Is Google going to try to compete in the EHR space? I don’t think of them as an enterprise software company - at least not in the same way as an Oracle or MSFT. My impression of their strategy/focus is that they are trying to sell cloud compute and ML services?
I feel like Google is an everything company. Traditionally EHR has been done via enterprise and connections, but it doesn’t mean google can’t change it. In fact, they could open a network of Google hospitals, and run their own software on them, or buy a big chain. Much like Amazon got WholeFoods, Google can get into the game if they choose to, and at the end of the day, if they want to grow, they will have to find more avenues to expand to.
>In fact, they could open a network of Google hospitals, and run their own software on them, or buy a big chain. Much like Amazon got WholeFoods,
I'm a fan of Google, but what's with people thinking Silicon Valley companies can easily "get into" everything? What business is Google in that leads you to believe they could run hospitals? They couldn't even design a decent social network, which is their wheelhouse. At least Amazon was selling groceries before they bought Whole Foods.
I thought they designed a perfectly serviceable social network. As a product I thought it worked better than Facebook. It wasn't enough better to beat the network effect of the latter, however, and medical records keeping would likely be an even tougher nut to crack. How are you going to convince a hospital that just spent $10M on an epic install to switch to your version, even if it is 15% better?
Generally barriers to entry preserving market power are what Warren Buffett looks at when BH buys companies. SV recognizes that tech typically lowers common barriers to entry like management silo expertise.
