So, uh let me just begin with the story
that he starts with. He says, "I open
Cloud Code and gave it a command.
Develop a startup idea that will make me
$1,000 a month where you do all the work
by generating the idea and implementing
it. I shouldn't have to do anything
except run some program you give me
once. It shouldn't require any coding
knowledge on my part and so you make
sure everything works well. Malik
writes, "The AI asked me three multiple
choice questions and decided I should be
selling sets of 500 prompts for
professional users for $39 without any
further input. It then worked
independently for an hour and 14 minutes
creating hundreds of code files and
prompts. And then it gave me a single
file to run that created and deployed a
working website." Uh let's just talk
about you know we're going to go through
what the ideas that Malik uh uh brings
down in terms of uh why this is an
improvement uh over previous generations
and what the implications are here why
people are uh excited about cloud code
but but just to start are you impressed
with the output that cloud uh spit out
here
>> I am this specific output I'm actually
not that impressed I'm interested but I
still think and and I'll definitely get
into this in terms of like overall what
I'm seeing with this kind of world of
autonomous agentic. But I think again
like writing 500 prompts that you can
package up, maybe even creating a
website, taking all these steps is
actually incredible, but it should be
table stakes. And more and more people
are realizing every day that it is table
stakes that the technology is already
there to do this level of work. And I
think remember what was one of my
predictions from 2026, agentic AI is
going to be real. And and I think claude
code is a lot of people's first like
entry into this world of truly agentic
AI. And even Mollik goes on to write he
was like the latest AI are capable of
doing work more autonomously while
self-correcting many of their errors.
But then the AIs are being given an
agentic harness of tools and approaches
they can use to solve problems in many
ways. That second part I loved because
this is what I've been talking about for
six months now. Agentic AI is not like a
process flow diagram. It's giving it a
set of tools and letting it go figure
out what to do and actually go do it.
And I think cloud code that the
excitement around it is everyone's
finally getting a taste of that.
>> That's right. And so so the way that
Malik frames it is the combination of
these two things that the AI can do
autonomous work and self-correct and
then have this agentic harness which is
jargoning to me but basically be able to
call tools.
>> I like it aentic.
>> Oh come on it is a terrible no bad very
bad. What do you like about this? Okay
go ahead.
>> No no no hold on I like Okay. I have
been saying like def a predefined set of
tools and data connectors. That doesn't
sound exciting. And Gentic harness, it's
like kind of just, you know, holding it
generally in place, but still letting it
go. I don't really know much about horse
riding or how harnesses work in any kind
of situation like that. But at least in
my mind, that's what I'm thinking. I
like it.
>> Uh, no, it's not. It's per terrible
riding. I mean, I really like the
concepts here. And it's bad. It's
jargony. You're too close to it. Ranjan,
here's all you have to say. It can do
autonomous work and selfcorrect, and it
can use tools. That's it. See harness.
Why do you have to make it more
complicated?
>> Harness is shorter. A gentic harness.
>> He writes aentic. Okay, we're going to
move on after this. But we are not
accepting the term agentic harness in
the show. It's just does not work. Not
going to work. Agentic harness of tools
and approaches they can use to solve
problems in new ways. Why do you have to
use the phrase agentic harness? Why
can't you just write? They can they are
the AIS are are being given tools and
approaches they can use to solve the
problem. So, so
>> it's unnecessary
jargon.
>> This is where I think like and I I
brought this up on on this podcast like
six months ago at Writer where I work
like and we're enterprise AI focused. We
launched a tool and id started testing
it in June. It was and we joked like you
were like, you know, now you're at an AI
company, you're feeling AGI, but it was
the first moment I actually felt like,
holy I gave it some direction and
now it's going out and doing all this
other stuff because it had a predefined
set of tools and data connectors, one
might call a harness, but anyways, they
like feeling that autonomous AGIish type
action. I think like the what Claude
code has been the breakthrough. I've
been seeing this for like six months
now. Like this is happening. This is no
longer us talking about can I book a
flight and have it, you know, search and
go do it for me. Like this is going and
doing tasks for people. People are doing
already. And Claude code is the first
time a lot of people are experiencing
with that. And that's why I honestly
think this year this is going to break
through in a big way. The way coding
assistants
were 20 the story 2025,
>> right? And that's so getting past our
our differences on languages. I think
that's why I thought this was important
and that's why I think this was worth
bringing up here is that I think that
the common conception is that you know
AI for coding is just that like it's
code autocomplete or in some cases you
know you put a vibe code prompt in
replet or something and then you get a
website. I think what's interesting here
is that you can give just the prompt and
it will end up you know in in a way that
that Malik has specified without him
having to touch the code. it can end up
uh building a website for him incl which
includes a salesunnel by the way uh and
and you know basically all he has to do
is put put it live and the the way that
it's doing this is the long uh uh
autonomous tasks of of coding and then
also um being able to use the tools. We
won't argue anymore about the uh the
language. He says, "The result of these
two factors has led to big leaps in the
latest AI tools made by the big AI
companies." Now, listen, if you're at
this point in this discussion and you're
not a coder or you're not building a
website, uh you might you might be
asking yourself, well, okay, this is
very specified and and what is in it for
me? And and this is again like just just
to go why we're leading the show with
this. um it starts to broaden out and if
anything this might be just the
beginning of what's coming for uh the
rest of knowledge work and and and I'll
