a16z just asked 500 Americans what they do for their health. The answers describe a market that runs on the consumer's own money.
71% would use one app for their records, labs, wearable data and care, and 49% would pay for it
70% filter their water, and 62% would pay more for anything labeled non-toxic
54% wear a health tracker, and 83% of them check it every day
What changed? For decades, taking care of your health meant seeing a doctor once a year and buying what insurance covered. Then COVID showed people that a yearly physical doesn't mean you're healthy, and ChatGPT let anyone ask a medical question and get an answer in plain English.
→ a16z's bet is that the next great health companies will help people act on what they already want to know.
📚 In this newsletter, we break down the six markets in the report, with Andrew Huberman, OpenAI's head of health AI and a16z's own partners explaining each one on video!
High-signal analysis on markets, capital and the companies shaping the next decade
Inside you will find:
Why Americans Took Their Health Into Their Own Hands See the two shocks that moved health from the doctor’s office to the consumer.
The Race to Become Your Healthcare Home Find out who is building the “Muse for healthcare” and why answers alone won’t win it.
Why Non-Toxic Products Are Becoming a Spending Category Learn what people now buy to cut toxins, from glass containers to mold tests.
How Peptides Could Repeat the GLP-1 Cycle See why most GLP-1 value went to pharma and where peptide companies can still win.
Why Cholesterol Is Becoming a Consumer Health Market Learn how a cholesterol pill and one blood test could turn heart health into an everyday purchase.
Wearables Act 3: From Counting Steps to Reading Hormones Find out why 55% of users never act on their data and what the next devices measure.
How Brain-Computer Interfaces Become a Consumer Product See how Neuralink, a UCSF lab and a wave of headband startups are bringing neurotech to the mass market.
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