Thanks for writing this, it clarifies a lot. This network effect idea for healthcare is truly game-changing if it scales, but how do they handle the inherent privacy issues with such sensitiv data?
Thank you! Reg the data, it’s all internal to HIMS, they want to own the data and the complete supply chain (testing, doctors, AI, ..), so the data don’t need to be sold to anyone or shared outside to be used. Individual data remain property of the patient, but they get anonymised and used as aggregate by HIMS). Does it make sense?
The data moat angle is super interesting, but I wonder if the regulatory environment will let them actually leverage that advantage. Health data is notoriously hard to monetize even when you own it, and every privacy law seems to get stricter. Still, the in-house compounding facility gives them a real structural edge that most competitors can't copy.
Good point. I think the answer is in the verticalization 😎 they are going after the complete supply chain, meaning data don’t need to go out of the company to be used
Thanks for writing this, it clarifies a lot. This network effect idea for healthcare is truly game-changing if it scales, but how do they handle the inherent privacy issues with such sensitiv data?
Thank you! Reg the data, it’s all internal to HIMS, they want to own the data and the complete supply chain (testing, doctors, AI, ..), so the data don’t need to be sold to anyone or shared outside to be used. Individual data remain property of the patient, but they get anonymised and used as aggregate by HIMS). Does it make sense?
The data moat angle is super interesting, but I wonder if the regulatory environment will let them actually leverage that advantage. Health data is notoriously hard to monetize even when you own it, and every privacy law seems to get stricter. Still, the in-house compounding facility gives them a real structural edge that most competitors can't copy.
Good point. I think the answer is in the verticalization 😎 they are going after the complete supply chain, meaning data don’t need to go out of the company to be used