Last updated: June 2026
Contents
What is AIOS?
<aside>
⚕️
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:
- The AI doctor that wins will get to escape velocity using GLP-1s, the fastest growing consumer product in history.
- 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.
</aside>
Reviewing the arc since 2021
What’s happened since 2021?
The metrics since June 2021
Cultural dynamics = we must be extreme
Bad sh*t is coming (it always is)
Company beliefs & Cultural standards
What we believe (Company Beliefs)
How we work (Cultural Standards)