We’ve already covered how healthcare services businesses aren’t venture backable and won’t produce large, sustainable compounders. Accepting that, what is the end state for digital health? We think software will power an unbundling of care and a revival of private practices; we’ll see an emergence of lots of small ($1-10 million topline) mostly online practices led by providers and financed without venture dollars. How do we know? Because that’s exactly the arc of history in ecommerce.
Thoughts on https://www.meetdandy.com/ for this kind of headless digital health model?