Last updated: May 2026

Contents

What is AIOS?

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AIOS is building the first vertically integrated AI doctor in Europe.

We’re at >$250M ARR, serving >100k/mo patients, growing >10x YoY. We’re Europe’s fastest growing healthcare company. We’re profitable.

As our wedge into the European healthcare system we’re using GLP-1s, the fastest growing consumer product in history. We’re the only AI-native GLP-1 provider in Europe.

Our master plan:

• Step 1 → $1Bn/yr: Over the last 12 months we've grown 40x to >100k UK GLP-1 patients. In 2026, we’ll hit $1Bn/yr and become #1 GLP-1 provider in UK.
• Step 2 → $10Bn/yr: Blitzscale Europe. Become Europe’s largest GLP-1 provider by acquiring, retooling, then rapidly scaling regulated infrastructure across the top 10 EU markets, just as we did in the UK.
• Step 3 → $100Bn/yr: Use our scale to vertically integrate across agentic patient care, autonomous prescribing, robotic dispensing, and dark factory manufacturing of medication. We'll be the first and only vertically integrated AI doctor in Europe.

TLDR = 2026-2030 is the blitzscale landgrab until the semaglutide patent cliff, then we vertically integrate and own the whole value chain. The only way to keep up with this scale is to replace all marginal human time with AI.

Our infrastructure will have served 100 million patients worldwide by 2035. We’ll then use that infrastructure to deliver next-generation healthcare products at mass scale for low cost so every human can live at least 100 healthy years.

In so doing, we’ll become the world’s first trillion-dollar healthcare company.

We’re a young, founder-led startup. This is still Day 1 and all our work is ahead of us.

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Reviewing the arc since 2021

25Q2 = The End of the Beginning (“The Empire Strikes Back”)

25Q3 = A New Beginning (“The Force Awakens”)

25Q4 = We Are So Back (“Return of the Jedi”)

26Q1 = The Øne Thing

What’s happened since 2021?

The metrics since June 2021

Cultural dynamics = we must be extreme

Bad sh*t is coming (it always is)

AIOS Strategy 2026→2035