Surprise you did not mention age reversal and/ or life extension. Excluding this, the focus of this newsletter would be more accurately health rather than longevity
My takeaway is that there is more noise than ever, and consumers are seeking support to (1) delineate what is signal from noise and (2) help to navigate this in the context of the healthcare system and outside of it.
Also, what are all of these newfound interests replacing in consumers lives? Do they still prioritize the basics - sleep, movement, whole foods? Or all these all supplemental?
The stat that jumped out at me: 55% of wearable users say their data has never changed their behavior or prompted a doctor's visit. We're getting better at measuring everything, but not necessarily at making people healthier.
I see this firsthand working on GLP-1s and behavior change at Noom. Getting the prescription is just the beginning. The harder work is helping people build habits that last - around nutrition, exercise, muscle preservation - including when they taper or stop medication.
That's the missing piece of the "action layer." Not just helping someone book an appointment, but helping them make better decisions in their day-to-day life that support long-term health.
The stat that stuck with me: 55% of wearable users say their data has never prompted a behavior change or a doctor's visit, yet 83% of them check it every day. that gap looks like the real product problem. a single morning score rarely means much on its own; the signal tends to live in the trend over months, read next to blood work.
I think the interesting challenge with building an all-in-one home for our health is that, as we put individuals in the driver's seat with AI guiding their decisions, how do we ensure they're addressing the root causes of their health issues rather than just the symptoms?
We might notice our skin acting up and book a series of treatments, when the underlying driver could be hormonal, nutritional or environmental. The real opportunity of having all our health data connected is being able to identify those relationships and understand what actually needs attention, rather than simply using AI to help us book more appointments and treatments.
55% of wearable users saying their data never prompted a behavior change or a doctor visit fits your point that value moves to the action layer. Whoever books the next test from that data, whether Function, Oura or WHOOP, earns the healthcare home.
This is a great article! Thank you! I am surprised at the number of people that are concerned for their brain health. I thought it would be much more than this. I know helping my parents as they age has really opened my eyes to how important it is to get my health in order now and keep it that way!
The record I would not collapse into the chat is the one the post says is still scattered: a doctor's office, a patient portal, a pharmacy, and a lab. A survey of 500 U.S. consumers can say what people want next, and it cannot say which of those four updated after someone asked a model about a peptide. I would keep the lab result, the wearable sample, and the booked follow-up as separate rows with their own times. An explanation getting cheaper is the shift the post already names, and it does not write the appointment.
The line that stays with me is that value will migrate to whoever owns the action layer. From the clinic side, I'd add that the gap between a result and an action is rarely informational. People often already know their LDL, their HRV, their sleep score. What's missing is context: what state the body was in when it was measured, and what pattern sits underneath the number. A cortisol reading in the week of a board meeting and one in the week after a holiday are different stories. The companies that become the "healthcare home" may be the ones that capture longitudinal context alongside the biomarkers, so a clinician can interpret a trend rather than react to a snapshot. Data rarely changes behavior on its own. Interpretation does.
Ren (ren.so) is building at the forefront of this space. N-of-1 experimentation is the missing bridge between for health data and actually getting healthier. An increasing amount of access to health data + more supplements/peptides/medication/protocols the only way to know if things work is to try them on yourself. Ren is productizing that connection.
Surprise you did not mention age reversal and/ or life extension. Excluding this, the focus of this newsletter would be more accurately health rather than longevity
My takeaway is that there is more noise than ever, and consumers are seeking support to (1) delineate what is signal from noise and (2) help to navigate this in the context of the healthcare system and outside of it.
Also, what are all of these newfound interests replacing in consumers lives? Do they still prioritize the basics - sleep, movement, whole foods? Or all these all supplemental?
The stat that jumped out at me: 55% of wearable users say their data has never changed their behavior or prompted a doctor's visit. We're getting better at measuring everything, but not necessarily at making people healthier.
I see this firsthand working on GLP-1s and behavior change at Noom. Getting the prescription is just the beginning. The harder work is helping people build habits that last - around nutrition, exercise, muscle preservation - including when they taper or stop medication.
That's the missing piece of the "action layer." Not just helping someone book an appointment, but helping them make better decisions in their day-to-day life that support long-term health.
The stat that stuck with me: 55% of wearable users say their data has never prompted a behavior change or a doctor's visit, yet 83% of them check it every day. that gap looks like the real product problem. a single morning score rarely means much on its own; the signal tends to live in the trend over months, read next to blood work.
I think the interesting challenge with building an all-in-one home for our health is that, as we put individuals in the driver's seat with AI guiding their decisions, how do we ensure they're addressing the root causes of their health issues rather than just the symptoms?
We might notice our skin acting up and book a series of treatments, when the underlying driver could be hormonal, nutritional or environmental. The real opportunity of having all our health data connected is being able to identify those relationships and understand what actually needs attention, rather than simply using AI to help us book more appointments and treatments.
I guess Elizabeth Holmes was just ahead of her time.
And her big mistake was making claims that could be falsified.
55% of wearable users saying their data never prompted a behavior change or a doctor visit fits your point that value moves to the action layer. Whoever books the next test from that data, whether Function, Oura or WHOOP, earns the healthcare home.
This is a great article! Thank you! I am surprised at the number of people that are concerned for their brain health. I thought it would be much more than this. I know helping my parents as they age has really opened my eyes to how important it is to get my health in order now and keep it that way!
I'm already using this as the longevity super-app https://www.lamplit.ai
We may have perfected the ritual of measuring ourselves before figuring out who is supposed to help us act on the numbers.
The record I would not collapse into the chat is the one the post says is still scattered: a doctor's office, a patient portal, a pharmacy, and a lab. A survey of 500 U.S. consumers can say what people want next, and it cannot say which of those four updated after someone asked a model about a peptide. I would keep the lab result, the wearable sample, and the booked follow-up as separate rows with their own times. An explanation getting cheaper is the shift the post already names, and it does not write the appointment.
The line that stays with me is that value will migrate to whoever owns the action layer. From the clinic side, I'd add that the gap between a result and an action is rarely informational. People often already know their LDL, their HRV, their sleep score. What's missing is context: what state the body was in when it was measured, and what pattern sits underneath the number. A cortisol reading in the week of a board meeting and one in the week after a holiday are different stories. The companies that become the "healthcare home" may be the ones that capture longitudinal context alongside the biomarkers, so a clinician can interpret a trend rather than react to a snapshot. Data rarely changes behavior on its own. Interpretation does.
https://modelsmeetmoney.substack.com/p/profit-maxxing
Ren (ren.so) is building at the forefront of this space. N-of-1 experimentation is the missing bridge between for health data and actually getting healthier. An increasing amount of access to health data + more supplements/peptides/medication/protocols the only way to know if things work is to try them on yourself. Ren is productizing that connection.
MAHA - I gave up alcohol. I drink wine now.