just you know continue to read Malik
because he's very good on this. He says,
"Unfortunately for the most of us,
Unfortunately for most of us who want to
experiment with AI, these new tools are
built for programmers. In a lot of ways,
this is a shame because these systems
are actually broadly useful to knowledge
workers of all types. And by seeing what
you can do and experimenting with them
yourself, I think you can learn a lot
about the future of AI." He goes, "To
return to the example of the startup
company launched by Cloud Code, it was
only touching a small part of the
capabilities of what the tool is capable
of. If I ask it to do user testing of
the live site from different personas
and give me a report give me a report it
it connects it deploys another tool
connecting to a web browser on my
computer. It takes control of the
browser goes to the site it created and
scrolling through as a human would. He
said he asked the cloud code tool for a
critical report of the UI and he said it
did a better job of nailing potential
issues and spotting some sketchy fake
reviews on the site. and he says as a
next step I could easily ask it to
implement its suggestions continuing the
process with minimal input from me. I
this to me is really the the interesting
part is you can you can not only have it
go create things, you can have it test
things and with natural language uh then
go and optimize. And you know, if you
think about uh you know, maybe maybe
it's a website, but maybe it's also, and
we're going to get into this, um a
folder of documents on your computer and
you have it go in and start to, you
know, give you feedback on it, make data
visualizations from it. One example that
he gave is is credit card statements. So
you could just kind of download them
onto your desktop browser and obviously
do this with caution and then set cloud
code loose on it and maybe makes
visualizations, spots anomalies, gives
you a report on your finances and you
need that that more advanced
capabilities. You need the ability to
code and to call tools uh to be able to
go and do this type of work. Uh it's
pretty pretty crazy to me.
>> I mean it's real. It's happening. I I
I'm living in the future, Alex. I'm I'm
already there. And and but but I can
tell you like this is where I think the
big shift I saw is early 2025 when
people talked about agentic AI again
these thinking of like these big heavy
processes and how do we automate them in
some way and bring an LLM's intelligence
to make a decision in one part or maybe
create some copy at another part. The
big shift was completely rethinking like
what Agentic AI is and again won't say
the word harness but allowing it to
start to take these tools and I think
what he showed there like around this
like creating an entire business
launching it 500 prompts at 39 bucks a
month are you really going to do that
maybe but probably not something it's
these kind of like smaller multi-step
processes where I I am calling by the
end of the year. All of us are going to
start incorporating in our life in a lot
of different ways. Go check my credit
card statement, find any charge above
like $25, come up with a summary like
email me. Stuff like that is going to
become routine for especially at least
any early adopter I think by the end of
the year.
>> And it is interesting. So we've talked
remember like last year we were talking
about like is AI going to hit a wall?
And there were all these different
things about like well is pre-training
still continuing to work? And and I
think you know there's another bad
jargon word which is like the
scaffolding right which is something
we've used like what do you build around
these tools uh that that enable them to
sort of cheat their way through the
limitations of the you know the models
topping out or for instance the context
window. The context window of course is
the amount of text that this model the
model can work on before it sort of runs
out of its ability to like keep it in
the like sort of memory window so to
speak. Uh, and and it's just interesting
to hear how this stuff works because uh
because Malik even talks about how like
the sort of claude code cheats its way
through like the limits of the context
window. He says when claude code runs
out of context, it stops and compacts
the conversation so far, taking notes
about exactly where it was when it
stopped. Then it clears its context
window and the fresh version of Claude
code reads the notes and reviews the
progress to dates. Uh and then uh it
gives it those notes give Claude
everything it needs to keep moving. This
is why Claude can run for hours at a
time. It carefully notes what it's doing
along the way, produces intram work and
um you know like pieces of software and
reports that it can refer to. I mean
this is this is very interesting the way
that these companies are architecting
stuff.
>> Yeah. I mean, this is where anyone who
was using Claude two years ago, year and
a half ago, and would hit that dreaded
like you've run out of uh credit even as
a paying Claude Pro subscriber and have
to either wait 12 hours to run a prompt
on the leading model. Again, like the
architecture side of how people are
approaching these kind of agentic
workflows is getting solved. I think
that's the big thing. And it's not at
the model level that models are helping
but and it's yeah it's the it's not the
product actually you know what instead
of product versus model architecture
let's throw that in there as well as
another layer that can be optimized or
innovated on to actually to really move
this stuff forward.
>> So are you team architecture?
>> I think I am team architecture. I mean
this is something
was it Larry or Sergey that you talked
about architecture.
>> Well Sergey talked about algorithmic
improvements.
>> Okay. And so I think
>> put that under architecture. Yeah.
>> Yeah. I would call it architecture and
and and and um it's starting to show up
in other places too. Here's cloud cloud
desktop. So this is a relatively new
thing that that Anthropic has released.
You can put cloud on your desktop uh if
you're in the $20 a month bracket of the
paying users. And um Malik says just
give the access just give the AI access
to a folder. Remember that claude can do
anything uh to the files in that folder.
So be careful and make a back if it's if
it's sensitive and make a backup and you
can start working with AI. Have it
research and write reports. Give it
access to your credit card records so it
can put them into a spreadsheet and tell
you about anomalies. Ask it to do a data
visualization. Whatever else you like.
