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Equity

OpenAI and Anthropic are making their play for healthcare, and we're not surprised

Equity

TechCrunch

Entrepreneurship, Business News, News, Business, Technology

4.2372 Ratings

🗓️ 16 January 2026

⏱️ 32 minutes

🧾️ Download transcript

Summary

AI companies are clustering around healthcare and fast.  In just the past week, OpenAI bought health startup Torch, Anthropic launched Claude for Health, and Sam Altman-backed MergeLabs closed a $250 million seed round at an $850 million valuation. The money and products are pouring into health and voice AI, but so are concerns about hallucination risks, inaccurate medical information, and massive security vulnerabilities in systems handling sensitive patient data.  Today on TechCrunch’s Equity podcast, Kirsten Korosec, Anthony Ha, and Sean O'Kane dig into why the AI world is suddenly obsessed with health care, what other products can expect an AI-makeover, and more.  Listen to the full episode to hear:   How Anthropic's co-work tool could threaten Salesforce and other enterprise software giants  Bandcamp’s move against AI, banning AI-generated music from its platform  Why fusion energy is heating up, with startups like Type One Energy suddenly raising hundreds of millions  The latest on Luminar's bankruptcy and a potential bidding war overits LIDAR assets  Chapters:  00:00 - Introduction   00:29 - Waymo testing in New York City?  02:13 - Bandcamp bans AI-generated music   04:57 - Luminar's bankruptcy and LIDAR fire sale   10:28 - Type One Energy's fusion funding frenzy   16:10 - AI's healthcare land grab   23:28 - Voice AI deals heat up   25:26 - Anthropic's co-work tool threatens enterprise software  Subscribe to Equity on ⁠YouTube⁠,⁠ Apple Podcasts⁠,⁠ Overcast⁠,⁠ Spotify⁠ and all the casts. You also can follow Equity on⁠ X⁠ and⁠ Threads⁠, at @EquityPod.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Ready to ship AI that works, start building at MongoDB.com slash build.

0:05.6

Hello and welcome back to Equity TechCrunch's podcast about the business of startups.

0:11.2

Today is Friday, January 16th. I'm Kirsten Koresak, Transportation and Climate Editor here at TechCrunch.

0:17.2

And I'm joined by Anthony Haw, our weekend editor and senior reporter Sean O'Kane, I, you two.

0:23.5

Anthony, you're in the city, in New York City specifically. And I'm wondering, based on some news that

0:29.8

happened this week, if you've seen any Waymo's testing in and around New York City at all.

0:35.1

I don't necessarily get to every single part of the city. So maybe they're somewhere, but no, I haven't seen any myself.

0:41.7

Now, as I understand it, there has been some news about Robotaxis getting approved in New York State, but New York City is somewhat accepted from that.

0:49.9

Yeah, so basically, so New York just in general has been very, very, very difficult for Robotoxy companies to get into, in part because there's this funny state law, which makes a lot of sense for human drivers, by the way, that basically says, hey, human drivers, you have to have one hand on the steering wheel at all times.

1:10.0

You can't go no hands.

1:11.7

But now with the innovation around robotoxies in which you wouldn't have a human driver

1:17.1

theoretically behind a steering wheel, there is no hand to put on the steering wheel.

1:21.1

So this week, the governor in her state of the state address did touch on how she's going to put together a proposal.

1:29.3

It's supposed to be in the executive budget that's going to essentially allow robotaxies

1:35.6

with some guardrails to scale commercially in the state. So they would have an exemption.

1:41.8

They'd be able to do that. Separately, the city has been working with Waymo and has given them a permit, an exemption that allows

1:51.2

them to test and operate in the city, not commercially, though.

1:56.0

And that permit was just extended to the end of March.

1:58.9

Do you have a sense of where those tests are happening?

2:01.4

Well, I do actually because another one of our coworkers, which is funny because it is not in New York

2:06.8

City, but Zach Whitaker said he's seen that in Jersey City. So I'm not really sure what's going on

2:12.9

if maybe there's a depot over there and then they're coming somehow into New York City.

...

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