I heard a good article on this today.  I am with you, I wouldn’t bet against 
those guys.

-----Original Message-----
From: [email protected] 
[mailto:[email protected]] On Behalf Of Centroids
Sent: Wednesday, January 31, 2018 12:52 PM
To: Centroids Discussions <[email protected]>
Subject: [RC] Amazon Health

Dang. I’m not one to bet against both Bezos and Buffet. 

Politics was disrupted by the Internet in 2016. Looks like health care will be 
in 2020 (I had it the other way around). 

My third prediction of disrupting Wall Street in 2024 still looks good, Though. 


“Amazon, Berkshire Hathaway and JPMorgan Chase & Co. announced today that they 
are partnering on ways to address healthcare for their U.S. employees, with the 
aim of improving employee satisfaction and reducing costs. The three companies, 
which bring their scale and complementary expertise to this long-term effort, 
will pursue this objective through an independent company that is free from 
profit-making incentives and constraints.”
—Amazon Health
(Stratechery by Ben Thompson)

https://stratechery.com/2018/amazon-health/


Sent from my iPhone

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