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Definitely not an insider, but currently doing a strategy project on how health players should think about this. So here’s my thoughts:
1) Atul is a brilliant academic with truly innovative solutions.
2) As an academic, he will likely spend all of his time experimenting.
3) Previously people had speculated that amazon would buy a health system or health plan to jump start the venture (leveraging Berkshire and JP’s expertise). He is not the person they would’ve chosen for such a move
4) A number of experts are skeptical of Amazon’s ability to truly enact change in the market because Amazon’s, Berkshire’s, and Chase’s (ABC) employees are not indicative of the US population. 80% of Us healthcare costs are from 20% of the population. And that population isn’t working for ABC, so whatever solution they concoct would not be effective for fixing true challenges in the US