SR2020

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On March 24, 2020, SR2020 commented on Everything is teachable – Platform play in education :

As technology increasingly augments – and replaces – human work, the importance of affordable and relevant education will become increasingly important. I think teachable has the potential to help companies quickly retrain their work forces while reinforcing a culture of sharing and learning. I think they should consider making a corporate version for companies where employees are incentivized to post courses teaching others skills in areas that area top priority for the company. For example, a coder in one department could teach a course to people whose jobs are being replaced to help them find a new role in the company. A product like this would be very sticky for companies because it would contain significant amounts of company knowledge, and integrating a education system into their existing systems would take significant effort. Once they’re bought in, they’d stay for a long time.

On March 24, 2020, SR2020 commented on Upwork— the future of remote work online :

I agree completely that the COVID epidemic is going to have a significant impact on professional services going forward. Companies are being mass-exposed to remote working right now, and I think this will help them realize the opportunities it provides and cost saving potential that comes from not having people in the office. I think the area facing most disruption from platforms like Upwork is concrete, short-term technical or design work, while things like strategy projects and legal advice will likely remain either in-house or with established players given the sensitivity, importance, and complexity of the work

On March 24, 2020, SR2020 commented on Zocdoc: The Yelp for Medicine? :

Interesting blog post and especially relevant given our increased focus on healthcare in recent weeks! One concern that I have about ZocDoc is the quality of doctors listing on the platform; because the platform is meant to act as publicity and reputation verification, I am concerned that top-tier doctors will not use the platform because why pay for something you already have? I wonder if ZocDoc could partner with or build in-house telemedicine capabilities that even top doctors don’t want to develop on their own to make the platform more attractive. This feature will likely become even more attractive after the COVID crisis because people are increasingly becoming comfortable with remote medicine.

Awesome topic! While it’s indisputable that the DNC was a “loser” in this situation, I do think its push toward a more-efficient voting procedures is a step in the right direction. The questions in my mind after reading your post are if and how digital technology (especially mobile) can be used to make voting more accessible – and if it is possible, who should be leading the charge?

To the last questions, it seems like it should be a government-wide initiative vs. one done by individual parties. I think this would ensure more rigorous testing, increase trust, and enable a country-wide roll out with sufficient training / advertising provided to all citizens (e.g. the HealthCare.gov rollout). As to whether mobile voting of some sort is even possible – it seems like a long way off for the business case and data privacy concerns to be addressed but maybe this is something that should begin to be piloted at a state level?

On February 11, 2020, SR2020 commented on Peloton: Winning the fitness battle, losing the economic war :

Thank you for writing on this topic! Your post highlighted a number of the concerns I personally have as a potential customer – and that I’m sure many other of their target buyers are having. It also brought to mind two other issues they are grappling with they may call into question their “winner” status:

(1) Choice of exclusivity vs. inclusivity – Peloton has received significant flack in recent months for appearing too elite and exclusive (i.e. featuring only thin, young, rich people with large houses). As a brand that prides itself on community, I think its going to be careful about how it curates a community that people are proud to be a part of vs. hide in their back room when guests come over).

(2) Rise of at-home fitness competition – many other companies are entering the connected at-home fitness arena, namely Fight Camp (boxing) and Tonal (weight lifting). Going forward, Peloton will have to compete with these folks for the dollars, time, and floor space of a limited, urban, affluent customer base.

Thanks for writing on such an interesting and timely topic! While some of the issues outlined above are unique to Sweden, so many of them – notably long wait times, unequal access, and massive inefficiencies are impacting healthcare in countries around the world. Learnings from KRY could be very useful to inform similar products in geographies outside of Europe.

What excites me most about this company is how it could be complemented well by the rise in consumer healthcare products (e.g. wearables) and services (e.g. 23 and Me). As consumers become more educated on their own health, they will become more informed users of KRY and will be able to provide more information to remote doctors digitally. Hopefully this rise in easy information sharing will help counteract some of the drawbacks of receiving remote care.