This discussion centers on the innovative digital business models developed by Walgreens and Ping An Good Doctor in the healthcare sector. These industry leaders have embraced digital transformation to establish new, compelling business models, each unique in its approach. The analysis will delve into three key areas: the economies of scale and scope, digital superpowers that lend competitive advantage, and the role of AI as a capability and potential learning platform.
Ping An is the quiet digital giant of China. It began as an insurance company. Then it added a wealth management company. Then it added a bank. And now it is focusing on healthcare. And, along the way, it became a full tech company. It’s right up there with Alibaba, ByteDance and the others. I […]
I have been re-assessing my focus in China tech. The tech giants are now, likely perpetually, on the government’s radar. That will likely create more freedom to grow for the medium companies. Health tech has just moved much higher on my list. Health tech was a big deal in China in 2015-2016. Tons of PE […]