Hauv cov duab kos duab no, Amazon Basic Care logo tshwm rau ntawm lub xov tooj smartphone nrog Amazon logo hauv keeb kwm yav dhau.
Thiago Prudêncio | SOPA Duab | Lightrocket | Cov duab Getty
Chalk txog lwm qhov tsis ua tiav hauv kev saib xyuas kev noj qab haus huv rau Amazon, yog ib qho ntawm kev cuam tshuam kev lag luam kawg.
Ua ntej, nws txoj kev siv zog ntau heev nrog JPMorgan thiab Berkshire Hathaway los hloov kho kev noj qab haus huv, Haven, xaus nws lub neej luv.
Tam sim no, Amazon Care, nws txoj kev siv zog los daws cov tshuaj kho mob thiab kev saib xyuas thawj zaug rau kev lag luam ua lag luam hauv lub tebchaws - uas Amazon nws tus kheej trumpeted raws li tau txais ntau thiab ntau tus neeg siv khoom - tab tom kaw.
Puas yog tag nrho cov pov thawj peb xav tau ntawm ntau tus neeg tau hais ntau xyoo: kev kho mob tsuas yog nyuaj rau cuam tshuam ntau dua li kev lag luam?
Tej zaum tsis yog, tab sis tej zaum nws yog lub teeb liab ntawm kev hloov pauv hauv txoj hauv kev yuav ua li cas Amazon yuav sim ua kom muaj kev noj qab haus huv ntau ntawm kev lag luam kev lag luam. Kev kaw ntawm Amazon Care yuav rov qab los rau qhov kev xaiv yooj yim uas cov tuam txhab, tshwj xeeb tshaj yog cov uas muaj nyiaj ntau, yuav tsum tau ua thaum nws los txog rau kev ua lag luam tshiab: tsim lossis yuav?
Rau qee tus neeg saib xyuas kev noj qab haus huv hauv kev lag luam, nws tsis yog qhov xav tsis thoob tias Amazon Care yuav ploj mus raws li qhov chaw nyob ib leeg. Thaum Amazon tau txiav txim siab thaum Lub Xya Hli kom tau txais lub tuam txhab saib xyuas thawj Ib Tshuaj Kho Mob, uas ua li cas Amazon Care tau cia siab tias yuav ua thaum kawg ntawm lub teb chaws, nws yog cov ntawv sau rau ntawm phab ntsa uas qee yam yuav hloov. Thiab rau lub tuam txhab nyiaj txiag nplua nuj nrhiav cov hauv kev los mus yuav hauv khw lag luam uas tau thawb tus nqi ntawm cov tuam txhab kev noj qab haus huv tsis ntev los no - Ib Lub Kho Mob tau pauv siab txog $ 58 hauv 2021 thiab Amazon tshaj tawm cov phiaj xwm yuav nws rau $ 18 ib feem - Amazon yuav muaj sijhawm ntau dua li lwm yam hauv kev npaj rau theem tom ntej ntawm nws lub neej yav tom ntej hauv kev noj qab haus huv.
Kev yuav mus rau hauv kev ua lag luam uas nws xav tau ntau qhov sib koom thiab qhov twg nws yuav tsum muaj lub cev muaj zog tsis yog qhov tshiab rau Amazon, thiab tsis muaj sijhawm rau lub sijhawm. Raws li Amazon qhov kev yuav ntawm Whole Foods mus txog tsib xyoos, Nws tsim nyog nco ntsoov tias Amazon cov khoom lag luam tau nce nqi ntau npaum li hnub nws tshaj tawm qhov tau txais Cov Khoom Noj Tag Nrho raws li tus nqi yuav khoom rau cov khoom noj khoom haus uas muaj teeb meem tom qab ntawd.
"Nws tsis yog qhov xav tsis thoob lawv tau kaw nws," said Sari Kaganoff, tus thawj coj ntawm kev sab laj ntawm Rock Health, uas nqis peev ua VC hauv kev pib noj qab haus huv thiab muaj kev qhia txog kev noj qab haus huv thiab kev tshawb fawb caj npab. "Lawv lub zeem muag ib txwm yog kom muaj kev saib xyuas thawj zaug kev daws teeb meem thiab tam sim no nws yuav muaj kev daws teeb meem zoo dua li qhov lawv tsim tau," Kaganoff tau hais.
Nws yog qhov xav tsis thoob me ntsis, tej zaum, Amazon tshaj tawm qhov kev kaw ua ntej One Medical deal txawm kaw, tab sis Ib Lub Kho Mob muaj ntau lub khw muag khoom, ntau lub chaw ua haujlwm thiab ntau lub tuam txhab uas yog cov neeg siv khoom ntau dua li Amazon puas tau ua (nws yuav tsum khav txog kev kos npe. nce Whole Foods, uas nws muaj, raws li tus neeg siv khoom rau Amazon Care). Tej zaum kuj xav tsis thoob: nws tsis tau tos kom rebrand One Medical ua ib feem ntawm Amazon Care. PillPack, nws qhov kev nrhiav tau hauv chaw muag tshuaj, tseem muaj lub npe tab sis tam sim no tau muab tais hauv Amazon Pharmacy.
