illiquid (@lefttailguy)

Rough back of the envelope math: if 40% of US physicians are OpenEvidence DAUs and there's ~22 workdays a month, 42m queries in August implies ~5 queries per workday day per physician (Google is ~4.2 searches per day and ChatGPT is ~2.5 queries per day). This kind of pulse on real-time clinical uncertainty is remarkable. Imagine you could now categorize those queries: see for which flavors of clinical uncertainty existing knowledge / solutions are most scant (or don't exist at all) and then plug in that knowledge / those solutions, fund studies / initiatives to create that knowledge / those solutions, etc. You see how OpenEvidence's flywheel will start to spin a lot faster than the labs in terms of capabilities. It's all about your product enumerating demand in some valuable subset of economic reality faster than competitors. In this case, OpenEvidence enumerates physician demand for information / capabilities that can help solve patient problems. They do this faster and with higher fidelity than anyone else. This is incredibly valuable.