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The government?
Inevitably they will take a good chunk of the healthcare market, but quite possibly of the low complexity, generic, acute patients which represents volume but not necessarily value.
They will struggle in the higher value segment given the complexity of the healthcare system. Not saying they can’t figure it out, but they don’t have a great track record of doing so in the past.
I love how tech companies are basically unregulated so they can enter whatever industry they want, as opposed to established players in said industries who are regulated out the ass. Makes perfect sense👌
True
There’s a reason haven failed as well
I’m not nearly convinced that they will do anything to disrupt the healthcare market. I’ve looked into both Amazon Pharmacy and Apple Health in a good bit of detail, and their grand strategic vision for entering healthcare seems to be “There’s a lot of money in healthcare. We like money. We expect to take a big chunk of it.” But no explanation as to how they will do so.
That being said, I am bullish on Amazon overall for their general retail and AWS dominance.