🧬 AI predicts your diseases 👓 Meta puts phone in glasses 💻 GPT-5 crushes humans
AI Bear
October 1st, 2025. Inside this week:
Delphi-2M forecasts 1,258 diseases 20 years ahead, shifting medicine to prevention
Meta shows Ray-Ban Neural Band glasses — chats, maps, and mail without touching a phone
GPT-5 solves every ICPC task, beating the best student teams in the world
🧠 AI now sees your diseases 20 years ahead
Essentials
European researchers built Delphi-2M — an AI model trained on 400k British and 1.9M Danish patient histories. It predicts risks for 1,258 diseases up to 20 years in advance. Unlike single-disease tools, it maps interactions: diabetes drags heart disease, depression influences cancer, one drug worsens another condition. This isn’t just diagnosis — it’s a long-term health map and a revenue model for insurers
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Global healthcare is a $9.8T market. In the US, 90% of costs are chronic illness. Diabetes costs $16.7k per year, cancer $42k+. Under current incentives, patients = profits. Delphi-2M flips that by monetizing prevention.
Bear’s take 🐻
Business: clinics and insurers shift to “health-as-a-subscription.” Instead of endless visits, they sell $2–3k annual prevention packages.
Investors: preventive medicine ($500B today) could triple in a decade with AI-driven models. Margins climb to 25–30%.
People: the system profits from keeping you healthy. Checkups become a service, not a chore.
Bear in mind: who’s at risk ⚠️
Pharma built on chronic patients — 8/10. Must pivot into preventive drugs and services.
Old-school insurers — 7/10. Pay-when-sick is dead. AI-first rivals will win.
Public health budgets — 9/10. Chronic care is unsustainable without preventive AI.
👓 Meta wants your phone to stay in your pocket
Essentials
Meta revealed Ray-Ban Display glasses paired with Neural Band, an EMG wristband that reads muscle signals before visible movement. Commands become micro-gestures — almost “thought → action.” Messages, maps, calls, and Meta AI appear directly in the lens. Ray-Ban Gen 2 now records 3K video, lasts 8 hours, and filters conversation noise. Oakley Meta Vanguard adds 9 hours battery, IP67, and Strava/Garmin sync
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The key: AI embedded in every action. Reply to chats, translate street signs, dictate notes, or get step-by-step guidance — hands free.
Bear’s take 🐻
Business: fitness (real-time coaching, $1.43B market), logistics (vision picking, +15% productivity), remote teams (UCaaS $106B) all get new use cases.
Investors: a new consumer category forms — AI glasses + neuro-wearables. If they stick, mobile time migrates to glasses.
People: work, sports, and communication without pulling out a phone.
Bear in mind: who’s at risk ⚠️
Fitness band makers — 8/10. UX shifts to glasses. Must integrate or fade.
Logistics without AR — 7/10. Clients will demand ROI from vision picking.
💻 AI crushes the world’s best programmers
Essentials
At the ICPC finals, thousands of students competed. OpenAI’s GPT-5 with experimental reasoning solved 12/12 tasks — a perfect record. Google’s Gemini 2.5 solved 10, including one no human team managed. The best human team solved 11. Same time, same rules. For the first time, AI officially beat humans on equal terms.
ICPC has always been a talent showcase for big tech. Now it’s an AI stage. The $105B IT education market faces disruption: why train humans for problems AI already solves?
Bear’s take 🐻
Business: algorithmic coding, prototyping, and optimization shift to AI.
Investors: code assistant market ($19B) grows fast. Owning models and datasets is the moat.
People: even elite coders lose. Developers without AI tools won’t stay competitive.
Bear in mind: who’s at risk ⚠️
Universities and bootcamps — 9/10. Must pivot to AI-driven curricula.
Juniors and mids — 8/10. GPT-5 outpaces them. Need to manage AI, not compete.