All right, Ranjan. So, as our as our
resident uh AI agent expert, I'm going
to ask you a question about this. Um, do
we do we really need to like be running
this stuff through co cloud code or can
you just like upload it into the uh into
the context window of like the cloud
chatbot itself? Like what does going
through cloud code give you? Is it just
more power because it can build things
on the fly for you? Te tell me a little
bit more about why this is important.
Yeah, the it's the ability to again it's
multi-step. It's not one action. So it's
a set of like especially giving that
general guidance and action thinking it
from thinking of it from an outcome
perspective. It's no longer telling
Claude here's what you should go do.
It's saying here's what I want and to
get there like that's not how a typical
chat back and forth works. The chat back
and forth is let's iterate together.
Let's explore. let's try to understand
versus I know what I want. Go get there
for me. So I think and that ability to
combine whatever the actual kind of like
reasoning side if it needs to to to
actually create like hardcoded Python
scripts that are deterministic and are
going to be used it can do that. Like
not limiting it to that chat window is
the biggest difference here. And again
increasingly and again talking about my
own company here like we see at Writer
people the biggest change is the routine
side of it. It's these things are no
longer going to be oneoff things you do
for fun and kind of try as an
experiment. You start to set routines.
So this kind of work is being done on an
ongoing basis. So it's not I'm going to
go in and upload a document. It's
actually happening in the background and
like the the clawed UI gets abstracted
away. like maybe you just get an email
or a notification with whatever results.
So, so I think a big difference.
>> Give some concrete examples. Give some
concrete examples of of like the type of
routines that
>> I mean like not to get too into the
enterprise sales role but like right now
at work we have like Salesforce, we have
Gong which is like a call recording and
uh data type thing. We have something
called Z. We have all these different
systems. I literally have a list of
accounts. In the past I would go through
every morning. I would either have like
a report in each of one or a dashboard.
I literally was able to create something
where it's like go in, here's a list of
accounts. Did anything happen in the
last 24 hours? What happened? Summarize
it. Email me. And like I built that.
That's a whole app. There's tons of code
in there and API calls and MCP
connectors and I can do that stuff now.
that like said this is where and I think
I'm a reasonably technical person but
like I mean anyone especially simple
simpler levels of this will be able to
start doing
>> okay and this is that's a good good
segue to the end of the um post here
from Malik he says today's AIs are
capable of real sustained work that
actually matters and in turn is starting
to change how we approach tasks uh he
says it is starting unsurprisingly with
programming one of the more Famous
coders in the AI world, Andre Kopathy,
recently posted, "I've never felt this
much behind as a programmer. The
profession is being dramatically
refactored as the bits contributed by
the programmer are incre increasingly
spare and between. I have a sense that I
could be 10x more powerful if I just
properly string together what has become
available over the last year or so." And
a failure to claim the boost feels
decidedly like a skill issue. Malik
concludes, "Don't let the awkwardness of
the current claude code or
specialization for coding fool you. New
Oh god. New harnesses that make AI work
for other knowledge work tasks are
coming in the near future and so are the
changes they will bring."
>> Oh my god. Sorry. Okay, hold on.
One, I love this quote from Carpathy.
So, I'm trying to contain myself or
regain my composure after seeing
harnesses again, but okay. Carbathy. I
loved this quote. I think it came out
over the holidays when I was at home.
Caught it on Twitter. Like started
seeing it more and more because like
this is how I feel as a fairly technical
but still knowledge worker at heart.
Like I feel when I'm seeing what I'm
able to do, I feel like, "Holy I I
I think I'm falling behind or like I
don't even know if other people are
getting this faster than me that they're
going to be way ahead." And so I that
feeling was kind of like lingering in me
the moment you start to see what's
possible. And I think like when I saw
him say that, especially about
programming from one of the leading
world's leading programmers, like it
starts to make us feel like this stuff
is so interesting right now that even
someone like him can actually feel like
I better get a handle on this right now.
>> Right. And look, I I'll just say this.
I'm not completely sold that this is
where we're going. I know you feel
firmly. You're also like,
>> you know, you're you have a built-in
bias. You're because it's where you've
seen enough uh energy around the
increases in capabilities, the type that
we spoke about uh at the beginning of
this conversation, the type that uh
Malik listed as he explained what's
going on. Uh and I think that that has
been clearly uh drawn out by Malik in
this post that I think it would be
foolish to ignore it. The same way that
Malik is basically saying like don't be
fooled by this being just a coding
specific thing. Uh soon we'll probably
have the interfaces that will make this
type of work autonomous work things that
selforrect things that call tools uh
available for for many many more
different types of knowledge work
professions. And that's why I think that
this is important to highlight. I mean
we are getting obviously we're getting
you know a year is just a delineation in
time but we are getting started here uh
in 2026 after what I think was a lot of
movement in the space. Obviously that a
lot of money went into it. We've been
very critical about the financial
picture of some of these companies. Uh
but I I think that shouldn't blind us to
the fact and again we're here for like
nuance about this. that shouldn't blind
us to the fact that uh this technology
is progressing in some very interesting
ways and our mission on the show is also
to be able to be like hey pay attention
to this because it's something that we
think has the potential to be big and I
think that's the case here.
