It arguably is easier to “move up the stack” when a business already operates at the platform, app or device level. And that could be the case for Alphabet, Amazon, Apple and Microsoft as they seek to create new roles for themselves in the health business.
Apple logically sees itself as a medical device supplier. Microsoft operates Microsoft Health.
Alphabet wants to leveraging its extensive cloud platform and data analytics capabilities in the health area, including health records, for example.
Amazon is moving towards distribution of medical supplies and pharmaceuticals. Alexa could become an in-home health concierge.
Apple logically sees itself as a medical device supplier. Microsoft operates Microsoft Health.
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