Los ntawm Amazon tus kheej tus account, Amazon Care yog qhov ua tsis tiav, yam tsawg kawg ntawm cov ntsiab lus uas tau hais nyob rau hauv cov ntawv sau sab hauv muab rau cov xov xwm hais txog kev kaw. Nws tsis muaj qhov tsis ntseeg tias nws tau tawm tsam nrog cov teeb meem ntawm kev txhim kho kev saib xyuas tus kheej hauv lub tebchaws, cov neeg ua haujlwm nyob rau hauv ib qho chaw uas nws muaj keeb kwm tsawg, thiab tau txais cov neeg siv khoom kos npe. Thaum telemedicine yog ib qho zoo, nws tsis yog ib qho kev daws teeb meem kev noj qab haus huv tag nrho, thiab Amazon yuav tsum tau nce kev nqis peev ntau heev los tsim kom muaj kev noj qab haus huv hauv teb chaws tiag tiag nrog cov chaw thiab kws kho mob thiab chaw kho mob.
Thaum kawg, cia peb hais tias Amazon Care yog qhov kev sim ua haujlwm rau kev lag luam, thiab ib zaug Amazon tau kawm txaus kom paub tias nws xav tau dab tsi hauv lub sijhawm ntev, nws yuav lub tuam txhab zoo dua nyob rau lub sijhawm thaum nws tus nqi poob siab.
Kaganoff tau hais tias "Kuv tsis xav tias lawv ua tsis tiav, vim Ib qho Kev Kho Mob zoo heev," Kaganoff hais.
Amazon tau kawm ib zaj lus qhia uas tau cuam tshuam cov hmoov zoo ntawm ntau yam kev cuam tshuam kev noj qab haus huv nyob rau xyoo tas los no: nws yog ib qho nyuaj rau kev ua haujlwm ib leeg ua haujlwm hauv kev lag luam - txawm tias koj yog ib lub tuam txhab nplua nuj tshaj plaws hauv ntiaj teb - kev sib sau ua ke tau nce txoj hauv kev. mus.
Kaganoff tau hais tias "Amazon Care tsis txawv dua li lwm qhov kev lag luam kev noj qab haus huv nyob ib leeg ntawm kev xav tau kev sib koom ua ke," Kaganoff tau hais. "Lawv ua si ib puag ncig nrog nws me ntsis," nws hais ntxiv, txaus kom paub tias lawv lub hom phiaj tseem muaj txiaj ntsig ntawm kev ua lag luam, tab sis tsis yog txoj hauv kev ntawd.
"Ib qho ntawm txoj hauv kev uas peb tau ua haujlwm rau lub zeem muag no rau ntau xyoo dhau los tau nrog peb qhov kev pab kho mob ceev thiab tseem ceeb, Amazon Care. Lub sijhawm ntawd, peb tau sib sau thiab mloog cov lus qhia dav dav los ntawm peb cov neeg siv khoom lag luam thiab lawv cov neeg ua haujlwm, thiab hloov kho cov kev pabcuam kom tsis tu ncua txhim kho kev paub rau cov neeg siv khoom. Txawm li cas los xij, txawm tias cov kev siv zog no, peb tau txiav txim siab tias Amazon Care tsis yog qhov kev daws teeb meem mus sij hawm ntev rau peb cov neeg siv khoom lag luam, "tus sau ntawv sab hauv tau hais.
Thaum Amazon txoj kev saib xyuas kev noj qab haus huv nyob rau xyoo tas los no tau cuam tshuam nrog kev sib ntaus sib tua ncaj qha rau cov neeg tsis muaj kev noj qab haus huv tsis ntev los no (xws li Amazon Care vs. teladoc), Wall Street cov kws tshuaj ntsuam xyuas tau hais tias kev ua lag luam yuav tsum txhawj xeeb ntxiv txog Amazon ua txoj hlua ntawm kev yuav khoom uas hais txog lub hom phiaj dav dua.
Qhov ntawd yog qhov zoo li tshwm sim.
Amazon tseem tsis tau ua tiav thawb nws cov nyiaj ntsuab nyob rau hauv kev yuav ntau dua hauv kev kho mob, nrog cov xov xwm tsis ntev los no ceeb toom nws yog ntawm bidders rau Kos npe rau Health, uas muaj kev sib tshooj nrog Iora Kev Noj Qab Haus Huv kev lag luam ntawm Ib Kev Kho Mob, tsom mus rau qhov nyuaj, Medicare-centric kev ua lag luam tshaj li cov qauv kev saib xyuas hauv tebchaws.