>> I think so too and I'm going to make the
bet here right now every week Alex and I
have a collaborative Google doc that we
paste links in and kind of copy and
paste text into. I think we are going to
not be working in that way and have
something more interesting as a process
in a few months time. I'm making that
call.
>> I will I will take the listen I may I
may have just talked about how I believe
in the power of this technology. I I
will not bet against Google Docs. I
won't do it. We're going to be doing the
same thing and uh and I will not change
my process. That's my That's my bet.
[laughter]
>> Love to paste a link. It's it's actually
the act of pasting the link is is the
most human thing one can do. I'll agree.
>> Well, also I mean I think it sort of
just to not to overindex on this Google
doc discussion, but why not? I mean this
is the problem too. People have
processes. They like their processes and
it takes an unbelievably better process
and system to be able to get them to
switch off. And that's probably the
biggest thing that will hold this
technology back over time is just the
fact that like people like their
processes and if you say here's this
brand new agentic way to do your you
know show planning or a take a b or c uh
their their immediate reaction isn't
going to be like oh hooray let's let's
switch over their original initial
reaction is going to be like over my
dead body
>> you you got I mean honestly this is the
biggest thing the technology is there
like I I will I've been saying it for a
while the technology is there it's a
change management person human UI
whatever problem but like exactly as
you're saying we have we have a process
it's a beautiful one it brings us to
this show every week and and it gets it
done but yeah people are tied to process
so yeah I think that's going to be the
most interesting part of this year but
like the way I see it already kind of
going is the more people hear about
there are better ways to do things. The
more you especially early adopters,
you're like, I got to at least try.
>> And maybe technology will reinvent uh
the world or maybe AI will reinvent the
world's oldest technology and that is of
course email and maybe it will change
processes there. This is from Techrunch.
Gmail debuts a personalized AI inbox, AI
overviews and search and more. Google
has unveiled a new AI inbox for Gmail
that's designed to provide a
personalized overview of your tasks and
keep you informed about important
updates. Google is also launching AI
overviews in search and a Grammarly like
proofread feature. Additionally, Gmail
is bringing to all users several AI
features that were previously available
only to paid users. The new AI inbox and
this is I think where most interesting
news is coming. Uh the new AI inbox tab
features two sections, suggested to-dos
and topics to catch up on. The first
section displays summaries of top
priority emails that require an action,
such as a reminder that you have a bill
due tomorrow or that you need to call
your dermatologist to confirm your
mailing address so they can ship you
your prescription refill. Under the
topics to catch up on, you'll see
updates such as your Lululemon return
has been processed or the end of the
year statement now available from
Wealthfront. What do you think about
this? Is this uh is this basically the
same um the same personalized inbox that
we have from Gmail? I mean, Gmail has
pri primary and updates. Is this the
same thing or do you think the AI layer
on top of it is going to actually change
the way we email?
>> So, I love this article and I'm glad we
just got to it right now because I
created a system taught to me actually
by my coworker at the time of the
Financial Times, Stacy Marie Ishmail.
With Gmail flags, you can create like
customized instead of just the star or
not star, you can have there's like five
different options and like creating a
tiered ranking system and I have my
system. It's from 2011. I'm still using
it in Gmail today. I turned off primary
inbox and all of that. So, I am curious
to see whether I start to use this. But
on the other hand, like like email has
to change. We all know that email like
what's the value of the actual email? Is
there a better way to do it? So, I'm
glad they're at least trying something
here.
>> Well, isn't this kind of exactly the
version of what you were talking about
before that has been so useful is that
it sort of sorts through
>> uh I guess the action in your inbox and
prioritizes it for you and summarizes it
so you don't have to like similarly you
don't have to go through every system.
This one maybe you just don't have to go
through every single email.
>> Yeah. No, no. So, so that's why I was
laughing cuz like the fact that I
probably will stick to my 14-year-old
system even though this has just been
offered to me to to to give you a little
bit of credit from your earlier point
there. Um but yeah, I I think like the
other interesting part of this to me is
it's such a rich opportunity for Google
for anyone who has not been using Gemini
to kind of introduce AI to them or
introduce this kind of more agentic AI
because like this is in their inbox.
Email should be a very straightfor it's
just it's mostly text. It's very
structured. their subject lines and like
it's something LLMs should be able to do
a very good job of handling. There's a
lot of context. Um, and you imagine if
this starts to be the way you get the
next I don't even know how many hundreds
of millions of users Gmail has. Is it
billions? Uh,
>> billion plus
>> billion plus. Suddenly,
>> I think it's probably two billion. I
mean, it's a it's absurd. So
>> uh suddenly all of these people will
start to over two billion users active
worldwide. Suddenly all of them like as
an entry point to bring Gemini to all
these people and start to make them
think here is how to use like slightly
more agentic AI adding more like now
that we've summarized this for you do
you want to go do something actually
given our earlier conversation about
Manis and Meta last week as Manis is
their kind of like uh Trojan horse into
consumer maybe this is Google's entry
point into consumer like true consumer
agentic.
>> Okay, I actually got an interesting uh
email from a reader just to like put a
bow on this Manis conversation that I
think is just worth reading. The reader
says, "Keep in mind that this is we were
talking again last week about how Meta
acquired Manis, the AI agent company."
