@nikillinit Seems like thereβs a ton of opportunity in tech-enabled managed care services. @DelfinaCare is doing incredibly well, and there are a number of up-and-coming players. This model is proven. Excited to find ways to increase compliance + outcomes with lower cost structures
@BillAckman@BillAckman, @motorqinc facilitates access to connected vehicle data via an API through contracted rights with OEMs. The big questions are, now that vehicles are built with internet connectivity, who will own this data, and how will it be accessed
@terronk@aphysicist@DanielleFong This is probably per guidance from the advertisers. They want to make sure eyeballs are on a small number of ads. Diminishing returns if people churn through the bottles faster
@sharpshoot Private funding likely dried up. No great businesses have emerged yet. The promise of autonomous vehicles makes for a really compelling parts supplier narrative
@schlaf @Wellory_ @suneel Retention will be key. Hoping the winning combo = new consumption framework that takes time & commitment to learn (food is not a fast fix) and an A+ brand & community. One thing I do know, if anybody can build this company, itβll be @ebhochman. Thanks for the note on brand π