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We're watching the first stretch of the race between telemedicine-first companies trying to build in-person touch points vs. existing hospitals and practices trying to build telemedicine offerings
I'm going to bet on group 1 for a few core reasons
1) these telemedicine-first companies have cultures that are way more oriented to build new offerings quickly
2) Large hospitals/in-person care is going to try to bring people into clinic for more fee-for-service revenue
1) these telemedicine-first companies have cultures that are way more oriented to build new offerings quickly
2) Large hospitals/in-person care is going to try to bring people into clinic for more fee-for-service revenue
3) telemedicine-first companies have way more granular information about their end patient to understand where the demand for in-person care is + can actually engage with their end patients in ways hospitals can't just yet
4) Telemedicine-first companies will opt to go to more asset-light areas (e.g. home care, pharmacies, etc.) because they haven't already sunk a ton of cost into facilities. This will let them find a better economic model for delivering care.