And I was like, "Oh, maybe that's
actually going to be the thing that they
start to bake into their uh consumer
chatbot." I got a lot of like not a lot,
but some reader feedback being like,
"No, this is an enterprise thing." So
let me just read that then we can uh
take our break. Um there's a great
message here. The reader says uh keep in
mind or listener actually listener mail
when you do a podcast keep in mind that
Meta's customers are in the business of
advertising on its platform not the
users. At the end of the day it matches
businesses with customers and the more
businesses it can pull into the platform
by making business operations
uh reaching customers easier is the
better. Um, Zuck has previously said,
"Our goal is to make it so that any
business can basically tell us what
objective they're trying to achieve,
like selling something or getting a new
customer and how much they're willing to
pay for each result, and then we do the
rest. I imagine aentic workflows will be
super important in achieving that
vision. Meta is attempting to capture
and automate the entire funnel from the
product ideation to sale." Okay, that's
an interesting alternative perspective
that we didn't cover last week that I
think makes a lot of sense. Yeah, I
think I think that's reasonable. Again,
like in any of these areas, yeah,
business model that drives the entire
company is going to kind of uh influence
things. I guess if you think about it,
like Facebook workplace, remember that
or does it still exist?
>> Yes, I think they shut it down.
>> Okay. like it that that actually is a
perfect example of there is no reason
Facebook and then Meta should not have
been able to do something really
interesting in that space. It's a very
lucrative space. There's no reason like
they should not have been able to do
that but they didn't. And I think like
the business model and just how that
drives the entire organization is kind
of at the core of that. But saying that
Google did manage to do that even with
an advertising business and then
building the behemoth of Google Google
cloud and Google workspace.
But you can see how uh yeah like what's
the core business model actually
influencing the entire like effort
>> right all right well chat GPT openai is
getting into healthcare with chat health
and chat for healthcare we'll cover
what's happening and what the stakes are
uh along with a fun little discussion
about the end of busy work right after
this and we're back here on big
technology podcast Friday edition
breaking down the week's news big story
this week chat GPT or OpenAI released uh
chat GPT health and chat GPT for for
healthcare. So there's both going to be
a consumer side of things where you can
speak uh to the bot for specialized
healthcare services and then more of a
uh healthcare version of it that is
tailored for business healthcare
businesses on on the API side. So uh
let's let's go one by one. First of all,
this is chat PT health. Uh, amazing stat
here. Over 230 million people globally
ask health and wellness related
questions to chat GPT every week. Chat
PT Health is a new product that builds
on this so responses are informed by
your health information and context. You
can now securely connect medical records
and wellness apps like Apple Health,
Function, and My Fitness Pal. So, Chachi
PT can help you understand recent test
results, prepare for appointments with
your doctor, get advice on how to
approach your diet and workout routine,
or understand the trade-offs of
different insurance options based on
your healthcare patterns. Uh, it
operates health operates as a separate
space with enhanced privacy to protect
sensitive data. Conversations in health
are not used to train our foundation
models. If you start a health related
conversation in ChachiPT, we suggest
will suggest moving to health for these
additional uh protections. I don't know
about you Rajan but I have been using
ChachiPT already as a uh health sort of
consultant so to speak. I think these
are these are great. I'd love I have the
Garmin watch. I'd love to be able to
connect connect it. Um I basically just
been taking screenshots uh of the watch
and the app and just dropping it into
chatt and speaking about it. Uh I I
think this is a huge potential area for
growth of growth for OpenAI. Uh kind of
kind of welcoming this uh what do you
think about this this new offering?
>> No, no, I I so at a consumer level or
customer level, I love it. I It's funny.
I actually use Claude for all my health
related questions. I don't know why. I
just kind of feel more comfortable with
Claude than uh ChatgPT on that. But like
I it's the interesting part to me is
again everyone is doing this. I like
that they're actually kind of trying to
make it more productized and make it
like simpler to understand kind of
presenting it as this separate offering.
Um I was already when I saw this
thinking more like what does this do to
an aura ring which I'm paying seven
bucks a $6 a month for a subscription
and they're supposed to be analyzing my
data for me. Whereas in realize I do
reality I do kind of the same thing
where I just screenshot stuff from Aura
into chat or into Claude and ask
questions. Um like all these kind like
Apple Health yes track it for me but
that app has never been that good. My
fitness pal all these start to get in a
little bit of trouble with this. I think
>> chat has 800 million users uh weekly
users uh fully 1/4 of them are using
chat GPT for um for health questions
already.
>> Yeah.
>> Which that's a big number.
>> But what do you think this does like at
the doctor visit level? Because like
same thing, went to the doctor, they for
yearly physical, they like tell me some
stuff, but then I just took all the
results and just went straight to Claude
and uploaded and had a much much
mention doctor's name here. They're
fine. Like they're they're fine, but I
got a much much deeper better
in learning and felt more comfortable
and just everything with uh AI chat.
Yeah. I mean, I think this kind of shows
how trusting we've become of these bots.
Like I dropped my blood labs right into
Aura Blood Labs and first place. Yeah,
>> it was amazing. Uh it it you know the
doctor gives you like an email and
through like the portal it says
everything looks good. Watch your
cholesterol or something like that. Uh
this goes you know data point by data
point explaining what each one of them
are. Uh and sort of you know taking into
account your age, your health status. it
already knows when you work out if you
talk to it about that uh and gives you
like this full picture of your health.
