[ekhornung]

I think people overestimate Amazon's ability to truly disrupt markets. Not saying they aren't going to be a big player in pharmacy, but size - no matter how good you are - inhibits total domination.

Also, this year at the BK conference, Warren didn't seem super optimistic that Haven was going to make any real impact in the near future.

[ScriptDrop]

Haven is attempting to cover so many lives, from the onset, that I think they can't treat it like a true startup.

The whole "move fast and break things" mantra isn't as applicable to healthcare, where the consequences of failure can be more dire.