Has their own Apple Health Care in beta, (company is creating the biz with employees and eating their own dog food), with scale that rivals $ONEM.
Picture this world.
Your iPhone becomes your Primary Care DEVICE coupled with Watch.
$AMZN bought $ONEM cause they got wind of this release.
PS – Best part is, this is prob worth 10% of $AAPL market cap and isn’t even on the radar of most ANALysts.
Life, (discussed here before), has a market penetration rate of probably close to 35% of the US TAM (and ROW down the road) by Yr 2. That means that 1 out of every 3 Americans will be using their iPhone to personally onboard almost fully manage their health by 2025.
PS – that’s about 45 – 60 million people. AMZN just bought 300k users for 4B or 13k per user. Granted, a user won’t be worth 13k in ‘25. But a user worth 1k is a 50 billion opportunity. And 70% of that is a 35 bill biz. In two years. With a nice growth trajectory.
Good luck $AMZN. You’ll need it.
PPS – Kayne will prob be President, hence the pic.
PAWN 