Maybe it will suggest other tests to
order. So, here's kind of how I think
this goes. It's just like we had this
like episode about AI and law a little
while ago that like AI can can um if
you're a lawyer, AI can, you know, take
in all your documents and sometimes get
you to an answer. Sometimes it's right
and sometimes it's wrong. uh but it
definitely enables you to do more than
if you were to comb by this stuff you
know minute by minute as a as a human
user right or a human person trying to
get through these this data. I think the
same thing is going to happen in health
that like chatbt will often like
diagnose you or give you things to to
consider um and and it does a much
better job than WebMD. I mean my
favorite example about WebMD is like I
once had a scratchy throat and WebMD is
like all right lot some possibilities
here maybe Ebola and I was like god damn
I I don't think chat chipt does that so
I think what what it's going to do is it
will give you some better uh medical
advice sometimes it will diagnose you I
think the key then is to bring that
information to a human doctor right and
I think that's what's going to happen is
that like doctors will see people coming
in with their chat chipt logs and
they'll sort of start to consult with
the human and the bot about what's
happened. And obviously that human
expertise is pretty invaluable. Uh but I
I am certain we're going to see much
more people in the clinic coming in and
being like, "Hey, uh you know, please
tell me a little bit more about this
possibility that CHPT suggested." Does
that sound right?
>> Actually, hold on. I like that. I think
I agree. I think the big behavioral
change in 2026 is going to be people
going into the doctor and pulling out
Chad GPT. Whereas like certainly a year
ago, I can't picture people actually
doing that with confidence. Maybe they
were, but like I I mean I was to the
side talking to Claude while leaving the
doctor going in, but I wasn't looking
him in the eye and being like, "Well,
Claude told me this." Um, right. But I
think you're right. People, it'll and
honestly it should maybe any doctor
listeners can uh like send us any uh
negative feedback on this, but I would
think it would make their life a little
easier too because it would start to at
least kind of rather than very very
>> loose
personal ways of trying to explain
symptoms and other things. there's
already at least one layer of work
that's been done that the doctor would
have had to do anyways. So for them to
actually try to like think of through
things in a more reasonable manner. So
it seems good.
>> Well, you know how there's these memes
that like the students are writing their
homework with chat GPT and then teachers
are grading the homework with GPT.
>> Yeah. Maybe that's going to happen with
Medicare with not Medicare with with
healthcare because um you're going to
have patients that are going to be doing
this uh on their end and then they're
going to bring it to the doctor and now
OpenAI is also releasing OpenAI for
healthcare. So they are going to have
both uh you know a chat side of things
and API side of things and they are
going to have like specific models built
for healthcare workflows um that will
diagnose here's this is from their blog
post. They'll have high quality
responses uh for clinical research and
operational work powered by GPT5. Uh
they'll have instit institutional policy
and care pathway alignment. So they'll
integrate with enterprise tools like
SharePoint and other systems so
responses can incorporate an
institution's approved policies, pathway
documents, and operational guidance to
support consistent execution across
teams and reusable templates to automate
workflows such as uh share templates for
discharge summaries, patient
instructions, clinical headers, and
prior authorization support. So they're
really going to end up being deep in the
clinic. I don't know. I I I mean
obviously like um the hallucinations can
be a problem and there's a lot of you
know uh there is a lot of room to go
here to make it make it as good as it
can get. But I personally think that
medical field is something that needed
this technology deeply. Uh I've said on
the show before, I'll say it again. Uh
my father's a doctor and he he's uh
spent like half his life just doing
paperwork. And if you could get a tool
that like records, take notes, takes
those notes, and allows people to like
either focus on the patient or or even
see more patients or or give them the
bright prompts to negotiate their health
records when they're using chat GPT.
It can't be much worse than the
situation is today. And I I I'm very
very optimistic about this. And from a
business standpoint, it could be a very
big business line for OpenAI. No,
>> I I definitely agree. consumer level
overall for healthcare. One thing I will
say though is
on the topic that's recurring about open
AI and focus
still don't quite understand because
remember we had enterprise is the focus
of 2026
scientific discovery chatbt subscription
growth now chatbt health which I guess
kind of ladders up into subscription
growth but like it's still a reminder to
me that they're trying to do absolutely
everything maybe they will they have
some good products, but it's still that
more clear focus still isn't there for
me.
>> Yeah. But I I don't know. I think that
this I mean obviously you could you
actually like when you read this you see
how much work they actually did on it.
>> That's what I mean though. No, no,
that's that's what I mean. This isn't
just let's create another tab and call
it health like they're having different
connectors and Yamrars and like that.
There's definite work that went into it
which is work that did not go into other
parts of the business that they're
talking about and AI cloud and personal
devices and all the above.
>> Yeah, that's true. I mean I just think
that like again if you're like it's a
general purpose technology if you're
selling investors on a TAM you need you
need medicine.
>> No, I get it. I get it. I'm just saying.
>> All right. Um, yeah, I hear
>> if you were to create a poly market
contract on whether actually I'm sure
there is one whether OpenAI is IPOing
this year.
Which side are you taking?
>> I'm taking no.
