AIOS (YC W20/S21)

AIOS is building the world’s first full-stack AI doctor. We’re at $350M ARR, growing from $10M/yr 12 months ago. We’re the world’s fastest growing AI doctor. We’re faithfully serving >150k/mo patients via Bolt Pharmacy, our main UK brand. We’re profitable. Our strategy exists at the intersection of two strong theses: 1. The AI doctor that wins will get to escape velocity using GLP-1s, the fastest growing consumer product in history. 2. The $2T European healthcare market is overlooked by the most talented builders. Our master plan: Step 0 → $100M/yr by end of 2025: We went from $10M to $100M in 6 months serving the UK GLP-1 market. Step 1 → $1B ARR by end of 2026: Over the last 12 months we’ve grown from 3k to 150k UK active GLP-1 patients. We’ll continue this growth curve to hit $1B ARR. Step 2 → $10B ARR by end of 2028: Blitzscale Europe. We’ll be Europe’s largest GLP-1 provider. Step 3 → $100B/yr by end of 2031: Get regulatory approval across Europe for our Full Autonomous Prescribing (FAP) system. Win contracts at scale with European payers to mass replace human labor. We’ll be the dominant full-stack AI doctor in Europe. Step 4 → $1T/yr by end of 2035: With one line of code and zero human time, you can use AIOS to treat any patient globally with any medication. In so doing, we’ll become the world’s first trillion-dollar healthcare company. We’re a young, founder-led company. This is still Day 1 and all our work is ahead of us.