hmm. it's great tech but there are 2 things you didnt mention. 1) what did they have to give up to get Epic and Kaiser to choose them? 2) Amazon wouldn't let One Medical use them and instead used an Anthropic version. Hard to see how anyone competes long term with a free product from a giant. Abridge is a great product but it's hard to see how they get a moat to justify their valuation
Finally, the 2022 MSFT purchase of Nuance for $19bn looks like a total waste of money!
hmm. it's great tech but there are 2 things you didnt mention. 1) what did they have to give up to get Epic and Kaiser to choose them? 2) Amazon wouldn't let One Medical use them and instead used an Anthropic version. Hard to see how anyone competes long term with a free product from a giant. Abridge is a great product but it's hard to see how they get a moat to justify their valuation
Finally, the 2022 MSFT purchase of Nuance for $19bn looks like a total waste of money!