1/ I think a more interesting framing of digital health/virtual-first providers is that they're aiming to provide comprehensive primary care for their target population.

They blend primary care, specialty care, and remote patient monitoring for a *specific* patient segment. https://twitter.com/vgargMD/status/1358077652821753862
3/ Whether condition-based (diabetes) or demographic (LGBTQ), digital health companies concentrate on a "niche" that is sufficiently large on a *national* scale and create a seamless experience around it.

This creates a better experience and better outcomes for that population.
4/ Eventually, most virtual-first providers will shift to a business model where they take a capitation-like payment (flat, bundled rate) for the population and manage the utilization risk

This incents them to use fewer specialist visits and instead utilize other HCPs (NPs, etc)
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