>> Definitely not.
>> No. What about if it's 2% chance to pay
out 50 times to one that they are? Do
you like those odds? That's a good I
mean that's good odds but
doesn't change my my overall feeling on
the matter which is that no. Okay. But
but speaking of prediction markets Oh,
wait. Sorry. What are you What
>> that was that was my segue. That was my
segue.
>> Okay. Speaking of prediction markets, we
talked about prediction markets last
week. Um
some crazy has happened with
prediction markets this week that we
cannot overlook. So, first of all, the
Maduro capture was on uh was on these
prediction markets and somebody who it
seems like they had under uh knowledge.
They invested $30,000 on Friday in
Maduro's exit after Maduro went into
custody Saturday morning. The same
investor made $436,000
and you know some change after that. U
obviously this person probably had
knowledge of Maduro of the Maduro
operation. Here's my question. So, so
here's my question to you. So clearly
insider trading is going to be a thing
on prediction markets. Is that fine?
Because the argument here has been like
yes there's going to be insider trading
but ultimately one of the functions of
prediction markets is you want them to
be able to accurately predict something.
And if somebody does have insider
knowledge of what's going to happen then
prediction markets become like an
unbelievable tool to see the future.
>> I saw that thesis I forget from who.
This is killing me. I mean a couple of
weeks ago I talked about how I actually
do love the concept of prediction
markets. I don't love how poly market
and calcian stuff are really rolling it
out but this week was kind of my just
hanging my head and can't just being in
disbelief about the kind of stuff that's
happening. The thing about that idea is
like the whole point of financial
markets or any kind of market is giving
everyone the kind of at least belief
some belief that there is a fair
opportunity to try to make money in it
like and if you're if you're and yes I
understand like there's a lot of people
especially outside of traditional
financial markets that are like
everything's rigged anyways and there's
lots of problems in market structure
kind of biasing towards bigger players.
Yes, all of the above. But like I mean
the idea that someone in this situation
knows that this is going to happen in
Maduro can make that kind of money I
don't think is good for anyone but I
also don't think it's good for
prediction markets because if you're
always like I am playing at a
disadvantage and insiders will be able
to you know get ahead of this it kind of
kills the whole point of the market. So
I think like on one hand Yeah. or I'm
curious. I don't know how how are you
feeling about that?
>> I mean, as someone who's interested in
whether prediction markets can predict
things, yes, that's good. But also going
back to our discussion last week of the
reason why these things have become so
big is because the only place that
people are f, you know, feel like they
have any agency is the casino.
>> Uh they don't and they will they will
end up they are playing against there's
no way you can have a prediction market
without insider information. It's even
harder to keep that um free of insider
trading than it is the stock market. And
there are fewer regulations by the way.
Similar Yeah, exactly. So,
>> but there's one thing that's really
annoyed me this week, uh which has been
this story about Caroline Levit, the
White House press secretary. Um you
know, she left just before the 65 minute
mark of her. Wait, explain explain the
actual or
>> there there was a some sort of like on
the prediction markets, you know, a
prediction of how long her press
briefing would last and the overunder
was 65 minutes and she like, you know,
wrapped up there. So, so there was a 98%
chance that it was going to run past 65
minutes and then she left with 30
seconds to spare. So 30 seconds before
that 65 minute mark and everyone's like,
"Oh, Levit's got money on the prediction
market
knowing that she would go 6430."
I mean, obviously there's a chance, but
these these press conferences, they wrap
abruptly anyway. I don't think she was
running away to make it before.
>> See, the the the buzzer it just doesn't
>> I'm going to say like on one at first
I'm like this is ridiculous. But I
watched the clip a few times and there's
a bit of a smile and there's a bit of
like just like very quickly running off
stage and again remember like I mean the
Trumps are on the polyark and Kelshi uh
like their advisor like the and not even
saying there's any kind of like
connection there. It's more prediction
markets are the same way in the
situation room or whatever at Mara Lago
when they're invading Venezuela or
getting Maduro, they have X up on the
screens and searching for like
prediction markets have to be part of
the conversation whether it's like the
PE staffers at the White House and
whether it's just for fun and it could
be just kind of stupid fun in this case.
But to me the more interesting part of
this is going back to our earlier the
question around this what happens when
people can actually drive outcomes based
on bets. It's one thing to say I have
insider information and I'm going to use
that to make a bet. It's another to I'm
actually going to change the end outcome
because I have money on it. same as like
throwing uh throwing a game, throwing a
match or in sports like
>> actually creating a specific outcome.
And to me like the crazy thing to start
thinking about is I mean this is where
it just got so dystopian like something
like this. Let's say you're it's funny
you're doing the prediction mark uh
cutting the press conference short and
again it's just so ridiculous that we
have contracts on this but I guess
that's fine. Like the more imagine if we
start making big decisions
people do to make money on prediction
markets and letting that actually drive
the decision itself. That's terrifying.