Nws yog qhov tseeb Amazon tseem npaj los ua tus neeg ua si zoo tshaj plaws hauv qhov chaw kho mob. Nws tuaj yeem siv nws lub peev xwm los hloov kho nws cov khoom muag, txuas mus rau nws lub tsev muag tshuaj, thiab thaum kawg ua rau muaj kev hem thawj rau ntau lwm lub khw muag khoom loj uas tsom mus rau kev kho mob. Walmart tau txais lub tuam txhab telehealth MeMD hauv 2021; CVS, uas twb muaj telemedicine los ntawm ib tug deal nrog Miskas Zoo, yog lwm rumored bidder rau Signify; thiab Walgreens muaj VillageMD thiab tab tom qhib ntau pua lub chaw ua haujlwm hauv khw thoob plaws tebchaws.
Qhov kev cuam tshuam ntawm khw muag khoom tsuas yog yuav loj hlob, rau qhov laj thawj hauv qab. Thaum koj saib ntawm feem ntawm lub hnab nyiaj, los ntawm cov neeg siv khoom mus rau cov chaw ua haujlwm, kev lag luam kev noj qab haus huv yog ib feem loj ntawm kev siv nyiaj. Amazon twb nyob rau hauv yuav luag txhua txhua chunks ntawm lub hnab nyiaj, tej zaum tsis banking (txawm hais tias nws muaj credit cards).
Dab tsi yog qhov loj tshaj plaws ntawm kev lag luam uas lawv tsis nyob hauv?
Kaganoff tau hais tias "Nws yog kev kho mob, thiab lawv twb muaj ntau yam kev noj qab haus huv rau cov neeg siv khoom, nws tsuas yog ua rau kev nkag siab mus rau kev kho mob loj," Kaganoff tau hais.
Thaum Haven - uas disbanded tom qab peb xyoos - debuted rau ntau tus kiv cua, tib neeg xav tias kev sib koom ua ke ntawm Berkshire Hathaway, JPMorgan thiab Amazon tuaj yeem ua rau muaj kev cuam tshuam loj ntawm cov nqi thoob plaws hauv kev saib xyuas kev noj qab haus huv uas Warren Buffett tau hu ua kab kab mob hauv lub tebchaws kev lag luam.
Thiab qhov ntawd tseem yog ib feem ntawm zaj dab neeg. Txhua yam Amazon ua yog ib feem ntawm kev tsav tus nqi qis thiab tsav kev ua haujlwm. "Kev saib xyuas zoo dua ntawm tus nqi qis," yog dab tsi Cano Health CEO Marlow Hernandez hais rau CNBC lub lim tiam dhau los yog qhov kev hloov pauv rau txhua tus neeg ua si hauv qhov chaw.
Amazon tus neeg siv khoom lag luam hauv internet yuav yog qhov kawg ntawm kev cuam tshuam kev lag luam, tab sis kev hloov pauv ntawm kev saib xyuas kev noj qab haus huv tau raug kev hem thawj thiab tib neeg tsis xav kho nws zoo li lwm hom kev muag khoom. Hernandez tau hais tias "Dab tsi cov neeg mob tau thov yog qhov kev sib koom ua ke uas lawv tuaj yeem tsim kev sib raug zoo thiab tsis yog tus lej," Hernandez tau hais.
Qhov ntawd yog hu ua kev saib xyuas tus nqi - thiab tej zaum nws yog ib qho kev qhia ntawm kev ntxhov siab li cas US kev saib xyuas kev noj qab haus huv yog qhov "tus nqi" rau tus neeg mob yog lub tswv yim tshiab - thiab nws yog ua rau ntau consolidation. Hernandez cov phiaj xwm kev lag luam tseem ceeb yuav loj hlob los ntawm $ 1.8 trillion mus txog $ 3.7 trillion los ntawm 2030.
Thiab qhov ntawd hais txog lub hauv paus ntsiab lus rau txhua lub tuam txhab loj xws li Amazon thiab nws cov neeg sib tw.
Kaganoff tau hais tias "Kuv xav tias nws tsuas yog ua lag luam sib koom xwb,"
Qhov kawg ntawm Amazon Care tau zoo li sai sai. Tab sis raws li Amazon tau txav los ntawm kev saib xyuas thawj zaug, mus rau hauv kev saib xyuas nyuaj dua, thiab muaj peev xwm txawm tias muaj kev saib xyuas mob ntev - thiab sib txuas cov khw muag tshuaj thiab cov tshuaj hauv khw muag khoom nrog rau tag nrho nws cov kev pabcuam - txhua tus los ntawm kev pib noj qab haus huv rau Teladoc rau cov khw muag khoom sib tw thiab kev kho mob. incumbents yuav tsum mus ntxiv kev txhawj xeeb. Amazon Care qhov tsis ua tiav tuaj yeem raug nqi thiab tuaj yeem ua rau muaj kev xav tsis thoob, txawm tias qee qhov hauv Amazon, tab sis qhov uas lub tuam txhab thaum kawg tab tom yuav thiab tsim tawm kuj tseem yuav ua rau muaj kev cuam tshuam loj dua.
Tau qhov twg los: https://www.cnbc.com/2022/08/28/where-amazon-is-heading-in-health-after-the-amazon-care-failure.html