Andreessen Horowitz August 10, 2020
In this episode of 16 Minutes — our show where we cover recent headlines; tease apart what’s hype/ what’s real; and help orient where we are, trends-wise, on the long arc of innovation — we cover the merger of Teladoc and Livongo, which was announced just a few days ago. The $18.5B deal is a big deal not just because of the dollars and validation in public markets, but because it’s aimed at creating “the first true health tech giant“, and an end-to-end digital health platform at scale. However, the scale and opportunity in healthcare is so massive — this is akin to a reasonably sized hospital system — that this may be a drop in the bucket of what’s...
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