Like
yeah I mean uh I don't know. I'm I'm
still not fully uh fully bought in into
I mean yes you have to consider the
possibility but I'm not b I mean these
press conferences they happen all the
time and it's such speculation I'm
surprised it got that much you know
pickup but you're but the the broader
point that you're making I'm on board
with
>> the principles can drive uh the outcomes
and if you're doing and as these
prediction markets rise you're going to
see that happen. I mean, imagine the
world where we capture Maduro because
there's so much money on the prediction
market or like like if these are
actually maturing and growing and
becoming more integrated and more people
have money in them, we're going to start
to see some really weird
troubling outcomes. I think
>> I still love prediction markets in
theory. Still love them
>> in theory. I don't know if they're
really working in practice. Okay, before
we leave, I want to talk about the end
of busy work. Uh here's this Wall Street
Journal article. The downside to using
AI for all those boring tasks at work.
Work days without busy work are closer
to reality than ever thanks to
artificial intelligence. AI tools that
can sort and summarize emails, take
meeting notes, and file expense reports
promise to free us to concentrate on the
important stuff. That sounds great. The
catch is our brains are incapable of
thinking big thoughts non-stop, and we
risk forfeiting the epiphies that
sometimes spring to mind while doing
easy, repetitive job functions. AFLAC
chief executive Dan Amos dots his
calendar with low inensity tasks that
could be delegated to an assistant or a
bot. Uh these practices are partly about
old-fashioned habits and personal
touches. They're also about taking
mental breaks or leaving space for
creative sparks to fly. It's the same
principle as thinking in the shower,
putting your brain on autopilot until it
goes aha. There's also a CEO called from
a company called Conventional. His name
is Roger Kirknness. he's become to the
value of slack time around the middle of
the year. That's when he noticed
meaningful productive gains from AI uh
about 20%. Then he noticed meaningful
productive gains from AI about 20%
overall. But he observed that he
observed that teammates were often
mentally exhausted and unproductive by
Friday. Ranjan, are you going to stand
up uh together with these CEOs in
defense of of busy work or um or is this
just like the the last bastion of
stupidity uh in the office where people
say you actually need to do you know
things like file expense reports to
think creatively?
>> I am not going to defend this. I think
going back to the beginning of this
episode, maybe there is something
beautiful about taking a link and
pasting it into a Google doc. And maybe
we're never going to give that one up.
And there's just something cathartic and
like just reminds you of what's
important in this world, but expense
reports. Come on. Like there what are
the most kind of like mentally drudgery
mental drudgery type of work you have to
do? And uh yeah, that that I don't think
so. I do think the handwritten notes to
employees who receive bonuses or retire,
it's interesting. Like I there's
something about handwriting that's still
meaningful to me. But I think this idea
of busy work is just kind of like I just
want to be
an exe old executive guy and just say
ridiculous things and have them kind of
like land as as wisdom one day. That's
my goal in life.
I mean the call right like you get it.
Uh hey it's it's Callum Borchers from
the Wall Street Journal. Oh hey Callum.
How are you? This is uh Mr. Amos. I'm
the CEO of Affleac. Yeah. Uh, what do
you think about busy work? Oh, I love
it. Love doing expense reports. It's
like thinking in the shower. [snorts]
And well, and then hold on. And then he
went on to incubator. His favorite idea
incubator is the steam room after a
workout. Often steps out of the fog with
a clear thought and dashes off an email
about it. Actually, steam room.
>> I'm with that. That's not bad. But he's
not doing busy work. That's not busy
work.
>> Am I [clears throat] Am I being too
optimistic and thinking we can end busy
work and make room
>> for this steam room? That's what get rid
of the busy work so you can be in the
steam room and you can think
>> this is this is a travesty of
journalism.
>> For this I I there's only one thing that
can save us for this. Uh and you know
where I'm going. We need the agent
harness. We need it.
>> Yeah. just to get that agentic harness
in place. More time in the steam room.
>> Get in. Get yourself into that agentic
harness and away you go. Steam away.
Think big. Believe in your company. Once
again,
>> wait, hold on. Hold on. Just to end, the
piece did go on to say like he makes 20
million a year, but he declined [music]
to pay a few extra bucks for an ad-ree
version of a streaming service because
commercials offer a moment to think
about what he just watched. I
>> I think that's a fireball offense. I
mean, that's that's just shows some very
poor decision- making if you ask me.
>> I love this guy. Actually, you know, do
you think he [music] was just trolling
here? He was like, I'm just gonna say
some ridiculous stuff and let's see if
they go with it because come on, he's
not watching commercials. I'm sorry.
You're making 20 million a year. You are
not w you you can hit pause. You know
how to hit the pause [music] button.
>> They printed it. So, I'd love to have
him on. If you're uh if you're AFL CEO
Dan Amos and you listen to the podcast,
come on and speak with us about busy
work. I'd love to have this conversation
and take the other side of it. [music]
Uh
and and no, for God's sakes, man, just
skip the commercials. Just
>> not ours. Not ours.
>> Not ours. [laughter] Not
>> not ours, but others do. Okay. All
right. Let's Let's call it here, Ranjan.
It's It's been good. We've done it.
We've done our We've done our work this
week for sure.
>> Going to go file some expenses right
now. [music] Just to think just to think
clearly. [laughter]
>> All right, everybody. Thank you, Ranjan.
Thanks everybody for listening. We'll
have uh Mr. CEO Arthur Mench on the show
to talk about whether AI is a managed
service at the end of the day. That's
going to come up on Wednesday. And
[music] then Ronjan and I will be back
next week. Thanks again for listening
and we'll see you next time on Big
Technology Podcast.