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Prikvačeni tweet
Running thread of all of my threads. A good sampling of the kind of stuff I tweet about.pic.twitter.com/XK0zDcjmhG
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I’m really looking forward to thishttps://twitter.com/jtozz/status/1223362738136788992 …
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Steve H proslijedio/la je Tweet
I like data. I think having data is vital to addressing social problems. But a graph of maternal deaths that circulated on Twitter this week shows the limits of trusting numbers too much. Precision creates an illusion of accuracy and that can be dangerous. 1/12pic.twitter.com/dYI9ix2Vf2
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Another idea: identify the 2nd or 3rd degree connections that you have. i.e. maybe person A doesn’t follow you, but they follow 2 people that do follow you, and those people can put you in touch. Believe twitter only does this for ppl you follow, which is less valuable.
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Steve H proslijedio/la je Tweet
1) Casper vs. Purple is an interesting case study in the benefits of being public vs. private. Going public forced Purple to develop discipline that can clearly be seen in their superior growth/profitability metrics vs. Casper. Purple is a lean, mean fighting machine.
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Point #6:
$ONEM and other primary care providers are not the only ones providing coordinated care. Insurance companies are getting into the game as I described in my last post. There is a hugely important question about WHO should do the coordinatinghttps://caseload.substack.com/p/the-disruptors-part-1-dtc-insurance …Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Point #5: Their unit economics look fairly solid though. Acquisition costs are getting high, which is the main concern. And there are some other costs which make it hard to tell how well they can really scale.
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Point #4: On quick glance from their S-1 numbers, engagement is decreasing (fewer visits per member per year). This seems to be a bad sign if their product revolves around increasing engagement.
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Point #3: I think
$ONEM has some incentive problems when they are paid on a PMPM basis. When they go PMPM, they have a SHORT-TERM incentive to reduce engagement to drive margin. (LONG-TERM incentive remains aligned)Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
-Point #2: One Medical is organized around making an awesome customer experience. But this ALSO has the side benefits of making the doctor experience good, AND driving engagement in primary care such that total costs are reduced. It all works together.
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Want to highlight a few of the themes in here now the article is out:
$ONEM -Point #1: primary care, especially high-touch, coordinated care like One Medical provides (among others like@iorahealth ) can reduce total cost of care, and that's excitingPrikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
9/ the Wheaton eco scale https://twitter.com/securelyhashed/status/1219988790418251777?s=21 …https://twitter.com/SecurelyHashed/status/1219988790418251777 …
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13/ Lastly, I got onto this line of thought actually from reading
@vgr fantastic article on the IoB. But, I still don't know what the connection is there. Brain being weird again.https://www.ribbonfarm.com/2020/01/16/the-internet-of-beefs/ …Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
12/ And this is why I think I often come across books that are highly recommended by knowledgeable people, but find them nearly unreadable.
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11/ To me this is what makes someone like, say,
@paulg so impressive - obviously guru level, but his essays are accessible. Makes me wonder what he might be able to say/communicate to a narrower audience.Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
10/ It therefore takes an active population of intermediareies--people on the middling rungs--to educate those below them. Whisper down the lane style. The guru depends on these people to expand their domain.
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9/ And to the beginner, the things that the guru says just sound like jargony gibberish. Big concepts that they haven't grasped yet compressed down into a few words. So assume the guru is a crackpot.
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8/ In practice, this doesn't seem to happen. Higher rungs tend to disdain the lower rungs. Or if not disdain, then find it hard to relate. The guru finds it hard to educate the beginner because they just can't imagine not knowing what they know.
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7/ When you start to become expert or obsessive in some domain, you necessarily progress through each of the levels. One would think this gives the higher-level people some empathy for the low-level people. (After all, they had to start at a lower rung too).
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6/ Most people, in most domains, are very low on the scale. And they have a small number of domains in which they're at a high level. People tend to focus on these domains where they are higher up when evaluating their self worth.
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5/ But actually the scale can apply to any domain. My own favorite formulation of it relates to personal finance: https://wiki.earlyretirementextreme.com/wiki/ERE_Wheaton_Levels … h/t
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