This was a really informative post about a great example of a winner. I am glad you highlighted their success with outcomes, since relevant data is usually the biggest challenge in determining whether a digital health solution is a winner. I am very curious to see who wins in the Livongo/Omada battle. It may be more interesting if Omada also chooses to partner with a tech company like Apple or Google to increase their access to patients and expand their data set.
Thank you for the informative post. I am left wondering if Mercari is scalable outside of Japan. It does not seem hard to beat out the incumbent when its Yahoo (who easily could be considered a loser in another post) and they failed to consistently succeed outside of Japan. Scaling outside Japan and taking on companies like Amazon or Alibaba will be more difficult.
Great post! I am wondering what the risk from competition looks like in this space. Thinking about what HBS is doing with the HBX platform, I am wondering if more schools (like the aforementioned Stanford and Princeton) will end up trying to make their own independent online course platforms. This may impact the paid B2B portion of Coursera’s revenue, especially since the certificate or degree you get at the end might be considered more prestigious.