Next wave = it's fully a commodity
Great read! Was wondering what your thoughts were on the strategic rationale for payers in regards to potential M&A with telehealth providers like Teladongo/MDLive/Amwell? Would it be because payers building out their own telehealth platform would be too costly/take too much time? Or is it more of a play to have access to the millions of patients already 'aligned' with Teladongo?