top | item 22103810

(no title)

karpodiem | 6 years ago

Which of the two has a trillion dollar market cap with monopoly like market share in multiple business to consumer product sectors?

There’s nothing novel about what Epic or any other B2B enterprise software company does (for the most part), other than total addressable market (and profits) being far smaller than the B2C FAANG giants - the market caps reflect this as well.

discuss

order

manigandham|6 years ago

Microsoft, Amazon, and Google are all trillion dollar companies operating in multiple sectors. Why is Google special in this regard?

karpodiem|6 years ago

Right. And while Epic does the heavy lifting of crafting software to support healthcare provider workflows, integrating dissimilar systems (PACS, etc.), and storing all that data, the companies you mentioned feel they can create value by attempting to automate diagnosis and potentially offer some integration point for genetic counseling.